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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
B
551
Bailard
California
$1.41M
FIA
552
Foundations Investment Advisors
Arizona
$1.39M
CA
553
CoreCap Advisors
Michigan
$1.39M
BIG
554
Brookwood Investment Group
Arizona
$1.39M
MFA
555
Morling Financial Advisors
California
$1.39M
UWPG
556
Ullmann Wealth Partners Group
Florida
$1.38M
FWM
557
Fonville Wealth Management
Virginia
$1.38M
PLFS
558
Provident Living Financial Services
Utah
$1.38M
SCA
559
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M
PIWA
560
Prevail Innovative Wealth Advisors
Kansas
$1.37M
WI
561
Westbourne Investments
Virginia
$1.37M
PP
562
PDS Planning
Ohio
$1.36M
FFP
563
Freedom Financial Partners
Minnesota
$1.33M
GSAM
564
Grant Street Asset Management
Pennsylvania
$1.33M
PPW
565
Pasadena Private Wealth
California
$1.33M
FWP
566
Firethorn Wealth Partners
Georgia
$1.32M
SCM
567
Seascape Capital Management
New Hampshire
$1.31M
KA
568
KLCM Advisors
Wisconsin
$1.3M
HC
569
Hurley Capital
New York
$1.29M
APP
570
Avantax Planning Partners
Iowa
$1.29M
PWS
571
Physician Wealth Solutions
Nevada
$1.27M
AWA
572
Acorn Wealth Advisors
Michigan
$1.26M
GA
573
Greenspring Advisors
Maryland
$1.25M
AWM
574
AE Wealth Management
Kansas
$1.22M
EGWAG
575
Elwood & Goetz Wealth Advisory Group
Georgia
$1.22M