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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
NHC
451
Nicholas Hoffman & Company
Georgia
$2.18M
CA
452
Callahan Advisors
Texas
$2.18M
BCI
453
Brinker Capital Investments
Pennsylvania
$2.17M
AIM
454
AMI Investment Management
Indiana
$2.16M
TIA
455
Traphagen Investment Advisors
New Jersey
$2.15M
Natixis Advisors
456
Natixis Advisors
Massachusetts
$2.14M
FMP
457
Financial Management Professionals
Texas
$2.14M
WCM
458
Weik Capital Management
Pennsylvania
$2.13M
BCM
459
Barden Capital Management
Texas
$2.13M
HR
460
Howe & Rusling
New York
$2.13M
NW
461
NewEdge Wealth
Pennsylvania
$2.12M
DOA
462
D'Orazio & Associates
Virginia
$2.1M
CI
463
CX Institutional
Indiana
$2.1M
Baird Financial Group
464
Baird Financial Group
Wisconsin
$2.09M
QCG
465
Quadrant Capital Group
Ohio
$2.08M
KeyBank National Association
466
KeyBank National Association
Ohio
$2.08M
AWM
467
Adams Wealth Management
Utah
$2.07M
CI
468
CacheTech Inc
Utah
$2.07M
KWA
469
Kingswood Wealth Advisors
California
$2.07M
CAI
470
Capital Advisors Inc
Oklahoma
$2.07M
SWM
471
Selective Wealth Management
Virginia
$2.02M
NAM
472
NorthCrest Asset Manangement
Minnesota
$2.01M
Bank of New York Mellon
473
Bank of New York Mellon
New York
$2.01M
CRA
474
Clear Retirement Advice
California
$2.01M
AL
475
Aspiriant LLC
California
$2M