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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
FP
1251
Financial Perspectives
Minnesota
$19K +$78 +3 +0.4%
IWM
1252
Inlight Wealth Management
Georgia
$17.7K +$17.6K +675 New
EA
1253
Evolution Advisers
Virginia
$17K
MCM
1254
Manchester Capital Management
Vermont
$15.7K
GAMC
1255
Garner Asset Management Corp
Texas
$15.7K +$15.6K +600 New
M
1256
MOTCO
Texas
$15.5K
KG
1257
Kilter Group
New York
$15.3K -$390 -15 -3%
CW
1258
Curio Wealth
Maryland
$15.1K
APW
1259
Aventura Private Wealth
Florida
$15K
AA
1260
Addison Advisors
Vermont
$14.8K
IRAG
1261
Investment Research & Advisory Group
Georgia
$14.4K +$52 +2 +0.4%
IF
1262
Integrity Financial
Wyoming
$14.1K -$6.3K -242 -31%
RCM
1263
Raleigh Capital Management
North Carolina
$13.1K
AW
1264
Avion Wealth
Texas
$13K +$26 +1 +0.2%
FHA
1265
Flagship Harbor Advisors
Massachusetts
$12.8K +$12.7K +488 New
WAG
1266
Wiser Advisor Group
Arizona
$12.2K -$17.6K -678 -59%
GCM
1267
Gunpowder Capital Management
Maryland
$11.9K +$11.8K +453 New
BAM
1268
Bellevue Asset Management
Washington
$11K
MIM
1269
MTM Investment Management
South Carolina
$10.5K
EWM
1270
Evolution Wealth Management
Florida
$10.5K
PS
1271
Pinney & Scofield
Massachusetts
$10.2K +$52 +2 +0.5%
FFL
1272
Financial Freedom LLC
Ohio
$10.2K +$26 +1 +0.3%
QWM
1273
Quaker Wealth Management
New Jersey
$10.1K +$10K +384 New
UFPG
1274
United Financial Planning Group
New York
$9.95K +$26 +1 +0.3%
PPL
1275
Planning Project LLC
Texas
$9.6K +$9.53K +366 New