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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
SMC
351
Smith, Moore & Co
Missouri
$3.43M
SIC
352
Salem Investment Counselors
North Carolina
$3.4M
CA
353
Cambridge Advisors
Nebraska
$3.39M
SCM
354
Spreng Capital Management
Ohio
$3.38M
BAM
355
Belpointe Asset Management
Nevada
$3.33M
CPWM
356
Cypress Point Wealth Management
Texas
$3.32M
TWM
357
Thrive Wealth Management
Pennsylvania
$3.31M
PA
358
PFG Advisors
Arizona
$3.31M
CTA
359
Chesley Taft & Associates
Illinois
$3.28M
LIWM
360
Long Island Wealth Management
New York
$3.27M
WIC
361
Whitegate Investment Counselors
New Hampshire
$3.22M
PS
362
Planned Solutions
California
$3.22M
MA
363
MCF Advisors
Kentucky
$3.19M
CMBA
364
C.M. Bidwell & Associates
Hawaii
$3.18M
SWM
365
Selby Wealth Management
California
$3.15M
IF
366
Intrua Financial
Texas
$3.15M
CSI
367
Cross Staff Investments
New York
$3.13M
LBC
368
Lowe Brockenbrough & Co
Virginia
$3.11M
S
369
Sachetta
Massachusetts
$3.06M
Bank of Montreal
370
Bank of Montreal
Ontario, Canada
$3.06M
AIM
371
Archer Investment Management
Texas
$3.05M
AA
372
Advisory Alpha
Michigan
$3.04M
TWM
373
Topsail Wealth Management
North Carolina
$3.04M
MWA
374
Medallion Wealth Advisors
Connecticut
$3.04M
RWM
375
Rialto Wealth Management
New York
$3.02M