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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
VAS
151
Valicenti Advisory Services
New York
$15M
IA
152
IFP Advisors
Florida
$14.9M
STA
153
Summit Trail Advisors
New York
$14.7M
OAJ
154
Ogorek Anthony Joseph
New York
$14.7M
OWM
155
Opes Wealth Management
California
$14.6M
Stifel Financial
156
Stifel Financial
Missouri
$14.5M
MIA
157
Milestone Investment Advisors
Wisconsin
$14.2M
SIG
158
Spinnaker Investment Group
California
$14M
ECM
159
Elgethun Capital Management
South Dakota
$13.9M
PCM
160
Passive Capital Management
Maryland
$13.8M
SWM
161
SigFig Wealth Management
California
$13.7M
TA
162
TPG Advisors
Illinois
$13.6M
HW
163
HORAN Wealth
Ohio
$13.6M
LIM
164
Leavell Investment Management
Alabama
$13.5M
WPC
165
Wedmont Private Capital
Pennsylvania
$13.4M
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$13.2M
WANY
167
Wealthspire Advisors (New York)
New York
$13.1M
RWIA
168
Roger Wittlin Investment Advisory
California
$13.1M
DKCM
169
Davidson Kahn Capital Management
California
$13M
NA
170
NewEdge Advisors
Louisiana
$12.9M
JIC
171
Johnson Investment Counsel
Ohio
$12.9M
WAM
172
Weinberger Asset Management
California
$12.6M
TA
173
TruWealth Advisors
Louisiana
$12.5M
MWA
174
Motive Wealth Advisors
Michigan
$12.5M
SFA
175
Sequoia Financial Advisors
Ohio
$12.3M