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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
UCB
1026
United Community Bank
South Carolina
$288K +$30.6K +1,176 +12%
GA
1027
Goldstein Advisors
Wisconsin
$288K -$14.6K -562 -5%
PK
1028
Pflug Koory
Nebraska
$287K +$182 +7 +0.1%
CWS
1029
Cypress Wealth Services
California
$287K -$7.13K -274 -2%
PP
1030
Patten & Patten
Tennessee
$285K -$39.8K -1,530 -12%
CAMG
1031
CWA Asset Management Group
Florida
$283K +$281K +10,783 New
TH
1032
Team Hewins
California
$282K
BWP
1033
Baldwin Wealth Partners
Massachusetts
$282K -$143K -5,509 -34%
RF
1034
Rossby Financial
Florida
$282K
VWM
1035
Vigilare Wealth Management
Arizona
$281K
CPSAC
1036
Chas P. Smith & Associates (CPS)
Florida
$280K +$278K +10,690 New
RYA
1037
Richard Young Associates
Georgia
$280K +$278K +10,660 New
PWM
1038
Prosperity Wealth Management
California
$278K +$11.7K +450 +4%
GT
1039
Glenview Trust
Kentucky
$277K +$275K +10,572 New
OCM
1040
Orion Capital Management
California
$276K
KL
1041
KWMG LLC
Kansas
$276K +$45.5K +1,746 +20%
CAC
1042
Certified Advisory Corp
Florida
$275K +$182 +7 +0.1%
CAM
1043
Councilmark Asset Management
Tennessee
$275K
MM
1044
Main Management
California
$275K -$19.1K -732 -7%
4WM
1045
49 Wealth Management
Texas
$274K +$14.5K +556 +6%
NF
1046
Napier Financial
Massachusetts
$274K +$271K +10,428 New
AFP
1047
ATLas Financial Planning
Georgia
$273K +$271K +10,413 New
QPWM
1048
Quadrant Private Wealth Management
Pennsylvania
$272K
PG
1049
Patten Group
Tennessee
$272K +$270K +10,377 New
TAM
1050
Titleist Asset Management
Texas
$272K +$270K +10,376 New