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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
WOSD
501
WFA of San Diego
California
$1.94M -$58.4K -2,244 -3%
SAM
502
Sawgrass Asset Management
Florida
$1.93M +$5.86K +225 +0.3%
CRA
503
Clear Retirement Advice
California
$1.89M +$1.87M +71,659 New
KWA
504
Kingswood Wealth Advisors
California
$1.89M +$35.9K +1,379 +2%
SA
505
Sanctuary Advisors
Indiana
$1.88M -$113K -4,336 -6%
RWA
506
Redhawk Wealth Advisors
Minnesota
$1.86M -$609K -23,380 -25%
MML Investors Services
507
MML Investors Services
Massachusetts
$1.86M +$33.9K +1,301 +2%
FG
508
Fiduciary Group
Georgia
$1.85M +$31.7K +1,216 +2%
NHC
509
Nicholas Hoffman & Company
Georgia
$1.84M -$69.2K -2,658 -4%
NDSI
510
Newman Dignan & Sheerar Inc
Rhode Island
$1.84M +$7.94K +305 +0.4%
KNFPWM
511
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.82M -$52.8K -2,027 -3%
GCA
512
Gradient Capital Advisors
California
$1.82M -$185K -7,088 -9%
NFTC
513
North Forty Two & Co
Oregon
$1.81M +$8.49K +326 +0.5%
MMHP
514
Murphy Middleton Hinkle & Parker
Georgia
$1.8M +$483K +18,551 New
EFM
515
Eley Financial Management
Vermont
$1.79M +$32.6K +1,254 +2%
Kovitz Investment Group Partners
516
Kovitz Investment Group Partners
Illinois
$1.79M -$35.1M -1,346,766 -95%
TWM
517
Tolleson Wealth Management
Texas
$1.78M -$17.2K -659 -1%
SPIA
518
Steward Partners Investment Advisory
New York
$1.78M +$206K +7,910 +13%
CPA
519
Capital Performance Advisors
California
$1.76M +$86.1K +3,306 +5%
CA
520
CGN Advisors
Kansas
$1.76M -$14.9K -571 -0.8%
SAM
521
S.A. Mason
Michigan
$1.76M +$9.5K +365 +0.5%
CNFG
522
Creegan & Nassoura Financial Group
New Hampshire
$1.76M -$112K -4,300 -6%
MSG
523
Main Street Group
Virginia
$1.75M -$4.32K -166 -0.2%
FWA
524
FSM Wealth Advisors
Ohio
$1.75M +$1.77K +68 +0.1%
MMA
525
Miracle Mile Advisors
California
$1.74M +$979K +37,625 +131%