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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
HFS
1301
Hughes Financial Services
Virginia
$446
MCA
1302
McGuire Capital Advisors
Oklahoma
$263
EWA
1303
EQ Wealth Advisors
Texas
$236
TC
1304
Truvestments Capital
Florida
$210
TCM
1305
Triumph Capital Management
Colorado
$184
FGAM
1306
Financial Gravity Asset Management
Texas
$79
LAMC
1307
Longview Asset Management (California)
California
$79
IA
1308
IFS Advisors
Kansas
$45
IA
1309
Integrity Alliance
Iowa
BDWCC
1310
B&D White Capital Company
Texas
MG
1311
Marex Group
KFP
1312
KMG Fiduciary Partners
Ohio
PPWP
1313
Premier Path Wealth Partners
New Jersey
NCM
1314
Northwest Capital Management
Oregon
PCA
1315
Prosperity Capital Advisors
Ohio
GWSG
1316
GPS Wealth Strategies Group
Colorado
IP
1317
Isthmus Partners
Wisconsin
WRPWM
1318
Werba Rubin Papier Wealth Management
California
PCM
1319
Perritt Capital Management
Illinois
CWM
1320
Crowley Wealth Management
Delaware
PRP
1321
Peak Retirement Planning
Ohio
BWA
1322
Beam Wealth Advisors
Louisiana
EAM
1323
Empirical Asset Management
Massachusetts
BWA
1324
Babb Wealth Advisors
Arizona
RPSA
1325
Richard P. Slaughter Associates
Texas