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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
SWM
426
Segment Wealth Management
Texas
$2.45M
MAV
427
Mason & Associates (Virginia)
Virginia
$2.44M
PFS
428
Prospera Financial Services
Texas
$2.43M
GT
429
Glenmede Trust
Pennsylvania
$2.43M
FF
430
Financial Futures
New Jersey
$2.42M
GWWM
431
Great Waters Wealth Management
Minnesota
$2.39M
EL
432
Essex LLC
Illinois
$2.37M
MG
433
Mather Group
Illinois
$2.36M
BFPW
434
BOK Financial Private Wealth
Colorado
$2.35M
IP
435
Indivisible Partners
Florida
$2.32M
OCM
436
One Capital Management
California
$2.3M
HIC
437
Holderness Investments Company
North Carolina
$2.3M
AMG
438
Asset Management Group
Connecticut
$2.3M
AA
439
Ancora Advisors
Ohio
$2.29M
OA
440
Operose Advisors
Wisconsin
$2.29M
NCM
441
Novare Capital Management
North Carolina
$2.27M
PIA
442
Panoramic Investment Advisors
Colorado
$2.27M
SAMC
443
Spectrum Asset Management (California)
California
$2.26M
SWM
444
SpringVest Wealth Management
Texas
$2.25M
GWA
445
Geometric Wealth Advisors
District of Columbia
$2.24M
PWM
446
Perigon Wealth Management
California
$2.23M
TYCC
447
Texas Yale Capital Corp
Florida
$2.22M
WCM
448
Weaver Capital Management
Georgia
$2.21M
MWM
449
Modera Wealth Management
New Jersey
$2.21M
PWMG
450
Prestige Wealth Management Group
New Jersey
$2.21M