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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
PFM
176
Peak Financial Management
Massachusetts
$12.3M +$235K +9,032 +2%
MWM
177
Meridian Wealth Management
Kentucky
$12.3M -$478K -18,345 -4%
DBRC
178
D.B. Root & Company
Pennsylvania
$12.1M -$155K -5,945 -1%
VWA
179
VSM Wealth Advisory
Maryland
$11.8M -$207K -7,957 -2%
WPW
180
Waldron Private Wealth
Pennsylvania
$11.8M
BWL
181
Beacon Wealthcare LLC
North Carolina
$11.7M -$114K -4,367 -1%
LCM
182
Liberty Capital Management
Michigan
$11.7M +$518K +19,898 +5%
BF
183
Brooklyn FI
New York
$11.6M +$56K +2,153 +0.5%
EFG
184
Everhart Financial Group
Ohio
$11.2M -$677K -25,994 -6%
VA
185
Vestwell Advisors
New York
$10.9M
Northern Trust
186
Northern Trust
Illinois
$10.9M +$1.36M +52,323 +14%
FOA
187
Five Oceans Advisors
California
$10.8M -$9.21K -354 -0.1%
KAS
188
Kestra Advisory Services
Texas
$10.7M +$1.45M +55,588 +16%
AWMG
189
Alliance Wealth Management Group
New Jersey
$10.7M -$230K -8,836 -2%
TCM
190
Towercrest Capital Management
Pennsylvania
$10.7M -$230K -8,836 -2%
PCIA
191
Prime Capital Investment Advisors
Kansas
$10.7M -$169K -6,490 -2%
AA
192
Apriem Advisors
California
$10.6M -$197K -7,559 -2%
DWM
193
Destination Wealth Management
California
$10.6M +$3.94M +151,217 +60%
GVAG
194
Great Valley Advisor Group
Delaware
$10.5M -$95.2K -3,656 -0.9%
DF
195
Downshift Financial
Colorado
$10.4M +$10.4M +399,432 New
SA
196
SRH Advisors
Kansas
$10.4M +$198K +7,622 +2%
Charles Schwab
197
Charles Schwab
California
$10.4M -$449K -17,266 -4%
WFP
198
Wrenne Financial Planning
Kentucky
$10.2M +$312K +11,986 +3%
MGIA
199
Moneta Group Investment Advisors
Missouri
$10.2M -$593K -22,774 -6%
FT
200
Fiduciary Trust
Massachusetts
$9.85M -$3.12K -120 -0%