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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
RWM
526
RKL Wealth Management
Pennsylvania
$1.58M
ASN
527
Advisory Services Network
Georgia
$1.57M
LA
528
LexAurum Advisors
Kansas
$1.57M
EF
529
Envision Financial
Wisconsin
$1.56M
LWM
530
Lionshead Wealth Management
New York
$1.55M
CPA
531
Capital Performance Advisors
California
$1.54M
LSPW
532
Lake Street Private Wealth
Illinois
$1.54M
RW
533
REDW Wealth
New Mexico
$1.53M
SAM
534
Smartleaf Asset Management
Massachusetts
$1.53M
HIP
535
HUB Investment Partners
Texas
$1.5M
HF
536
HRT Financial
New York
$1.48M
EAM
537
Everstar Asset Management
North Carolina
$1.48M
Fifth Third Bancorp
538
Fifth Third Bancorp
Ohio
$1.47M
WA
539
Wealth Architects
California
$1.47M
MMA
540
Miracle Mile Advisors
California
$1.46M
DADC
541
D.A. Davidson & Co
Montana
$1.45M
OCM
542
Osterweis Capital Management
California
$1.45M
NLA
543
Northern Lights Advisors
Washington
$1.44M
MSG
544
Main Street Group
Virginia
$1.44M
RWM
545
Riverchase Wealth Management
Texas
$1.44M
DWM
546
Diversify Wealth Management
Utah
$1.44M
SRCM
547
Signature Resources Capital Management
California
$1.44M
CB
548
Commerce Bank
Missouri
$1.43M
RWM
549
RMG Wealth Management
Wisconsin
$1.42M
LFG
550
Larson Financial Group
Missouri
$1.42M