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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
DSAM
926
Dock Street Asset Management
Florida
$382K -$151K -5,813 -29%
IFG
927
Independent Financial Group
California
$381K +$5.91K +227 +2%
AF
928
Apollon Financial
South Carolina
$381K +$378K +14,527 New
PWP
929
Precedent Wealth Partners
Texas
$381K
CGPCS
930
Capital Group Private Client Services
California
$378K +$1.04K +40 +0.3%
NBWM
931
North Berkeley Wealth Management
California
$377K
VMMC
932
V.M. Manning & Co
South Carolina
$377K -$1.51K -58 -0.4%
GS
933
GWN Securities
Florida
$376K +$1.12K +43 +0.3%
HR
934
Hardy Reed
Mississippi
$376K -$97.3K -3,736 -21%
LCWM
935
Legacy Capital Wealth Management
Texas
$376K +$373K +14,341 New
BIG
936
Brooklyn Investment Group
New York
$375K +$369K +14,168 New
CFCS
937
CDM Financial Counseling Services
Connecticut
$375K +$372K +14,280 New
CIA
938
Capital Investment Advisors
Georgia
$374K +$17.3K +663 +5%
FGC
939
First Growth Capital
Maryland
$373K +$363K +13,950 New
PMFA
940
Plante Moran Financial Advisors
Michigan
$372K +$1.04K +40 +0.3%
SWM
941
SHP Wealth Management
Massachusetts
$372K +$369K +14,172 New
VCM
942
Versant Capital Management
Arizona
$372K +$1.15K +44 +0.3%
G
943
Gainplan
Michigan
$371K -$312 -12 -0.1%
WS
944
Wedbush Securities
California
$370K +$7.99K +307 +2%
GWANC
945
Guardian Wealth Advisors (North Carolina)
North Carolina
$367K +$99.6K +3,826 +38%
NFC
946
Northstar Financial Companies
Pennsylvania
$367K -$4.92K -189 -1%
RIM
947
Redwood Investment Management
Arizona
$366K +$27.3K +1,050 +8%
USCWA
948
U.S. Capital Wealth Advisors
Texas
$364K +$286 +11 +0.1%
GLLW
949
Graves Light Lenhart Wealth
Virginia
$364K -$2.81K -108 -0.8%
Russell Investments Group
950
Russell Investments Group
United Kingdom
$362K -$8.33K -320 -2%