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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
CFG
326
Chapman Financial Group
Hawaii
$3.81M
W
327
WealthCollab
Washington
$3.8M
DWM
328
Dakota Wealth Management
Florida
$3.78M
SOAG
329
Silver Oak Advisory Group
Oregon
$3.77M
EWA
330
EP Wealth Advisors
California
$3.75M
TIM
331
Tortoise Investment Management
New York
$3.67M
ACA
332
Atlas Capital Advisors
Wyoming
$3.66M
MHR
333
Matthew Hamilton Rosenberg
$3.66M
IC
334
IEQ Capital
California
$3.59M
ISWM
335
Independent Solutions Wealth Management
New York
$3.59M
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$3.58M
TWM
337
TRB Wealth Management
Texas
$3.55M
GPFA
338
Game Plan Financial Advisors
Ohio
$3.55M
CAM
339
Carret Asset Management
New York
$3.55M
S
340
SignatureFD
Georgia
$3.51M
CBU
341
CIBC Bancorp USA
Illinois
$3.51M
DAS
342
Daybright Advisory Services
Florida
$3.51M
LRPA
343
L. Roy Papp & Associates
Arizona
$3.49M
Koshinski Asset Management
344
Koshinski Asset Management
Illinois
$3.46M
FWP
345
Flatrock Wealth Partners
California
$3.45M
SMC
346
Smith, Moore & Co
Missouri
$3.43M
SIC
347
Salem Investment Counselors
North Carolina
$3.4M
CA
348
Cambridge Advisors
Nebraska
$3.39M
SCM
349
Spreng Capital Management
Ohio
$3.38M
BAM
350
Belpointe Asset Management
Nevada
$3.33M