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Schwab US Broad Market ETF

1,308 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, 484 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: 1,2091,308 (+99)

7% more capital invested

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

3% more repeat investments, than reductions

Existing positions increased: 484 | 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
1,308
Holders Change
+99
Holders Change %
+8.19%
% 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
484
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
SFG
51
Sunburst Financial Group
Alabama
$55.8M +$1.02M +39,321 +2%
CG
52
Caprock Group
Idaho
$54.6M -$3.16M -121,564 -6%
WA
53
WBH Advisory
Maryland
$53.3M +$356K +13,682 +0.7%
QCM
54
Quantinno Capital Management
New York
$52.3M +$8.49M +326,069 +20%
EFG
55
Ethos Financial Group
Pennsylvania
$51.3M -$3.01M -115,674 -6%
Wells Fargo
56
Wells Fargo
California
$51.1M -$12.3M -472,083 -20%
CAG
57
Compass Advisory Group
New York
$50.6M -$128K -4,932 -0.3%
SFG
58
SNS Financial Group
Minnesota
$47.4M -$867K -33,311 -2%
CMAI
59
Capital Management Associates Inc
Minnesota
$46.7M +$53.8K +2,065 +0.1%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$46.7M +$12.1M +466,241 +36%
RC
61
Roundview Capital
New Jersey
$44.4M +$1.43M +54,892 +3%
Corient Private Wealth
62
Corient Private Wealth
Florida
$43.9M +$23.4M +898,759 +116%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$43.2M +$32.3M +1,241,374 +305%
GCA
64
Genesee Capital Advisors
New York
$43M +$4.98M +191,184 +13%
MAG
65
Members Advisory Group
New York
$41.9M -$4.4M -169,049 -10%
BWA
66
Boulder Wealth Advisors
Colorado
$41.6M +$354K +13,592 +0.9%
Truist Financial
67
Truist Financial
North Carolina
$41.3M -$150K -5,747 -0.4%
CIA
68
Cape Investment Advisory
Georgia
$41M +$40.4M +1,551,606 +12,159%
ACM
69
Appalachian Capital Management
Ohio
$40.8M +$40.5M +1,556,042 New
JIP
70
Jaffetilchin Investment Partners
Florida
$40.6M +$39.1K +1,501 +0.1%
LEFP
71
Leading Edge Financial Planning
Tennessee
$39.8M +$3.22M +123,860 +9%
MWM
72
Modern Wealth Management
Kansas
$39M -$861K -33,086 -2%
UBS Group
73
UBS Group
Switzerland
$37.1M +$274K +10,531 +0.8%
AF
74
Allworth Financial
California
$37M +$147K +5,649 +0.4%
HWA
75
Heritage Wealth Architects
Minnesota
$37M +$4.25M +163,205 +13%