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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
MYIA
601
Mount Yale Investment Advisors
Colorado
$1.13M
GWMI
602
Guardian Wealth Management (Illinois)
Illinois
$1.11M
OC
603
Oarsman Capital
Wisconsin
$1.1M
BRPW
604
Ballast Rock Private Wealth
South Carolina
$1.1M
CCM
605
Colorado Capital Management
Colorado
$1.09M
OPWM
606
Oakwell Private Wealth Management
Texas
$1.09M
SSWM
607
Smith Salley Wealth Management
North Carolina
$1.08M
GC
608
Grimes & Company
Massachusetts
$1.07M
KF
609
Ketron Financial
California
$1.06M
SW
610
SVB Wealth
Massachusetts
$1.06M
HW
611
Hamilton Wealth
California
$1.06M
BA
612
Bridgewater Advisors
New York
$1.06M
WCM
613
WLTH Capital Management
Arizona
$1.05M
TPWM
614
Twelve Points Wealth Management
Massachusetts
$1.05M
BBA
615
BLB&B Advisors
Pennsylvania
$1.04M
SPFA
616
Summit Place Financial Advisors
New Jersey
$1.04M
RMA
617
Roffman Miller Associates
Pennsylvania
$1.04M
MCM
618
Mengis Capital Management
Oregon
$1.04M
TFP
619
Traction Financial Partners
Wyoming
$1.04M
AWG
620
Altus Wealth Group
Colorado
$1.03M
FA
621
FF Advisors
California
$1.03M
LWMT
622
Legacy Wealth Management (Tennessee)
Tennessee
$1.02M
BC
623
Barrett & Company
Rhode Island
$1.02M
CAL
624
Capital Advisors Ltd
Ohio
$1.02M
BFS
625
Burkett Financial Services
South Carolina
$1.02M