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Schwab US Broad Market ETF

1,278 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, 479 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:

3% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 467

0.38% more ownership

Funds ownership: 32.22%32.6% (+0.38%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,278
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
SL
126
Sentinus LLC
Illinois
$20.4M
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$20.2M
CBA
128
Coastal Bridge Advisors
Connecticut
$19.4M
RBC
129
Roble Belko & Company
Pennsylvania
$19.3M
LW
130
Libra Wealth
California
$19.3M
BCWM
131
Bartlett & Co Wealth Management
Ohio
$19.1M
MFG
132
MidWestOne Financial Group
Iowa
$18.9M
JJBC
133
James J. Burns & Company
New York
$18.8M
MAS
134
Madden Advisory Services
Florida
$18.3M
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$18.3M
FFA
136
Farther Finance Advisors
California
$17.4M
FFN
137
Focus Financial Network
Minnesota
$17.4M
AFG
138
Atomi Financial Group
New York
$17.3M
ZF
139
Zhang Financial
Michigan
$17M
WFS
140
Walker Financial Services
Kentucky
$16.3M
CKAIS
141
Christensen King & Associates Investment Services
Washington
$16.1M
BBPWM
142
Blue Bell Private Wealth Management
Pennsylvania
$15.9M
LPAM
143
Lodestar Private Asset Management
California
$15.8M
TNA
144
True North Advisors
Texas
$15.6M
Empower Advisory Group
145
Empower Advisory Group
Colorado
$15.5M
BDFN
146
Bond & Devick Financial Network
Minnesota
$15.4M
AA
147
Ashford Advisors
New York
$15.1M
P
148
&Partners
Tennessee
$15.1M
Ameriprise
149
Ameriprise
Minnesota
$15M
VAS
150
Valicenti Advisory Services
New York
$15M