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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
SCM
351
Spreng Capital Management
Ohio
$3.38M
BAM
352
Belpointe Asset Management
Nevada
$3.33M
CPWM
353
Cypress Point Wealth Management
Texas
$3.32M
TWM
354
Thrive Wealth Management
Pennsylvania
$3.31M
PA
355
PFG Advisors
Arizona
$3.31M
CTA
356
Chesley Taft & Associates
Illinois
$3.28M
LIWM
357
Long Island Wealth Management
New York
$3.27M
WIC
358
Whitegate Investment Counselors
New Hampshire
$3.22M
PS
359
Planned Solutions
California
$3.22M
MA
360
MCF Advisors
Kentucky
$3.19M
CMBA
361
C.M. Bidwell & Associates
Hawaii
$3.18M
SWM
362
Selby Wealth Management
California
$3.15M
IF
363
Intrua Financial
Texas
$3.15M
CSI
364
Cross Staff Investments
New York
$3.13M
LBC
365
Lowe Brockenbrough & Co
Virginia
$3.11M
S
366
Sachetta
Massachusetts
$3.06M
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$3.06M
AIM
368
Archer Investment Management
Texas
$3.05M
AA
369
Advisory Alpha
Michigan
$3.04M
TWM
370
Topsail Wealth Management
North Carolina
$3.04M
MWA
371
Medallion Wealth Advisors
Connecticut
$3.04M
RWM
372
Rialto Wealth Management
New York
$3.02M
TSWM
373
Triangle Securities Wealth Management
North Carolina
$3.02M
3FI
374
3 Factor Indexing
California
$3M
CL
375
Choreo LLC
Illinois
$3M