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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
MCCA
326
Mill Creek Capital Advisors
Pennsylvania
$4.25M +$3.77K +145 +0.1%
ACA
327
Aspire Capital Advisors
Washington
$4.23M +$22.9K +879 +0.5%
NGA
328
Naples Global Advisors
Florida
$4.22M -$4.32K -166 -0.1%
PA
329
Planning Alternatives
Michigan
$4.17M -$74.6K -2,865 -2%
S
330
SignatureFD
Georgia
$4.16M +$31.3K +1,204 +0.8%
AAG
331
Avalon Advisory Group
Pennsylvania
$4.14M -$2.76K -106 -0.1%
MHR
332
Matthew Hamilton Rosenberg
$4.08M -$29.5K -1,135 -0.7%
BAM
333
Belpointe Asset Management
Nevada
$4.06M +$418K +16,055 +12%
MPIA
334
Milestones Private Investment Advisors
New York
$4.04M -$62.5K -2,402 -2%
SOAG
335
Silver Oak Advisory Group
Oregon
$4.01M -$148K -5,670 -4%
CFG
336
Chapman Financial Group
Hawaii
$4.01M +$78.1K +3,000 +2%
MFG
337
Merit Financial Group
Georgia
$3.99M -$250K -9,619 -6%
ICM
338
Islay Capital Management
Texas
$3.96M -$2.96M -113,701 -43%
DWM
339
Dakota Wealth Management
Florida
$3.96M +$3.45M +132,367 +710%
W
340
WealthCollab
Washington
$3.96M -$34.3K -1,316 -0.9%
EWA
341
EP Wealth Advisors
California
$3.94M +$3.91M +150,381 New
TIM
342
Tortoise Investment Management
New York
$3.93M -$121K -4,630 -3%
ACA
343
Atlas Capital Advisors
Wyoming
$3.84M +$3.81M +146,333 New
ISWM
344
Independent Solutions Wealth Management
New York
$3.8M -$89.7K -3,444 -2%
Renaissance Technologies
345
Renaissance Technologies
New York
$3.77M +$3.48M +133,800 +1,352%
TWM
346
Thrive Wealth Management
Pennsylvania
$3.76M +$416K +15,977 +13%
LRPA
347
L. Roy Papp & Associates
Arizona
$3.73M -$59K -2,265 -2%
GPFA
348
Game Plan Financial Advisors
Ohio
$3.71M -$34.1K -1,311 -0.9%
Pathstone Holdings
349
Pathstone Holdings
New Jersey
$3.68M +$22.4K +862 +0.6%
SIC
350
Sigma Investment Counselors
Michigan
$3.68M -$205K -7,890 -5%