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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
NEPWA
1101
New England Private Wealth Advisors
Massachusetts
$237K +$78 +3 +0%
SIAP
1102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K
VF
1103
Vawter Financial
Ohio
$236K -$3.2K -123 -1%
DAC
1104
Dividend Assets Capital
South Carolina
$236K
AGC
1105
Aspen Grove Capital
Colorado
$235K +$208 +8 +0.1%
CWM
1106
Connecticut Wealth Management
Connecticut
$234K
AIM
1107
Aurora Investment Managers
Florida
$234K
GWS
1108
Glassman Wealth Services
Virginia
$234K
FWP
1109
Falcon Wealth Planning
California
$233K
AWM
1110
Act Wealth Management
Texas
$232K -$61.7K -2,371 -21%
SAM
1111
SVRN Asset Management
Texas
$232K +$230K +8,844 New
SWM
1112
Sherman Wealth Management
Maryland
$231K +$229K +8,796 New
AIA
1113
Armor Investment Advisors
North Carolina
$230K +$156 +6 +0.1%
SIC
1114
SJS Investment Consulting
Ohio
$230K
DWML
1115
Decker Wealth Management LLC
Tennessee
$228K +$226K +8,700 New
TFS
1116
Thoroughbred Financial Services
Tennessee
$228K +$104 +4 +0%
BMCM
1117
Bryn Mawr Capital Management
Pennsylvania
$228K -$40.1K -1,540 -15%
GCM
1118
Gibraltar Capital Management
Oklahoma
$227K +$225K +8,661 New
NWP
1119
NerdWallet Wealth Partners
New York
$226K +$2.24K +86 +1%
CFA
1120
CWS Financial Advisors
Michigan
$225K
CPCM
1121
Cardinal Point Capital Management
Ontario, Canada
$222K -$3.23K -124 -1%
HSWM
1122
Hubbell Strickland Wealth Management
Louisiana
$222K -$22.5K -865 -9%
ACM
1123
Aspen Capital Management
Idaho
$221K -$33.1K -1,272 -13%
SFG
1124
Strive Financial Group
Indiana
$220K +$218K +8,383 New
BLWM
1125
Bucket List Wealth Management
Florida
$219K +$218K +8,364 New