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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
AWAG
1076
ARS Wealth Advisors Group
Florida
$257K +$781 +30 +0.3%
QWM
1077
Quadcap Wealth Management
Texas
$256K
KL
1078
KilterHowling LLC
Colorado
$255K +$807 +31 +0.3%
SWM
1079
Spire Wealth Management
Virginia
$255K +$9.45K +363 +4%
SFP
1080
Sterling Financial Planning
New Jersey
$254K +$781 +30 +0.3%
CFG
1081
Citizens Financial Group
Rhode Island
$254K +$26.2K +1,006 +12%
DSA
1082
Droms Strauss Advisors
Missouri
$253K
OWP
1083
Obermeyer Wealth Partners
Colorado
$252K
WP
1084
WealthShield Partners
North Carolina
$251K -$17K -654 -6%
RSC
1085
Red Spruce Capital
Pennsylvania
$249K
RP
1086
Riverwater Partners
Wisconsin
$248K
FLPIM
1087
F.L. Putnam Investment Management
Massachusetts
$247K -$22.2K -852 -8%
Susquehanna International Group
1088
Susquehanna International Group
Pennsylvania
$246K +$245K +9,396 New
SQA
1089
Simon Quick Advisors
New Jersey
$246K
GCM
1090
Glaxis Capital Management
Florida
$246K +$755 +29 +0.3%
BFS
1091
BridgePort Financial Solutions
Iowa
$246K +$3.54K +136 +1%
WCP
1092
Wick Capital Partners
Pennsylvania
$245K
JBA
1093
Johnson Bixby & Associates
Washington
$245K
SAM
1094
Secure Asset Management
Michigan
$244K -$13.4K -513 -5%
WI
1095
Wedgewood Investors
Pennsylvania
$243K
HCM
1096
Howard Capital Management
Georgia
$242K +$240K +9,231 New
JWM
1097
Jackson Wealth Management
Florida
$241K
SCM
1098
Schnieders Capital Management
California
$240K -$26 -1 -0%
ACI
1099
Alpha Cubed Investments
California
$240K
RRA
1100
Round Rock Advisors
Connecticut
$240K +$338 +13 +0.1%