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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
SCM
351
Spreng Capital Management
Ohio
$3.66M -$65.6K -2,520 -2%
DAS
352
Daybright Advisory Services
Florida
$3.66M +$3.63M +139,572 New
Koshinski Asset Management
353
Koshinski Asset Management
Illinois
$3.62M -$173K -6,631 -5%
LBC
354
Lowe Brockenbrough & Co
Virginia
$3.61M -$143K -5,511 -4%
CPWM
355
Cypress Point Wealth Management
Texas
$3.61M -$337K -12,952 -9%
AIM
356
Archer Investment Management
Texas
$3.58M -$82.4K -3,166 -2%
CA
357
Cambridge Advisors
Nebraska
$3.57M -$10.4K -400 -0.3%
SMC
358
Smith, Moore & Co
Missouri
$3.57M +$229K +8,796 +7%
RW
359
RVW Wealth
California
$3.56M +$15K +576 +0.4%
CAM
360
Carret Asset Management
New York
$3.56M +$120K +4,622 +4%
PA
361
PFG Advisors
Arizona
$3.56M -$410K -15,761 -10%
SIC
362
Salem Investment Counselors
North Carolina
$3.55M -$2.94K -113 -0.1%
FWP
363
Flatrock Wealth Partners
California
$3.55M +$3.52M +135,214 New
KF
364
Krilogy Financial
Missouri
$3.52M +$31.9K +1,224 +0.9%
GRP
365
Global Retirement Partners
California
$3.49M -$287K -11,012 -8%
NCM
366
Novare Capital Management
North Carolina
$3.46M -$984K -37,813 -22%
CL
367
Choreo LLC
Illinois
$3.46M +$55.5K +2,132 +2%
CTA
368
Chesley Taft & Associates
Illinois
$3.42M +$1.58M +60,715 +87%
CI
369
CX Institutional
Indiana
$3.36M +$871K +33,457 +35%
SWM
370
Selby Wealth Management
California
$3.35M +$3.33M +127,871 New
CMBA
371
C.M. Bidwell & Associates
Hawaii
$3.34M -$182 -7 -0%
SAG
372
SageView Advisory Group
California
$3.34M +$207K +7,940 +7%
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$3.31M +$468K +17,974 +17%
IF
374
Intrua Financial
Texas
$3.29M -$74.4K -2,857 -2%
ADL
375
Asset Dedication LLC
California
$3.29M -$90.6K -3,481 -3%