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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
FWM
201
FFT Wealth Management
Pennsylvania
$9.8M
MWP
202
Madison Wealth Partners
Wisconsin
$9.68M
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$9.59M
SF
204
Summit Financial
New Jersey
$9.45M
CAM
205
Cresset Asset Management
Illinois
$9.45M
FA
206
Fagan Associates
New York
$9.35M
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$9.23M
RIM
208
Rockbridge Investment Management
New York
$9.1M
Jane Street
209
Jane Street
New York
$9.07M
BCM
210
Brookstone Capital Management
Illinois
$9M
WKWM
211
Walter & Keenan Wealth Management
Indiana
$8.86M
PAG
212
Private Advisor Group
New Jersey
$8.85M
DI
213
Disciplined Investors
Texas
$8.78M
PF
214
Prosperitas Financial
California
$8.77M
JPLA
215
Joseph P. Lucia & Associates
New York
$8.61M
MSS
216
Mitchell Sinkler & Starr
Pennsylvania
$8.59M
CIC
217
Carnegie Investment Counsel
Ohio
$8.57M
OFG
218
Orcam Financial Group
California
$8.56M
BA
219
Brightwater Advisory
Florida
$8.56M
VFIC
220
Valley Forge Investment Consultants
Pennsylvania
$8.56M
NIA
221
NBZ Investment Advisors
Tennessee
$8.2M
CP
222
Creekside Partners
California
$8.14M
EFG
223
Embree Financial Group
Illinois
$8.04M
BJL
224
Brighton Jones LLC
Washington
$7.98M
CFMC
225
Curbstone Financial Management Corp
New Hampshire
$7.96M