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 160 funds opening new positions, 485 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: 1,2101,309 (+99)

7% more capital invested

Capital invested by funds: $12.1B → $12.9B (+$843M)

3% more repeat investments, than reductions

Existing positions increased: 485 | 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
+99
Holders Change %
+8.18%
% 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
485
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
CCM
626
Chilton Capital Management
Texas
$1.06M -$44.4K -1,705 -4%
NCMW
627
Northern Capital Management (Washington)
Washington
$1.06M +$12.9K +495 +1%
GT
628
Greenleaf Trust
Michigan
$1.06M
Fifth Third Bancorp
629
Fifth Third Bancorp
Ohio
$1.06M -$104 -4 -0%
EAM
630
Evanson Asset Management
California
$1.06M +$3.8K +146 +0.4%
DWM
631
Diversify Wealth Management
Utah
$1.05M -$8.49K -326 -0.8%
RMA
632
Roffman Miller Associates
Pennsylvania
$1.04M +$1.04M +39,815 New
WIM
633
Waycross Investment Management
Washington
$1.04M -$2.89K -111 -0.3%
AWA
634
Arkadios Wealth Advisors
Georgia
$1.03M +$454K +17,443 +80%
Belvedere Trading
635
Belvedere Trading
Illinois
$1.03M -$489K -18,800 -32%
EWM
636
Evermay Wealth Management
Virginia
$1.02M -$144K -5,515 -12%
MCP
637
Miller Capital Partners
Michigan
$1.02M +$1.01M +38,965 New
IF
638
Ironwood Financial
Arizona
$1.02M -$18.2K -699 -2%
ODIJL
639
One Day In July LLC
Vermont
$1.02M +$20.6K +793 +2%
BWP
640
BlueStem Wealth Partners
Minnesota
$1.01M -$30.4K -1,168 -3%
HPA
641
High Probability Advisors
New York
$1.01M +$30K +1,151 +3%
SIA
642
Soltis Investment Advisors
Utah
$1.01M -$87.3K -3,355 -8%
WC
643
Waterloo Capital
Texas
$1M -$46.6K -1,790 -4%
LWMT
644
Legacy Wealth Management (Tennessee)
Tennessee
$997K -$11.5K -440 -1%
IAP
645
Indie Asset Partners
Indiana
$994K -$48.7K -1,870 -5%
YIH
646
Y-Intercept (HK)
Hong Kong
$993K +$6.95K +267 +0.7%
OWMIAS
647
One Wealth Management Investment & Advisory Services
Florida
$990K +$39.2K +1,504 +4%
DI
648
Diligent Investors
California
$981K -$13.5K -520 -1%
CPL
649
CAP Partners LLC
Tennessee
$978K -$24.3K -932 -2%
MWM
650
Madrid Wealth Management
New Mexico
$969K +$962K +36,941 New