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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
TSWM
376
Triangle Securities Wealth Management
North Carolina
$3.02M
3FI
377
3 Factor Indexing
California
$3M
CL
378
Choreo LLC
Illinois
$3M
TCIIS
379
TIAA-CREF Individual & Institutional Services
New York
$2.99M
RFA
380
RTD Financial Advisors
Pennsylvania
$2.98M
BWM
381
BCS Wealth Management
Tennessee
$2.97M
EWP
382
Elevation Wealth Partners
California
$2.96M
ATI
383
ARK & TLK Investments
Oklahoma
$2.93M
MAG
384
Mayfair Advisory Group
Alabama
$2.92M
MWM
385
Mission Wealth Management
California
$2.91M
PIP
386
Peachtree Investment Partners
Florida
$2.9M
RI
387
Ridgewood Investments
New Jersey
$2.88M
FG
388
Foster Group
Iowa
$2.88M
KCA
389
Kastel Capital Advisors
Massachusetts
$2.86M
CTWM
390
Cherry Tree Wealth Management
Minnesota
$2.86M
LCC
391
Lincoln Capital Corp
Rhode Island
$2.86M
SA
392
Skyline Advisors
Washington
$2.83M
FD
393
Financial Designs
California
$2.82M
LNWTC
394
Laird Norton Wetherby Trust Company
Washington
$2.82M
PF
395
Penney Financial
Texas
$2.82M
AFP
396
Ausdal Financial Partners
Iowa
$2.78M
DFA
397
DHJJ Financial Advisors
Illinois
$2.77M
GFA
398
Gallagher Fiduciary Advisors
Illinois
$2.76M
CPA
399
Cathy Pareto & Associates
Florida
$2.75M
RSWM
400
Robertson Stephens Wealth Management
California
$2.74M