SCHB icon

Schwab US Broad Market ETF

1,295 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 152 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

0.5% more ownership

Funds ownership: 32.29%32.8% (+0.5%)

2% less funds holding in top 10

Funds holding in top 10: 139136 (-3)

Holders
1,295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
136
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
FWP
1101
Falcon Wealth Planning
California
$233K
AWM
1102
Act Wealth Management
Texas
$232K
SAM
1103
SVRN Asset Management
Texas
$232K
SWM
1104
Sherman Wealth Management
Maryland
$231K
AIA
1105
Armor Investment Advisors
North Carolina
$230K
SIC
1106
SJS Investment Consulting
Ohio
$230K
TFS
1107
Thoroughbred Financial Services
Tennessee
$228K
BMCM
1108
Bryn Mawr Capital Management
Pennsylvania
$228K
GCM
1109
Gibraltar Capital Management
Oklahoma
$227K
NWP
1110
NerdWallet Wealth Partners
New York
$226K
CFA
1111
CWS Financial Advisors
Michigan
$225K
CPCM
1112
Cardinal Point Capital Management
Ontario, Canada
$222K
HSWM
1113
Hubbell Strickland Wealth Management
Louisiana
$222K
ACM
1114
Aspen Capital Management
Idaho
$221K
SFG
1115
Strive Financial Group
Indiana
$220K
BCM
1116
Becker Capital Management
Oregon
$219K
SM
1117
Sensible Money
Arizona
$218K
VBFP
1118
Valtinson Bruner Financial Planning
Minnesota
$218K
AIA
1119
Accelerate Investment Advisors
California
$217K
OSNBOA
1120
Old Second National Bank of Aurora
Illinois
$216K
RC
1121
Randolph Company
Ohio
$216K
WPIC
1122
White Pine Investment Company
Michigan
$216K
TAM
1123
Tucker Asset Management
Colorado
$215K
BIM
1124
Bridges Investment Management
Nebraska
$215K
MI
1125
Moneywise Inc
Virginia
$214K