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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
AWM
1051
Austin Wealth Management
Texas
$271K -$234 -9 -0.1%
AA
1052
Auxano Advisors
Washington
$269K
RA
1053
Ruggaard & Associates
Ohio
$269K
MYIA
1054
Mount Yale Investment Advisors
Colorado
$269K -$856K -32,872 -76%
VAS
1055
Vestmark Advisory Solutions
Massachusetts
$269K -$856K -32,872 -76%
TCM
1056
Telos Capital Management
California
$268K +$266K +10,234 New
SCTC
1057
Sanibel Captiva Trust Company
Florida
$268K
QFPS
1058
Quantum Financial Planning Services
Washington
$268K +$833 +32 +0.3%
IFS
1059
Ifrah Financial Services
Arkansas
$268K -$13.1K -503 -5%
NA
1060
Nordwand Advisors
Pennsylvania
$268K
MA
1061
MJP Associates
Connecticut
$267K +$182 +7 +0.1%
HA
1062
HC Advisors
Georgia
$267K
TF
1063
Trek Financial
Arizona
$266K +$4.48K +172 +2%
SI
1064
Stephens Inc
Arkansas
$264K
BFWM
1065
Bright Futures Wealth Management
New York
$263K +$833 +32 +0.3%
TWA
1066
Tandem Wealth Advisors
Arizona
$263K +$261K +10,021 New
SEM
1067
Strategic Equity Management
Arizona
$262K -$54.4K -2,090 -17%
CFIA
1068
Cantor Fitzgerald Investment Advisors
New York
$261K -$5.65K -217 -2%
AIMC
1069
Alley Investment Management Company
Illinois
$261K
UB
1070
UMB Bank
Missouri
$260K -$98.9K -3,800 -28%
SFC
1071
Strategic Financial Concepts
Texas
$259K -$7.16M -274,892 -97%
OAM
1072
Occidental Asset Management
California
$259K +$10.4K +400 +4%
FIA
1073
FPC Investment Advisory
California
$259K
PI
1074
Pachira Investments
California
$258K -$126K -4,828 -33%
DFC
1075
DB Fitzpatrick & Co
Idaho
$258K +$6.12K +235 +2%