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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
HI
451
Hendershot Investments
Virginia
$2.19M
GAG
452
GM Advisory Group
New York
$2.18M
PA
453
Pinnacle Associates
New York
$2.18M
NHC
454
Nicholas Hoffman & Company
Georgia
$2.18M
CA
455
Callahan Advisors
Texas
$2.18M
BCI
456
Brinker Capital Investments
Pennsylvania
$2.17M
AIM
457
AMI Investment Management
Indiana
$2.16M
TIA
458
Traphagen Investment Advisors
New Jersey
$2.15M
Natixis Advisors
459
Natixis Advisors
Massachusetts
$2.14M
FMP
460
Financial Management Professionals
Texas
$2.14M
WCM
461
Weik Capital Management
Pennsylvania
$2.13M
BCM
462
Barden Capital Management
Texas
$2.13M
HR
463
Howe & Rusling
New York
$2.13M
NW
464
NewEdge Wealth
Pennsylvania
$2.12M
DOA
465
D'Orazio & Associates
Virginia
$2.1M
CI
466
CX Institutional
Indiana
$2.1M
Baird Financial Group
467
Baird Financial Group
Wisconsin
$2.09M
QCG
468
Quadrant Capital Group
Ohio
$2.08M
KeyBank National Association
469
KeyBank National Association
Ohio
$2.08M
AWM
470
Adams Wealth Management
Utah
$2.07M
CI
471
CacheTech Inc
Utah
$2.07M
KWA
472
Kingswood Wealth Advisors
California
$2.07M
CAI
473
Capital Advisors Inc
Oklahoma
$2.07M
SWM
474
Selective Wealth Management
Virginia
$2.02M
NAM
475
NorthCrest Asset Manangement
Minnesota
$2.01M