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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
GC
601
Grimes & Company
Massachusetts
$1.07M
KF
602
Ketron Financial
California
$1.06M
SW
603
SVB Wealth
Massachusetts
$1.06M
HW
604
Hamilton Wealth
California
$1.06M
BA
605
Bridgewater Advisors
New York
$1.06M
WCM
606
WLTH Capital Management
Arizona
$1.05M
TPWM
607
Twelve Points Wealth Management
Massachusetts
$1.05M
BBA
608
BLB&B Advisors
Pennsylvania
$1.04M
SPFA
609
Summit Place Financial Advisors
New Jersey
$1.04M
RMA
610
Roffman Miller Associates
Pennsylvania
$1.04M
MCM
611
Mengis Capital Management
Oregon
$1.04M
TFP
612
Traction Financial Partners
Wyoming
$1.04M
AWG
613
Altus Wealth Group
Colorado
$1.03M
FA
614
FF Advisors
California
$1.03M
LWMT
615
Legacy Wealth Management (Tennessee)
Tennessee
$1.02M
BC
616
Barrett & Company
Rhode Island
$1.02M
CAL
617
Capital Advisors Ltd
Ohio
$1.02M
BFS
618
Burkett Financial Services
South Carolina
$1.02M
GT
619
Greenleaf Trust
Michigan
$1.01M
QCA
620
Quantify Chaos Advisors
New York
$1.01M
WIM
621
Waycross Investment Management
Washington
$1M
SIA
622
Soltis Investment Advisors
Utah
$997K
MCP
623
Miller Capital Partners
Michigan
$987K
BWP
624
BlueStem Wealth Partners
Minnesota
$981K
EAM
625
Evanson Asset Management
California
$978K