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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
BW
1226
Basepoint Wealth
Iowa
$38K
GI
1227
GAMMA Investing
California
$37.9K
CG
1228
Curat Global
New Hampshire
$37.8K
MAM
1229
Marquette Asset Management
Minnesota
$36.7K
B
1230
Birchbrook
Maine
$36.7K
LI
1231
LRI Investments
Florida
$35K
MEG
1232
Millstone Evans Group
Colorado
$34.2K
B
1233
Bayban
Minnesota
$33.4K
JGIA
1234
Jackson Grant Investment Advisers
Connecticut
$33.2K
AFG
1235
Albion Financial Group
Utah
$33K
VWM
1236
Vermillion Wealth Management
Minnesota
$33K
PWPS
1237
Pinnacle Wealth Planning Services
Ohio
$32K
KFAS
1238
Keating Financial Advisory Services
Kansas
$31.3K
MCA
1239
Maryland Capital Advisors
Maryland
$29.6K
BCM
1240
Blume Capital Management
California
$29.2K
BFP
1241
Birchwood Financial Partners
Minnesota
$28.1K
RIL
1242
Rothschild Investment LLC
Illinois
$27.4K
GJIA
1243
Glass Jacobson Investment Advisors
Maryland
$26.4K
PAI
1244
Pittenger & Anderson Inc
Nebraska
$23.9K
LWM
1245
Lodestone Wealth Management
Washington
$20.6K
SGK
1246
Steigerwald Gordon & Koch
Virginia
$20.5K
BHWM
1247
Beaird Harris Wealth Management
Texas
$19.7K
AIP
1248
Ameritas Investment Partners
Nebraska
$19.6K
FP
1249
Financial Perspectives
Minnesota
$19K
IWM
1250
Inlight Wealth Management
Georgia
$17.7K