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Schwab US Broad Market ETF

1,308 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 160 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 37

128% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $15.2M

8% more funds holding

Funds holding: 1,2091,308 (+99)

7% more capital invested

Capital invested by funds: $12.1B → $12.9B (+$843M)

3% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.31%32.85% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,308
Holders Change
+99
Holders Change %
+8.19%
% of All Funds
15.92%
Holding in Top 10
137
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.44%
% of All Funds
1.67%
New
160
Increased
484
Reduced
470
Closed
37
Calls
$34.7M
Puts
$15.2M
Net Calls
+$19.5M
Net Calls Change
-$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
226
Curbstone Financial Management Corp
New Hampshire
$7.96M -$126K -4,832 -2%
PRS
227
Pinkerton Retirement Specialists
Idaho
$7.89M -$241K -9,264 -3%
CFO
228
CVA Family Office
Colorado
$7.89M -$84.3K -3,240 -1%
JWA
229
JFS Wealth Advisors
Pennsylvania
$7.85M +$16K +615 +0.2%
SHJ
230
Sharkey, Howes & Javer
Colorado
$7.82M -$415K -15,938 -5%
JFG
231
JMG Financial Group
Illinois
$7.77M -$727K -27,910 -9%
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$7.72M -$77.2K -2,966 -1%
EFN
233
Equita Financial Network
Pennsylvania
$7.7M +$657K +25,226 +9%
RF
234
RHS Financial
California
$7.65M -$598K -22,977 -7%
RDWM
235
Red Door Wealth Management
Tennessee
$7.53M -$8.75K -336 -0.1%
VA
236
Valmark Advisers
Ohio
$7.48M -$103K -3,973 -1%
RM
237
RCW Management
Florida
$7.46M +$7.41M +284,548 New
MA
238
Mutual Advisors
Nebraska
$7.44M +$77K +2,959 +1%
SSWM
239
Sheets Smith Wealth Management
North Carolina
$7.27M -$42.5K -1,631 -0.6%
BlackRock
240
BlackRock
New York
$7.16M +$5.05M +194,012 +246%
BWM
241
BCS Wealth Management
Tennessee
$7.08M +$3.35M +128,741 +91%
CPA
242
Cardiff Park Advisors
California
$7.02M +$92.7K +3,561 +1%
BA
243
Ballast Advisors
Minnesota
$6.97M -$18.6K -716 -0.3%
WBCM
244
Wilson & Boucher Capital Management
California
$6.85M +$36.4K +1,400 +0.5%
MPI
245
Mairs & Power Inc
Minnesota
$6.85M
EI
246
Ellevest Inc
New York
$6.81M +$187K +7,181 +3%
GCM
247
Graver Capital Management
Ohio
$6.65M +$144K +5,526 +2%
AIA
248
Arcadia Investment Advisors
Idaho
$6.61M -$111K -4,274 -2%
PA
249
Parallel Advisors
California
$6.61M +$68.6K +2,636 +1%
PMG
250
ProVise Management Group
Florida
$6.51M +$258K +9,896 +4%