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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
CPWM
351
Cypress Point Wealth Management
Texas
$3.32M
TWM
352
Thrive Wealth Management
Pennsylvania
$3.31M
PA
353
PFG Advisors
Arizona
$3.31M
CTA
354
Chesley Taft & Associates
Illinois
$3.28M
LIWM
355
Long Island Wealth Management
New York
$3.27M
WIC
356
Whitegate Investment Counselors
New Hampshire
$3.22M
PS
357
Planned Solutions
California
$3.22M
MA
358
MCF Advisors
Kentucky
$3.19M
CMBA
359
C.M. Bidwell & Associates
Hawaii
$3.18M
SWM
360
Selby Wealth Management
California
$3.15M
IF
361
Intrua Financial
Texas
$3.15M
CSI
362
Cross Staff Investments
New York
$3.13M
LBC
363
Lowe Brockenbrough & Co
Virginia
$3.11M
S
364
Sachetta
Massachusetts
$3.06M
Bank of Montreal
365
Bank of Montreal
Ontario, Canada
$3.06M
AIM
366
Archer Investment Management
Texas
$3.05M
AA
367
Advisory Alpha
Michigan
$3.04M
TWM
368
Topsail Wealth Management
North Carolina
$3.04M
MWA
369
Medallion Wealth Advisors
Connecticut
$3.04M
RWM
370
Rialto Wealth Management
New York
$3.02M
TSWM
371
Triangle Securities Wealth Management
North Carolina
$3.02M
3FI
372
3 Factor Indexing
California
$3M
CL
373
Choreo LLC
Illinois
$3M
TCIIS
374
TIAA-CREF Individual & Institutional Services
New York
$2.99M
RFA
375
RTD Financial Advisors
Pennsylvania
$2.98M