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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
ACM
826
Armbruster Capital Management
New York
$505K -$39.9K -1,532 -7%
BIM
827
Baldwin Investment Management
Pennsylvania
$504K +$234 +9 +0%
7WCP
828
71 West Capital Partners
Massachusetts
$503K +$499K +19,185 New
AIM
829
Anchor Investment Management
South Carolina
$501K +$1.59K +61 +0.3%
GC
830
Gilbert & Cook
Iowa
$498K
ACP
831
Aviance Capital Partners
Florida
$497K
AFGAS
832
Allegiance Financial Group Advisory Services
Virginia
$497K
OA
833
Oasis Advisors
Iowa
$495K +$491K +18,868 New
VAG
834
VisionPoint Advisory Group
Texas
$494K
SWP
835
Strategic Wealth Partners
Ohio
$493K -$1.15M -44,049 -70%
CHWM
836
Cauble & Harre Wealth Management
Missouri
$491K +$488K +18,730 New
IIA
837
Integrity Investment Advisors
Colorado
$491K +$487K +18,704 New
LWM
838
Lakeridge Wealth Management
Ohio
$489K +$390 +15 +0.1%
S4W
839
Solutions 4 Wealth
Texas
$488K +$6.12K +235 +1%
TCWM
840
Total Clarity Wealth Management
Illinois
$485K +$39.7K +1,524 +9%
HCP
841
Hardin Capital Partners
South Carolina
$485K
AC
842
Apella Capital
Connecticut
$484K +$13.1K +502 +3%
FA
843
Fiduciary Alliance
South Carolina
$484K +$41.9K +1,608 +10%
TIA
844
Tiemann Investment Advisors
California
$482K -$2.08K -80 -0.4%
FBB
845
Fulton Breakefield Broenniman
Maryland
$481K +$1.77K +68 +0.4%
RWP
846
Revolve Wealth Partners
New Jersey
$481K -$2.27K -87 -0.5%
PWA
847
Physician Wealth Advisors
Utah
$475K
RCWM
848
Royal Capital Wealth Management
Indiana
$475K +$130 +5 +0%
TCM
849
Traynor Capital Management
Pennsylvania
$474K +$120K +4,615 +34%
RFC
850
Regions Financial Corp
Alabama
$473K