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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
RFP
751
Root Financial Partners
California
$607K
EL
752
EWA LLC
Pennsylvania
$606K
TVAMP
753
Tennessee Valley Asset Management Partners
Tennessee
$605K
IWM
754
Integris Wealth Management
California
$605K
RWP
755
Reliant Wealth Planning
Kentucky
$602K
SAM
756
Summit Asset Management
Tennessee
$601K
RFA
757
Rollins Financial Advisors
New York
$599K
AWM
758
Apollon Wealth Management
South Carolina
$597K
CWM
759
Centric Wealth Management
Illinois
$592K
SC
760
Shuttleworth & Co
Ohio
$590K
SC
761
SouthState Corp
Florida
$590K
IF
762
IRON Financial
Illinois
$588K
TW
763
TritonPoint Wealth
Maryland
$588K
DWP
764
Daymark Wealth Partners
Ohio
$586K
GI
765
GS Investments
Minnesota
$583K
AWA
766
Aquire Wealth Advisors
Utah
$581K
CFA
767
Capstone Financial Advisors
Illinois
$574K
FM
768
Foster & Motley
Ohio
$574K
AAS
769
Annex Advisory Services
Wisconsin
$572K
BDF
770
Black Diamond Financial
Maryland
$572K
BTI
771
Blue Trust Inc
Georgia
$564K
SPWM
772
Schrum Private Wealth Management
Florida
$562K
KCA
773
Kilner Capital Advisors
Maryland
$561K
LC
774
Landaas & Company
Wisconsin
$559K
NS
775
NBC Securities
Alabama
$559K