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