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
EHC
876
Everett Harris & Co
California
$440K
UAS
877
United Asset Strategies
New York
$440K
FRA
878
Front Row Advisors
California
$440K
GWMR
879
GC Wealth Management RIA
Massachusetts
$439K
VHAM
880
Van Hulzen Asset Management
California
$433K
MMCM
881
Murphy & Mullick Capital Management
New York
$433K
BWFA
882
Baltimore-Washington Financial Advisors
Maryland
$433K
TWM
883
Trevian Wealth Management
Massachusetts
$433K
RA
884
Resolute Advisors
California
$431K
JC
885
Jacobs & Co
California
$431K
MJRIC
886
Mogy Joel R Investment Counsel
California
$430K
MIM
887
Moseley Investment Management
Florida
$430K
FFG
888
Fortune Financial Group
Florida
$427K
SWM
889
Stockman Wealth Management
Montana
$424K
WSA
890
Warm Springs Advisors
California
$424K
AP
891
Appleton Partners
Massachusetts
$421K
VFA
892
Valeo Financial Advisors
Indiana
$421K
Neuberger Berman Group
893
Neuberger Berman Group
New York
$421K
LWM
894
Liberty Wealth Management
California
$420K
CNBT
895
Canandaigua National Bank & Trust
New York
$417K
LOIP
896
Live Oak Investment Partners
Texas
$415K
BWMG
897
Barnes Wealth Management Group
California
$415K
MFWP
898
Mosaic Family Wealth Partners
Missouri
$413K
CCA
899
Clarity Capital Advisors
Florida
$413K
CCM
900
Coldstream Capital Management
Washington
$410K