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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
BSI
776
Bennett Selby Investments
Maine
$547K
PRI
777
Prepared Retirement Institute
Pennsylvania
$546K
VCWA
778
Vanguard Capital Wealth Advisors
Colorado
$544K
ATC
779
Argent Trust Co
Tennessee
$543K
CNWM
780
Clay Northam Wealth Management
California
$540K
SFG
781
Sovereign Financial Group
Connecticut
$539K
CFB
782
Cullen/Frost Bankers
Texas
$538K
RWA
783
Roberts Wealth Advisors
California
$538K
HCC
784
Hirtle Callaghan & Co
Pennsylvania
$536K
WA
785
Waterford Advisors
New York
$530K
SAM
786
Smithbridge Asset Management
Pennsylvania
$530K
SRWM
787
Shira Ridge Wealth Management
California
$530K
KFP
788
Keener Financial Planning
Texas
$527K
AA
789
AF Advisors
California
$521K
BF
790
Blankinship & Foster
California
$519K
GIM
791
Goelzer Investment Management
Indiana
$519K
PSCM
792
Per Stirling Capital Management
Texas
$516K
PWAM
793
Private Wealth Asset Management
Iowa
$516K
SCFS
794
Stewardship Concepts Financial Services
Washington
$515K
LAIC
795
Lederer & Associates Investment Counsel
California
$514K
TBWA
796
Three Bridge Wealth Advisors
California
$512K
CH
797
CDKV Holdings
Colorado
$512K
TFA
798
TrustWell Financial Advisors
Florida
$503K
SWGC
799
Summit Wealth Group (Colorado)
Colorado
$502K
NFC
800
Northstar Financial Companies
Pennsylvania
$501K