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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
PWPS
1226
Pinnacle Wealth Planning Services
Ohio
$32K
KFAS
1227
Keating Financial Advisory Services
Kansas
$31.3K
MCA
1228
Maryland Capital Advisors
Maryland
$29.6K
BCM
1229
Blume Capital Management
California
$29.2K
BFP
1230
Birchwood Financial Partners
Minnesota
$28.1K
RIL
1231
Rothschild Investment LLC
Illinois
$27.4K
GJIA
1232
Glass Jacobson Investment Advisors
Maryland
$26.4K
PAI
1233
Pittenger & Anderson Inc
Nebraska
$23.9K
LWM
1234
Lodestone Wealth Management
Washington
$20.6K
SGK
1235
Steigerwald Gordon & Koch
Virginia
$20.5K
BHWM
1236
Beaird Harris Wealth Management
Texas
$19.7K
AIP
1237
Ameritas Investment Partners
Nebraska
$19.6K
FP
1238
Financial Perspectives
Minnesota
$19K
IWM
1239
Inlight Wealth Management
Georgia
$17.7K
EA
1240
Evolution Advisers
Virginia
$17K
MCM
1241
Manchester Capital Management
Vermont
$15.7K
GAMC
1242
Garner Asset Management Corp
Texas
$15.7K
M
1243
MOTCO
Texas
$15.5K
KG
1244
Kilter Group
New York
$15.3K
CW
1245
Curio Wealth
Maryland
$15.1K
APW
1246
Aventura Private Wealth
Florida
$15K
AA
1247
Addison Advisors
Vermont
$14.8K
IRAG
1248
Investment Research & Advisory Group
Georgia
$14.4K
IF
1249
Integrity Financial
Wyoming
$14.1K
RCM
1250
Raleigh Capital Management
North Carolina
$13.1K