We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

1,306 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, 481 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $14.2M

34% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 68

7.79% more ownership

Funds ownership: 32.85%40.64% (+7.8%)

7% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 481

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$354M)

0% less funds holding

Funds holding: 1,3091,306 (-3)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
16.09%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
1.58%
New
91
Increased
516
Reduced
481
Closed
68
Calls
$34.9M
Puts
$14.2M
Net Calls
+$20.7M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Angeles Wealth Management
California
$2.73M +$12.9K +492 +0.5%
GG
402
Gleason Group
Kentucky
$2.7M +$10.5K +401 +0.4%
FC
403
Financial Consulate
Maryland
$2.68M -$99.6K -3,795 -3%
RW
404
RVW Wealth
California
$2.68M -$762K -29,032 -21%
FF
405
Farrow Financial
Vermont
$2.67M +$606K +23,103 +28%
TWG
406
The Wealth Group
Minnesota
$2.65M -$147K -5,595 -5%
YIA
407
YHB Investment Advisors
Connecticut
$2.65M -$2.96K -113 -0.1%
EFP
408
Elser Financial Planning
Indiana
$2.63M -$14.5K -552 -0.5%
WMWM
409
Wilkins Miller Wealth Management
Alabama
$2.62M -$302K -11,526 -10%
RWP
410
RWA Wealth Partners
Massachusetts
$2.62M -$15K -571 -0.5%
WWM
411
Western Wealth Management
Colorado
$2.61M +$1.07M +40,608 +64%
ZIC
412
ZWJ Investment Counsel
Georgia
$2.6M -$156K -5,930 -5%
OC
413
Optima Capital
Oregon
$2.59M +$49.8K +1,899 +2%
MCA
414
Midwest Capital Advisors
Michigan
$2.58M +$283K +10,797 +12%
AIS
415
American Investment Services
Massachusetts
$2.58M -$308K -11,726 -10%
BCM
416
Boltwood Capital Management
California
$2.58M -$13.4K -511 -0.5%
IWMA
417
Ironwood Wealth Management (Arizona)
Arizona
$2.55M -$57.6K -2,194 -2%
VAF
418
Values Added Financial
District of Columbia
$2.55M +$131 +5 +0%
DCM
419
Dorato Capital Management
Colorado
$2.54M +$87.9K +3,351 +4%
IAA
420
Independent Advisor Alliance
North Carolina
$2.53M -$2.35M -89,657 -47%
NRI
421
NFP Retirement Inc
California
$2.52M +$26.4K +1,008 +1%
EPM
422
Elm Partners Management
Pennsylvania
$2.51M -$100K -3,825 -4%
NFW
423
Noble Family Wealth
Florida
$2.49M -$46.7K -1,779 -2%
WPA
424
West Paces Advisors
Georgia
$2.48M -$594K -22,635 -19%
CAG
425
Csenge Advisory Group
Florida
$2.47M +$37.5K +1,431 +1%