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Schwab US Broad Market ETF

1,308 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, 484 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: 1,2091,308 (+99)

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
1,308
Holders Change
+99
Holders Change %
+8.19%
% of All Funds
15.91%
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
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
FFA
1001
Founders Financial Alliance
North Carolina
$312K +$521 +20 +0.2%
PCI
1002
Planning Center Inc
Illinois
$312K +$130 +5 +0%
CA
1003
Claris Advisors
Missouri
$311K +$1.87K +72 +0.6%
PW
1004
PUREfi Wealth
Massachusetts
$308K
MFF
1005
Michels Family Financial
Texas
$306K +$859 +33 +0.3%
VCM
1006
Virtue Capital Management
Tennessee
$306K +$93.6K +3,595 +45%
WTC
1007
WhitTier Trust Company
Nevada
$305K
RMF
1008
Red Mountain Financial
Colorado
$303K +$56.6K +2,173 +23%
CF
1009
Carter Financial
California
$301K +$299K +11,484 New
MSWMA
1010
Market Street Wealth Management Advisors
Indiana
$301K
AWM
1011
Arista Wealth Management
Nevada
$300K
NCM
1012
Noesis Capital Mangement
Florida
$300K -$28.4K -1,091 -9%
NFG
1013
Nations Financial Group
Iowa
$299K +$2.65K +102 +0.9%
FFA
1014
Fragasso Financial Advisors
Pennsylvania
$299K +$182 +7 +0.1%
W
1015
Wealthquest
Ohio
$298K +$20.4K +782 +7%
WIM
1016
Warwick Investment Management
Texas
$298K +$17.4K +670 +6%
PWM
1017
Paulson Wealth Management
Illinois
$298K
SCA
1018
Snowden Capital Advisors
New York
$298K
BPWM
1019
Badgley Phelps Wealth Managers
Washington
$298K -$11.5K -440 -4%
SPA
1020
Sentinel Pension Advisors
Massachusetts
$296K
PCH
1021
PGIM Custom Harvest
New Jersey
$294K +$65.4K +2,514 +29%
PC
1022
Prairiewood Capital
North Dakota
$294K
BAWC
1023
Boyce & Associates Wealth Consulting
Texas
$293K +$156 +6 +0.1%
GFP
1024
Guardian Financial Partners
California
$290K -$3.07K -118 -1%
VAMG
1025
Voisard Asset Management Group
Michigan
$289K +$2.97K +114 +1%