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Schwab US Broad Market ETF

1,278 hedge funds and large institutions have $12.8B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 479 increasing their positions, 467 reducing their positions, and 36 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 467

0.38% more ownership

Funds ownership: 32.22%32.6% (+0.38%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,278
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
132
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
HWM
1176
HighMark Wealth Management
Minnesota
$67.6K
HRC
1177
Hoertkorn Richard Charles
$65K
BFS
1178
Beacon Financial Strategies
North Carolina
$64.3K
FNWA
1179
Financial Network Wealth Advisors
Utah
$64.2K
BIA
1180
Bell Investment Advisors
California
$61.9K
GSWM
1181
Golden State Wealth Management
California
$60.6K
JFA
1182
JNBA Financial Advisors
Minnesota
$58.1K
WSFS
1183
Wilmington Savings Fund Society
Delaware
$56.7K
LWMI
1184
Legacy Wealth Management (Idaho)
Idaho
$55.4K
BL
1185
BFSG LLC
California
$55.2K
IAIM
1186
International Assets Investment Management
Florida
$52.5K
HFS
1187
Hantz Financial Services
Michigan
$52K
FPF
1188
First Pacific Financial
Washington
$51.9K
Simplex Trading
1189
Simplex Trading
Illinois
$51.3K
GFA
1190
Godfrey Financial Associates
New York
$50.9K
HPC
1191
HM Payson & Co
Maine
$49.3K
AWM
1192
Aberdeen Wealth Management
Illinois
$46.9K
OFG
1193
Oxford Financial Group
Indiana
$46.6K
CIAS
1194
Capital Investment Advisory Services
North Carolina
$44.1K
CFD
1195
Creative Financial Designs
Indiana
$43.9K
EB
1196
Eastern Bank
Massachusetts
$42.5K
ACA
1197
American Capital Advisory
Idaho
$42.5K
WPWM
1198
Western Pacific Wealth Management
Illinois
$41.6K
NG
1199
NWK Group
California
$40.4K
Kayne Anderson Rudnick Investment Management
1200
Kayne Anderson Rudnick Investment Management
California
$38.7K