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
CFB
801
Cullen/Frost Bankers
Texas
$563K -$2.27K -87 -0.4%
HCC
802
Hirtle Callaghan & Co
Pennsylvania
$560K
HFS
803
Heritage Financial Services
Massachusetts
$557K -$10K -385 -2%
SRWM
804
Shira Ridge Wealth Management
California
$554K
KFP
805
Keener Financial Planning
Texas
$550K -$3.83K -147 -0.7%
BF
806
Blankinship & Foster
California
$542K -$49.4K -1,897 -8%
PWAM
807
Private Wealth Asset Management
Iowa
$539K +$512K +19,675 +2,246%
SCFS
808
Stewardship Concepts Financial Services
Washington
$539K +$534K +20,500 New
PSCM
809
Per Stirling Capital Management
Texas
$538K -$22.5K -865 -4%
LAIC
810
Lederer & Associates Investment Counsel
California
$537K
TBWA
811
Three Bridge Wealth Advisors
California
$535K -$96K -3,687 -15%
CH
812
CDKV Holdings
Colorado
$534K +$530K +20,376 New
HOWA
813
Heritage Oak Wealth Advisors
Florida
$528K -$35.2K -1,351 -6%
BDF
814
Black Diamond Financial
Maryland
$526K +$7.71K +296 +1%
KCA
815
Kilner Capital Advisors
Maryland
$523K +$520K +19,958 New
JHC
816
J. Hagan Capital
Kentucky
$522K -$1.53M -58,583 -75%
RAG
817
RIA Advisory Group
Iowa
$520K -$45.3K -1,741 -8%
HAP
818
Harbor Asset Planning
Massachusetts
$517K +$1.61K +62 +0.3%
MFC
819
Morris Financial Concepts
South Carolina
$517K -$3.62K -139 -0.7%
SHA
820
Seneca House Advisors
Virginia
$514K +$2.97K +114 +0.6%
AMIM
821
Aull & Monroe Investment Management
Alabama
$514K -$5.21K -200 -1%
YAL
822
Your Advocates Ltd
Texas
$511K +$37.1K +1,424 +8%
SFS
823
Sowell Financial Services
Arkansas
$510K +$2.45K +94 +0.5%
CWA
824
Clarity Wealth Advisors
California
$510K -$60.5K -2,325 -11%
ECM
825
Evergreen Capital Management
Washington
$507K