We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

1,308 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 160 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more first-time investments, than exits

New positions opened: 160 | 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: 1,2091,308 (+99)

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
1,308
Holders Change
+99
Holders Change %
+8.19%
% 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
160
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
BWA
1326
Babb Wealth Advisors
Arizona
-$255K -9,933 Closed
RPSA
1327
Richard P. Slaughter Associates
Texas
-$253K -9,830 Closed
1CP
1328
17 Capital Partners
Arizona
-$220K -8,547 Closed
AWA
1329
Archvest Wealth Advisors
California
-$220K -8,542 Closed
WW
1330
Westshore Wealth
California
-$218K -8,477 Closed
NFA
1331
Northwest Financial Advisors
Virginia
-$214K -8,332 Closed
CMP
1332
Courage Miller Partners
Virginia
-$208K -8,075 Closed
VA
1333
Vident Advisory
Georgia
-$205K -7,986 Closed
AAS
1334
Ameritas Advisory Services
Nebraska
-$105K -4,097 Closed
PAM
1335
Palisade Asset Management
Minnesota
-$67.7K -2,634 Closed
LFA
1336
LGT Financial Advisors
Texas
-$51.8K -2,016 Closed
FLP
1337
Financial Life Planners
Arizona
-$27.3K -1,061 Closed
Group One Trading
1338
Group One Trading
Illinois
-$26K -1,000 Closed
RF
1339
Robbins Farley
New Hampshire
-$17.4K -675 Closed
KWM
1340
Kiker Wealth Management
Georgia
-$13.3K -517 Closed
GFWA
1341
Grey Fox Wealth Advisors
Delaware
-$10.7K -417 Closed
PPA
1342
Painted Porch Advisors
California
-$9.56K -372 Closed
TWC
1343
TD Waterhouse Canada
Ontario, Canada
-$5.11K -198 Closed
HFS
1344
Hopwood Financial Services
Virginia
-$3.39K -132 Closed
KHC
1345
Koesten Hirschmann & Crabtree
Kansas
-$2.16K -84 Closed
NMG
1346
New Millennium Group
Utah
-$1.93K -75 Closed
FLFS
1347
Family Legacy Financial Solutions
North Carolina
-$571 -22 Closed
IIM
1348
IFC & Insurance Marketing
California
+$417 +16 New