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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
MWA
651
Monograph Wealth Advisors
California
$866K
DWM
652
DecisionMap Wealth Management
Virginia
$864K
AWMM
653
Aegis Wealth Management (Maryland)
Maryland
$862K
GWM
654
Gilpin Wealth Management
Colorado
$857K
WFS
655
WealthGarden F.S.
California
$856K
RWM
656
Rockwood Wealth Management
Pennsylvania
$851K
LC
657
Lawood & Co
Pennsylvania
$841K
DF
658
DecisionPoint Financial
Arizona
$839K
NP
659
NorthRock Partners
Minnesota
$835K
NCM
660
Next Capital Management
New York
$834K
BCMLT
661
Beacon Capital Management LLC (Tennessee)
Tennessee
$833K
MAC
662
Mason & Associates (California)
California
$832K
CWA
663
Continuum Wealth Advisors
New York
$832K
MCCP
664
Mission Creek Capital Partners
California
$823K
GKWIM
665
Gerber Kawasaki Wealth & Investment Management
California
$821K
GWM
666
Geneos Wealth Management
Colorado
$817K
FVWA
667
Foster Victor Wealth Advisors
South Carolina
$817K
CWA
668
Consilium Wealth Advisory
Texas
$813K
FCH
669
Freestone Capital Holdings
Washington
$813K
HI
670
Hudock Inc
Pennsylvania
$808K
MA
671
Marquette Associates
Illinois
$803K
AF
672
Advisornet Financial
Minnesota
$799K
LSIA
673
LaSalle St. Investment Advisors
Illinois
$798K
MFG
674
Magnus Financial Group
New York
$797K
BIG
675
Builder Investment Group
Georgia
$792K