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
WCM
476
Weik Capital Management
Pennsylvania
$2.15M
QCG
477
Quadrant Capital Group
Ohio
$2.15M
TCOV
478
Trust Company of Vermont
Vermont
$2.13M
CAI
479
Capital Advisors Inc
Oklahoma
$2.12M
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
$2.11M
SAMC
481
Spectrum Asset Management (California)
California
$2.11M
AWM
482
Adams Wealth Management
Utah
$2.11M
CI
483
CacheTech Inc
Utah
$2.11M
AL
484
Aspiriant LLC
California
$2.09M
KCP
485
Kera Capital Partners
California
$2.04M
MA
486
Modus Advisors
Minnesota
$2.03M
RPWA
487
Regent Peak Wealth Advisors
Georgia
$2.03M
CA
488
Callahan Advisors
Texas
$2.03M
EB
489
Exchange Bank
California
$2.02M
SOS
490
Silver Oak Securities
Tennessee
$2M
GT
491
Glenmede Trust
Pennsylvania
$2M
PFA
492
Pure Financial Advisors
California
$1.99M
PIP
493
Peachtree Investment Partners
Florida
$1.99M
OCM
494
One Capital Management
California
$1.98M
IWM
495
IHT Wealth Management
Illinois
$1.97M
SWM
496
Selective Wealth Management
Virginia
$1.97M
SW
497
SteelPeak Wealth
California
$1.96M
CRC
498
Curi RMB Capital
Illinois
$1.95M
LWM
499
Luminvest Wealth Management
Arizona
$1.95M
WOSD
500
WFA of San Diego
California
$1.94M