SCHB icon

Schwab US Broad Market ETF

1,306 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 159 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.3%32.84% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
376
Planned Solutions
California
$3.27M
CSI
377
Cross Staff Investments
New York
$3.24M
S
378
Sachetta
Massachusetts
$3.2M
Bank of Montreal
379
Bank of Montreal
Ontario, Canada
$3.18M
WPA
380
West Paces Advisors
Georgia
$3.18M
RWM
381
Rialto Wealth Management
New York
$3.17M
TWM
382
Topsail Wealth Management
North Carolina
$3.17M
TSWM
383
Triangle Securities Wealth Management
North Carolina
$3.16M
WIC
384
Whitegate Investment Counselors
New Hampshire
$3.16M
RFA
385
RTD Financial Advisors
Pennsylvania
$3.14M
EWP
386
Elevation Wealth Partners
California
$3.09M
FD
387
Financial Designs
California
$3.07M
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$3.07M
GM
389
GeoWealth Management
Illinois
$3.06M
CTWM
390
Cherry Tree Wealth Management
Minnesota
$3.06M
SA
391
Skyline Advisors
Washington
$3.05M
MWA
392
Medallion Wealth Advisors
Connecticut
$3.04M
DFA
393
DHJJ Financial Advisors
Illinois
$3.04M
WMWM
394
Wilkins Miller Wealth Management
Alabama
$3.04M
RSWM
395
Robertson Stephens Wealth Management
California
$3.02M
MAG
396
Mayfair Advisory Group
Alabama
$3.02M
AIS
397
American Investment Services
Massachusetts
$3.01M
LCC
398
Lincoln Capital Corp
Rhode Island
$2.95M
MWM
399
Mission Wealth Management
California
$2.95M
Janney Montgomery Scott
400
Janney Montgomery Scott
Pennsylvania
$2.95M