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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 160 funds opening new positions, 485 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: 1,2101,309 (+99)

7% more capital invested

Capital invested by funds: $12.1B → $12.9B (+$843M)

3% more repeat investments, than reductions

Existing positions increased: 485 | 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
+99
Holders Change %
+8.18%
% 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
160
Increased
485
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
VIP
526
Value Investment Professionals
New York
$1.73M +$1.72M +65,931 New
RWM
527
RKL Wealth Management
Pennsylvania
$1.73M +$29.1K +1,117 +2%
SCA
528
STALEY CAPITAL ADVISERS
Pennsylvania
$1.71M +$123K +4,728 +8%
MOS
529
MGO One Seven
Ohio
$1.71M +$200K +7,681 +13%
Vanguard Group
530
Vanguard Group
Pennsylvania
$1.7M +$44.4K +1,704 +3%
MTIC
531
Missouri Trust & Investment Company
Missouri
$1.68M
KPWS
532
Kestra Private Wealth Services
Texas
$1.67M -$8.93K -343 -0.5%
BWP
533
BSW Wealth Partners
Colorado
$1.67M -$66.6K -2,558 -4%
WWM
534
Western Wealth Management
Colorado
$1.66M -$19.9K -763 -1%
HIP
535
HUB Investment Partners
Texas
$1.64M -$447K -17,172 -22%
JWCA
536
J.W. Cole Advisors
Florida
$1.64M -$63.6K -2,444 -3%
BWM
537
Blossom Wealth Management
California
$1.62M -$187K -7,195 -10%
WHCI
538
W.H. Cornerstone Investments
Massachusetts
$1.62M +$353K +13,543 +28%
LSPW
539
Lake Street Private Wealth
Illinois
$1.61M +$1.59M +61,200 New
RW
540
REDW Wealth
New Mexico
$1.6M
PTC
541
Private Trust Company
Ohio
$1.6M -$4.11K -158 -0.3%
ASN
542
Advisory Services Network
Georgia
$1.6M -$30K -1,151 -2%
EAM
543
Everstar Asset Management
North Carolina
$1.59M -$39.1K -1,503 -2%
MPM
544
Meritage Portfolio Management
Kansas
$1.58M -$47.1K -1,809 -3%
BWL
545
Bogart Wealth LLC
Virginia
$1.55M -$30.5K -1,173 -2%
B
546
Bailard
California
$1.54M -$35.1K -1,350 -2%
LFG
547
Larson Financial Group
Missouri
$1.52M -$2.29K -88 -0.2%
NLA
548
Northern Lights Advisors
Washington
$1.51M +$1.5M +57,447 New
SRCM
549
Signature Resources Capital Management
California
$1.5M -$4.58K -176 -0.3%
RWM
550
Riverchase Wealth Management
Texas
$1.5M