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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
BP
801
Broadleaf Partners
Ohio
$501K
SHA
802
Seneca House Advisors
Virginia
$498K
RAG
803
RIA Advisory Group
Iowa
$497K
ECM
804
Evergreen Capital Management
Washington
$496K
HAP
805
Harbor Asset Planning
Massachusetts
$496K
MFC
806
Morris Financial Concepts
South Carolina
$494K
TWA
807
Tandem Wealth Advisors
Arizona
$492K
AMIM
808
Aull & Monroe Investment Management
Alabama
$492K
WAM
809
Wernau Asset Management
Massachusetts
$491K
YAL
810
Your Advocates Ltd
Texas
$491K
HOWA
811
Heritage Oak Wealth Advisors
Florida
$488K
AUB
812
Atlantic Union Bankshares
Virginia
$485K
TH
813
Team Hewins
California
$484K
BIM
814
Baldwin Investment Management
Pennsylvania
$482K
7WCP
815
71 West Capital Partners
Massachusetts
$482K
AIM
816
Anchor Investment Management
South Carolina
$479K
GC
817
Gilbert & Cook
Iowa
$476K
RWP
818
Revolve Wealth Partners
New Jersey
$476K
AFGAS
819
Allegiance Financial Group Advisory Services
Virginia
$476K
CCA
820
Clarity Capital Advisors
Florida
$474K
VAG
821
VisionPoint Advisory Group
Texas
$473K
EHC
822
Everett Harris & Co
California
$471K
S4W
823
Solutions 4 Wealth
Texas
$471K
CPG
824
Cornerstone Planning Group
New Jersey
$470K
FBB
825
Fulton Breakefield Broenniman
Maryland
$470K