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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
Kayne Anderson Rudnick Investment Management
1226
Kayne Anderson Rudnick Investment Management
California
$38.7K
NRG
1227
Nemes Rush Group
Michigan
$38.3K +$78 +3 +0.2%
BW
1228
Basepoint Wealth
Iowa
$38K +$37.7K +1,449 New
GI
1229
GAMMA Investing
California
$37.9K
CG
1230
Curat Global
New Hampshire
$37.8K +$130 +5 +0.3%
MAM
1231
Marquette Asset Management
Minnesota
$36.7K
B
1232
Birchbrook
Maine
$36.7K
LI
1233
LRI Investments
Florida
$35K +$34.8K +1,336 New
MEG
1234
Millstone Evans Group
Colorado
$34.2K -$1.38K -53 -4%
B
1235
Bayban
Minnesota
$33.4K +$33.1K +1,272 New
JGIA
1236
Jackson Grant Investment Advisers
Connecticut
$33.2K +$78 +3 +0.2%
AFG
1237
Albion Financial Group
Utah
$33K
VWM
1238
Vermillion Wealth Management
Minnesota
$33K -$3.88K -149 -11%
PWPS
1239
Pinnacle Wealth Planning Services
Ohio
$32K +$31.8K +1,220 New
KFAS
1240
Keating Financial Advisory Services
Kansas
$31.3K +$31.1K +1,194 New
MCA
1241
Maryland Capital Advisors
Maryland
$29.6K -$807 -31 -3%
BCM
1242
Blume Capital Management
California
$29.2K +$26 +1 +0.1%
BFP
1243
Birchwood Financial Partners
Minnesota
$28.1K +$27.9K +1,070 New
RIL
1244
Rothschild Investment LLC
Illinois
$27.4K
GJIA
1245
Glass Jacobson Investment Advisors
Maryland
$26.4K +$1.04K +40 +4%
PAI
1246
Pittenger & Anderson Inc
Nebraska
$23.9K +$23.7K +912 New
LWM
1247
Lodestone Wealth Management
Washington
$20.6K +$20.5K +786 New
SGK
1248
Steigerwald Gordon & Koch
Virginia
$20.5K
BHWM
1249
Beaird Harris Wealth Management
Texas
$19.7K
AIP
1250
Ameritas Investment Partners
Nebraska
$19.6K +$78 +3 +0.4%