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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
NRG
1201
Nemes Rush Group
Michigan
$38.3K
BW
1202
Basepoint Wealth
Iowa
$38K
GI
1203
GAMMA Investing
California
$37.9K
CG
1204
Curat Global
New Hampshire
$37.8K
MAM
1205
Marquette Asset Management
Minnesota
$36.7K
B
1206
Birchbrook
Maine
$36.7K
LI
1207
LRI Investments
Florida
$35K
MEG
1208
Millstone Evans Group
Colorado
$34.2K
JGIA
1209
Jackson Grant Investment Advisers
Connecticut
$33.2K
AFG
1210
Albion Financial Group
Utah
$33K
VWM
1211
Vermillion Wealth Management
Minnesota
$33K
PWPS
1212
Pinnacle Wealth Planning Services
Ohio
$32K
KFAS
1213
Keating Financial Advisory Services
Kansas
$31.3K
MCA
1214
Maryland Capital Advisors
Maryland
$29.6K
BCM
1215
Blume Capital Management
California
$29.2K
BFP
1216
Birchwood Financial Partners
Minnesota
$28.1K
RIL
1217
Rothschild Investment LLC
Illinois
$27.4K
GJIA
1218
Glass Jacobson Investment Advisors
Maryland
$26.4K
PAI
1219
Pittenger & Anderson Inc
Nebraska
$23.9K
LWM
1220
Lodestone Wealth Management
Washington
$20.6K
SGK
1221
Steigerwald Gordon & Koch
Virginia
$20.5K
BHWM
1222
Beaird Harris Wealth Management
Texas
$19.7K
AIP
1223
Ameritas Investment Partners
Nebraska
$19.6K
FP
1224
Financial Perspectives
Minnesota
$19K
IWM
1225
Inlight Wealth Management
Georgia
$17.7K