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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
EWM
626
Evermay Wealth Management
Virginia
$976K
ODIJL
627
One Day In July LLC
Vermont
$974K
PFA
628
Pinnacle Family Advisors
Missouri
$964K
MWM
629
Madrid Wealth Management
New Mexico
$950K
VT
630
Vise Technologies
New York
$946K
Citigroup
631
Citigroup
New York
$944K
IF
632
Ironwood Financial
Arizona
$941K
MPIA
633
Milestones Private Investment Advisors
New York
$940K
DI
634
Diligent Investors
California
$939K
CPL
635
CAP Partners LLC
Tennessee
$935K
AWM
636
Abound Wealth Management
Tennessee
$924K
HPA
637
High Probability Advisors
New York
$919K
WP
638
Westmount Partners
California
$917K
PFC
639
Phocas Financial Corp
California
$914K
CTB
640
Country Trust Bank
Illinois
$905K
BFC
641
Bedel Financial Consulting
Indiana
$900K
WC
642
Waterloo Capital
Texas
$898K
MIA
643
MainStreet Investment Advisors
Illinois
$891K
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$891K
EFH
645
Eaton Financial Holdings
Florida
$890K
IAP
646
Indie Asset Partners
Indiana
$884K
BEW
647
Burton Enright Welch
California
$882K
WJWM
648
Williams Jones Wealth Management
New York
$879K
CCM
649
Chilton Capital Management
Texas
$878K
Franklin Resources
650
Franklin Resources
California
$877K