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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
JHCP
426
Jackson Hole Capital Partners
Oklahoma
$2.47M
RTL
427
Red Tortoise LLC
Georgia
$2.47M
SWM
428
Segment Wealth Management
Texas
$2.45M
MAV
429
Mason & Associates (Virginia)
Virginia
$2.44M
PFS
430
Prospera Financial Services
Texas
$2.43M
GT
431
Glenmede Trust
Pennsylvania
$2.43M
FF
432
Financial Futures
New Jersey
$2.42M
GWWM
433
Great Waters Wealth Management
Minnesota
$2.39M
EL
434
Essex LLC
Illinois
$2.37M
MG
435
Mather Group
Illinois
$2.36M
BFPW
436
BOK Financial Private Wealth
Colorado
$2.35M
IP
437
Indivisible Partners
Florida
$2.32M
OCM
438
One Capital Management
California
$2.3M
HIC
439
Holderness Investments Company
North Carolina
$2.3M
AMG
440
Asset Management Group
Connecticut
$2.3M
AA
441
Ancora Advisors
Ohio
$2.29M
OA
442
Operose Advisors
Wisconsin
$2.29M
FWP
443
FAS Wealth Partners
Kansas
$2.28M
NCM
444
Novare Capital Management
North Carolina
$2.27M
PIA
445
Panoramic Investment Advisors
Colorado
$2.27M
SAMC
446
Spectrum Asset Management (California)
California
$2.26M
SWM
447
SpringVest Wealth Management
Texas
$2.25M
GWA
448
Geometric Wealth Advisors
District of Columbia
$2.24M
PWM
449
Perigon Wealth Management
California
$2.23M
TYCC
450
Texas Yale Capital Corp
Florida
$2.22M