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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
MWM
176
Meridian Wealth Management
Kentucky
$12.3M
DBRC
177
D.B. Root & Company
Pennsylvania
$12.1M
VWA
178
VSM Wealth Advisory
Maryland
$11.8M
WPW
179
Waldron Private Wealth
Pennsylvania
$11.8M
BWL
180
Beacon Wealthcare LLC
North Carolina
$11.7M
LCM
181
Liberty Capital Management
Michigan
$11.7M
BF
182
Brooklyn FI
New York
$11.6M
EFG
183
Everhart Financial Group
Ohio
$11.2M
VA
184
Vestwell Advisors
New York
$10.9M
Northern Trust
185
Northern Trust
Illinois
$10.9M
FOA
186
Five Oceans Advisors
California
$10.8M
KAS
187
Kestra Advisory Services
Texas
$10.7M
AWMG
188
Alliance Wealth Management Group
New Jersey
$10.7M
TCM
189
Towercrest Capital Management
Pennsylvania
$10.7M
PCIA
190
Prime Capital Investment Advisors
Kansas
$10.7M
AA
191
Apriem Advisors
California
$10.6M
DWM
192
Destination Wealth Management
California
$10.6M
GVAG
193
Great Valley Advisor Group
Delaware
$10.5M
SA
194
SRH Advisors
Kansas
$10.4M
Charles Schwab
195
Charles Schwab
California
$10.4M
WFP
196
Wrenne Financial Planning
Kentucky
$10.2M
MGIA
197
Moneta Group Investment Advisors
Missouri
$10.2M
FT
198
Fiduciary Trust
Massachusetts
$9.85M
FWM
199
FFT Wealth Management
Pennsylvania
$9.8M
MWP
200
Madison Wealth Partners
Wisconsin
$9.68M