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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
MSG
551
Main Street Group
Virginia
$1.44M
RWM
552
Riverchase Wealth Management
Texas
$1.44M
DWM
553
Diversify Wealth Management
Utah
$1.44M
SRCM
554
Signature Resources Capital Management
California
$1.44M
CB
555
Commerce Bank
Missouri
$1.43M
RWM
556
RMG Wealth Management
Wisconsin
$1.42M
LFG
557
Larson Financial Group
Missouri
$1.42M
B
558
Bailard
California
$1.41M
FIA
559
Foundations Investment Advisors
Arizona
$1.39M
CA
560
CoreCap Advisors
Michigan
$1.39M
BIG
561
Brookwood Investment Group
Arizona
$1.39M
MFA
562
Morling Financial Advisors
California
$1.39M
UWPG
563
Ullmann Wealth Partners Group
Florida
$1.38M
FWM
564
Fonville Wealth Management
Virginia
$1.38M
PLFS
565
Provident Living Financial Services
Utah
$1.38M
SCA
566
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M
PIWA
567
Prevail Innovative Wealth Advisors
Kansas
$1.37M
WI
568
Westbourne Investments
Virginia
$1.37M
PP
569
PDS Planning
Ohio
$1.36M
FFP
570
Freedom Financial Partners
Minnesota
$1.33M
GSAM
571
Grant Street Asset Management
Pennsylvania
$1.33M
PPW
572
Pasadena Private Wealth
California
$1.33M
FWP
573
Firethorn Wealth Partners
Georgia
$1.32M
SCM
574
Seascape Capital Management
New Hampshire
$1.31M
KA
575
KLCM Advisors
Wisconsin
$1.3M