We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

1,306 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 92 funds opening new positions, 516 increasing their positions, 480 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $14.2M

35% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 68

7.79% more ownership

Funds ownership: 32.85%40.64% (+7.8%)

8% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 480

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$354M)

0% less funds holding

Funds holding: 1,3081,306 (-2)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
16.09%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
1.58%
New
92
Increased
516
Reduced
480
Closed
68
Calls
$34.9M
Puts
$14.2M
Net Calls
+$20.7M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
326
Avalon Advisory Group
Pennsylvania
$3.89M -$70.5K -2,686 -2%
Pathstone Holdings
327
Pathstone Holdings
New Jersey
$3.88M +$380K +14,489 +10%
CFS
328
CRA Financial Services
New Jersey
$3.87M -$240K -9,128 -6%
MFG
329
Merit Financial Group
Georgia
$3.82M +$6.04K +230 +0.2%
CFG
330
Chapman Financial Group
Hawaii
$3.81M -$32.8K -1,250 -0.8%
W
331
WealthCollab
Washington
$3.8M +$7.74K +295 +0.2%
DWM
332
Dakota Wealth Management
Florida
$3.78M -$9.5K -362 -0.2%
SOAG
333
Silver Oak Advisory Group
Oregon
$3.77M -$75K -2,858 -2%
EWA
334
EP Wealth Advisors
California
$3.75M -$20.5K -781 -0.5%
TIM
335
Tortoise Investment Management
New York
$3.67M -$94.3K -3,595 -2%
ACA
336
Atlas Capital Advisors
Wyoming
$3.66M -$13.5K -515 -0.4%
MHR
337
Matthew Hamilton Rosenberg
$3.66M -$256K -9,756 -6%
ADL
338
Asset Dedication LLC
California
$3.6M +$473K +18,031 +14%
IC
339
IEQ Capital
California
$3.59M -$1.42M -54,096 -27%
ISWM
340
Independent Solutions Wealth Management
New York
$3.59M -$56.8K -2,165 -1%
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$3.58M +$674K +25,705 +22%
TWM
342
TRB Wealth Management
Texas
$3.55M +$3.71M +141,500 New
GPFA
343
Game Plan Financial Advisors
Ohio
$3.55M +$2.52K +96 +0.1%
CAM
344
Carret Asset Management
New York
$3.55M +$150K +5,722 +4%
S
345
SignatureFD
Georgia
$3.51M -$489K -18,639 -12%
CBU
346
CIBC Bancorp USA
Illinois
$3.51M +$3.63M +138,452 New
DAS
347
Daybright Advisory Services
Florida
$3.51M +$4.59K +175 +0.1%
LRPA
348
L. Roy Papp & Associates
Arizona
$3.49M -$88.5K -3,371 -2%
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
$3.46M -$10.1K -383 -0.3%
FWP
350
Flatrock Wealth Partners
California
$3.45M +$54.4K +2,074 +2%