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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
FFM
676
Forum Financial Management
Illinois
$880K +$52.9K +2,034 +6%
LC
677
Lawood & Co
Pennsylvania
$879K +$872K +33,510 New
DF
678
DecisionPoint Financial
Arizona
$877K
CWA
679
Continuum Wealth Advisors
New York
$873K +$99.2K +3,810 +13%
BCMLT
680
Beacon Capital Management LLC (Tennessee)
Tennessee
$871K +$111K +4,258 +15%
MCCP
681
Mission Creek Capital Partners
California
$870K -$104 -4 -0%
NCM
682
Next Capital Management
New York
$869K +$2.71K +104 +0.3%
WP
683
Westmount Partners
California
$861K +$833 +32 +0.1%
S
684
Sunpointe
Missouri
$855K +$3.07K +118 +0.4%
HI
685
Hudock Inc
Pennsylvania
$843K -$57.5K -2,209 -6%
FCH
686
Freestone Capital Holdings
Washington
$843K +$32.2K +1,236 +4%
GC
687
GatePass Capital
Ohio
$842K +$836K +32,097 New
MA
688
Marquette Associates
Illinois
$839K -$29.9K -1,149 -3%
AF
689
Advisornet Financial
Minnesota
$838K -$33.3K -1,279 -4%
Comerica Bank
690
Comerica Bank
Texas
$836K +$5K +192 +0.6%
TAM
691
Townsend Asset Management
North Carolina
$836K +$48.9K +1,877 +6%
LSIA
692
LaSalle St. Investment Advisors
Illinois
$833K -$49.5K -1,900 -6%
AWM
693
Abound Wealth Management
Tennessee
$828K +$98.8K +3,796 +14%
FVWA
694
Foster Victor Wealth Advisors
South Carolina
$827K +$44.2K +1,699 +6%
FDCDDQ
695
Federation des caisses Desjardins du Quebec
Quebec, Canada
$827K +$4.42K +170 +0.5%
GKWIM
696
Gerber Kawasaki Wealth & Investment Management
California
$825K +$6.46K +248 +0.8%
TBFA
697
Three Bearings Fiduciary Advisors
New Hampshire
$821K +$802K +30,815 New
IIC
698
Ironwood Investment Counsel
Arizona
$820K
BIG
699
Builder Investment Group
Georgia
$817K +$18.7K +717 +2%
VC
700
Veracity Capital
Georgia
$814K +$808K +31,020 New