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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
BWM
376
BCS Wealth Management
Tennessee
$2.97M
EWP
377
Elevation Wealth Partners
California
$2.96M
ATI
378
ARK & TLK Investments
Oklahoma
$2.93M
MAG
379
Mayfair Advisory Group
Alabama
$2.92M
MWM
380
Mission Wealth Management
California
$2.91M
PIP
381
Peachtree Investment Partners
Florida
$2.9M
RI
382
Ridgewood Investments
New Jersey
$2.88M
FG
383
Foster Group
Iowa
$2.88M
KCA
384
Kastel Capital Advisors
Massachusetts
$2.86M
CTWM
385
Cherry Tree Wealth Management
Minnesota
$2.86M
LCC
386
Lincoln Capital Corp
Rhode Island
$2.86M
SA
387
Skyline Advisors
Washington
$2.83M
FD
388
Financial Designs
California
$2.82M
LNWTC
389
Laird Norton Wetherby Trust Company
Washington
$2.82M
PF
390
Penney Financial
Texas
$2.82M
AFP
391
Ausdal Financial Partners
Iowa
$2.78M
DFA
392
DHJJ Financial Advisors
Illinois
$2.77M
GFA
393
Gallagher Fiduciary Advisors
Illinois
$2.76M
CPA
394
Cathy Pareto & Associates
Florida
$2.75M
RSWM
395
Robertson Stephens Wealth Management
California
$2.74M
AWM
396
Angeles Wealth Management
California
$2.73M
GG
397
Gleason Group
Kentucky
$2.7M
FC
398
Financial Consulate
Maryland
$2.68M
RW
399
RVW Wealth
California
$2.68M
FF
400
Farrow Financial
Vermont
$2.67M