SCHB icon

Schwab US Broad Market ETF

1,278 hedge funds and large institutions have $12.8B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 479 increasing their positions, 467 reducing their positions, and 36 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 467

0.38% more ownership

Funds ownership: 32.22%32.6% (+0.38%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,278
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
132
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
WA
776
Waterford Advisors
New York
$570K
BSI
777
Bennett Selby Investments
Maine
$570K
GIM
778
Goelzer Investment Management
Indiana
$569K
NW
779
Naviter Wealth
Arkansas
$569K
ATC
780
Argent Trust Co
Tennessee
$568K
PRI
781
Prepared Retirement Institute
Pennsylvania
$567K
VCWA
782
Vanguard Capital Wealth Advisors
Colorado
$565K
SFG
783
Sovereign Financial Group
Connecticut
$563K
CFB
784
Cullen/Frost Bankers
Texas
$563K
HCC
785
Hirtle Callaghan & Co
Pennsylvania
$560K
HFS
786
Heritage Financial Services
Massachusetts
$557K
SRWM
787
Shira Ridge Wealth Management
California
$554K
KFP
788
Keener Financial Planning
Texas
$550K
BF
789
Blankinship & Foster
California
$542K
PWAM
790
Private Wealth Asset Management
Iowa
$539K
SCFS
791
Stewardship Concepts Financial Services
Washington
$539K
PSCM
792
Per Stirling Capital Management
Texas
$538K
LAIC
793
Lederer & Associates Investment Counsel
California
$537K
TBWA
794
Three Bridge Wealth Advisors
California
$535K
CH
795
CDKV Holdings
Colorado
$534K
HOWA
796
Heritage Oak Wealth Advisors
Florida
$528K
BDF
797
Black Diamond Financial
Maryland
$526K
KCA
798
Kilner Capital Advisors
Maryland
$523K
JHC
799
J. Hagan Capital
Kentucky
$522K
RAG
800
RIA Advisory Group
Iowa
$520K