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
AI
501
Axos Invest
Nevada
$1.75M
WOSD
502
WFA of San Diego
California
$1.75M
GCA
503
Gradient Capital Advisors
California
$1.75M
NFTC
504
North Forty Two & Co
Oregon
$1.73M
VAI
505
Vanguard Advisers Inc
Pennsylvania
$1.73M
FG
506
Fiduciary Group
Georgia
$1.72M
EFM
507
Eley Financial Management
Vermont
$1.71M
BWL
508
Bogart Wealth LLC
Virginia
$1.71M
DT
509
Diversified Trust
Tennessee
$1.71M
KNFPWM
510
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.7M
CWM
511
CMH Wealth Management
New Hampshire
$1.69M
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
$1.69M
S
513
Sunpointe
Missouri
$1.68M
WWC
514
Waypoint Wealth Counsel
Georgia
$1.68M
SAM
515
S.A. Mason
Michigan
$1.68M
FWA
516
FSM Wealth Advisors
Ohio
$1.68M
MTIC
517
Missouri Trust & Investment Company
Missouri
$1.65M
CA
518
CGN Advisors
Kansas
$1.64M
VAS
519
Vestmark Advisory Solutions
Massachusetts
$1.62M
MOS
520
MGO One Seven
Ohio
$1.61M
BWM
521
Blossom Wealth Management
California
$1.61M
PTC
522
Private Trust Company
Ohio
$1.59M
BWP
523
BSW Wealth Partners
Colorado
$1.59M
APG
524
Abacus Planning Group
South Carolina
$1.59M
SPIA
525
Steward Partners Investment Advisory
New York
$1.58M