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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
AWE
701
Avidian Wealth Enterprises
Texas
$709K
BAM
702
Bosun Asset Management
Illinois
$708K
FWMP
703
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$704K
FEM
704
Fulcrum Equity Management
Texas
$700K
CAL
705
Capital Analysts LLC
Pennsylvania
$699K
SEIA
706
Signature Estate & Investment Advisors
California
$699K
TCM
707
Twele Capital Management
Minnesota
$699K
TBF
708
True Blue Financial
Michigan
$698K
AP
709
Advisortrust Partners
North Carolina
$698K
TCWM
710
Total Clarity Wealth Management
Illinois
$694K
KL
711
KilterHowling LLC
Colorado
$684K
CFA
712
Cahill Financial Advisors
Minnesota
$684K
KWM
713
KRM Wealth Management
Nevada
$681K
SWA
714
Sightline Wealth Advisors
Connecticut
$680K
SSI
715
Scott & Selber Inc
Texas
$680K
PCWA
716
Pacific Capital Wealth Advisors
California
$678K
PA
717
Perennial Advisors
New York
$677K
TAM
718
Townsend Asset Management
North Carolina
$677K
BW
719
BIP Wealth
Georgia
$674K
PFA
720
Perryman Financial Advisory
Texas
$674K
CWM
721
Cahaba Wealth Management
Georgia
$670K
BTWM
722
Baker Tilly Wealth Management
Wisconsin
$668K
AWM
723
Apex Wealth Management
New Hampshire
$666K
GAM
724
Grandview Asset Management
Pennsylvania
$664K
DP
725
Denver PWM
Colorado
$663K