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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
EA
1251
Evolution Advisers
Virginia
$17K
MCM
1252
Manchester Capital Management
Vermont
$15.7K
GAMC
1253
Garner Asset Management Corp
Texas
$15.7K
M
1254
MOTCO
Texas
$15.5K
KG
1255
Kilter Group
New York
$15.3K
CW
1256
Curio Wealth
Maryland
$15.1K
APW
1257
Aventura Private Wealth
Florida
$15K
AA
1258
Addison Advisors
Vermont
$14.8K
IRAG
1259
Investment Research & Advisory Group
Georgia
$14.4K
IF
1260
Integrity Financial
Wyoming
$14.1K
RCM
1261
Raleigh Capital Management
North Carolina
$13.1K
AW
1262
Avion Wealth
Texas
$13K
FHA
1263
Flagship Harbor Advisors
Massachusetts
$12.8K
WAG
1264
Wiser Advisor Group
Arizona
$12.2K
GCM
1265
Gunpowder Capital Management
Maryland
$11.9K
BAM
1266
Bellevue Asset Management
Washington
$11K
MIM
1267
MTM Investment Management
South Carolina
$10.5K
EWM
1268
Evolution Wealth Management
Florida
$10.5K
PS
1269
Pinney & Scofield
Massachusetts
$10.2K
FFL
1270
Financial Freedom LLC
Ohio
$10.2K
QWM
1271
Quaker Wealth Management
New Jersey
$10.1K
UFPG
1272
United Financial Planning Group
New York
$9.95K
PPL
1273
Planning Project LLC
Texas
$9.6K
PMIM
1274
Prudent Man Investment Management
Colorado
$9.34K
KCM
1275
Key Capital Management
Tennessee
$8.89K