We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

1,309 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 161 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 161 | 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: 1,2091,309 (+100)

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
1,309
Holders Change
+100
Holders Change %
+8.27%
% 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
161
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
TWG
401
The Wealth Group
Minnesota
$2.91M -$254K -9,745 -8%
TIAA Trust, National Association
402
TIAA Trust, National Association
North Carolina
$2.91M -$15.7K -603 -0.5%
CPA
403
Cathy Pareto & Associates
Florida
$2.91M -$18.1K -697 -0.6%
PF
404
Penney Financial
Texas
$2.9M +$13K +500 +0.5%
FC
405
Financial Consulate
Maryland
$2.9M -$247K -9,487 -8%
AFP
406
Ausdal Financial Partners
Iowa
$2.88M +$47.7K +1,834 +2%
FWP
407
FAS Wealth Partners
Kansas
$2.88M -$382K -14,659 -12%
ZIC
408
ZWJ Investment Counsel
Georgia
$2.87M -$51.4K -1,976 -2%
NW
409
NewEdge Wealth
Pennsylvania
$2.87M +$692K +26,598 +32%
KCA
410
Kastel Capital Advisors
Massachusetts
$2.86M +$2.84M +109,220 New
LNWTC
411
Laird Norton Wetherby Trust Company
Washington
$2.86M +$2.83M +108,848 New
AWM
412
Angeles Wealth Management
California
$2.84M +$210K +8,082 +8%
IWC
413
Integrated Wealth Concepts
Massachusetts
$2.82M -$2.54M -97,602 -48%
GG
414
Gleason Group
Kentucky
$2.81M +$6.04K +232 +0.2%
EPM
415
Elm Partners Management
Pennsylvania
$2.8M +$323K +12,415 +13%
YIA
416
YHB Investment Advisors
Connecticut
$2.77M +$13.2K +507 +0.5%
EFP
417
Elser Financial Planning
Indiana
$2.76M
SA
418
SJBenen ADVISORY
North Carolina
$2.76M +$2.74M +105,143 New
RWP
419
RWA Wealth Partners
Massachusetts
$2.75M +$5.08K +195 +0.2%
IWMA
420
Ironwood Wealth Management (Arizona)
Arizona
$2.73M -$34.9K -1,339 -1%
WWC
421
Waypoint Wealth Counsel
Georgia
$2.71M +$21.4K +821 +0.8%
BCM
422
Boltwood Capital Management
California
$2.71M -$63.6K -2,444 -2%
FG
423
Foster Group
Iowa
$2.7M +$34.8K +1,337 +1%
RTL
424
Red Tortoise LLC
Georgia
$2.68M +$4.79K +184 +0.2%
VAF
425
Values Added Financial
District of Columbia
$2.66M -$10.6K -407 -0.4%