SCHB icon

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
Morgan Stanley
26
Morgan Stanley
New York
$84.6M
BP
27
Ballentine Partners
Massachusetts
$81.8M
Creative Planning
28
Creative Planning
Kansas
$80.2M
Bank of America
29
Bank of America
North Carolina
$80.2M
WA
30
Waverly Advisors
Alabama
$76.8M
SC
31
Savant Capital
Illinois
$74.5M
LPL Financial
32
LPL Financial
California
$73M
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$72.3M
QCM
34
Quantinno Capital Management
New York
$69.9M
AAIM
35
Asset Advisors Investment Management
Georgia
$69.3M
Brown Advisory
36
Brown Advisory
Maryland
$68M
NSAM
37
North Star Asset Management
Wisconsin
$67.3M
SFS
38
Summit Financial Strategies
Ohio
$67.1M
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$66.6M
CWM
40
Circle Wealth Management
New Jersey
$66.2M
LFS
41
Legacy Financial Strategies
Kansas
$65.6M
DLCIG
42
D.L. Carlson Investment Group
New Hampshire
$65.1M
Jones Financial Companies
43
Jones Financial Companies
Missouri
$64.7M
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$64.5M
BFG
45
Bouchey Financial Group
New York
$64.4M
M
46
MYeCFO
California
$64.2M
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$63.5M
WAG
48
Winthrop Advisory Group
Massachusetts
$60.1M
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$56.8M
ACA
50
Aptus Capital Advisors
Alabama
$56M