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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
TWG
401
The Wealth Group
Minnesota
$2.65M
YIA
402
YHB Investment Advisors
Connecticut
$2.65M
EFP
403
Elser Financial Planning
Indiana
$2.63M
NA
404
NewEdge Advisors
Louisiana
$2.63M
WMWM
405
Wilkins Miller Wealth Management
Alabama
$2.62M
RWP
406
RWA Wealth Partners
Massachusetts
$2.62M
WWM
407
Western Wealth Management
Colorado
$2.61M
ZIC
408
ZWJ Investment Counsel
Georgia
$2.6M
OC
409
Optima Capital
Oregon
$2.59M
MCA
410
Midwest Capital Advisors
Michigan
$2.58M
AIS
411
American Investment Services
Massachusetts
$2.58M
BCM
412
Boltwood Capital Management
California
$2.58M
IWMA
413
Ironwood Wealth Management (Arizona)
Arizona
$2.55M
VAF
414
Values Added Financial
District of Columbia
$2.55M
DCM
415
Dorato Capital Management
Colorado
$2.54M
IAA
416
Independent Advisor Alliance
North Carolina
$2.53M
NRI
417
NFP Retirement Inc
California
$2.52M
EPM
418
Elm Partners Management
Pennsylvania
$2.51M
NFW
419
Noble Family Wealth
Florida
$2.49M
WPA
420
West Paces Advisors
Georgia
$2.48M
CAG
421
Csenge Advisory Group
Florida
$2.47M
JHCP
422
Jackson Hole Capital Partners
Oklahoma
$2.47M
RTL
423
Red Tortoise LLC
Georgia
$2.47M
SWM
424
Segment Wealth Management
Texas
$2.45M
MAV
425
Mason & Associates (Virginia)
Virginia
$2.44M