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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
CFA
776
Capstone Financial Advisors
Illinois
$610K -$6.27K -241 -1%
GI
777
GS Investments
Minnesota
$609K -$3.9K -150 -0.6%
SSA
778
Shepherd Street Advisors
California
$608K +$604K +23,193 New
HFA
779
Hershey Financial Advisers
Pennsylvania
$608K -$34.6K -1,330 -5%
AWA
780
Aquire Wealth Advisors
Utah
$601K -$61.4K -2,358 -9%
CNWM
781
Clay Northam Wealth Management
California
$595K
SC
782
Shuttleworth & Co
Ohio
$595K +$36.5K +1,402 +7%
BTI
783
Blue Trust Inc
Georgia
$594K +$7.16K +275 +1%
CFO
784
Custos Family Office
Texas
$590K -$677 -26 -0.1%
NS
785
NBC Securities
Alabama
$590K -$38.4K -1,476 -6%
TFA
786
TrustWell Financial Advisors
Florida
$589K +$585K +22,463 New
SPWM
787
Schrum Private Wealth Management
Florida
$586K +$1.77K +68 +0.3%
CA
788
Clearstead Advisors
Ohio
$585K +$34.8K +1,336 +6%
FA
789
Faithward Advisors
Pennsylvania
$581K -$4.19K -161 -0.7%
TIM
790
Total Investment Management
Arizona
$574K +$1.09K +42 +0.2%
SSW
791
Stone Summit Wealth
Florida
$573K -$45.3K -1,739 -7%
MFA
792
Mayflower Financial Advisors
Massachusetts
$572K -$39K -1,497 -6%
WA
793
Waterford Advisors
New York
$570K -$31.2K -1,200 -5%
BSI
794
Bennett Selby Investments
Maine
$570K +$566K +21,739 New
GIM
795
Goelzer Investment Management
Indiana
$569K -$142K -5,473 -20%
NW
796
Naviter Wealth
Arkansas
$569K
ATC
797
Argent Trust Co
Tennessee
$568K
PRI
798
Prepared Retirement Institute
Pennsylvania
$567K +$1.93K +74 +0.3%
VCWA
799
Vanguard Capital Wealth Advisors
Colorado
$565K -$14.2K -545 -2%
SFG
800
Sovereign Financial Group
Connecticut
$563K +$417 +16 +0.1%