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
VWM
1226
Vermillion Wealth Management
Minnesota
$33K
PWPS
1227
Pinnacle Wealth Planning Services
Ohio
$32K
KFAS
1228
Keating Financial Advisory Services
Kansas
$31.3K
MCA
1229
Maryland Capital Advisors
Maryland
$29.6K
BCM
1230
Blume Capital Management
California
$29.2K
BFP
1231
Birchwood Financial Partners
Minnesota
$28.1K
RIL
1232
Rothschild Investment LLC
Illinois
$27.4K
GJIA
1233
Glass Jacobson Investment Advisors
Maryland
$26.4K
PAI
1234
Pittenger & Anderson Inc
Nebraska
$23.9K
LWM
1235
Lodestone Wealth Management
Washington
$20.6K
SGK
1236
Steigerwald Gordon & Koch
Virginia
$20.5K
BHWM
1237
Beaird Harris Wealth Management
Texas
$19.7K
AIP
1238
Ameritas Investment Partners
Nebraska
$19.6K
FP
1239
Financial Perspectives
Minnesota
$19K
IWM
1240
Inlight Wealth Management
Georgia
$17.7K
EA
1241
Evolution Advisers
Virginia
$17K
MCM
1242
Manchester Capital Management
Vermont
$15.7K
GAMC
1243
Garner Asset Management Corp
Texas
$15.7K
M
1244
MOTCO
Texas
$15.5K
KG
1245
Kilter Group
New York
$15.3K
CW
1246
Curio Wealth
Maryland
$15.1K
APW
1247
Aventura Private Wealth
Florida
$15K
AA
1248
Addison Advisors
Vermont
$14.8K
IRAG
1249
Investment Research & Advisory Group
Georgia
$14.4K
IF
1250
Integrity Financial
Wyoming
$14.1K