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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
PS
376
Planned Solutions
California
$3.27M +$131K +5,040 +4%
CSI
377
Cross Staff Investments
New York
$3.24M +$313K +12,021 +11%
S
378
Sachetta
Massachusetts
$3.2M -$210K -8,053 -6%
Bank of Montreal
379
Bank of Montreal
Ontario, Canada
$3.18M +$348K +13,353 +12%
WPA
380
West Paces Advisors
Georgia
$3.18M -$45.9K -1,765 -1%
RWM
381
Rialto Wealth Management
New York
$3.17M +$24.4K +936 +0.8%
TWM
382
Topsail Wealth Management
North Carolina
$3.17M +$4.84K +186 +0.2%
TSWM
383
Triangle Securities Wealth Management
North Carolina
$3.16M +$88.6K +3,402 +3%
WIC
384
Whitegate Investment Counselors
New Hampshire
$3.16M +$399K +15,317 +15%
RFA
385
RTD Financial Advisors
Pennsylvania
$3.14M -$159K -6,115 -5%
EWP
386
Elevation Wealth Partners
California
$3.09M +$182 +7 +0%
FD
387
Financial Designs
California
$3.07M -$155K -5,970 -5%
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$3.07M +$125K +4,788 +4%
GM
389
GeoWealth Management
Illinois
$3.06M +$435K +16,727 +17%
CTWM
390
Cherry Tree Wealth Management
Minnesota
$3.06M +$11.3K +434 +0.4%
SA
391
Skyline Advisors
Washington
$3.05M +$1.51K +58 +0%
MWA
392
Medallion Wealth Advisors
Connecticut
$3.04M +$311K +11,955 +11%
DFA
393
DHJJ Financial Advisors
Illinois
$3.04M -$183K -7,021 -6%
WMWM
394
Wilkins Miller Wealth Management
Alabama
$3.04M -$268K -10,297 -8%
RSWM
395
Robertson Stephens Wealth Management
California
$3.02M +$132K +5,053 +5%
MAG
396
Mayfair Advisory Group
Alabama
$3.02M -$8.98K -345 -0.3%
AIS
397
American Investment Services
Massachusetts
$3.01M +$2.98M +114,611 New
LCC
398
Lincoln Capital Corp
Rhode Island
$2.95M +$20.7K +795 +0.7%
MWM
399
Mission Wealth Management
California
$2.95M -$101K -3,898 -3%
Janney Montgomery Scott
400
Janney Montgomery Scott
Pennsylvania
$2.95M -$68.5K -2,632 -2%