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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
KPWS
501
Kestra Private Wealth Services
Texas
$1.81M
SA
502
Sanctuary Advisors
Indiana
$1.8M
SW
503
SteelPeak Wealth
California
$1.79M
WIA
504
World Investment Advisors
California
$1.77M
NDSI
505
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M
RWA
506
Redhawk Wealth Advisors
Minnesota
$1.76M
SOS
507
Silver Oak Securities
Tennessee
$1.75M
AI
508
Axos Invest
Nevada
$1.75M
WOSD
509
WFA of San Diego
California
$1.75M
GCA
510
Gradient Capital Advisors
California
$1.75M
NFTC
511
North Forty Two & Co
Oregon
$1.73M
VAI
512
Vanguard Advisers Inc
Pennsylvania
$1.73M
FG
513
Fiduciary Group
Georgia
$1.72M
EFM
514
Eley Financial Management
Vermont
$1.71M
BWL
515
Bogart Wealth LLC
Virginia
$1.71M
DT
516
Diversified Trust
Tennessee
$1.71M
KNFPWM
517
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.7M
CWM
518
CMH Wealth Management
New Hampshire
$1.69M
Kovitz Investment Group Partners
519
Kovitz Investment Group Partners
Illinois
$1.69M
S
520
Sunpointe
Missouri
$1.68M
WWC
521
Waypoint Wealth Counsel
Georgia
$1.68M
SAM
522
S.A. Mason
Michigan
$1.68M
FWA
523
FSM Wealth Advisors
Ohio
$1.68M
MTIC
524
Missouri Trust & Investment Company
Missouri
$1.65M
CA
525
CGN Advisors
Kansas
$1.64M