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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
PFS
426
Prospera Financial Services
Texas
$2.43M
FF
427
Financial Futures
New Jersey
$2.42M
GWWM
428
Great Waters Wealth Management
Minnesota
$2.39M
EL
429
Essex LLC
Illinois
$2.37M
MG
430
Mather Group
Illinois
$2.36M
BFPW
431
BOK Financial Private Wealth
Colorado
$2.35M
IP
432
Indivisible Partners
Florida
$2.32M
OCM
433
One Capital Management
California
$2.3M
HIC
434
Holderness Investments Company
North Carolina
$2.3M
AMG
435
Asset Management Group
Connecticut
$2.3M
AA
436
Ancora Advisors
Ohio
$2.29M
OA
437
Operose Advisors
Wisconsin
$2.29M
NCM
438
Novare Capital Management
North Carolina
$2.27M
PIA
439
Panoramic Investment Advisors
Colorado
$2.27M
SAMC
440
Spectrum Asset Management (California)
California
$2.26M
SWM
441
SpringVest Wealth Management
Texas
$2.25M
GWA
442
Geometric Wealth Advisors
District of Columbia
$2.24M
PWM
443
Perigon Wealth Management
California
$2.23M
TYCC
444
Texas Yale Capital Corp
Florida
$2.22M
WCM
445
Weaver Capital Management
Georgia
$2.21M
MWM
446
Modera Wealth Management
New Jersey
$2.21M
PWMG
447
Prestige Wealth Management Group
New Jersey
$2.21M
HI
448
Hendershot Investments
Virginia
$2.19M
GAG
449
GM Advisory Group
New York
$2.18M
PA
450
Pinnacle Associates
New York
$2.18M