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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
AC
726
Apella Capital
Connecticut
$660K
CAAM
727
Cornerstone Advisors Asset Management
Pennsylvania
$659K
AO
728
Advisor OS
Illinois
$658K
PAMG
729
Patton Albertson Miller Group
Tennessee
$654K
CA
730
Clearstead Advisors
Ohio
$654K
ML
731
McAdam LLC
Pennsylvania
$651K
RWRC
732
R.W. Roge & Company
New York
$651K
SWP
733
Stratos Wealth Partners
Ohio
$644K
GP
734
Greenline Partners
New York
$630K
SSA
735
Shepherd Street Advisors
California
$630K
AWA
736
Aletheian Wealth Advisors
Washington
$630K
PB
737
Pinnacle Bancorp
Nebraska
$630K
WCFA
738
Walkner Condon Financial Advisors
Wisconsin
$630K
SWM
739
Shakespeare Wealth Management
Wisconsin
$630K
FFWA
740
FRG Family Wealth Advisors
Washington
$629K
HPIA
741
Hamilton Point Investment Advisors
North Carolina
$629K
OFP
742
OLIO Financial Planning
Virginia
$622K
RFP
743
Root Financial Partners
California
$607K
EL
744
EWA LLC
Pennsylvania
$606K
TVAMP
745
Tennessee Valley Asset Management Partners
Tennessee
$605K
IWM
746
Integris Wealth Management
California
$605K
RWP
747
Reliant Wealth Planning
Kentucky
$602K
SAM
748
Summit Asset Management
Tennessee
$601K
RFA
749
Rollins Financial Advisors
New York
$599K
AWM
750
Apollon Wealth Management
South Carolina
$597K