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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
WCM
451
Weaver Capital Management
Georgia
$2.21M
MWM
452
Modera Wealth Management
New Jersey
$2.21M
PWMG
453
Prestige Wealth Management Group
New Jersey
$2.21M
HI
454
Hendershot Investments
Virginia
$2.19M
GAG
455
GM Advisory Group
New York
$2.18M
PA
456
Pinnacle Associates
New York
$2.18M
NHC
457
Nicholas Hoffman & Company
Georgia
$2.18M
CA
458
Callahan Advisors
Texas
$2.18M
BCI
459
Brinker Capital Investments
Pennsylvania
$2.17M
AIM
460
AMI Investment Management
Indiana
$2.16M
TIA
461
Traphagen Investment Advisors
New Jersey
$2.15M
Natixis Advisors
462
Natixis Advisors
Massachusetts
$2.14M
FMP
463
Financial Management Professionals
Texas
$2.14M
WCM
464
Weik Capital Management
Pennsylvania
$2.13M
BCM
465
Barden Capital Management
Texas
$2.13M
HR
466
Howe & Rusling
New York
$2.13M
NW
467
NewEdge Wealth
Pennsylvania
$2.12M
DOA
468
D'Orazio & Associates
Virginia
$2.1M
CI
469
CX Institutional
Indiana
$2.1M
Baird Financial Group
470
Baird Financial Group
Wisconsin
$2.09M
FNBOMD
471
First National Bank of Mount Dora
Florida
$2.08M
QCG
472
Quadrant Capital Group
Ohio
$2.08M
KeyBank National Association
473
KeyBank National Association
Ohio
$2.08M
AWM
474
Adams Wealth Management
Utah
$2.07M
CI
475
CacheTech Inc
Utah
$2.07M