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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
FWM
201
FFT Wealth Management
Pennsylvania
$9.8M -$282K -10,848 -3%
MWP
202
Madison Wealth Partners
Wisconsin
$9.68M -$4.19M -161,008 -30%
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$9.59M -$13.1M -502,394 -58%
SF
204
Summit Financial
New Jersey
$9.45M -$145K -5,562 -2%
CAM
205
Cresset Asset Management
Illinois
$9.45M +$386K +14,809 +4%
FA
206
Fagan Associates
New York
$9.35M -$24.4K -939 -0.3%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$9.23M -$139K -5,355 -1%
RIM
208
Rockbridge Investment Management
New York
$9.1M -$198K -7,625 -2%
Jane Street
209
Jane Street
New York
$9.07M -$14.4M -554,096 -62%
BCM
210
Brookstone Capital Management
Illinois
$9M -$116K -4,464 -1%
WKWM
211
Walter & Keenan Wealth Management
Indiana
$8.86M +$168K +6,452 +2%
PAG
212
Private Advisor Group
New Jersey
$8.85M +$408K +15,654 +5%
DI
213
Disciplined Investors
Texas
$8.78M -$2.37K -91 -0%
PF
214
Prosperitas Financial
California
$8.77M +$255K +9,812 +3%
JPLA
215
Joseph P. Lucia & Associates
New York
$8.61M +$73.5K +2,825 +0.9%
MSS
216
Mitchell Sinkler & Starr
Pennsylvania
$8.59M
CIC
217
Carnegie Investment Counsel
Ohio
$8.57M +$7.27M +279,331 +589%
OFG
218
Orcam Financial Group
California
$8.56M +$2.71K +104 +0%
BA
219
Brightwater Advisory
Florida
$8.56M -$19.2K -737 -0.2%
VFIC
220
Valley Forge Investment Consultants
Pennsylvania
$8.56M -$12.3K -474 -0.1%
NIA
221
NBZ Investment Advisors
Tennessee
$8.2M -$18.4K -708 -0.2%
CWMS
222
CFG Wealth Management Services
Indiana
$8.16M +$8.1M +311,268 New
CP
223
Creekside Partners
California
$8.14M +$146K +5,615 +2%
EFG
224
Embree Financial Group
Illinois
$8.04M -$402K -15,447 -5%
BJL
225
Brighton Jones LLC
Washington
$7.98M +$184K +7,050 +2%