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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
KWA
476
Kingswood Wealth Advisors
California
$2.07M
CAI
477
Capital Advisors Inc
Oklahoma
$2.07M
SWM
478
Selective Wealth Management
Virginia
$2.02M
NAM
479
NorthCrest Asset Manangement
Minnesota
$2.01M
Bank of New York Mellon
480
Bank of New York Mellon
New York
$2.01M
CRA
481
Clear Retirement Advice
California
$2.01M
AL
482
Aspiriant LLC
California
$2M
VCAM
483
Van Cleef Asset Management
Ohio
$2M
SFA
484
Souders Financial Advisors
Ohio
$2M
IWM
485
IHT Wealth Management
Illinois
$1.97M
ZBNA
486
Zions Bancorporation, National Association
Utah
$1.96M
RPWA
487
Regent Peak Wealth Advisors
Georgia
$1.95M
KCP
488
Kera Capital Partners
California
$1.95M
MA
489
Modus Advisors
Minnesota
$1.92M
EB
490
Exchange Bank
California
$1.92M
SA
491
SJBenen ADVISORY
North Carolina
$1.92M
AWA
492
Arkadios Wealth Advisors
Georgia
$1.89M
CRC
493
Curi RMB Capital
Illinois
$1.89M
SIC
494
Sigma Investment Counselors
Michigan
$1.88M
PFA
495
Pure Financial Advisors
California
$1.87M
CIA
496
Concurrent Investment Advisors
Florida
$1.87M
LWM
497
Luminvest Wealth Management
Arizona
$1.86M
Fisher Asset Management
498
Fisher Asset Management
Washington
$1.85M
SAM
499
Sawgrass Asset Management
Florida
$1.85M
BIA
500
Bigelow Investment Advisors
Maine
$1.83M