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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
PMG
251
ProVise Management Group
Florida
$6.01M
Chevy Chase Trust
252
Chevy Chase Trust
Maryland
$5.99M
FCM
253
Firestone Capital Management
Florida
$5.94M
AIA
254
Arcadia Investment Advisors
Idaho
$5.94M
JIR
255
James Investment Research
Ohio
$5.91M
Financial Engines Advisors
256
Financial Engines Advisors
California
$5.91M
KIA
257
KCM Investment Advisors
California
$5.86M
AAG
258
Asset Advisory Group
New Jersey
$5.84M
HTWM
259
Hartmann Taylor Wealth Management
Texas
$5.73M
VCM
260
Vivaldi Capital Management
Illinois
$5.73M
OCPWS
261
One Charles Private Wealth Services
Massachusetts
$5.65M
DPI
262
Diversified Portfolios Inc
Michigan
$5.64M
SAI
263
Savvy Advisors Inc
New York
$5.59M
SIM
264
Stratos Investment Management
Ohio
$5.56M
DCM
265
Donaldson Capital Management
Indiana
$5.54M
EWM
266
Empirical Wealth Management
Washington
$5.5M
ICM
267
Islay Capital Management
Texas
$5.48M
EM
268
ELCO Management
New York
$5.35M
BNMT
269
Bawa N Mallick Trust
New York
$5.33M
LJAC
270
L.J. Altfest & Co
New York
$5.28M
IWC
271
Integrated Wealth Concepts
Massachusetts
$5.23M
SP
272
Successful Portfolios
Florida
$5.22M
CI
273
Cordant Inc
Oregon
$5.21M
GM
274
GeoWealth Management
Illinois
$5.16M
AV
275
Aspiring Ventures
Ohio
$5.16M