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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
GM
276
GeoWealth Management
Illinois
$5.16M
AV
277
Aspiring Ventures
Ohio
$5.16M
MA
278
MBA Advisors
Pennsylvania
$5.1M
SWM
279
SeaCrest Wealth Management
New York
$5.08M
William Blair & Company
280
William Blair & Company
Illinois
$5.03M
BAM
281
Berkshire Asset Management
Pennsylvania
$4.99M
UFA
282
Unify Financial Advisors
Florida
$4.91M
FSAG
283
Financial Solutions Advisory Group
Illinois
$4.91M
RWM
284
Ritholtz Wealth Management
New York
$4.9M
KF
285
Krilogy Financial
Missouri
$4.86M
CAG
286
Crestwood Advisors Group
Massachusetts
$4.83M
SWM
287
Seed Wealth Management
Illinois
$4.83M
CWM
288
Chesapeake Wealth Management
Virginia
$4.82M
NI
289
NYL Investors
New York
$4.8M
WAP
290
Wealthcare Advisory Partners
Pennsylvania
$4.75M
CIA
291
Compass Ion Advisors
Pennsylvania
$4.73M
FF
292
Farnam Financial
Arizona
$4.71M
AC
293
Avant Capital
Louisiana
$4.69M
KJWM
294
Kiley Juergens Wealth Management
Washington
$4.68M
WCL
295
Wealth Care LLC
Florida
$4.66M
BIP
296
Blueprint Investment Partners
North Carolina
$4.62M
AOWM
297
Alpha Omega Wealth Management
Virginia
$4.59M
AAP
298
Arax Advisory Partners
Colorado
$4.58M
GIP
299
Granite Investment Partners
California
$4.56M
MF
300
Midwestern Financial
Iowa
$4.53M