We are live on ! Find out more
SCHB icon

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
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$891K
EFH
652
Eaton Financial Holdings
Florida
$890K
IAP
653
Indie Asset Partners
Indiana
$884K
BEW
654
Burton Enright Welch
California
$882K
WJWM
655
Williams Jones Wealth Management
New York
$879K
CCM
656
Chilton Capital Management
Texas
$878K
Franklin Resources
657
Franklin Resources
California
$877K
MWA
658
Monograph Wealth Advisors
California
$866K
DWM
659
DecisionMap Wealth Management
Virginia
$864K
AWMM
660
Aegis Wealth Management (Maryland)
Maryland
$862K
GWM
661
Gilpin Wealth Management
Colorado
$857K
WFS
662
WealthGarden F.S.
California
$856K
RWM
663
Rockwood Wealth Management
Pennsylvania
$851K
LC
664
Lawood & Co
Pennsylvania
$841K
DF
665
DecisionPoint Financial
Arizona
$839K
NP
666
NorthRock Partners
Minnesota
$835K
NCM
667
Next Capital Management
New York
$834K
BCMLT
668
Beacon Capital Management LLC (Tennessee)
Tennessee
$833K
MAC
669
Mason & Associates (California)
California
$832K
CWA
670
Continuum Wealth Advisors
New York
$832K
MCCP
671
Mission Creek Capital Partners
California
$823K
GKWIM
672
Gerber Kawasaki Wealth & Investment Management
California
$821K
GWM
673
Geneos Wealth Management
Colorado
$817K
FVWA
674
Foster Victor Wealth Advisors
South Carolina
$817K
CWA
675
Consilium Wealth Advisory
Texas
$813K