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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
15.92%
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
PCG
1176
PFC Capital Group
California
$139K +$138K +5,309 New
PCA
1177
Providence Capital Advisors
North Carolina
$137K -$16.7K -642 -11%
IRC
1178
Investors Research Corp
Georgia
$136K +$27.2K +1,045 +25%
WG
1179
Wellington Group
Indiana
$136K +$135K +5,187 New
KFI
1180
Key Financial Inc
Pennsylvania
$133K +$116K +4,454 +704%
BSB
1181
Bangor Savings Bank
Maine
$130K -$130 -5 -0.1%
QC
1182
Quent Capital
New York
$127K +$18.6K +714 +17%
ME
1183
McIlrath & Eck
Washington
$118K
WT
1184
Whittier Trust
California
$112K
ECA
1185
Elevated Capital Advisors
Utah
$109K +$109K +4,170 New
PP
1186
Pacifica Partners
Canada
$105K
AG
1187
AmeriFlex Group
Nevada
$104K -$103K -3,975 -50%
MA
1188
Montag & Associates
Georgia
$101K +$286 +11 +0.3%
LWANC
1189
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K +$89.3K +3,431 New
SWP
1190
SIMA Wealth Partners
Virginia
$86.6K +$4.06K +156 +5%
MSWA
1191
Marshall & Sterling Wealth Advisors
New York
$84.5K +$26 +1 +0%
KFA
1192
Kelleher Financial Advisors
New York
$81.7K
SIS
1193
Strategic Investment Solutions
Illinois
$80.6K -$1.64K -63 -2%
RF
1194
Roxbury Financial
New Jersey
$79K +$182 +7 +0.2%
GGI
1195
Godsey & Gibb Inc
Virginia
$75.9K
GIA
1196
GHP Investment Advisors
Colorado
$75.8K
WPA
1197
Wealth Preservation Advisors
Tennessee
$72.4K +$35.9K +1,379 +100%
FFA
1198
Frazier Financial Advisors
Ohio
$72.3K
GEA
1199
Glen Eagle Advisors
New Jersey
$72.1K
EWA
1200
Elevate Wealth Advisory
Georgia
$70.9K