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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
SFWC
251
Strategic Family Wealth Counselors
New Jersey
$6.45M -$23.9K -917 -0.4%
SWM
252
Seaside Wealth Management
California
$6.45M -$171K -6,551 -3%
SP
253
Sherman Porfolios
Idaho
$6.41M +$6.36M +244,264 New
JF
254
Joule Financial
Kentucky
$6.33M +$1.39M +53,540 +29%
Chevy Chase Trust
255
Chevy Chase Trust
Maryland
$6.33M -$69.6K -2,674 -1%
EH
256
Equitable Holdings
New York
$6.32M +$151K +5,793 +2%
SWRP
257
Summit Wealth & Retirement Planning
California
$6.31M +$130 +5 +0%
AAMC
258
Asset Allocation & Management Company
Illinois
$6.3M +$251K +9,632 +4%
CAM
259
Clark Asset Management
New Hampshire
$6.27M +$4.84M +185,853 +349%
FCM
260
Firestone Capital Management
Florida
$6.26M -$412K -15,835 -6%
Financial Engines Advisors
261
Financial Engines Advisors
California
$6.13M -$13.1K -504 -0.2%
KIA
262
KCM Investment Advisors
California
$6.11M +$1.04K +40 +0%
AAG
263
Asset Advisory Group
New Jersey
$6.07M +$6.03M +231,540 New
VCM
264
Vivaldi Capital Management
Illinois
$6.03M -$17.5K -672 -0.3%
HTWM
265
Hartmann Taylor Wealth Management
Texas
$5.99M
SP
266
Successful Portfolios
Florida
$5.97M +$285K +10,932 +5%
SAI
267
Savvy Advisors Inc
New York
$5.96M -$164K -6,281 -3%
OFS
268
OneAscent Financial Services
Alabama
$5.95M +$468K +17,970 +9%
OCPWS
269
One Charles Private Wealth Services
Massachusetts
$5.9M -$153K -5,881 -3%
LJAC
270
L.J. Altfest & Co
New York
$5.87M -$124K -4,767 -2%
EWM
271
Empirical Wealth Management
Washington
$5.86M -$42.4K -1,627 -0.7%
MSFS
272
Main Street Financial Solutions
Pennsylvania
$5.7M -$2.95M -113,288 -34%
DPI
273
Diversified Portfolios Inc
Michigan
$5.63M -$19.8K -760 -0.4%
BNMT
274
Bawa N Mallick Trust
New York
$5.57M
SIM
275
Stratos Investment Management
Ohio
$5.46M -$97.4K -3,743 -2%