SCHB icon

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
MA
276
MBA Advisors
Pennsylvania
$5.1M
SWM
277
SeaCrest Wealth Management
New York
$5.08M
William Blair & Company
278
William Blair & Company
Illinois
$5.03M
BAM
279
Berkshire Asset Management
Pennsylvania
$4.99M
UFA
280
Unify Financial Advisors
Florida
$4.91M
RWM
281
Ritholtz Wealth Management
New York
$4.9M
KF
282
Krilogy Financial
Missouri
$4.86M
CAG
283
Crestwood Advisors Group
Massachusetts
$4.83M
SWM
284
Seed Wealth Management
Illinois
$4.83M
CWM
285
Chesapeake Wealth Management
Virginia
$4.82M
NI
286
NYL Investors
New York
$4.8M
WAP
287
Wealthcare Advisory Partners
Pennsylvania
$4.75M
CIA
288
Compass Ion Advisors
Pennsylvania
$4.73M
FF
289
Farnam Financial
Arizona
$4.71M
AC
290
Avant Capital
Louisiana
$4.69M
KJWM
291
Kiley Juergens Wealth Management
Washington
$4.68M
WCL
292
Wealth Care LLC
Florida
$4.66M
BIP
293
Blueprint Investment Partners
North Carolina
$4.62M
AOWM
294
Alpha Omega Wealth Management
Virginia
$4.59M
AAP
295
Arax Advisory Partners
Colorado
$4.58M
GIP
296
Granite Investment Partners
California
$4.56M
MF
297
Midwestern Financial
Iowa
$4.53M
US Bancorp
298
US Bancorp
Minnesota
$4.51M
VVP
299
Venture Visionary Partners
Ohio
$4.51M
WCM
300
Whitener Capital Management
North Carolina
$4.5M