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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
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.4B -$39.9M -1,533,696 -3%
Betterment LLC
2
Betterment LLC
New York
$424M -$9.06M -347,851 -2%
R
3
Rebalance
California
$392M +$12.6M +483,144 +3%
AF
4
Align Financial
Minnesota
$368M +$9.58M +367,995 New
SCM
5
SCS Capital Management
Massachusetts
$312M -$7.56M -290,555 -2%
SG
6
Strid Group
Pennsylvania
$229M +$16.1K +617 +0%
HighTower Advisors
7
HighTower Advisors
Illinois
$226M +$22.3M +854,800 +11%
EK
8
Evensky & Katz
Florida
$217M -$5.52M -212,118 -2%
HCM
9
Hengehold Capital Management
Ohio
$203M -$19M -731,216 -9%
HDIM
10
Hanson & Doremus Investment Management
Vermont
$184M +$12.9M +493,815 +8%
HWM
11
HB Wealth Management
Georgia
$175M -$142K -5,470 -0.1%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$162M -$3.65M -140,320 -2%
EA
13
Evergreen Advisors
Tennessee
$162M +$161M +6,167,435 New
HP
14
HT Partners
Connecticut
$160M -$145K -5,574 -0.1%
AC
15
AlphaCore Capital
California
$152M -$7.6M -292,086 -5%
TCM
16
TruNorth Capital Management
Michigan
$134M +$498K +19,118 +0.4%
HWA
17
HHM Wealth Advisors
Tennessee
$132M -$4.35M -167,238 -3%
AI
18
Accredited Investors
Minnesota
$124M -$2.25M -86,405 -2%
Mariner
19
Mariner
Kansas
$117M +$4.28M +164,384 +4%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$111M +$22.1M +849,417 +25%
MBFW
21
Morton Brown Family Wealth
Pennsylvania
$101M +$478K +18,364 +0.5%
Creative Planning
22
Creative Planning
Kansas
$99.9M +$40.5M +1,557,553 +69%
CFGSD
23
Compass Financial Group (South Dakota)
South Dakota
$95.7M +$6.82M +262,111 +8%
MF
24
Manchester Financial
California
$90M -$514K -19,763 -0.6%
Morgan Stanley
25
Morgan Stanley
New York
$84.4M +$542K +20,816 +0.7%