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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
ATC
776
Argent Trust Co
Tennessee
$543K
CNWM
777
Clay Northam Wealth Management
California
$540K
SFG
778
Sovereign Financial Group
Connecticut
$539K
CFB
779
Cullen/Frost Bankers
Texas
$538K
RWA
780
Roberts Wealth Advisors
California
$538K
HCC
781
Hirtle Callaghan & Co
Pennsylvania
$536K
WA
782
Waterford Advisors
New York
$530K
SAM
783
Smithbridge Asset Management
Pennsylvania
$530K
SRWM
784
Shira Ridge Wealth Management
California
$530K
KFP
785
Keener Financial Planning
Texas
$527K
AA
786
AF Advisors
California
$521K
BF
787
Blankinship & Foster
California
$519K
GIM
788
Goelzer Investment Management
Indiana
$519K
PSCM
789
Per Stirling Capital Management
Texas
$516K
PWAM
790
Private Wealth Asset Management
Iowa
$516K
SCFS
791
Stewardship Concepts Financial Services
Washington
$515K
LAIC
792
Lederer & Associates Investment Counsel
California
$514K
TBWA
793
Three Bridge Wealth Advisors
California
$512K
CH
794
CDKV Holdings
Colorado
$512K
TFA
795
TrustWell Financial Advisors
Florida
$503K
SWGC
796
Summit Wealth Group (Colorado)
Colorado
$502K
NFC
797
Northstar Financial Companies
Pennsylvania
$501K
BP
798
Broadleaf Partners
Ohio
$501K
SHA
799
Seneca House Advisors
Virginia
$498K
RAG
800
RIA Advisory Group
Iowa
$497K