Stock ownership · SEC 13F · Q4 2025
SCHWAB US BROAD MARKET
Institutional ownership of SCHWAB US BROAD MARKET (CUSIP 808524102) - who holds it, how concentrated it is, and what moved last quarter.
- $8.2M
- Reported value
- 8
- Institutions
- 94%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SCHWAB US BROAD MARKET ranks #485 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $8.2M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 8
- institutions hold it
- $8.2M
- reported 13F value
- 94%
- held by top 5
- #485
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SCHWAB US BROAD MARKET ranks #485 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 808524102 · Q4 2025 $8M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #485/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 94% top-5
- PHOTO-FINISH PAYCOM SOFTWARE
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: PAYCOM SOFTWARE INC
Read with: Ownership concentration guide - SCHWAB US BROAD MARKET's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SCHWAB US BROAD MARKET
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a SCHWAB US BROAD MARKET position has risen from 4 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Cross Staff Investments Inc | 123,536 | $3.2M | 39.7% |
| 2 | Clear Retirement Advice LLC | 71,659 | $1.9M | 23.2% |
| 3 | WLTH Capital Management, LLC | 42,017 | $1.1M | 13.6% |
| 4 | Ketron Financial | 35,507 | $931K | 11.4% |
| 5 | Anchor Investment Management, LLC | 19,086 | $501K | 6.1% |
| 6 | Barnes Wealth Management Group, Inc | 15,827 | $415K | 5.1% |
| 7 | Bell Investment Advisors, Inc | 2,360 | $62K | 0.8% |
| 8 | Strategic Investment Solutions, Inc. /IL | 453 | $12K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SCHWAB US BROAD MARKET's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (8)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SCHWAB US BROAD MARKET: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($8.2M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.