Schwab US Broad Market ETF
SCHB
1,314 hedge funds and large institutions have $12.5B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 486 increasing their positions, 472 reducing their positions, and 37 closing their positions.
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: 1,214 → 1,314 (+100)
4% more capital invested
Capital invested by funds: $12.1B → $12.5B (+$453M)
3% more repeat investments, than reductions
Existing positions increased: 486 | Existing positions reduced: 472
0.48% more ownership
Funds ownership: 32.4% → 32.89% (+0.48%)
1% less funds holding in top 10
Funds holding in top 10: 140 → 138 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$76.9M |
| 2 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$41.4M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$40.5M |
| 4 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$40.4M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$150M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$101M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
-$39.9M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$35.1M |
| 5 |
WCM
Weaver Capital Management
Suwanee,
Georgia
|
-$33.5M |
SCHB Hedge Fund Activity: Q4 2025 in Review
1,314 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2025, worth a combined $12.5B — up 3.7% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new SCHB positions and 37 closed out — a net gain of 124 holders — while 486 added to existing stakes and 472 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $76.9M. The largest seller was Bouchey Financial Group, cutting an estimated $150M.
- 1,314 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2025, up from 1,214 in Q3 2025.
- Funds reported $12.5B of Schwab US Broad Market ETF stock for Q4 2025, up 3.7% quarter-over-quarter.
- 161 funds opened new Schwab US Broad Market ETF positions in Q4 2025 and 37 closed out, a net change of +124 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2025 was UBS AM, an estimated $76.9M added.
- The largest Schwab US Broad Market ETF seller in Q4 2025 was Bouchey Financial Group, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2025.