We are live on ! Find out more
SCHB icon

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
VAS
526
Vestmark Advisory Solutions
Massachusetts
$1.62M
MOS
527
MGO One Seven
Ohio
$1.61M
BWM
528
Blossom Wealth Management
California
$1.61M
PTC
529
Private Trust Company
Ohio
$1.59M
BWP
530
BSW Wealth Partners
Colorado
$1.59M
APG
531
Abacus Planning Group
South Carolina
$1.59M
SPIA
532
Steward Partners Investment Advisory
New York
$1.58M
RWM
533
RKL Wealth Management
Pennsylvania
$1.58M
ASN
534
Advisory Services Network
Georgia
$1.57M
LA
535
LexAurum Advisors
Kansas
$1.57M
EF
536
Envision Financial
Wisconsin
$1.56M
LWM
537
Lionshead Wealth Management
New York
$1.55M
CPA
538
Capital Performance Advisors
California
$1.54M
LSPW
539
Lake Street Private Wealth
Illinois
$1.54M
RW
540
REDW Wealth
New Mexico
$1.53M
SAM
541
Smartleaf Asset Management
Massachusetts
$1.53M
HIP
542
HUB Investment Partners
Texas
$1.5M
HF
543
HRT Financial
New York
$1.48M
EAM
544
Everstar Asset Management
North Carolina
$1.48M
Fifth Third Bancorp
545
Fifth Third Bancorp
Ohio
$1.47M
WA
546
Wealth Architects
California
$1.47M
MMA
547
Miracle Mile Advisors
California
$1.46M
DADC
548
D.A. Davidson & Co
Montana
$1.45M
OCM
549
Osterweis Capital Management
California
$1.45M
NLA
550
Northern Lights Advisors
Washington
$1.44M