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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
GT
626
Greenleaf Trust
Michigan
$1.01M
QCA
627
Quantify Chaos Advisors
New York
$1.01M
WIM
628
Waycross Investment Management
Washington
$1M
SIA
629
Soltis Investment Advisors
Utah
$997K
MCP
630
Miller Capital Partners
Michigan
$987K
BWP
631
BlueStem Wealth Partners
Minnesota
$981K
EAM
632
Evanson Asset Management
California
$978K
EWM
633
Evermay Wealth Management
Virginia
$976K
ODIJL
634
One Day In July LLC
Vermont
$974K
PFA
635
Pinnacle Family Advisors
Missouri
$964K
MWM
636
Madrid Wealth Management
New Mexico
$950K
VT
637
Vise Technologies
New York
$946K
Citigroup
638
Citigroup
New York
$944K
IF
639
Ironwood Financial
Arizona
$941K
MPIA
640
Milestones Private Investment Advisors
New York
$940K
DI
641
Diligent Investors
California
$939K
CPL
642
CAP Partners LLC
Tennessee
$935K
AWM
643
Abound Wealth Management
Tennessee
$924K
HPA
644
High Probability Advisors
New York
$919K
WP
645
Westmount Partners
California
$917K
PFC
646
Phocas Financial Corp
California
$914K
CTB
647
Country Trust Bank
Illinois
$905K
BFC
648
Bedel Financial Consulting
Indiana
$900K
WC
649
Waterloo Capital
Texas
$898K
MIA
650
MainStreet Investment Advisors
Illinois
$891K