SCHB icon

Schwab US Broad Market ETF

1,298 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 88 funds opening new positions, 515 increasing their positions, 477 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 → $13.2B (+$329M)

1% less funds holding

Funds holding: 1,3061,298 (-8)

7% less funds holding in top 10

Funds holding in top 10: 137127 (-10)

Holders
1,298
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
MFG
326
Merit Financial Group
Georgia
$3.82M
CFG
327
Chapman Financial Group
Hawaii
$3.81M
W
328
WealthCollab
Washington
$3.8M
DWM
329
Dakota Wealth Management
Florida
$3.78M
SOAG
330
Silver Oak Advisory Group
Oregon
$3.77M
EWA
331
EP Wealth Advisors
California
$3.75M
TIM
332
Tortoise Investment Management
New York
$3.67M
ACA
333
Atlas Capital Advisors
Wyoming
$3.66M
MHR
334
Matthew Hamilton Rosenberg
$3.66M
ADL
335
Asset Dedication LLC
California
$3.6M
IC
336
IEQ Capital
California
$3.59M
ISWM
337
Independent Solutions Wealth Management
New York
$3.59M
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$3.58M
TWM
339
TRB Wealth Management
Texas
$3.55M
GPFA
340
Game Plan Financial Advisors
Ohio
$3.55M
CAM
341
Carret Asset Management
New York
$3.55M
S
342
SignatureFD
Georgia
$3.51M
CBU
343
CIBC Bancorp USA
Illinois
$3.51M
DAS
344
Daybright Advisory Services
Florida
$3.51M
LRPA
345
L. Roy Papp & Associates
Arizona
$3.49M
Koshinski Asset Management
346
Koshinski Asset Management
Illinois
$3.46M
FWP
347
Flatrock Wealth Partners
California
$3.45M
SMC
348
Smith, Moore & Co
Missouri
$3.43M
SIC
349
Salem Investment Counselors
North Carolina
$3.4M
CA
350
Cambridge Advisors
Nebraska
$3.39M