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Schwab US Broad Market ETF

1,294 hedge funds and large institutions have $13.2B invested in Schwab US Broad Market ETF in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 511 increasing their positions, 475 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:

2% more capital invested

Capital invested by funds: $12.9B → $13.2B (+$321M)

1% less funds holding

Funds holding: 1,3041,294 (-10)

7% less funds holding in top 10

Funds holding in top 10: 137127 (-10)

Holders
1,294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
127
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
RDWM
226
Red Door Wealth Management
Tennessee
$7.44M
PRS
227
Pinkerton Retirement Specialists
Idaho
$7.27M
EFN
228
Equita Financial Network
Pennsylvania
$7.25M
VA
229
Valmark Advisers
Ohio
$7.23M
MA
230
Mutual Advisors
Nebraska
$7.21M
Envestnet Portfolio Solutions
231
Envestnet Portfolio Solutions
Illinois
$7.2M
RM
232
RCW Management
Florida
$7.11M
SSWM
233
Sheets Smith Wealth Management
North Carolina
$7.03M
EH
234
Equitable Holdings
New York
$6.83M
RF
235
RHS Financial
California
$6.8M
FA
236
Fagan Associates
New York
$6.78M
CPA
237
Cardiff Park Advisors
California
$6.72M
AAMC
238
Asset Allocation & Management Company
Illinois
$6.58M
EI
239
Ellevest Inc
New York
$6.57M
MPI
240
Mairs & Power Inc
Minnesota
$6.56M
GCM
241
Graver Capital Management
Ohio
$6.54M
WBCM
242
Wilson & Boucher Capital Management
California
$6.53M
PA
243
Parallel Advisors
California
$6.42M
OFS
244
OneAscent Financial Services
Alabama
$6.31M
BC
245
Brio Consultants
California
$6.27M
SFWC
246
Strategic Family Wealth Counselors
New Jersey
$6.22M
SWM
247
Seaside Wealth Management
California
$6.18M
CAM
248
Clark Asset Management
New Hampshire
$6.09M
SP
249
Sherman Porfolios
Idaho
$6.08M
SWRP
250
Summit Wealth & Retirement Planning
California
$6.03M