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
BA
651
Bridgewater Advisors
New York
$958K +$2.16K +83 +0.2%
PFC
652
Phocas Financial Corp
California
$955K
DT
653
Diversified Trust
Tennessee
$953K -$1.59K -61 -0.2%
MIA
654
MainStreet Investment Advisors
Illinois
$950K
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$950K
Franklin Resources
656
Franklin Resources
California
$946K -$21.1K -810 -2%
VT
657
Vise Technologies
New York
$946K +$421K +16,185 +81%
CTB
658
Country Trust Bank
Illinois
$946K -$57.3K -2,200 -6%
EFH
659
Eaton Financial Holdings
Florida
$940K -$151K -5,793 -14%
BFC
660
Bedel Financial Consulting
Indiana
$940K +$1.2K +46 +0.1%
AWM
661
AE Wealth Management
Kansas
$935K +$238K +9,138 +34%
BEW
662
Burton Enright Welch
California
$933K -$17.3K -666 -2%
KF
663
Ketron Financial
California
$931K +$924K +35,507 New
TFP
664
Traction Financial Partners
Wyoming
$926K +$52.5K +2,018 +6%
DWM
665
DecisionMap Wealth Management
Virginia
$914K +$20.6K +793 +2%
AWMM
666
Aegis Wealth Management (Maryland)
Maryland
$910K -$6.33K -243 -0.7%
MWA
667
Monograph Wealth Advisors
California
$905K
CWA
668
Consilium Wealth Advisory
Texas
$904K
WFS
669
WealthGarden F.S.
California
$902K +$25.1K +964 +3%
MAC
670
Mason & Associates (California)
California
$895K +$234 +9 +0%
GWM
671
Geneos Wealth Management
Colorado
$894K +$40.5K +1,554 +5%
WC
672
Wolfstich Capital
Massachusetts
$889K +$844K +32,427 New
GWM
673
Gilpin Wealth Management
Colorado
$889K +$882K +33,884 New
CFA
674
Cahill Financial Advisors
Minnesota
$882K -$193K -7,433 -18%
AWM
675
Apex Wealth Management
New Hampshire
$881K +$1.72K +66 +0.2%