SCHB icon

Schwab US Broad Market ETF

1,294 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 151 funds opening new positions, 481 increasing their positions, 469 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: 481 | Existing positions reduced: 469

0.49% more ownership

Funds ownership: 32.29%32.78% (+0.49%)

3% less funds holding in top 10

Funds holding in top 10: 139135 (-4)

Holders
1,294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
135
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
LPT
76
Legacy Private Trust
Wisconsin
$35M
OIA
77
OneDigital Investment Advisors
Kansas
$34.9M
Raymond James Financial
78
Raymond James Financial
Florida
$33.4M
JWS
79
Juncture Wealth Strategies
Arizona
$33.4M
JP Morgan Chase
80
JP Morgan Chase
New York
$33.2M
WWM
81
WT Wealth Management
Arizona
$31.3M
SFC
82
SYM Financial Corp
Indiana
$31.3M
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$31M
Goldman Sachs
84
Goldman Sachs
New York
$30.7M
PAM
85
Pegasus Asset Management
New York
$30.6M
MCM
86
MAI Capital Management
Ohio
$30.6M
GB
87
Goepper Burkhardt
South Carolina
$30.2M
PAYA
88
Phil A. Younker & Associates
Alaska
$29.9M
AQR Capital Management
89
AQR Capital Management
Connecticut
$29.7M
GAM
90
Gemmer Asset Management
California
$29.5M
Cerity Partners
91
Cerity Partners
New York
$29.4M
TI
92
Truepoint Inc
Ohio
$29.3M
SA
93
Strategic Advisors
New York
$29.1M
VNA
94
Valley National Advisers
Pennsylvania
$28.9M
GA
95
GSG Advisors
New Jersey
$28.3M
RSWA
96
Robinson Smith Wealth Advisors
Maine
$28.2M
PIMG
97
Patriot Investment Management Group
Tennessee
$27.7M
FWI
98
Facet Wealth Inc
Maryland
$27.6M
HI
99
Harbour Investments
Wisconsin
$27M
BPA
100
Beacon Pointe Advisors
California
$26.3M