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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
WIA
1151
Wetzel Investment Advisors
Indiana
$205K
PCM
1152
Pennsylvania Capital Management
Pennsylvania
$203K -$30.2K -1,160 -13%
FCAS
1153
First Command Advisory Services
Texas
$203K +$201K +7,740 New
AIM
1154
Acropolis Investment Management
Missouri
$203K +$201K +7,724 New
EIG
1155
Ellenbecker Investment Group
Wisconsin
$202K +$201K +7,716 New
VIA
1156
Victrix Investment Advisors
Florida
$202K +$201K +7,706 New
FF
1157
Frankly Finances
Florida
$202K +$200K +7,686 New
HFRG
1158
Houlihan Financial Resource Group
Virginia
$201K +$197K +7,551 New
MW
1159
Marrick Wealth
California
$200K +$199K +7,627 New
BFO
1160
Biltmore Family Office
North Carolina
$197K
BF
1161
BOK Financial
Oklahoma
$193K
FF
1162
Friedenthal Financial
New Jersey
$188K +$833 +32 +0.4%
T
1163
Tidemark
California
$188K +$52 +2 +0%
PGAM
1164
Princeton Global Asset Management
New Jersey
$180K -$4.24K -163 -2%
MFT
1165
Moisand Fitzgerald Tamayo
Florida
$180K -$16.5K -632 -8%
PCFFS
1166
Pacific Center for Financial Services
California
$178K
AFC
1167
Ares Financial Consulting
California
$171K +$4.06M +155,951 New
SMA
1168
Sage Mountain Advisors
Georgia
$165K +$1.74K +67 +1%
TH
1169
TCTC Holdings
Texas
$162K
HCM
1170
Hollencrest Capital Management
California
$159K
PFSC
1171
Peoples Financial Services Corp
Pennsylvania
$157K
Bessemer Group
1172
Bessemer Group
New Jersey
$157K -$121K -4,665 -44%
RCM
1173
Richardson Capital Management
Wisconsin
$150K -$469 -18 -0.3%
HHGA
1174
Halbert Hargrove Global Advisors
California
$149K
CTC
1175
Central Trust Company
Missouri
$143K +$11.8K +454 +9%