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
Citigroup
751
Citigroup
New York
$686K
SC
752
SouthState Corp
Florida
$680K
BW
753
BIP Wealth
Georgia
$667K
WAM
754
Wernau Asset Management
Massachusetts
$664K
MPCL
755
My Personal CFO LLC
Washington
$662K
SAM
756
Summit Asset Management
Tennessee
$662K
PB
757
Pinnacle Bancorp
Nebraska
$658K
SWM
758
Shakespeare Wealth Management
Wisconsin
$658K
HPIA
759
Hamilton Point Investment Advisors
North Carolina
$658K
GP
760
Greenline Partners
New York
$657K
OFP
761
OLIO Financial Planning
Virginia
$650K
RFP
762
Root Financial Partners
California
$640K
BP
763
Broadleaf Partners
Ohio
$634K
IWM
764
Integris Wealth Management
California
$632K
RFA
765
Rollins Financial Advisors
New York
$626K
FM
766
Foster & Motley
Ohio
$624K
DI
767
Disciplined Investments
Oklahoma
$623K
IF
768
IRON Financial
Illinois
$617K
TW
769
TritonPoint Wealth
Maryland
$614K
EP
770
Edgestream Partners
New Jersey
$613K
WCFA
771
Walkner Condon Financial Advisors
Wisconsin
$612K
DWP
772
Daymark Wealth Partners
Ohio
$612K
AAS
773
Annex Advisory Services
Wisconsin
$611K
CFA
774
Capstone Financial Advisors
Illinois
$610K
GI
775
GS Investments
Minnesota
$609K