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 161 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 161 | 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: 1,2091,309 (+100)

7% more capital invested

Capital invested by funds: $12.1B → $12.9B (+$843M)

3% more repeat investments, than reductions

Existing positions increased: 484 | 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
+100
Holders Change %
+8.27%
% 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
161
Increased
484
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
AIP
976
Almanack Investment Partners
Pennsylvania
$334K -$298K -11,435 -47%
CB
977
Commerce Bank
Missouri
$332K -$11.1K -425 -3%
5NPW
978
55 North Private Wealth
Florida
$332K +$330K +12,672 New
CIA
979
Choate Investment Advisors
Massachusetts
$331K
KWM
980
Kingsview Wealth Management
Oregon
$331K +$38.7K +1,487 +13%
WCM
981
WealthBridge Capital Management
Ohio
$330K +$234 +9 +0.1%
BSCCG
982
Blue Sky Capital Consultants Group
California
$330K +$328K +12,582 New
BW
983
BostonPremier Wealth
Massachusetts
$328K -$4.56K -175 -1%
5W
984
5T Wealth
California
$327K +$324K +12,458 New
CE
985
Cornerstone Enterprises
Wisconsin
$326K
DB
986
Dravo Bay
Delaware
$326K
PAW
987
Plan A Wealth
Nebraska
$324K +$321K +12,346 New
SAM
988
Silvercrest Asset Management
New York
$322K +$319K +12,257 New
WAM
989
Worth Asset Management
Texas
$321K -$30.3K -1,165 -9%
RPA
990
Rock Point Advisors
Vermont
$321K
VWM
991
Venturi Wealth Management
Texas
$319K -$7.47K -287 -2%
CFS
992
Coordinated Financial Services
Colorado
$316K +$88.9K +3,414 +40%
AP
993
Americana Partners
Texas
$315K +$989 +38 +0.3%
SIMC
994
Squire Investment Management Company
Utah
$315K -$52 -2 -0%
CGA
995
Crescent Grove Advisors
Illinois
$315K
BWM
996
Briggs Wealth Management
Connecticut
$315K +$312K +11,991 New
GD
997
Grandfield & Dodd
New York
$314K -$989 -38 -0.3%
Fisher Asset Management
998
Fisher Asset Management
Washington
$313K +$51.3K +1,972 +20%
EA
999
Echo45 Advisors
California
$313K +$311K +11,942 New
MWM
1000
McCartney Wealth Management
Missouri
$312K +$310K +11,912 New