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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
CPA
301
Clear Point Advisors
New York
$4.5M
MWM
302
Maridea Wealth Management
New York
$4.48M
Tudor Investment Corp
303
Tudor Investment Corp
Connecticut
$4.48M
LWL
304
Leo Wealth LLC
Texas
$4.47M
JF
305
Joule Financial
Kentucky
$4.46M
PIM
306
Pullen Investment Management
Florida
$4.4M
WI
307
WBI Investments
New Jersey
$4.38M
CFGA
308
Cambridge Financial Group (Arizona)
Arizona
$4.37M
AFA
309
Amicus Financial Advisors
Texas
$4.36M
KFC
310
Klingenstein Fields & Co
New York
$4.22M
SI
311
Seeds Investor
New York
$4.17M
FPAS
312
Focus Partners Advisor Solutions
Missouri
$4.14M
OCG
313
Opus Capital Group
Ohio
$4.13M
PNC Financial Services Group
314
PNC Financial Services Group
Pennsylvania
$4.07M
ACA
315
Aspire Capital Advisors
Washington
$4.07M
MCCA
316
Mill Creek Capital Advisors
Pennsylvania
$4.07M
NGA
317
Naples Global Advisors
Florida
$4.04M
HCMT
318
Highland Capital Management (Tennessee)
Tennessee
$3.97M
PA
319
Planning Alternatives
Michigan
$3.97M
BFA
320
Blueprint Financial Advisors
North Carolina
$3.95M
PPF
321
Pacific Park Financial
California
$3.91M
AAG
322
Avalon Advisory Group
Pennsylvania
$3.89M
Pathstone Holdings
323
Pathstone Holdings
New Jersey
$3.88M
CFS
324
CRA Financial Services
New Jersey
$3.87M
MFG
325
Merit Financial Group
Georgia
$3.82M