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Schwab US Broad Market ETF

1,306 hedge funds and large institutions have $12.9B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.3%32.84% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1176
Investors Research Corp
Georgia
$136K
WGL
1177
Wellington Grp LLC
Indiana
$136K
KFI
1178
Key Financial Inc
Pennsylvania
$133K
BSB
1179
Bangor Savings Bank
Maine
$130K
QC
1180
Quent Capital
New York
$127K
ME
1181
McIlrath & Eck
Washington
$118K
WT
1182
Whittier Trust
California
$112K
ECA
1183
Elevated Capital Advisors
Utah
$109K
PP
1184
Pacifica Partners
Canada
$105K
AG
1185
AmeriFlex Group
Nevada
$104K
MA
1186
Montag & Associates
Georgia
$101K
LWANC
1187
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K
SWP
1188
SIMA Wealth Partners
Virginia
$86.6K
MSWA
1189
Marshall & Sterling Wealth Advisors
New York
$84.5K
KFA
1190
Kelleher Financial Advisors
New York
$81.7K
SIS
1191
Strategic Investment Solutions
Illinois
$80.6K
RF
1192
Roxbury Financial
New Jersey
$79K
GGI
1193
Godsey & Gibb Inc
Virginia
$75.9K
GIA
1194
GHP Investment Advisors
Colorado
$75.8K
WPA
1195
Wealth Preservation Advisors
Tennessee
$72.4K
FFA
1196
Frazier Financial Advisors
Ohio
$72.3K
GEA
1197
Glen Eagle Advisors
New Jersey
$72.1K
EWA
1198
Elevate Wealth Advisory
Georgia
$70.9K
GKIM
1199
GW&K Investment Management
Massachusetts
$70K
HWM
1200
HighMark Wealth Management
Minnesota
$67.6K