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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
WCM
476
Weik Capital Management
Pennsylvania
$2.15M -$179K -6,890 -8%
FNBOMD
477
First National Bank of Mount Dora
Florida
$2.15M
QCG
478
Quadrant Capital Group
Ohio
$2.15M +$125K +4,812 +6%
TCOV
479
Trust Company of Vermont
Vermont
$2.13M +$694K +26,658 +49%
CAI
480
Capital Advisors Inc
Oklahoma
$2.12M +$208 +8 +0%
CIBC Private Wealth Group
481
CIBC Private Wealth Group
Georgia
$2.11M -$1.27M -48,750 -38%
SAMC
482
Spectrum Asset Management (California)
California
$2.11M -$8.93K -343 -0.4%
AWM
483
Adams Wealth Management
Utah
$2.11M -$206K -7,901 -9%
CI
484
CacheTech Inc
Utah
$2.11M -$206K -7,901 -9%
AL
485
Aspiriant LLC
California
$2.09M +$48.8K +1,875 +2%
KCP
486
Kera Capital Partners
California
$2.04M
MA
487
Modus Advisors
Minnesota
$2.03M
RPWA
488
Regent Peak Wealth Advisors
Georgia
$2.03M +$52 +2 +0%
CA
489
Callahan Advisors
Texas
$2.03M -$28.9K -1,109 -1%
EB
490
Exchange Bank
California
$2.02M -$6.51K -250 -0.3%
SOS
491
Silver Oak Securities
Tennessee
$2M -$122K -4,676 -6%
GT
492
Glenmede Trust
Pennsylvania
$2M +$1.98M +76,210 New
PFA
493
Pure Financial Advisors
California
$1.99M +$7.11K +273 +0.4%
PIP
494
Peachtree Investment Partners
Florida
$1.99M +$80.8K +3,103 +4%
OCM
495
One Capital Management
California
$1.98M -$126K -4,836 -6%
IWM
496
IHT Wealth Management
Illinois
$1.97M +$109K +4,202 +6%
SWM
497
Selective Wealth Management
Virginia
$1.97M
SW
498
SteelPeak Wealth
California
$1.96M +$1.27M +48,893 +188%
CRC
499
Curi RMB Capital
Illinois
$1.95M -$35.2K -1,351 -2%
LWM
500
Luminvest Wealth Management
Arizona
$1.95M +$89.9K +3,453 +5%