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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
TI
751
Tidal Investments
Wisconsin
$687K +$682K +26,197 New
CAAM
752
Cornerstone Advisors Asset Management
Pennsylvania
$686K +$2.11K +81 +0.3%
Citigroup
753
Citigroup
New York
$686K -$3.45M -132,556 -84%
SC
754
SouthState Corp
Florida
$680K -$110K -4,225 -14%
BW
755
BIP Wealth
Georgia
$667K +$306K +11,764 +86%
WAM
756
Wernau Asset Management
Massachusetts
$664K -$74.8K -2,874 -10%
MPCL
757
My Personal CFO LLC
Washington
$662K -$127K -4,887 -16%
SAM
758
Summit Asset Management
Tennessee
$662K +$208 +8 +0%
PB
759
Pinnacle Bancorp
Nebraska
$658K
SWM
760
Shakespeare Wealth Management
Wisconsin
$658K
HPIA
761
Hamilton Point Investment Advisors
North Carolina
$658K
GP
762
Greenline Partners
New York
$657K +$1.74K +67 +0.3%
OFP
763
OLIO Financial Planning
Virginia
$650K -$52 -2 -0%
RFP
764
Root Financial Partners
California
$640K -$75.4K -2,897 -11%
BP
765
Broadleaf Partners
Ohio
$634K +$9.21K +354 +1%
IWM
766
Integris Wealth Management
California
$632K
RFA
767
Rollins Financial Advisors
New York
$626K -$6.77K -260 -1%
FM
768
Foster & Motley
Ohio
$624K +$43.7K +1,680 +8%
DI
769
Disciplined Investments
Oklahoma
$623K -$993K -38,127 -62%
IF
770
IRON Financial
Illinois
$617K +$417 +16 +0.1%
TW
771
TritonPoint Wealth
Maryland
$614K -$11.9K -458 -2%
EP
772
Edgestream Partners
New Jersey
$613K +$608K +23,358 New
WCFA
773
Walkner Condon Financial Advisors
Wisconsin
$612K -$13K -499 -2%
DWP
774
Daymark Wealth Partners
Ohio
$612K +$242K +9,310 +66%
AAS
775
Annex Advisory Services
Wisconsin
$611K -$36.5K -1,404 -6%