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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
BWP
526
BSW Wealth Partners
Colorado
$1.59M
APG
527
Abacus Planning Group
South Carolina
$1.59M
SPIA
528
Steward Partners Investment Advisory
New York
$1.58M
RWM
529
RKL Wealth Management
Pennsylvania
$1.58M
ASN
530
Advisory Services Network
Georgia
$1.57M
LA
531
LexAurum Advisors
Kansas
$1.57M
EF
532
Envision Financial
Wisconsin
$1.56M
LWM
533
Lionshead Wealth Management
New York
$1.55M
CPA
534
Capital Performance Advisors
California
$1.54M
LSPW
535
Lake Street Private Wealth
Illinois
$1.54M
RW
536
REDW Wealth
New Mexico
$1.53M
SAM
537
Smartleaf Asset Management
Massachusetts
$1.53M
HIP
538
HUB Investment Partners
Texas
$1.5M
HF
539
HRT Financial
New York
$1.48M
EAM
540
Everstar Asset Management
North Carolina
$1.48M
Fifth Third Bancorp
541
Fifth Third Bancorp
Ohio
$1.47M
WA
542
Wealth Architects
California
$1.47M
MMA
543
Miracle Mile Advisors
California
$1.46M
DADC
544
D.A. Davidson & Co
Montana
$1.45M
OCM
545
Osterweis Capital Management
California
$1.45M
NLA
546
Northern Lights Advisors
Washington
$1.44M
MSG
547
Main Street Group
Virginia
$1.44M
RWM
548
Riverchase Wealth Management
Texas
$1.44M
DWM
549
Diversify Wealth Management
Utah
$1.44M
SRCM
550
Signature Resources Capital Management
California
$1.44M