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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
HC
576
Hurley Capital
New York
$1.29M
APP
577
Avantax Planning Partners
Iowa
$1.29M
PWS
578
Physician Wealth Solutions
Nevada
$1.27M
AWA
579
Acorn Wealth Advisors
Michigan
$1.26M
GA
580
Greenspring Advisors
Maryland
$1.25M
AWM
581
AE Wealth Management
Kansas
$1.22M
EGWAG
582
Elwood & Goetz Wealth Advisory Group
Georgia
$1.22M
AC
583
Attessa Capital
Arizona
$1.22M
EMAM
584
Encompass More Asset Management
California
$1.22M
WHCI
585
W.H. Cornerstone Investments
Massachusetts
$1.21M
IAN
586
Integrated Advisors Network
Texas
$1.21M
FCMA
587
Foresight Capital Management Advisors
Michigan
$1.2M
CP
588
Cornerstone Planning
North Carolina
$1.2M
TIP
589
Tandem Investment Partners
New Jersey
$1.2M
MML Investors Services
590
MML Investors Services
Massachusetts
$1.19M
MFG
591
Midwest Financial Group
Kansas
$1.18M
KWM
592
Keebeck Wealth Management
Illinois
$1.18M
PIM
593
Penobscot Investment Management
Massachusetts
$1.17M
TIA
594
Tiemann Investment Advisors
California
$1.17M
WMWM
595
Whitaker-Myers Wealth Managers
Ohio
$1.15M
TF
596
Tompkins Financial
New York
$1.14M
SHWM
597
Smith & Howard Wealth Management
Georgia
$1.14M
EWA
598
EverSource Wealth Advisors
Alabama
$1.14M
LKBC
599
L.K. Benson & Company
Maryland
$1.14M
PS
600
Principal Securities
Iowa
$1.13M