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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
NDSI
501
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M
RWA
502
Redhawk Wealth Advisors
Minnesota
$1.76M
SOS
503
Silver Oak Securities
Tennessee
$1.75M
AI
504
Axos Invest
Nevada
$1.75M
WOSD
505
WFA of San Diego
California
$1.75M
GCA
506
Gradient Capital Advisors
California
$1.75M
NFTC
507
North Forty Two & Co
Oregon
$1.73M
VAI
508
Vanguard Advisers Inc
Pennsylvania
$1.73M
FG
509
Fiduciary Group
Georgia
$1.72M
EFM
510
Eley Financial Management
Vermont
$1.71M
BWL
511
Bogart Wealth LLC
Virginia
$1.71M
DT
512
Diversified Trust
Tennessee
$1.71M
KNFPWM
513
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.7M
CWM
514
CMH Wealth Management
New Hampshire
$1.69M
Kovitz Investment Group Partners
515
Kovitz Investment Group Partners
Illinois
$1.69M
S
516
Sunpointe
Missouri
$1.68M
WWC
517
Waypoint Wealth Counsel
Georgia
$1.68M
SAM
518
S.A. Mason
Michigan
$1.68M
FWA
519
FSM Wealth Advisors
Ohio
$1.68M
MTIC
520
Missouri Trust & Investment Company
Missouri
$1.65M
CA
521
CGN Advisors
Kansas
$1.64M
VAS
522
Vestmark Advisory Solutions
Massachusetts
$1.62M
MOS
523
MGO One Seven
Ohio
$1.61M
BWM
524
Blossom Wealth Management
California
$1.61M
PTC
525
Private Trust Company
Ohio
$1.59M