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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
WA
551
Wealth Architects
California
$1.49M -$23.1K -888 -2%
MFA
552
Morling Financial Advisors
California
$1.49M -$4.61K -177 -0.3%
RWM
553
RMG Wealth Management
Wisconsin
$1.49M +$37.4K +1,435 +3%
VWA
554
VERITY Wealth Advisors
United States
$1.47M
WIA
555
World Investment Advisors
California
$1.47M +$91.4K +3,512 +7%
FTUS
556
Flow Traders U.S.
New York
$1.47M +$1.46M +55,976 New
FWM
557
Fonville Wealth Management
Virginia
$1.46M -$82K -3,151 -5%
BIG
558
Brookwood Investment Group
Arizona
$1.46M -$7.18K -276 -0.5%
IAN
559
Integrated Advisors Network
Texas
$1.46M -$48.2K -1,852 -3%
GWMI
560
Guardian Wealth Management (Illinois)
Illinois
$1.45M -$40.2K -1,545 -3%
UWPG
561
Ullmann Wealth Partners Group
Florida
$1.45M
CIA
562
Concurrent Investment Advisors
Florida
$1.44M +$53.3K +2,047 +4%
DADC
563
D.A. Davidson & Co
Montana
$1.44M -$46.3K -1,778 -3%
PLFS
564
Provident Living Financial Services
Utah
$1.44M +$1.43M +54,772 New
FFP
565
Freedom Financial Partners
Minnesota
$1.43M -$3.02K -116 -0.2%
CA
566
CoreCap Advisors
Michigan
$1.42M -$23.2K -891 -2%
WI
567
Westbourne Investments
Virginia
$1.42M -$40.7K -1,565 -3%
PP
568
PDS Planning
Ohio
$1.42M -$39.2K -1,506 -3%
FIA
569
Foundations Investment Advisors
Arizona
$1.4M +$600K +23,036 +75%
APP
570
Avantax Planning Partners
Iowa
$1.4M -$12.3K -472 -0.9%
PPW
571
Pasadena Private Wealth
California
$1.39M -$9.97K -383 -0.7%
FWP
572
Firethorn Wealth Partners
Georgia
$1.38M -$50.1K -1,924 -4%
SAM
573
Smartleaf Asset Management
Massachusetts
$1.38M +$509K +19,560 +60%
SCM
574
Seascape Capital Management
New Hampshire
$1.36M -$41.7K -1,600 -3%
AC
575
Attessa Capital
Arizona
$1.36M -$29.2K -1,121 -2%