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Schwab US Broad Market ETF

1,277 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, 478 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:

2% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 467

0.37% more ownership

Funds ownership: 32.22%32.59% (+0.37%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,277
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
CPIG
101
Chicago Partners Investment Group
Illinois
$25.7M
Fidelity Investments
102
Fidelity Investments
Massachusetts
$24.8M
SFP
103
Strategic Financial Planning
Texas
$24.6M
IDA
104
Intelligence Driven Advisers
California
$24.3M
AllianceBernstein
105
AllianceBernstein
Tennessee
$24.1M
GLR
106
Great Lakes Retirement
Ohio
$24M
WC
107
Wynn Capital
Georgia
$23.7M
MWP
108
Meridian Wealth Partners
Pennsylvania
$23.5M
SI
109
Stonekeep Investments
New Mexico
$23.2M
SF
110
Schaeffer Financial
Maryland
$23.1M
GWM
111
Global Wealth Management
New Jersey
$23M
IAS
112
IMA Advisory Services
Colorado
$22.9M
BIM
113
Breakwater Investment Management
Washington
$22.9M
CHJWM
114
Carlton Hofferkamp & Jenks Wealth Management
Texas
$22.5M
AWM
115
Avior Wealth Management
Nebraska
$22.2M
UCFA
116
United Capital Financial Advisors
Texas
$21.7M
Corient Private Wealth
117
Corient Private Wealth
Florida
$21.7M
AssetMark Inc
118
AssetMark Inc
California
$21.3M
Osaic Holdings
119
Osaic Holdings
Arizona
$21.2M
TWM
120
Tanglewood Wealth Management
Texas
$21.1M
VCP
121
Vista Capital Partners
Oregon
$21.1M
DCM
122
Davis Capital Management
Florida
$21M
SFG
123
Socha Financial Group
New York
$21M
TWM
124
Tradition Wealth Management
Minnesota
$20.9M
Lido Advisors
125
Lido Advisors
California
$20.8M