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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
DW
101
Dodds Wealth
Colorado
$25.8M
CPIG
102
Chicago Partners Investment Group
Illinois
$25.7M
Fidelity Investments
103
Fidelity Investments
Massachusetts
$24.8M
SFP
104
Strategic Financial Planning
Texas
$24.6M
IDA
105
Intelligence Driven Advisers
California
$24.3M
AllianceBernstein
106
AllianceBernstein
Tennessee
$24.1M
GLR
107
Great Lakes Retirement
Ohio
$24M
WC
108
Wynn Capital
Georgia
$23.7M
MWP
109
Meridian Wealth Partners
Pennsylvania
$23.5M
SI
110
Stonekeep Investments
New Mexico
$23.2M
SF
111
Schaeffer Financial
Maryland
$23.1M
GWM
112
Global Wealth Management
New Jersey
$23M
IAS
113
IMA Advisory Services
Colorado
$22.9M
BIM
114
Breakwater Investment Management
Washington
$22.9M
CHJWM
115
Carlton Hofferkamp & Jenks Wealth Management
Texas
$22.5M
AWM
116
Avior Wealth Management
Nebraska
$22.2M
UCFA
117
United Capital Financial Advisors
Texas
$21.7M
AssetMark Inc
118
AssetMark Inc
California
$21.3M
Osaic Holdings
119
Osaic Holdings
Arizona
$21.2M
NSG
120
Nalls Sherbakoff Group
Tennessee
$21.2M
TWM
121
Tanglewood Wealth Management
Texas
$21.1M
VCP
122
Vista Capital Partners
Oregon
$21.1M
DCM
123
Davis Capital Management
Florida
$21M
SFG
124
Socha Financial Group
New York
$21M
TWM
125
Tradition Wealth Management
Minnesota
$20.9M