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Schwab US Broad Market ETF

1,278 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, 479 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:

3% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 467

0.38% more ownership

Funds ownership: 32.22%32.6% (+0.38%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,278
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
EA
1226
Evolution Advisers
Virginia
$17K
MCM
1227
Manchester Capital Management
Vermont
$15.7K
GAMC
1228
Garner Asset Management Corp
Texas
$15.7K
M
1229
MOTCO
Texas
$15.5K
KG
1230
Kilter Group
New York
$15.3K
CW
1231
Curio Wealth
Maryland
$15.1K
APW
1232
Aventura Private Wealth
Florida
$15K
AA
1233
Addison Advisors
Vermont
$14.8K
IRAG
1234
Investment Research & Advisory Group
Georgia
$14.4K
IF
1235
Integrity Financial
Wyoming
$14.1K
RCM
1236
Raleigh Capital Management
North Carolina
$13.1K
AW
1237
Avion Wealth
Texas
$13K
FHA
1238
Flagship Harbor Advisors
Massachusetts
$12.8K
WAG
1239
Wiser Advisor Group
Arizona
$12.2K
BAM
1240
Bellevue Asset Management
Washington
$11K
MIM
1241
MTM Investment Management
South Carolina
$10.5K
EWM
1242
Evolution Wealth Management
Florida
$10.5K
PS
1243
Pinney & Scofield
Massachusetts
$10.2K
FFL
1244
Financial Freedom LLC
Ohio
$10.2K
QWM
1245
Quaker Wealth Management
New Jersey
$10.1K
UFPG
1246
United Financial Planning Group
New York
$9.95K
PPL
1247
Planning Project LLC
Texas
$9.6K
PMIM
1248
Prudent Man Investment Management
Colorado
$9.34K
KCM
1249
Key Capital Management
Tennessee
$8.89K
TVWM
1250
Tower View Wealth Management
Wisconsin
$8.2K