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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
TAM
726
Townsend Asset Management
North Carolina
$677K
BW
727
BIP Wealth
Georgia
$674K
PFA
728
Perryman Financial Advisory
Texas
$674K
CWM
729
Cahaba Wealth Management
Georgia
$670K
BTWM
730
Baker Tilly Wealth Management
Wisconsin
$668K
AWM
731
Apex Wealth Management
New Hampshire
$666K
GAM
732
Grandview Asset Management
Pennsylvania
$664K
DP
733
Denver PWM
Colorado
$663K
AC
734
Apella Capital
Connecticut
$660K
CAAM
735
Cornerstone Advisors Asset Management
Pennsylvania
$659K
AO
736
Advisor OS
Illinois
$658K
PAMG
737
Patton Albertson Miller Group
Tennessee
$654K
CA
738
Clearstead Advisors
Ohio
$654K
ML
739
McAdam LLC
Pennsylvania
$651K
RWRC
740
R.W. Roge & Company
New York
$651K
SWP
741
Stratos Wealth Partners
Ohio
$644K
GP
742
Greenline Partners
New York
$630K
SSA
743
Shepherd Street Advisors
California
$630K
AWA
744
Aletheian Wealth Advisors
Washington
$630K
PB
745
Pinnacle Bancorp
Nebraska
$630K
WCFA
746
Walkner Condon Financial Advisors
Wisconsin
$630K
SWM
747
Shakespeare Wealth Management
Wisconsin
$630K
FFWA
748
FRG Family Wealth Advisors
Washington
$629K
HPIA
749
Hamilton Point Investment Advisors
North Carolina
$629K
OFP
750
OLIO Financial Planning
Virginia
$622K