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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
HFS
1201
Hantz Financial Services
Michigan
$52K
FPF
1202
First Pacific Financial
Washington
$51.9K
Simplex Trading
1203
Simplex Trading
Illinois
$51.3K
GFA
1204
Godfrey Financial Associates
New York
$50.9K
HPC
1205
HM Payson & Co
Maine
$49.3K
AWM
1206
Aberdeen Wealth Management
Illinois
$46.9K
OFG
1207
Oxford Financial Group
Indiana
$46.6K
CIAS
1208
Capital Investment Advisory Services
North Carolina
$44.1K
CFD
1209
Creative Financial Designs
Indiana
$43.9K
EB
1210
Eastern Bank
Massachusetts
$42.5K
ACA
1211
American Capital Advisory
Idaho
$42.5K
WPWM
1212
Western Pacific Wealth Management
Illinois
$41.6K
NG
1213
NWK Group
California
$40.4K
Kayne Anderson Rudnick Investment Management
1214
Kayne Anderson Rudnick Investment Management
California
$38.7K
NRG
1215
Nemes Rush Group
Michigan
$38.3K
BW
1216
Basepoint Wealth
Iowa
$38K
GI
1217
GAMMA Investing
California
$37.9K
CG
1218
Curat Global
New Hampshire
$37.8K
MAM
1219
Marquette Asset Management
Minnesota
$36.7K
B
1220
Birchbrook
Maine
$36.7K
LI
1221
LRI Investments
Florida
$35K
MEG
1222
Millstone Evans Group
Colorado
$34.2K
B
1223
Bayban
Minnesota
$33.4K
JGIA
1224
Jackson Grant Investment Advisers
Connecticut
$33.2K
AFG
1225
Albion Financial Group
Utah
$33K