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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
VCAM
476
Van Cleef Asset Management
Ohio
$2M
SFA
477
Souders Financial Advisors
Ohio
$2M
IWM
478
IHT Wealth Management
Illinois
$1.97M
ZBNA
479
Zions Bancorporation, National Association
Utah
$1.96M
RPWA
480
Regent Peak Wealth Advisors
Georgia
$1.95M
KCP
481
Kera Capital Partners
California
$1.95M
MA
482
Modus Advisors
Minnesota
$1.92M
EB
483
Exchange Bank
California
$1.92M
SA
484
SJBenen ADVISORY
North Carolina
$1.92M
AWA
485
Arkadios Wealth Advisors
Georgia
$1.89M
CRC
486
Curi RMB Capital
Illinois
$1.89M
SIC
487
Sigma Investment Counselors
Michigan
$1.88M
PFA
488
Pure Financial Advisors
California
$1.87M
CIA
489
Concurrent Investment Advisors
Florida
$1.87M
LWM
490
Luminvest Wealth Management
Arizona
$1.86M
Fisher Asset Management
491
Fisher Asset Management
Washington
$1.85M
SAM
492
Sawgrass Asset Management
Florida
$1.85M
BIA
493
Bigelow Investment Advisors
Maine
$1.83M
KPWS
494
Kestra Private Wealth Services
Texas
$1.81M
SA
495
Sanctuary Advisors
Indiana
$1.8M
SW
496
SteelPeak Wealth
California
$1.79M
WIA
497
World Investment Advisors
California
$1.77M
NDSI
498
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M
RWA
499
Redhawk Wealth Advisors
Minnesota
$1.76M
SOS
500
Silver Oak Securities
Tennessee
$1.75M