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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
LKBC
601
L.K. Benson & Company
Maryland
$1.19M -$1.59K -61 -0.1%
PFA
602
Pinnacle Family Advisors
Missouri
$1.18M -$140K -5,374 -11%
MA
603
MCF Advisors
Kentucky
$1.18M +$386K +14,836 +49%
MAM
604
McCarthy Asset Management
California
$1.17M -$1.12M -43,168 -49%
CSP
605
Cary Street Partners
Virginia
$1.17M +$1.16M +44,470 New
BFS
606
Burkett Financial Services
South Carolina
$1.16M +$52.4K +2,013 +5%
SSWM
607
Smith Salley Wealth Management
North Carolina
$1.15M
BRPW
608
Ballast Rock Private Wealth
South Carolina
$1.15M +$1.14M +43,774 New
OPWM
609
Oakwell Private Wealth Management
Texas
$1.14M -$16.5K -632 -1%
SAM
610
Smithbridge Asset Management
Pennsylvania
$1.14M +$567K +21,768 +100%
CCM
611
Colorado Capital Management
Colorado
$1.14M +$3.54K +136 +0.3%
GC
612
Grimes & Company
Massachusetts
$1.12M +$3.36K +129 +0.3%
TPWM
613
Twelve Points Wealth Management
Massachusetts
$1.12M -$27.8K -1,068 -3%
QCA
614
Quantify Chaos Advisors
New York
$1.11M +$1.1M +42,339 New
MCM
615
Mengis Capital Management
Oregon
$1.11M +$1.15K +44 +0.1%
HW
616
Hamilton Wealth
California
$1.11M +$1.1M +42,246 New
WCM
617
WLTH Capital Management
Arizona
$1.11M +$1.09M +42,017 New
FEM
618
Fulcrum Equity Management
Texas
$1.1M -$2.5K -96 -0.2%
CAL
619
Capital Advisors Ltd
Ohio
$1.1M +$25.3K +970 +2%
SPFA
620
Summit Place Financial Advisors
New Jersey
$1.08M +$11.1K +425 +1%
AWG
621
Altus Wealth Group
Colorado
$1.07M +$3.02K +116 +0.3%
BBA
622
BLB&B Advisors
Pennsylvania
$1.07M -$3.46K -133 -0.3%
CC
623
Cornerstone Capital
California
$1.07M
BC
624
Barrett & Company
Rhode Island
$1.07M +$1.12K +43 +0.1%
FA
625
FF Advisors
California
$1.06M +$1.04K +40 +0.1%