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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
Lido Advisors
126
Lido Advisors
California
$20.8M
SL
127
Sentinus LLC
Illinois
$20.4M
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$20.2M
CBA
129
Coastal Bridge Advisors
Connecticut
$19.4M
RBC
130
Roble Belko & Company
Pennsylvania
$19.3M
LW
131
Libra Wealth
California
$19.3M
BCWM
132
Bartlett & Co Wealth Management
Ohio
$19.1M
MFG
133
MidWestOne Financial Group
Iowa
$18.9M
JJBC
134
James J. Burns & Company
New York
$18.8M
MAS
135
Madden Advisory Services
Florida
$18.3M
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$18.3M
FFA
137
Farther Finance Advisors
California
$17.4M
FFN
138
Focus Financial Network
Minnesota
$17.4M
AFG
139
Atomi Financial Group
New York
$17.3M
ZF
140
Zhang Financial
Michigan
$17M
WFS
141
Walker Financial Services
Kentucky
$16.3M
CKAIS
142
Christensen King & Associates Investment Services
Washington
$16.1M
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$15.9M
LPAM
144
Lodestar Private Asset Management
California
$15.8M
TNA
145
True North Advisors
Texas
$15.6M
Empower Advisory Group
146
Empower Advisory Group
Colorado
$15.5M
BDFN
147
Bond & Devick Financial Network
Minnesota
$15.4M
AA
148
Ashford Advisors
New York
$15.1M
P
149
&Partners
Tennessee
$15.1M
Ameriprise
150
Ameriprise
Minnesota
$15M