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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
IA
151
IFP Advisors
Florida
$14.9M
STA
152
Summit Trail Advisors
New York
$14.7M
OAJ
153
Ogorek Anthony Joseph
New York
$14.7M
OWM
154
Opes Wealth Management
California
$14.6M
Stifel Financial
155
Stifel Financial
Missouri
$14.5M
MIA
156
Milestone Investment Advisors
Wisconsin
$14.2M
SIG
157
Spinnaker Investment Group
California
$14M
ECM
158
Elgethun Capital Management
South Dakota
$13.9M
PCM
159
Passive Capital Management
Maryland
$13.8M
SWM
160
SigFig Wealth Management
California
$13.7M
TA
161
TPG Advisors
Illinois
$13.6M
HW
162
HORAN Wealth
Ohio
$13.6M
LIM
163
Leavell Investment Management
Alabama
$13.5M
WPC
164
Wedmont Private Capital
Pennsylvania
$13.4M
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$13.2M
WANY
166
Wealthspire Advisors (New York)
New York
$13.1M
RWIA
167
Roger Wittlin Investment Advisory
California
$13.1M
DKCM
168
Davidson Kahn Capital Management
California
$13M
NA
169
NewEdge Advisors
Louisiana
$12.9M
JIC
170
Johnson Investment Counsel
Ohio
$12.9M
WAM
171
Weinberger Asset Management
California
$12.6M
TA
172
TruWealth Advisors
Louisiana
$12.5M
MWA
173
Motive Wealth Advisors
Michigan
$12.5M
SFA
174
Sequoia Financial Advisors
Ohio
$12.3M
PFM
175
Peak Financial Management
Massachusetts
$12.3M