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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
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$9.59M
SF
202
Summit Financial
New Jersey
$9.45M
CAM
203
Cresset Asset Management
Illinois
$9.45M
FA
204
Fagan Associates
New York
$9.35M
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$9.23M
RIM
206
Rockbridge Investment Management
New York
$9.1M
Jane Street
207
Jane Street
New York
$9.07M
BCM
208
Brookstone Capital Management
Illinois
$9M
WKWM
209
Walter & Keenan Wealth Management
Indiana
$8.86M
PAG
210
Private Advisor Group
New Jersey
$8.85M
DI
211
Disciplined Investors
Texas
$8.78M
PF
212
Prosperitas Financial
California
$8.77M
JPLA
213
Joseph P. Lucia & Associates
New York
$8.61M
MSS
214
Mitchell Sinkler & Starr
Pennsylvania
$8.59M
CIC
215
Carnegie Investment Counsel
Ohio
$8.57M
OFG
216
Orcam Financial Group
California
$8.56M
BA
217
Brightwater Advisory
Florida
$8.56M
VFIC
218
Valley Forge Investment Consultants
Pennsylvania
$8.56M
NIA
219
NBZ Investment Advisors
Tennessee
$8.2M
CP
220
Creekside Partners
California
$8.14M
EFG
221
Embree Financial Group
Illinois
$8.04M
BJL
222
Brighton Jones LLC
Washington
$7.98M
CFMC
223
Curbstone Financial Management Corp
New Hampshire
$7.96M
PRS
224
Pinkerton Retirement Specialists
Idaho
$7.89M
CFO
225
CVA Family Office
Colorado
$7.89M