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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
Bank of New York Mellon
476
Bank of New York Mellon
New York
$2.01M
CRA
477
Clear Retirement Advice
California
$2.01M
AL
478
Aspiriant LLC
California
$2M
VCAM
479
Van Cleef Asset Management
Ohio
$2M
SFA
480
Souders Financial Advisors
Ohio
$2M
IWM
481
IHT Wealth Management
Illinois
$1.97M
ZBNA
482
Zions Bancorporation, National Association
Utah
$1.96M
RPWA
483
Regent Peak Wealth Advisors
Georgia
$1.95M
KCP
484
Kera Capital Partners
California
$1.95M
MA
485
Modus Advisors
Minnesota
$1.92M
EB
486
Exchange Bank
California
$1.92M
SA
487
SJBenen ADVISORY
North Carolina
$1.92M
AWA
488
Arkadios Wealth Advisors
Georgia
$1.89M
CRC
489
Curi RMB Capital
Illinois
$1.89M
SIC
490
Sigma Investment Counselors
Michigan
$1.88M
PFA
491
Pure Financial Advisors
California
$1.87M
CIA
492
Concurrent Investment Advisors
Florida
$1.87M
LWM
493
Luminvest Wealth Management
Arizona
$1.86M
Fisher Asset Management
494
Fisher Asset Management
Washington
$1.85M
SAM
495
Sawgrass Asset Management
Florida
$1.85M
BIA
496
Bigelow Investment Advisors
Maine
$1.83M
KPWS
497
Kestra Private Wealth Services
Texas
$1.81M
SA
498
Sanctuary Advisors
Indiana
$1.8M
SW
499
SteelPeak Wealth
California
$1.79M
WIA
500
World Investment Advisors
California
$1.77M