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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
AW
1251
Avion Wealth
Texas
$13K
FHA
1252
Flagship Harbor Advisors
Massachusetts
$12.8K
WAG
1253
Wiser Advisor Group
Arizona
$12.2K
GCM
1254
Gunpowder Capital Management
Maryland
$11.9K
BAM
1255
Bellevue Asset Management
Washington
$11K
MIM
1256
MTM Investment Management
South Carolina
$10.5K
EWM
1257
Evolution Wealth Management
Florida
$10.5K
PS
1258
Pinney & Scofield
Massachusetts
$10.2K
FFL
1259
Financial Freedom LLC
Ohio
$10.2K
QWM
1260
Quaker Wealth Management
New Jersey
$10.1K
UFPG
1261
United Financial Planning Group
New York
$9.95K
PPL
1262
Planning Project LLC
Texas
$9.6K
PMIM
1263
Prudent Man Investment Management
Colorado
$9.34K
KCM
1264
Key Capital Management
Tennessee
$8.89K
TVWM
1265
Tower View Wealth Management
Wisconsin
$8.2K
TFA
1266
Toth Financial Advisory
Virginia
$7.95K
RDFA
1267
Ritter Daniher Financial Advisory
Ohio
$7.55K
BWM
1268
Bernard Wealth Management
Michigan
$6.26K
GWP
1269
Gen-Wealth Partners
Michigan
$6.12K
DAM
1270
Delta Asset Management
Tennessee
$5.36K
MS
1271
Monetary Solutions
Ohio
$5.19K
GWSA
1272
Global Wealth Strategies & Associates
Colorado
$4.75K
BBHC
1273
Brown Brothers Harriman & Co
New York
$4.72K
HICL
1274
Hamrick Investment Counsel, llc
Washington
$4.37K
HNW
1275
High Note Wealth
Minnesota
$4.09K