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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
US Bancorp
301
US Bancorp
Minnesota
$4.51M
VVP
302
Venture Visionary Partners
Ohio
$4.51M
WCM
303
Whitener Capital Management
North Carolina
$4.5M
CAM
304
Cozad Asset Management
Illinois
$4.5M
CPA
305
Clear Point Advisors
New York
$4.5M
MWM
306
Maridea Wealth Management
New York
$4.48M
Tudor Investment Corp
307
Tudor Investment Corp
Connecticut
$4.48M
LWL
308
Leo Wealth LLC
Texas
$4.47M
JF
309
Joule Financial
Kentucky
$4.46M
PIM
310
Pullen Investment Management
Florida
$4.4M
WI
311
WBI Investments
New Jersey
$4.38M
CFGA
312
Cambridge Financial Group (Arizona)
Arizona
$4.37M
AFA
313
Amicus Financial Advisors
Texas
$4.36M
KFC
314
Klingenstein Fields & Co
New York
$4.22M
SI
315
Seeds Investor
New York
$4.17M
FPAS
316
Focus Partners Advisor Solutions
Missouri
$4.14M
OCG
317
Opus Capital Group
Ohio
$4.13M
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$4.07M
ACA
319
Aspire Capital Advisors
Washington
$4.07M
MCCA
320
Mill Creek Capital Advisors
Pennsylvania
$4.07M
NGA
321
Naples Global Advisors
Florida
$4.04M
HCMT
322
Highland Capital Management (Tennessee)
Tennessee
$3.97M
PA
323
Planning Alternatives
Michigan
$3.97M
BFA
324
Blueprint Financial Advisors
North Carolina
$3.95M
PPF
325
Pacific Park Financial
California
$3.91M