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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
TIM
776
Total Investment Management
Arizona
$554K
SSW
777
Stone Summit Wealth
Florida
$549K
TCM
778
Traynor Capital Management
Pennsylvania
$548K
MFA
779
Mayflower Financial Advisors
Massachusetts
$547K
FA
780
Faithward Advisors
Pennsylvania
$547K
BSI
781
Bennett Selby Investments
Maine
$547K
PRI
782
Prepared Retirement Institute
Pennsylvania
$546K
VCWA
783
Vanguard Capital Wealth Advisors
Colorado
$544K
ATC
784
Argent Trust Co
Tennessee
$543K
CNWM
785
Clay Northam Wealth Management
California
$540K
SFG
786
Sovereign Financial Group
Connecticut
$539K
CFB
787
Cullen/Frost Bankers
Texas
$538K
RWA
788
Roberts Wealth Advisors
California
$538K
HCC
789
Hirtle Callaghan & Co
Pennsylvania
$536K
WA
790
Waterford Advisors
New York
$530K
SAM
791
Smithbridge Asset Management
Pennsylvania
$530K
SRWM
792
Shira Ridge Wealth Management
California
$530K
KFP
793
Keener Financial Planning
Texas
$527K
AA
794
AF Advisors
California
$521K
BF
795
Blankinship & Foster
California
$519K
GIM
796
Goelzer Investment Management
Indiana
$519K
PSCM
797
Per Stirling Capital Management
Texas
$516K
PWAM
798
Private Wealth Asset Management
Iowa
$516K
SCFS
799
Stewardship Concepts Financial Services
Washington
$515K
LAIC
800
Lederer & Associates Investment Counsel
California
$514K