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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
FDCDDQ
676
Federation des caisses Desjardins du Quebec
Quebec, Canada
$790K
IIC
677
Ironwood Investment Counsel
Arizona
$785K
PL
678
Plancorp LLC
Missouri
$783K
VC
679
Veracity Capital
Georgia
$779K
WCM
680
Wealthcare Capital Management
Virginia
$777K
JIC
681
Joel Isaacson & Co
New York
$777K
WF
682
Womack Financial
Texas
$768K
TI
683
Tidal Investments
Wisconsin
$768K
FFM
684
Forum Financial Management
Illinois
$766K
CAM
685
Costello Asset Management
Pennsylvania
$764K
OWM
686
OneAscent Wealth Management
Alabama
$757K
PWMAG
687
Pinnacle Wealth Management Advisory Group
New Jersey
$754K
CFO
688
Callan Family Office
Pennsylvania
$753K
HBT
689
Hills Bank & Trust
Iowa
$753K
BCM
690
Bowie Capital Management
Texas
$753K
RCAG
691
Rehmann Capital Advisory Group
Michigan
$751K
TC
692
Tannin Capital
North Carolina
$746K
HIS
693
Horizon Investment Services
Indiana
$741K
BWM
694
BNC Wealth Management
Oregon
$739K
NSIM
695
North Star Investment Management
Illinois
$737K
HNB
696
Huntington National Bank
Ohio
$731K
NCMW
697
Northern Capital Management (Washington)
Washington
$731K
GC
698
GatePass Capital
Ohio
$730K
CA
699
Crewe Advisors
Utah
$729K
MWA
700
Muirfield Wealth Advisors
North Carolina
$726K