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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
RW
401
RVW Wealth
California
$2.68M
FF
402
Farrow Financial
Vermont
$2.67M
TWG
403
The Wealth Group
Minnesota
$2.65M
YIA
404
YHB Investment Advisors
Connecticut
$2.65M
EFP
405
Elser Financial Planning
Indiana
$2.63M
NA
406
NewEdge Advisors
Louisiana
$2.63M
WMWM
407
Wilkins Miller Wealth Management
Alabama
$2.62M
RWP
408
RWA Wealth Partners
Massachusetts
$2.62M
WWM
409
Western Wealth Management
Colorado
$2.61M
ZIC
410
ZWJ Investment Counsel
Georgia
$2.6M
OC
411
Optima Capital
Oregon
$2.59M
MCA
412
Midwest Capital Advisors
Michigan
$2.58M
AIS
413
American Investment Services
Massachusetts
$2.58M
BCM
414
Boltwood Capital Management
California
$2.58M
IWMA
415
Ironwood Wealth Management (Arizona)
Arizona
$2.55M
VAF
416
Values Added Financial
District of Columbia
$2.55M
DCM
417
Dorato Capital Management
Colorado
$2.54M
IAA
418
Independent Advisor Alliance
North Carolina
$2.53M
NRI
419
NFP Retirement Inc
California
$2.52M
EPM
420
Elm Partners Management
Pennsylvania
$2.51M
NFW
421
Noble Family Wealth
Florida
$2.49M
WPA
422
West Paces Advisors
Georgia
$2.48M
CAG
423
Csenge Advisory Group
Florida
$2.47M
JHCP
424
Jackson Hole Capital Partners
Oklahoma
$2.47M
RTL
425
Red Tortoise LLC
Georgia
$2.47M