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