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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
AC
576
Attessa Capital
Arizona
$1.22M
EMAM
577
Encompass More Asset Management
California
$1.22M
WHCI
578
W.H. Cornerstone Investments
Massachusetts
$1.21M
IAN
579
Integrated Advisors Network
Texas
$1.21M
FCMA
580
Foresight Capital Management Advisors
Michigan
$1.2M
CP
581
Cornerstone Planning
North Carolina
$1.2M
TIP
582
Tandem Investment Partners
New Jersey
$1.2M
MML Investors Services
583
MML Investors Services
Massachusetts
$1.19M
MFG
584
Midwest Financial Group
Kansas
$1.18M
KWM
585
Keebeck Wealth Management
Illinois
$1.18M
PIM
586
Penobscot Investment Management
Massachusetts
$1.17M
TIA
587
Tiemann Investment Advisors
California
$1.17M
WMWM
588
Whitaker-Myers Wealth Managers
Ohio
$1.15M
TF
589
Tompkins Financial
New York
$1.14M
SHWM
590
Smith & Howard Wealth Management
Georgia
$1.14M
EWA
591
EverSource Wealth Advisors
Alabama
$1.14M
LKBC
592
L.K. Benson & Company
Maryland
$1.14M
PS
593
Principal Securities
Iowa
$1.13M
MYIA
594
Mount Yale Investment Advisors
Colorado
$1.13M
GWMI
595
Guardian Wealth Management (Illinois)
Illinois
$1.11M
OC
596
Oarsman Capital
Wisconsin
$1.1M
BRPW
597
Ballast Rock Private Wealth
South Carolina
$1.1M
CCM
598
Colorado Capital Management
Colorado
$1.09M
OPWM
599
Oakwell Private Wealth Management
Texas
$1.09M
SSWM
600
Smith Salley Wealth Management
North Carolina
$1.08M