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
RA
1051
Ruggaard & Associates
Ohio
$269K
VAS
1052
Vestmark Advisory Solutions
Massachusetts
$269K
MYIA
1053
Mount Yale Investment Advisors
Colorado
$269K
TCM
1054
Telos Capital Management
California
$268K
SCTC
1055
Sanibel Captiva Trust Company
Florida
$268K
QFPS
1056
Quantum Financial Planning Services
Washington
$268K
IFS
1057
Ifrah Financial Services
Arkansas
$268K
NA
1058
Nordwand Advisors
Pennsylvania
$268K
MA
1059
MJP Associates
Connecticut
$267K
HA
1060
HC Advisors
Georgia
$267K
TF
1061
Trek Financial
Arizona
$266K
SI
1062
Stephens Inc
Arkansas
$264K
BFWM
1063
Bright Futures Wealth Management
New York
$263K
TWA
1064
Tandem Wealth Advisors
Arizona
$263K
SEM
1065
Strategic Equity Management
Arizona
$262K
CFIA
1066
Cantor Fitzgerald Investment Advisors
New York
$261K
AIMC
1067
Alley Investment Management Company
Illinois
$261K
UB
1068
UMB Bank
Missouri
$260K
SFC
1069
Strategic Financial Concepts
Texas
$259K
OAM
1070
Occidental Asset Management
California
$259K
FIA
1071
FPC Investment Advisory
California
$259K
PI
1072
Pachira Investments
California
$258K
DFC
1073
DB Fitzpatrick & Co
Idaho
$258K
AWAG
1074
ARS Wealth Advisors Group
Florida
$257K
QWM
1075
Quadcap Wealth Management
Texas
$256K