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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
RWA
1301
Redmont Wealth Advisors
Illinois
$496 -$26 -1 -5%
ETC
1302
Exchange Traded Concepts
Oklahoma
$472 -$417 -16 -47%
HFS
1303
Hughes Financial Services
Virginia
$446
MCA
1304
McGuire Capital Advisors
Oklahoma
$263 +$260 +10 New
EWA
1305
EQ Wealth Advisors
Texas
$236 +$234 +9 New
TC
1306
Truvestments Capital
Florida
$210 +$208 +8 New
TCM
1307
Triumph Capital Management
Colorado
$184 +$182 +7 New
FGAM
1308
Financial Gravity Asset Management
Texas
$79 -$3.07K -118 -98%
LAMC
1309
Longview Asset Management (California)
California
$79
IA
1310
IFS Advisors
Kansas
$45
IA
1311
Integrity Alliance
Iowa
-$2.41M -93,653 Closed
BDWCC
1312
B&D White Capital Company
Texas
-$1.75M -67,881 Closed
MG
1313
Marex Group
-$1.16M -45,158 Closed
KFP
1314
KMG Fiduciary Partners
Ohio
-$1.15M -44,622 Closed
PPWP
1315
Premier Path Wealth Partners
New Jersey
-$1M -38,907 Closed
NCM
1316
Northwest Capital Management
Oregon
-$859K -33,408 Closed
PCA
1317
Prosperity Capital Advisors
Ohio
-$658K -25,610 Closed
GWSG
1318
GPS Wealth Strategies Group
Colorado
-$517K -20,125 Closed
IP
1319
Isthmus Partners
Wisconsin
-$517K -20,108 Closed
WRPWM
1320
Werba Rubin Papier Wealth Management
California
-$470K -18,300 Closed
PCM
1321
Perritt Capital Management
Illinois
-$424K -16,488 Closed
CWM
1322
Crowley Wealth Management
Delaware
-$337K -13,100 Closed
PRP
1323
Peak Retirement Planning
Ohio
-$285K -11,099 Closed
BWA
1324
Beam Wealth Advisors
Louisiana
-$281K -10,942 Closed
EAM
1325
Empirical Asset Management
Massachusetts
-$258K -10,040 Closed