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Schwab US Broad Market ETF

1,298 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 88 funds opening new positions, 515 increasing their positions, 477 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 → $13.2B (+$329M)

1% less funds holding

Funds holding: 1,3061,298 (-8)

7% less funds holding in top 10

Funds holding in top 10: 137127 (-10)

Holders
1,298
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
AWM
726
Apex Wealth Management
New Hampshire
$666K
GAM
727
Grandview Asset Management
Pennsylvania
$664K
DP
728
Denver PWM
Colorado
$663K
AC
729
Apella Capital
Connecticut
$660K
CAAM
730
Cornerstone Advisors Asset Management
Pennsylvania
$659K
AO
731
Advisor OS
Illinois
$658K
PAMG
732
Patton Albertson Miller Group
Tennessee
$654K
CA
733
Clearstead Advisors
Ohio
$654K
ML
734
McAdam LLC
Pennsylvania
$651K
RWRC
735
R.W. Roge & Company
New York
$651K
SWP
736
Stratos Wealth Partners
Ohio
$644K
GP
737
Greenline Partners
New York
$630K
SSA
738
Shepherd Street Advisors
California
$630K
AWA
739
Aletheian Wealth Advisors
Washington
$630K
PB
740
Pinnacle Bancorp
Nebraska
$630K
WCFA
741
Walkner Condon Financial Advisors
Wisconsin
$630K
SWM
742
Shakespeare Wealth Management
Wisconsin
$630K
FFWA
743
FRG Family Wealth Advisors
Washington
$629K
HPIA
744
Hamilton Point Investment Advisors
North Carolina
$629K
OFP
745
OLIO Financial Planning
Virginia
$622K
RFP
746
Root Financial Partners
California
$607K
EL
747
EWA LLC
Pennsylvania
$606K
TVAMP
748
Tennessee Valley Asset Management Partners
Tennessee
$605K
IWM
749
Integris Wealth Management
California
$605K
RWP
750
Reliant Wealth Planning
Kentucky
$602K