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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
DAS
876
Diversify Advisory Services
Utah
$440K +$164K +6,295 +62%
DAS
877
Dynamic Advisor Solutions
Arizona
$440K -$165K -6,352 -27%
EHC
878
Everett Harris & Co
California
$440K -$34.1K -1,310 -7%
UAS
879
United Asset Strategies
New York
$440K +$573 +22 +0.1%
FRA
880
Front Row Advisors
California
$440K +$781 +30 +0.2%
GWMR
881
GC Wealth Management RIA
Massachusetts
$439K +$436K +16,740 New
VHAM
882
Van Hulzen Asset Management
California
$433K +$85K +3,264 +25%
MMCM
883
Murphy & Mullick Capital Management
New York
$433K
BWFA
884
Baltimore-Washington Financial Advisors
Maryland
$433K +$625 +24 +0.1%
TWM
885
Trevian Wealth Management
Massachusetts
$433K
RA
886
Resolute Advisors
California
$431K -$30.1K -1,155 -7%
JC
887
Jacobs & Co
California
$431K
MJRIC
888
Mogy Joel R Investment Counsel
California
$430K
MIM
889
Moseley Investment Management
Florida
$430K -$2.6K -100 -0.6%
FFG
890
Fortune Financial Group
Florida
$427K +$400K +15,368 New
SWM
891
Stockman Wealth Management
Montana
$424K
WSA
892
Warm Springs Advisors
California
$424K -$938K -36,030 -69%
AP
893
Appleton Partners
Massachusetts
$421K +$17.3K +664 +4%
VFA
894
Valeo Financial Advisors
Indiana
$421K -$56.4K -2,167 -12%
Neuberger Berman Group
895
Neuberger Berman Group
New York
$421K
LWM
896
Liberty Wealth Management
California
$420K +$59.6K +2,290 +17%
CNBT
897
Canandaigua National Bank & Trust
New York
$417K
LOIP
898
Live Oak Investment Partners
Texas
$415K
BWMG
899
Barnes Wealth Management Group
California
$415K -$39.4K -1,512 -9%
MFWP
900
Mosaic Family Wealth Partners
Missouri
$413K +$1.28K +49 +0.3%