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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
GKIM
1201
GW&K Investment Management
Massachusetts
$70K
HWM
1202
HighMark Wealth Management
Minnesota
$67.6K +$208 +8 +0.3%
HRC
1203
Hoertkorn Richard Charles
$65K
BFS
1204
Beacon Financial Strategies
North Carolina
$64.3K +$63.9K +2,453 New
FNWA
1205
Financial Network Wealth Advisors
Utah
$64.2K +$182 +7 +0.3%
BIA
1206
Bell Investment Advisors
California
$61.9K
GSWM
1207
Golden State Wealth Management
California
$60.6K +$182 +7 +0.3%
JFA
1208
JNBA Financial Advisors
Minnesota
$58.1K -$5.02K -193 -8%
WSFS
1209
Wilmington Savings Fund Society
Delaware
$56.7K
LWMI
1210
Legacy Wealth Management (Idaho)
Idaho
$55.4K +$53.8K +2,067 +4,807%
BL
1211
BFSG LLC
California
$55.2K -$4.48K -172 -8%
IAIM
1212
International Assets Investment Management
Florida
$52.5K +$52.1K +2,001 New
HFS
1213
Hantz Financial Services
Michigan
$52K +$51.1K +1,964 New
FPF
1214
First Pacific Financial
Washington
$51.9K
Simplex Trading
1215
Simplex Trading
Illinois
$51.3K +$50.9K +1,956 New
GFA
1216
Godfrey Financial Associates
New York
$50.9K +$50.5K +1,941 New
HPC
1217
HM Payson & Co
Maine
$49.3K
AWM
1218
Aberdeen Wealth Management
Illinois
$46.9K +$234 +9 +0.5%
OFG
1219
Oxford Financial Group
Indiana
$46.6K
CIAS
1220
Capital Investment Advisory Services
North Carolina
$44.1K +$6.48K +249 +17%
CFD
1221
Creative Financial Designs
Indiana
$43.9K +$78 +3 +0.2%
EB
1222
Eastern Bank
Massachusetts
$42.5K
ACA
1223
American Capital Advisory
Idaho
$42.5K
WPWM
1224
Western Pacific Wealth Management
Illinois
$41.6K +$104 +4 +0.3%
NG
1225
NWK Group
California
$40.4K