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Schwab US Broad Market ETF

1,294 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 151 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

0.49% more ownership

Funds ownership: 32.29%32.78% (+0.49%)

3% less funds holding in top 10

Funds holding in top 10: 139135 (-4)

Holders
1,294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
135
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
MA
1176
Montag & Associates
Georgia
$101K
LWANC
1177
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K
MSWA
1178
Marshall & Sterling Wealth Advisors
New York
$84.5K
KFA
1179
Kelleher Financial Advisors
New York
$81.7K
SIS
1180
Strategic Investment Solutions
Illinois
$80.6K
RF
1181
Roxbury Financial
New Jersey
$79K
GGI
1182
Godsey & Gibb Inc
Virginia
$75.9K
GIA
1183
GHP Investment Advisors
Colorado
$75.8K
WPA
1184
Wealth Preservation Advisors
Tennessee
$72.4K
FFA
1185
Frazier Financial Advisors
Ohio
$72.3K
GEA
1186
Glen Eagle Advisors
New Jersey
$72.1K
EWA
1187
Elevate Wealth Advisory
Georgia
$70.9K
GKIM
1188
GW&K Investment Management
Massachusetts
$70K
HWM
1189
HighMark Wealth Management
Minnesota
$67.6K
HRC
1190
Hoertkorn Richard Charles
$65K
BFS
1191
Beacon Financial Strategies
North Carolina
$64.3K
FNWA
1192
Financial Network Wealth Advisors
Utah
$64.2K
BIA
1193
Bell Investment Advisors
California
$61.9K
GSWM
1194
Golden State Wealth Management
California
$60.6K
JFA
1195
JNBA Financial Advisors
Minnesota
$58.1K
WSFS
1196
Wilmington Savings Fund Society
Delaware
$56.7K
LWMI
1197
Legacy Wealth Management (Idaho)
Idaho
$55.4K
BL
1198
BFSG LLC
California
$55.2K
IAIM
1199
International Assets Investment Management
Florida
$52.5K
HFS
1200
Hantz Financial Services
Michigan
$52K