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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
AWM
401
Angeles Wealth Management
California
$2.73M
GG
402
Gleason Group
Kentucky
$2.7M
FC
403
Financial Consulate
Maryland
$2.68M
RW
404
RVW Wealth
California
$2.68M
FF
405
Farrow Financial
Vermont
$2.67M
TWG
406
The Wealth Group
Minnesota
$2.65M
YIA
407
YHB Investment Advisors
Connecticut
$2.65M
EFP
408
Elser Financial Planning
Indiana
$2.63M
WMWM
409
Wilkins Miller Wealth Management
Alabama
$2.62M
RWP
410
RWA Wealth Partners
Massachusetts
$2.62M
WWM
411
Western Wealth Management
Colorado
$2.61M
ZIC
412
ZWJ Investment Counsel
Georgia
$2.6M
OC
413
Optima Capital
Oregon
$2.59M
MCA
414
Midwest Capital Advisors
Michigan
$2.58M
AIS
415
American Investment Services
Massachusetts
$2.58M
BCM
416
Boltwood Capital Management
California
$2.58M
IWMA
417
Ironwood Wealth Management (Arizona)
Arizona
$2.55M
VAF
418
Values Added Financial
District of Columbia
$2.55M
DCM
419
Dorato Capital Management
Colorado
$2.54M
IAA
420
Independent Advisor Alliance
North Carolina
$2.53M
NRI
421
NFP Retirement Inc
California
$2.52M
EPM
422
Elm Partners Management
Pennsylvania
$2.51M
NFW
423
Noble Family Wealth
Florida
$2.49M
WPA
424
West Paces Advisors
Georgia
$2.48M
CAG
425
Csenge Advisory Group
Florida
$2.47M