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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
HIS
701
Horizon Investment Services
Indiana
$741K
BWM
702
BNC Wealth Management
Oregon
$739K
NSIM
703
North Star Investment Management
Illinois
$737K
HNB
704
Huntington National Bank
Ohio
$731K
NCMW
705
Northern Capital Management (Washington)
Washington
$731K
GC
706
GatePass Capital
Ohio
$730K
CA
707
Crewe Advisors
Utah
$729K
MWA
708
Muirfield Wealth Advisors
North Carolina
$726K
AWE
709
Avidian Wealth Enterprises
Texas
$709K
BAM
710
Bosun Asset Management
Illinois
$708K
FWMP
711
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$704K
FEM
712
Fulcrum Equity Management
Texas
$700K
CAL
713
Capital Analysts LLC
Pennsylvania
$699K
SEIA
714
Signature Estate & Investment Advisors
California
$699K
TCM
715
Twele Capital Management
Minnesota
$699K
TBF
716
True Blue Financial
Michigan
$698K
AP
717
Advisortrust Partners
North Carolina
$698K
TCWM
718
Total Clarity Wealth Management
Illinois
$694K
KL
719
KilterHowling LLC
Colorado
$684K
CFA
720
Cahill Financial Advisors
Minnesota
$684K
KWM
721
KRM Wealth Management
Nevada
$681K
SWA
722
Sightline Wealth Advisors
Connecticut
$680K
SSI
723
Scott & Selber Inc
Texas
$680K
PCWA
724
Pacific Capital Wealth Advisors
California
$678K
PA
725
Perennial Advisors
New York
$677K