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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
TCIIS
376
TIAA-CREF Individual & Institutional Services
New York
$2.99M
RFA
377
RTD Financial Advisors
Pennsylvania
$2.98M
BWM
378
BCS Wealth Management
Tennessee
$2.97M
EWP
379
Elevation Wealth Partners
California
$2.96M
ATI
380
ARK & TLK Investments
Oklahoma
$2.93M
MAG
381
Mayfair Advisory Group
Alabama
$2.92M
MWM
382
Mission Wealth Management
California
$2.91M
PIP
383
Peachtree Investment Partners
Florida
$2.9M
RI
384
Ridgewood Investments
New Jersey
$2.88M
FG
385
Foster Group
Iowa
$2.88M
KCA
386
Kastel Capital Advisors
Massachusetts
$2.86M
CTWM
387
Cherry Tree Wealth Management
Minnesota
$2.86M
LCC
388
Lincoln Capital Corp
Rhode Island
$2.86M
SA
389
Skyline Advisors
Washington
$2.83M
FD
390
Financial Designs
California
$2.82M
LNWTC
391
Laird Norton Wetherby Trust Company
Washington
$2.82M
PF
392
Penney Financial
Texas
$2.82M
AFP
393
Ausdal Financial Partners
Iowa
$2.78M
DFA
394
DHJJ Financial Advisors
Illinois
$2.77M
GFA
395
Gallagher Fiduciary Advisors
Illinois
$2.76M
CPA
396
Cathy Pareto & Associates
Florida
$2.75M
RSWM
397
Robertson Stephens Wealth Management
California
$2.74M
AWM
398
Angeles Wealth Management
California
$2.73M
GG
399
Gleason Group
Kentucky
$2.7M
FC
400
Financial Consulate
Maryland
$2.68M