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Schwab US Broad Market ETF

1,295 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 152 funds opening new positions, 481 increasing their positions, 469 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: 481 | Existing positions reduced: 469

0.5% more ownership

Funds ownership: 32.29%32.8% (+0.5%)

2% less funds holding in top 10

Funds holding in top 10: 139136 (-3)

Holders
1,295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
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
AG
1176
AmeriFlex Group
Nevada
$104K
MA
1177
Montag & Associates
Georgia
$101K
LWANC
1178
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K
MSWA
1179
Marshall & Sterling Wealth Advisors
New York
$84.5K
KFA
1180
Kelleher Financial Advisors
New York
$81.7K
SIS
1181
Strategic Investment Solutions
Illinois
$80.6K
RF
1182
Roxbury Financial
New Jersey
$79K
GGI
1183
Godsey & Gibb Inc
Virginia
$75.9K
GIA
1184
GHP Investment Advisors
Colorado
$75.8K
WPA
1185
Wealth Preservation Advisors
Tennessee
$72.4K
FFA
1186
Frazier Financial Advisors
Ohio
$72.3K
GEA
1187
Glen Eagle Advisors
New Jersey
$72.1K
EWA
1188
Elevate Wealth Advisory
Georgia
$70.9K
GKIM
1189
GW&K Investment Management
Massachusetts
$70K
HWM
1190
HighMark Wealth Management
Minnesota
$67.6K
HRC
1191
Hoertkorn Richard Charles
$65K
BFS
1192
Beacon Financial Strategies
North Carolina
$64.3K
FNWA
1193
Financial Network Wealth Advisors
Utah
$64.2K
BIA
1194
Bell Investment Advisors
California
$61.9K
GSWM
1195
Golden State Wealth Management
California
$60.6K
JFA
1196
JNBA Financial Advisors
Minnesota
$58.1K
WSFS
1197
Wilmington Savings Fund Society
Delaware
$56.7K
LWMI
1198
Legacy Wealth Management (Idaho)
Idaho
$55.4K
BL
1199
BFSG LLC
California
$55.2K
IAIM
1200
International Assets Investment Management
Florida
$52.5K