We are live on ! Find out more
SCHB icon

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
15.91%
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
OC
426
Optima Capital
Oregon
$2.65M +$47.1K +1,808 +2%
NFW
427
Noble Family Wealth
Florida
$2.65M -$15.6K -600 -0.6%
JHCP
428
Jackson Hole Capital Partners
Oklahoma
$2.61M -$104K -3,982 -4%
NRI
429
NFP Retirement Inc
California
$2.61M -$12.4K -475 -0.5%
SWM
430
Segment Wealth Management
Texas
$2.59M -$29.2K -1,120 -1%
MAV
431
Mason & Associates (Virginia)
Virginia
$2.55M -$160K -6,131 -6%
CAG
432
Csenge Advisory Group
Florida
$2.54M -$3.75K -144 -0.1%
BFPW
433
BOK Financial Private Wealth
Colorado
$2.53M
MG
434
Mather Group
Illinois
$2.53M -$30.6K -1,176 -1%
GWWM
435
Great Waters Wealth Management
Minnesota
$2.51M -$38K -1,459 -2%
DCM
436
Dorato Capital Management
Colorado
$2.5M +$2.44M +93,710 New
AMG
437
Asset Management Group
Connecticut
$2.5M -$5.8K -223 -0.2%
PWMG
438
Prestige Wealth Management Group
New Jersey
$2.5M -$4.45K -171 -0.2%
EL
439
Essex LLC
Illinois
$2.48M -$33K -1,268 -1%
AA
440
Advisory Alpha
Michigan
$2.46M +$145K +5,580 +6%
IP
441
Indivisible Partners
Florida
$2.46M +$2.44M +93,765 New
AI
442
Axos Invest
Nevada
$2.45M -$891K -34,217 -27%
MCA
443
Midwest Capital Advisors
Michigan
$2.42M +$210K +8,084 +10%
Natixis Advisors
444
Natixis Advisors
Massachusetts
$2.41M +$410K +15,760 +21%
KeyBank National Association
445
KeyBank National Association
Ohio
$2.41M -$20K -767 -0.8%
HIC
446
Holderness Investments Company
North Carolina
$2.38M +$17.9K +687 +0.8%
AA
447
Ancora Advisors
Ohio
$2.38M +$47.2K +1,815 +2%
SFA
448
Souders Financial Advisors
Ohio
$2.38M -$50.4K -1,935 -2%
GWA
449
Geometric Wealth Advisors
District of Columbia
$2.37M -$9.87K -379 -0.4%
PIA
450
Panoramic Investment Advisors
Colorado
$2.37M +$37.6K +1,444 +2%