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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
SP
251
Sherman Porfolios
Idaho
$6.08M
SWRP
252
Summit Wealth & Retirement Planning
California
$6.03M
PMG
253
ProVise Management Group
Florida
$6.01M
Chevy Chase Trust
254
Chevy Chase Trust
Maryland
$5.99M
FCM
255
Firestone Capital Management
Florida
$5.94M
AIA
256
Arcadia Investment Advisors
Idaho
$5.94M
JIR
257
James Investment Research
Ohio
$5.91M
Financial Engines Advisors
258
Financial Engines Advisors
California
$5.91M
KIA
259
KCM Investment Advisors
California
$5.86M
AAG
260
Asset Advisory Group
New Jersey
$5.84M
HTWM
261
Hartmann Taylor Wealth Management
Texas
$5.73M
VCM
262
Vivaldi Capital Management
Illinois
$5.73M
OCPWS
263
One Charles Private Wealth Services
Massachusetts
$5.65M
DPI
264
Diversified Portfolios Inc
Michigan
$5.64M
SAI
265
Savvy Advisors Inc
New York
$5.59M
SIM
266
Stratos Investment Management
Ohio
$5.56M
DCM
267
Donaldson Capital Management
Indiana
$5.54M
EWM
268
Empirical Wealth Management
Washington
$5.5M
ICM
269
Islay Capital Management
Texas
$5.48M
EM
270
ELCO Management
New York
$5.35M
BNMT
271
Bawa N Mallick Trust
New York
$5.33M
LJAC
272
L.J. Altfest & Co
New York
$5.28M
IWC
273
Integrated Wealth Concepts
Massachusetts
$5.23M
SP
274
Successful Portfolios
Florida
$5.22M
CI
275
Cordant Inc
Oregon
$5.21M