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Schwab US Broad Market ETF

1,306 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 159 funds opening new positions, 484 increasing their positions, 470 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: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.3%32.84% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
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
HRC
1201
Hoertkorn Richard Charles
$65K
BFS
1202
Beacon Financial Strategies
North Carolina
$64.3K
FNWA
1203
Financial Network Wealth Advisors
Utah
$64.2K
BIA
1204
Bell Investment Advisors
California
$61.9K
GSWM
1205
Golden State Wealth Management
California
$60.6K
JFA
1206
JNBA Financial Advisors
Minnesota
$58.1K
WSFS
1207
Wilmington Savings Fund Society
Delaware
$56.7K
LWMI
1208
Legacy Wealth Management (Idaho)
Idaho
$55.4K
BL
1209
BFSG LLC
California
$55.2K
IAIM
1210
International Assets Investment Management
Florida
$52.5K
HFS
1211
Hantz Financial Services
Michigan
$52K
FPF
1212
First Pacific Financial
Washington
$51.9K
Simplex Trading
1213
Simplex Trading
Illinois
$51.3K
GFA
1214
Godfrey Financial Associates
New York
$50.9K
HPC
1215
HM Payson & Co
Maine
$49.3K
AWM
1216
Aberdeen Wealth Management
Illinois
$46.9K
OFG
1217
Oxford Financial Group
Indiana
$46.6K
CIAS
1218
Capital Investment Advisory Services
North Carolina
$44.1K
CFD
1219
Creative Financial Designs
Indiana
$43.9K
EB
1220
Eastern Bank
Massachusetts
$42.5K
ACA
1221
American Capital Advisory
Idaho
$42.5K
WPWM
1222
Western Pacific Wealth Management
Illinois
$41.6K
NG
1223
NWK Group
California
$40.4K
Kayne Anderson Rudnick Investment Management
1224
Kayne Anderson Rudnick Investment Management
California
$38.7K
NRG
1225
Nemes Rush Group
Michigan
$38.3K