SCHB icon

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
CWM
751
Centric Wealth Management
Illinois
$592K
SC
752
Shuttleworth & Co
Ohio
$590K
SC
753
SouthState Corp
Florida
$590K
IF
754
IRON Financial
Illinois
$588K
TW
755
TritonPoint Wealth
Maryland
$588K
DWP
756
Daymark Wealth Partners
Ohio
$586K
GI
757
GS Investments
Minnesota
$583K
AWA
758
Aquire Wealth Advisors
Utah
$581K
CFA
759
Capstone Financial Advisors
Illinois
$574K
FM
760
Foster & Motley
Ohio
$574K
AAS
761
Annex Advisory Services
Wisconsin
$572K
BDF
762
Black Diamond Financial
Maryland
$572K
BTI
763
Blue Trust Inc
Georgia
$564K
SPWM
764
Schrum Private Wealth Management
Florida
$562K
KCA
765
Kilner Capital Advisors
Maryland
$561K
LC
766
Landaas & Company
Wisconsin
$559K
NS
767
NBC Securities
Alabama
$559K
TIM
768
Total Investment Management
Arizona
$554K
SSW
769
Stone Summit Wealth
Florida
$549K
TCM
770
Traynor Capital Management
Pennsylvania
$548K
MFA
771
Mayflower Financial Advisors
Massachusetts
$547K
FA
772
Faithward Advisors
Pennsylvania
$547K
BSI
773
Bennett Selby Investments
Maine
$547K
PRI
774
Prepared Retirement Institute
Pennsylvania
$546K
VCWA
775
Vanguard Capital Wealth Advisors
Colorado
$544K