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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
BCM
1126
Becker Capital Management
Oregon
$219K -$13K -500 -6%
SM
1127
Sensible Money
Arizona
$218K +$182 +7 +0.1%
VBFP
1128
Valtinson Bruner Financial Planning
Minnesota
$218K +$677 +26 +0.3%
AIA
1129
Accelerate Investment Advisors
California
$217K -$12.4K -477 -5%
OSNBOA
1130
Old Second National Bank of Aurora
Illinois
$216K
RC
1131
Randolph Company
Ohio
$216K -$14.8K -569 -6%
WPIC
1132
White Pine Investment Company
Michigan
$216K -$15.6K -600 -7%
TAM
1133
Tucker Asset Management
Colorado
$215K +$46.9K +1,803 +28%
BIM
1134
Bridges Investment Management
Nebraska
$215K +$4.69K +180 +2%
MI
1135
Moneywise Inc
Virginia
$214K -$469 -18 -0.2%
PWM
1136
Parkway Wealth Management
Texas
$214K +$213K +8,172 New
FAI
1137
Fiduciary Advisors Inc
Missouri
$214K +$677 +26 +0.3%
BWP
1138
Balboa Wealth Partners
Arizona
$213K
BAMG
1139
Brand Asset Management Group
Missouri
$213K -$15.8K -608 -7%
QCMNJ
1140
Quantum Capital Management (New Jersey)
New Jersey
$212K -$2.11K -81 -1%
RCM
1141
RMR Capital Management
California
$212K
LWM
1142
Lyell Wealth Management
California
$211K
CWM
1143
Cooke Wealth Management
California
$211K +$206K +7,899 New
PPA
1144
Pacific Point Advisors
California
$209K
FPWM
1145
FSB Premier Wealth Management
Iowa
$209K +$625 +24 +0.3%
MHFA
1146
Mission Hills Financial Advisory
California
$208K +$989 +38 +0.5%
SG
1147
Sherry Group
Arkansas
$208K +$204K +7,848 New
TWA
1148
TCI Wealth Advisors
Arizona
$207K +$205K +7,886 New
FFG
1149
Fiduciary Financial Group
California
$205K +$204K +7,825 New
PWP
1150
Prasad Wealth Partners
Ohio
$205K +$364 +14 +0.2%