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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
AWE
726
Avidian Wealth Enterprises
Texas
$738K +$937 +36 +0.1%
FWMP
727
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$736K -$54.6K -2,098 -7%
TCM
728
Twele Capital Management
Minnesota
$733K -$11.4K -439 -2%
RWRC
729
R.W. Roge & Company
New York
$731K
CAL
730
Capital Analysts LLC
Pennsylvania
$728K +$1.85K +71 +0.3%
EFA
731
Edge Financial Advisors
Illinois
$721K -$3.98K -153 -0.6%
SSI
732
Scott & Selber Inc
Texas
$720K +$417 +16 +0.1%
RWP
733
Reliant Wealth Planning
Kentucky
$713K
KWM
734
KRM Wealth Management
Nevada
$711K +$705K +27,091 New
PA
735
Perennial Advisors
New York
$708K -$6.2K -238 -0.9%
PCWA
736
Pacific Capital Wealth Advisors
California
$708K
PWMAG
737
Pinnacle Wealth Management Advisory Group
New Jersey
$708K +$15.9K +611 +2%
AA
738
AF Advisors
California
$706K +$208 +8 +0%
SWP
739
Stratos Wealth Partners
Ohio
$706K +$42.1K +1,618 +6%
Qube Research & Technologies (QRT)
740
Qube Research & Technologies (QRT)
United Kingdom
$706K -$1.01M -38,882 -59%
SWA
741
Sightline Wealth Advisors
Connecticut
$706K +$5.6K +215 +0.8%
DP
742
Denver PWM
Colorado
$704K
PFA
743
Perryman Financial Advisory
Texas
$703K +$698K +26,808 New
CWM
744
Cahaba Wealth Management
Georgia
$699K +$1.87K +72 +0.3%
BTWM
745
Baker Tilly Wealth Management
Wisconsin
$697K +$911 +35 +0.1%
PAMG
746
Patton Albertson Miller Group
Tennessee
$696K -$1.72K -66 -0.2%
SEIA
747
Signature Estate & Investment Advisors
California
$692K +$50.7K +1,948 +8%
ML
748
McAdam LLC
Pennsylvania
$691K -$3.96K -152 -0.6%
EFS
749
Econ Financial Services
Pennsylvania
$691K -$46.1K -1,770 -6%
AO
750
Advisor OS
Illinois
$687K -$11.7K -450 -2%