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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
SFP
851
Shepherd Financial Partners
Massachusetts
$473K +$1.46K +56 +0.3%
SRC
852
Sage Rhino Capital
California
$472K +$1.22K +47 +0.3%
EW
853
Evoke Wealth
California
$469K +$3.65K +140 +0.8%
FFWA
854
FRG Family Wealth Advisors
Washington
$469K +$20.9K +802 +5%
NL
855
NWAM LLC
Washington
$468K -$89.2K -3,428 -16%
ONSWM
856
Old North State Wealth Management
North Carolina
$467K +$1.82K +70 +0.4%
MCA
857
Magnolia Capital Advisors
Mississippi
$466K +$56.9K +2,185 +14%
JWM
858
Jeppson Wealth Management
California
$465K +$312 +12 +0.1%
Two Sigma Investments
859
Two Sigma Investments
New York
$464K
SFG
860
Sage Financial Group
Pennsylvania
$463K -$6.3K -242 -1%
PFBT
861
Parkside Financial Bank & Trust
Missouri
$462K -$9.21K -354 -2%
GC
862
Garde Capital
Washington
$462K +$2.6K +100 +0.6%
FA
863
Fiducient Advisors
Illinois
$460K +$1.22K +47 +0.3%
AWM
864
Accurate Wealth Management
Florida
$455K -$234 -9 -0.1%
WFA
865
West Financial Advisors
Iowa
$454K -$28.2K -1,082 -6%
CPG
866
Cornerstone Planning Group
New Jersey
$453K +$360K +13,814 +449%
JPWM
867
Jamison Private Wealth Management
Georgia
$453K +$495 +19 +0.1%
WAM
868
Weatherly Asset Management
California
$451K -$49.1K -1,885 -10%
AAG
869
Armstrong Advisory Group
Massachusetts
$448K +$1.22K +47 +0.3%
VP
870
Verum Partners
North Carolina
$447K +$444K +17,042 New
GC
871
Gibson Capital
Pennsylvania
$446K +$78 +3 +0%
CFP
872
Catalyst Financial Partners
Massachusetts
$446K -$90.2K -3,465 -17%
AT
873
Arlington Trust
Alabama
$443K -$46.3K -1,779 -10%
KA
874
Klingman & Associates
New York
$442K -$14.8K -570 -3%
AMM
875
American Money Management
California
$441K