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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 161 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 161 | 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: 1,2091,309 (+100)

7% more capital invested

Capital invested by funds: $12.1B → $12.9B (+$843M)

3% more repeat investments, than reductions

Existing positions increased: 484 | 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
+100
Holders Change %
+8.27%
% 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
161
Increased
484
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
ZRP
951
Zynergy Retirement Planning
New Jersey
$361K -$2.27K -87 -0.6%
APW
952
Aurora Private Wealth
New Jersey
$361K +$360K +13,819 New
AWA
953
Alaska Wealth Advisors
Alaska
$359K -$3.75K -144 -1%
AFA
954
American Financial Advisors
Georgia
$357K +$1.38K +53 +0.4%
PSF
955
Pacific Sun Financial
California
$355K
TWP
956
TFO Wealth Partners
Ohio
$353K
WCM
957
Washburn Capital Management
Florida
$351K -$16.8K -644 -5%
KBFS
958
Kohmann Bosshard Financial Services
Ohio
$349K +$26 +1 +0%
ACM
959
Advisors Capital Management
New Jersey
$347K +$31.9K +1,224 +10%
CIP
960
Capital Insight Partners
Arizona
$347K
LWM
961
Level Wealth Management
North Carolina
$346K -$129K -4,945 -27%
JC
962
JBGlobal.com
New York
$345K
IFA
963
Index Fund Advisors
California
$344K +$495 +19 +0.1%
NPI
964
New Perspectives Inc
Mississippi
$343K
CCMI
965
Creative Capital Management Investments
California
$342K
AL
966
ADE LLC
Maryland
$342K
TP
967
Tranquility Partners
Tennessee
$341K
VPIM
968
Vanguard Personalized Indexing Management
California
$341K -$49.1K -1,885 -13%
SLA
969
Silver Lake Advisory
Utah
$341K +$75.2K +2,889 +29%
HWA
970
Heartwood Wealth Advisors
Virginia
$341K
GWL
971
Generations Wealth LLC
Ohio
$341K +$338K +12,990 New
BFG
972
Berger Financial Group
Minnesota
$340K +$2.37K +91 +0.7%
PIA
973
Pinion Investment Advisors
Kansas
$339K -$26 -1 -0%
MT
974
Midwest Trust
Kansas
$336K
FA
975
Fedenia Advisers
Wisconsin
$335K