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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
15.91%
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
CI
276
Cordant Inc
Oregon
$5.43M -$65.4K -2,511 -1%
William Blair & Company
277
William Blair & Company
Illinois
$5.39M -$2.77M -106,379 -34%
SWM
278
SeaCrest Wealth Management
New York
$5.37M -$1.06M -40,613 -17%
JIR
279
James Investment Research
Ohio
$5.35M +$483K +18,567 +10%
BIP
280
Blueprint Investment Partners
North Carolina
$5.29M -$85.7K -3,291 -2%
BAM
281
Berkshire Asset Management
Pennsylvania
$5.23M +$96.4K +3,704 +2%
NI
282
NYL Investors
New York
$5.23M -$13.1K -502 -0.3%
SWM
283
Seed Wealth Management
Illinois
$5.23M -$227K -8,720 -4%
EM
284
ELCO Management
New York
$5.22M +$791K +30,369 +18%
AV
285
Aspiring Ventures
Ohio
$5.21M +$356K +13,666 +7%
UFA
286
Unify Financial Advisors
Florida
$5.18M +$5.14M +197,362 New
IC
287
IEQ Capital
California
$5.17M +$80K +3,074 +2%
FPAS
288
Focus Partners Advisor Solutions
Missouri
$5.12M +$628K +24,133 +14%
CWM
289
Chesapeake Wealth Management
Virginia
$5.09M -$30.4K -1,166 -0.6%
WCM
290
Whitener Capital Management
North Carolina
$5.07M -$15.8K -606 -0.3%
DCM
291
Donaldson Capital Management
Indiana
$5.05M +$628K +24,114 +14%
CAG
292
Crestwood Advisors Group
Massachusetts
$5.05M -$286 -11 -0%
Tudor Investment Corp
293
Tudor Investment Corp
Connecticut
$5.05M +$2.04M +78,310 +69%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$5.04M +$343K +13,167 +7%
FF
295
Farnam Financial
Arizona
$5.03M -$74.9K -2,878 -1%
AOWM
296
Alpha Omega Wealth Management
Virginia
$5.02M -$114K -4,382 -2%
VVP
297
Venture Visionary Partners
Ohio
$5.02M -$150K -5,780 -3%
MWM
298
Maridea Wealth Management
New York
$5.01M -$188K -7,210 -4%
IAA
299
Independent Advisor Alliance
North Carolina
$4.99M +$3.59M +137,914 +263%
WI
300
WBI Investments
New Jersey
$4.99M -$85.6K -3,287 -2%