We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

1,306 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 92 funds opening new positions, 516 increasing their positions, 480 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $14.2M

35% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 68

7.79% more ownership

Funds ownership: 32.85%40.64% (+7.8%)

8% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 480

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$354M)

0% less funds holding

Funds holding: 1,3081,306 (-2)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
16.09%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
1.58%
New
92
Increased
516
Reduced
480
Closed
68
Calls
$34.9M
Puts
$14.2M
Net Calls
+$20.7M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
251
Sherman Porfolios
Idaho
$6.08M -$54.2K -2,064 -0.8%
SWRP
252
Summit Wealth & Retirement Planning
California
$6.03M -$12K -456 -0.2%
PMG
253
ProVise Management Group
Florida
$6.01M -$228K -8,676 -3%
Chevy Chase Trust
254
Chevy Chase Trust
Maryland
$5.99M -$67.2K -2,562 -1%
FCM
255
Firestone Capital Management
Florida
$5.94M -$44.9K -1,711 -0.7%
AIA
256
Arcadia Investment Advisors
Idaho
$5.94M -$404K -15,411 -6%
JIR
257
James Investment Research
Ohio
$5.91M +$820K +31,241 +15%
Financial Engines Advisors
258
Financial Engines Advisors
California
$5.91M +$47.7K +1,819 +0.8%
KIA
259
KCM Investment Advisors
California
$5.86M +$8.87K +338 +0.1%
AAG
260
Asset Advisory Group
New Jersey
$5.84M +$28.7K +1,092 +0.5%
HTWM
261
Hartmann Taylor Wealth Management
Texas
$5.73M
VCM
262
Vivaldi Capital Management
Illinois
$5.73M -$46.8K -1,782 -0.8%
OCPWS
263
One Charles Private Wealth Services
Massachusetts
$5.65M
DPI
264
Diversified Portfolios Inc
Michigan
$5.64M +$268K +10,203 +5%
SAI
265
Savvy Advisors Inc
New York
$5.59M -$125K -4,753 -2%
SIM
266
Stratos Investment Management
Ohio
$5.56M +$345K +13,162 +6%
DCM
267
Donaldson Capital Management
Indiana
$5.54M +$739K +28,154 +15%
EWM
268
Empirical Wealth Management
Washington
$5.5M -$120K -4,562 -2%
ICM
269
Islay Capital Management
Texas
$5.48M +$1.77M +67,306 +45%
EM
270
ELCO Management
New York
$5.35M +$375K +14,281 +7%
BNMT
271
Bawa N Mallick Trust
New York
$5.33M
LJAC
272
L.J. Altfest & Co
New York
$5.28M -$348K -13,259 -6%
IWC
273
Integrated Wealth Concepts
Massachusetts
$5.23M +$2.65M +101,016 +94%
SP
274
Successful Portfolios
Florida
$5.22M -$370K -14,095 -6%
CI
275
Cordant Inc
Oregon
$5.21M +$11K +418 +0.2%