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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
FCH
676
Freestone Capital Holdings
Washington
$813K
HI
677
Hudock Inc
Pennsylvania
$808K
MA
678
Marquette Associates
Illinois
$803K
AF
679
Advisornet Financial
Minnesota
$799K
LSIA
680
LaSalle St. Investment Advisors
Illinois
$798K
MFG
681
Magnus Financial Group
New York
$797K
BIG
682
Builder Investment Group
Georgia
$792K
FDCDDQ
683
Federation des caisses Desjardins du Quebec
Quebec, Canada
$790K
IIC
684
Ironwood Investment Counsel
Arizona
$785K
PL
685
Plancorp LLC
Missouri
$783K
VC
686
Veracity Capital
Georgia
$779K
WCM
687
Wealthcare Capital Management
Virginia
$777K
JIC
688
Joel Isaacson & Co
New York
$777K
TBFA
689
Three Bearings Fiduciary Advisors
New Hampshire
$773K
WF
690
Womack Financial
Texas
$768K
TI
691
Tidal Investments
Wisconsin
$768K
FFM
692
Forum Financial Management
Illinois
$766K
CAM
693
Costello Asset Management
Pennsylvania
$764K
OWM
694
OneAscent Wealth Management
Alabama
$757K
PWMAG
695
Pinnacle Wealth Management Advisory Group
New Jersey
$754K
CFO
696
Callan Family Office
Pennsylvania
$753K
BCM
697
Bowie Capital Management
Texas
$753K
HBT
698
Hills Bank & Trust
Iowa
$753K
RCAG
699
Rehmann Capital Advisory Group
Michigan
$751K
TC
700
Tannin Capital
North Carolina
$746K