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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
ECM
801
Evergreen Capital Management
Washington
$496K
HAP
802
Harbor Asset Planning
Massachusetts
$496K
MFC
803
Morris Financial Concepts
South Carolina
$494K
TWA
804
Tandem Wealth Advisors
Arizona
$492K
AMIM
805
Aull & Monroe Investment Management
Alabama
$492K
WAM
806
Wernau Asset Management
Massachusetts
$491K
YAL
807
Your Advocates Ltd
Texas
$491K
HOWA
808
Heritage Oak Wealth Advisors
Florida
$488K
AUB
809
Atlantic Union Bankshares
Virginia
$485K
TH
810
Team Hewins
California
$484K
BIM
811
Baldwin Investment Management
Pennsylvania
$482K
7WCP
812
71 West Capital Partners
Massachusetts
$482K
AIM
813
Anchor Investment Management
South Carolina
$479K
GC
814
Gilbert & Cook
Iowa
$476K
RWP
815
Revolve Wealth Partners
New Jersey
$476K
AFGAS
816
Allegiance Financial Group Advisory Services
Virginia
$476K
CCA
817
Clarity Capital Advisors
Florida
$474K
VAG
818
VisionPoint Advisory Group
Texas
$473K
EHC
819
Everett Harris & Co
California
$471K
S4W
820
Solutions 4 Wealth
Texas
$471K
CPG
821
Cornerstone Planning Group
New Jersey
$470K
FBB
822
Fulton Breakefield Broenniman
Maryland
$470K
DC
823
Davenport & Co
Virginia
$469K
SWP
824
Strategic Wealth Partners
Ohio
$466K
CWA
825
Clarity Wealth Advisors
California
$466K