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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
CIA
301
Compass Ion Advisors
Pennsylvania
$4.97M +$6.33K +243 +0.1%
AC
302
Avant Capital
Louisiana
$4.97M -$48.1K -1,848 -1%
US Bancorp
303
US Bancorp
Minnesota
$4.89M +$625K +24,026 +15%
MA
304
MBA Advisors
Pennsylvania
$4.89M +$73.8K +2,835 +2%
MF
305
Midwestern Financial
Iowa
$4.88M -$585K -22,468 -11%
RWM
306
Ritholtz Wealth Management
New York
$4.88M -$46.3K -1,779 -0.9%
BFA
307
Blueprint Financial Advisors
North Carolina
$4.85M -$137K -5,280 -3%
KJWM
308
Kiley Juergens Wealth Management
Washington
$4.85M +$213K +8,199 +5%
GIP
309
Granite Investment Partners
California
$4.85M -$3.25K -125 -0.1%
AAP
310
Arax Advisory Partners
Colorado
$4.82M -$101M -3,866,498 -95%
CPA
311
Clear Point Advisors
New York
$4.7M -$89.6K -3,442 -2%
CAM
312
Cozad Asset Management
Illinois
$4.7M -$127K -4,860 -3%
LWL
313
Leo Wealth LLC
Texas
$4.7M +$4.4M +169,161 +1,720%
CFGA
314
Cambridge Financial Group (Arizona)
Arizona
$4.63M -$1.12K -43 -0%
AWM
315
Axxcess Wealth Management
California
$4.6M -$399K -15,314 -8%
AFA
316
Amicus Financial Advisors
Texas
$4.6M +$4.57M +175,402 New
PIM
317
Pullen Investment Management
Florida
$4.6M -$684K -26,279 -13%
PPF
318
Pacific Park Financial
California
$4.54M +$4.51M +173,228 New
BC
319
Brio Consultants
California
$4.48M +$562K +21,575 +14%
LIWM
320
Long Island Wealth Management
New York
$4.47M +$2.06K +79 +0%
KFC
321
Klingenstein Fields & Co
New York
$4.39M +$2.27K +87 +0.1%
OCG
322
Opus Capital Group
Ohio
$4.32M +$260 +10 +0%
HCMT
323
Highland Capital Management (Tennessee)
Tennessee
$4.3M -$216K -8,300 -5%
CFS
324
CRA Financial Services
New Jersey
$4.29M +$133K +5,120 +3%
BCI
325
Brinker Capital Investments
Pennsylvania
$4.25M +$334K +12,838 +9%