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Schwab US Broad Market ETF

1,277 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, 478 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:

2% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 467

0.37% more ownership

Funds ownership: 32.22%32.59% (+0.37%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,277
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
TFA
1251
Toth Financial Advisory
Virginia
$7.95K
RDFA
1252
Ritter Daniher Financial Advisory
Ohio
$7.55K
BWM
1253
Bernard Wealth Management
Michigan
$6.26K
GWP
1254
Gen-Wealth Partners
Michigan
$6.12K
DAM
1255
Delta Asset Management
Tennessee
$5.36K
MSL
1256
Monetary Solutions, Ltd
Ohio
$5.19K
GWSA
1257
Global Wealth Strategies & Associates
Colorado
$4.75K
BBHC
1258
Brown Brothers Harriman & Co
New York
$4.72K
HNW
1259
High Note Wealth
Minnesota
$4.09K
WAS
1260
Winch Advisory Services
Wisconsin
$4.04K
CFG
1261
Clayton Financial Group
Missouri
$3.42K
CFP
1262
Comprehensive Financial Planning
Pennsylvania
$3.36K
NB
1263
NBT Bank
New York
$3.32K
SS
1264
Sunbelt Securities
Texas
$2.18K
NRWA
1265
North Ridge Wealth Advisors
Oregon
$1.57K
NA
1266
Networth Advisors
Pennsylvania
$1.18K
RPC
1267
Rossmore Private Capital
Connecticut
$1.1K
MAFA
1268
MJT & Associates Financial Advisory
Minnesota
$951
BA
1269
Blueline Advisors
New Hampshire
$907
TRCT
1270
Tower Research Capital (TRC)
New York
$577
RWA
1271
Redmont Wealth Advisors
Illinois
$496
ETC
1272
Exchange Traded Concepts
Oklahoma
$472
HFS
1273
Hughes Financial Services
Virginia
$446
MCA
1274
McGuire Capital Advisors
Oklahoma
$263
EWA
1275
EQ Wealth Advisors
Texas
$236