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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
AAG
326
Avalon Advisory Group
Pennsylvania
$3.89M
Pathstone Holdings
327
Pathstone Holdings
New Jersey
$3.88M
CFS
328
CRA Financial Services
New Jersey
$3.87M
MFG
329
Merit Financial Group
Georgia
$3.82M
CFG
330
Chapman Financial Group
Hawaii
$3.81M
W
331
WealthCollab
Washington
$3.8M
DWM
332
Dakota Wealth Management
Florida
$3.78M
SOAG
333
Silver Oak Advisory Group
Oregon
$3.77M
EWA
334
EP Wealth Advisors
California
$3.75M
TIM
335
Tortoise Investment Management
New York
$3.67M
ACA
336
Atlas Capital Advisors
Wyoming
$3.66M
MHR
337
Matthew Hamilton Rosenberg
$3.66M
ADL
338
Asset Dedication LLC
California
$3.6M
IC
339
IEQ Capital
California
$3.59M
ISWM
340
Independent Solutions Wealth Management
New York
$3.59M
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$3.58M
TWM
342
TRB Wealth Management
Texas
$3.55M
GPFA
343
Game Plan Financial Advisors
Ohio
$3.55M
CAM
344
Carret Asset Management
New York
$3.55M
S
345
SignatureFD
Georgia
$3.51M
CBU
346
CIBC Bancorp USA
Illinois
$3.51M
DAS
347
Daybright Advisory Services
Florida
$3.51M
LRPA
348
L. Roy Papp & Associates
Arizona
$3.49M
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
$3.46M
FWP
350
Flatrock Wealth Partners
California
$3.45M