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Schwab US Broad Market ETF

1,309 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 161 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 161 | 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: 1,2091,309 (+100)

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
1,309
Holders Change
+100
Holders Change %
+8.27%
% of All Funds
15.92%
Holding in Top 10
137
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.44%
% of All Funds
1.67%
New
161
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
OCM
451
Osterweis Capital Management
California
$2.36M
PFS
452
Prospera Financial Services
Texas
$2.35M +$83.9K +3,223 +4%
SCM
453
SOL Capital Management
Maryland
$2.33M +$25.8K +992 +1%
MWM
454
Modera Wealth Management
New Jersey
$2.32M -$337K -12,950 -13%
TYCC
455
Texas Yale Capital Corp
Florida
$2.32M
WCM
456
Weaver Capital Management
Georgia
$2.32M -$33.5M -1,285,598 -94%
HR
457
Howe & Rusling
New York
$2.31M +$1.51K +58 +0.1%
BCM
458
Barden Capital Management
Texas
$2.3M +$106K +4,077 +5%
AIM
459
AMI Investment Management
Indiana
$2.29M -$63.4K -2,435 -3%
OA
460
Operose Advisors
Wisconsin
$2.29M +$7.08K +272 +0.3%
FF
461
Financial Futures
New Jersey
$2.27M +$600K +23,041 +36%
PWM
462
Perigon Wealth Management
California
$2.27M +$179K +6,880 +9%
BIA
463
Bigelow Investment Advisors
Maine
$2.27M -$20.7K -796 -0.9%
FMP
464
Financial Management Professionals
Texas
$2.26M -$108K -4,148 -5%
TIA
465
Traphagen Investment Advisors
New Jersey
$2.25M -$12.4K -475 -0.5%
HI
466
Hendershot Investments
Virginia
$2.25M +$43.1K +1,655 +2%
SWM
467
SpringVest Wealth Management
Texas
$2.24M +$659K +25,330 +42%
ATI
468
ARK & TLK Investments
Oklahoma
$2.24M -$5.78K -222 -0.3%
APG
469
Abacus Planning Group
South Carolina
$2.24M -$29.5K -1,134 -1%
VCAM
470
Van Cleef Asset Management
Ohio
$2.22M
Bank of New York Mellon
471
Bank of New York Mellon
New York
$2.21M +$7.55K +290 +0.3%
PA
472
Pinnacle Associates
New York
$2.2M +$7.52K +289 +0.3%
DOA
473
D'Orazio & Associates
Virginia
$2.2M +$51.4K +1,975 +2%
Baird Financial Group
474
Baird Financial Group
Wisconsin
$2.19M +$20.5K +789 +1%
FF
475
Farrow Financial
Vermont
$2.18M +$694K +26,673 +47%