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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
CCA
901
Clarity Capital Advisors
Florida
$413K +$208 +8 +0.1%
CCM
902
Coldstream Capital Management
Washington
$410K +$22K +845 +6%
SG
903
Somerset Group
Minnesota
$410K +$1.64K +63 +0.4%
MA
904
MONECO Advisors
Connecticut
$405K +$68.4K +2,629 +21%
BL
905
Balentine LLC
Georgia
$405K
BFM
906
Broadview Financial Management
Wisconsin
$403K +$1.25K +48 +0.3%
FSWA
907
Financial Synergies Wealth Advisors
Texas
$402K +$130 +5 +0%
JWBC
908
John W. Brooker & Co
California
$401K +$338 +13 +0.1%
SF
909
Steffes Financial
Kansas
$400K +$397K +15,247 New
BFA
910
Bill Few Associates
Pennsylvania
$398K -$13K -498 -3%
AWC
911
Adamsbrown Wealth Consultants
Kansas
$395K +$19K +731 +5%
PI
912
PFG Investments
New York
$395K -$11.9K -459 -3%
CWA
913
Carolina Wealth Advisors
South Carolina
$394K +$364 +14 +0.1%
AUB
914
Atlantic Union Bankshares
Virginia
$394K +$49.9K +1,918 +15%
CANC
915
Culbertson A N & Co
Virginia
$393K
FCIM
916
Fairview Capital Investment Management
California
$393K
WCM
917
Winthrop Capital Management
Indiana
$393K +$1.2K +46 +0.3%
AWM
918
Able Wealth Management
New Jersey
$392K
NRC
919
New Republic Capital
North Carolina
$389K +$75.2K +2,890 +24%
TBF
920
True Blue Financial
Michigan
$388K +$385K +14,776 New
TFP
921
TrueWealth Financial Partners
Washington
$388K +$385K +14,776 New
LF
922
LifeSteps Financial
California
$387K +$12.2K +467 +3%
ESB
923
Essex Savings Bank
Connecticut
$386K +$16.7K +641 +5%
VIA
924
Vickerman Investment Advisors
Washington
$385K -$112K -4,313 -23%
CW
925
CreativeOne Wealth
Kansas
$383K -$173K -6,628 -31%