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Schwab US Broad Market ETF

1,295 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 152 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

0.5% more ownership

Funds ownership: 32.29%32.8% (+0.5%)

2% less funds holding in top 10

Funds holding in top 10: 139136 (-3)

Holders
1,295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
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
KFP
1301
KMG Fiduciary Partners
Ohio
PPWP
1302
Premier Path Wealth Partners
New Jersey
NCM
1303
Northwest Capital Management
Oregon
PCA
1304
Prosperity Capital Advisors
Ohio
GWSG
1305
GPS Wealth Strategies Group
Colorado
IP
1306
Isthmus Partners
Wisconsin
WRPWM
1307
Werba Rubin Papier Wealth Management
California
PCM
1308
Perritt Capital Management
Illinois
CWM
1309
Crowley Wealth Management
Delaware
PRP
1310
Peak Retirement Planning
Ohio
BWA
1311
Beam Wealth Advisors
Louisiana
EAM
1312
Empirical Asset Management
Massachusetts
BWA
1313
Babb Wealth Advisors
Arizona
RPSA
1314
Richard P. Slaughter Associates
Texas
1CP
1315
17 Capital Partners
Arizona
AWA
1316
Archvest Wealth Advisors
California
WW
1317
Westshore Wealth
California
NFA
1318
Northwest Financial Advisors
Virginia
CMP
1319
Courage Miller Partners
Virginia
VA
1320
Vident Advisory
Georgia
AAS
1321
Ameritas Advisory Services
Nebraska
PAM
1322
Palisade Asset Management
Minnesota
LFA
1323
LGT Financial Advisors
Texas
FLP
1324
Financial Life Planners
Arizona
Group One Trading
1325
Group One Trading
Illinois