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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
WCM
701
Wealthcare Capital Management
Virginia
$812K
JIC
702
Joel Isaacson & Co
New York
$809K +$2.5K +96 +0.3%
HNB
703
Huntington National Bank
Ohio
$807K
CAM
704
Costello Asset Management
Pennsylvania
$801K -$75.1K -2,885 -9%
RCAG
705
Rehmann Capital Advisory Group
Michigan
$799K +$39.9K +1,532 +5%
BWM
706
BNC Wealth Management
Oregon
$794K -$473K -18,174 -38%
OWM
707
OneAscent Wealth Management
Alabama
$791K -$78.6K -3,020 -9%
CFO
708
Callan Family Office
Pennsylvania
$787K
BCM
709
Bowie Capital Management
Texas
$787K
HBT
710
Hills Bank & Trust
Iowa
$787K
CA
711
Crewe Advisors
Utah
$786K -$124K -4,776 -14%
PL
712
Plancorp LLC
Missouri
$782K -$376K -14,434 -33%
WF
713
Womack Financial
Texas
$780K +$77.6K +2,982 +11%
TC
714
Tannin Capital
North Carolina
$779K +$773K +29,702 New
MWA
715
Muirfield Wealth Advisors
North Carolina
$778K -$41.1K -1,580 -5%
PS
716
Principal Securities
Iowa
$775K +$281K +10,803 +58%
HIS
717
Horizon Investment Services
Indiana
$774K +$4.35K +167 +0.6%
NSIM
718
North Star Investment Management
Illinois
$770K
EL
719
EWA LLC
Pennsylvania
$760K +$754K +28,965 New
AWM
720
Apollon Wealth Management
South Carolina
$759K +$7.52K +289 +1%
AP
721
Advisortrust Partners
North Carolina
$759K +$753K +28,922 New
SGWM
722
Sterling Group Wealth Management
California
$755K -$30.1K -1,158 -4%
MFG
723
Magnus Financial Group
New York
$754K +$218K +8,385 +41%
NP
724
NorthRock Partners
Minnesota
$750K +$222K +8,516 +42%
BAM
725
Bosun Asset Management
Illinois
$740K -$46.9K -1,800 -6%