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Schwab US Broad Market ETF

1,304 hedge funds and large institutions have $13.3B invested in Schwab US Broad Market ETF in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 516 increasing their positions, 479 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$353M)

0% less funds holding

Funds holding: 1,3081,304 (-4)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.9M
Puts
$14.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
226
CVA Family Office
Colorado
$7.49M
SF
227
Summit Financial
New Jersey
$7.46M
RDWM
228
Red Door Wealth Management
Tennessee
$7.44M
PRS
229
Pinkerton Retirement Specialists
Idaho
$7.27M
EFN
230
Equita Financial Network
Pennsylvania
$7.25M
VA
231
Valmark Advisers
Ohio
$7.23M
MA
232
Mutual Advisors
Nebraska
$7.21M
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$7.2M
RM
234
RCW Management
Florida
$7.11M
SSWM
235
Sheets Smith Wealth Management
North Carolina
$7.03M
EH
236
Equitable Holdings
New York
$6.83M
RF
237
RHS Financial
California
$6.8M
FA
238
Fagan Associates
New York
$6.78M
CPA
239
Cardiff Park Advisors
California
$6.72M
AAMC
240
Asset Allocation & Management Company
Illinois
$6.58M
EI
241
Ellevest Inc
New York
$6.57M
MPI
242
Mairs & Power Inc
Minnesota
$6.56M
GCM
243
Graver Capital Management
Ohio
$6.54M
WBCM
244
Wilson & Boucher Capital Management
California
$6.53M
PA
245
Parallel Advisors
California
$6.42M
OFS
246
OneAscent Financial Services
Alabama
$6.31M
BC
247
Brio Consultants
California
$6.27M
SFWC
248
Strategic Family Wealth Counselors
New Jersey
$6.22M
SWM
249
Seaside Wealth Management
California
$6.18M
CAM
250
Clark Asset Management
New Hampshire
$6.09M