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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
TBWA
801
Three Bridge Wealth Advisors
California
$512K
CH
802
CDKV Holdings
Colorado
$512K
TFA
803
TrustWell Financial Advisors
Florida
$503K
SWGC
804
Summit Wealth Group (Colorado)
Colorado
$502K
NFC
805
Northstar Financial Companies
Pennsylvania
$501K
BP
806
Broadleaf Partners
Ohio
$501K
SHA
807
Seneca House Advisors
Virginia
$498K
RAG
808
RIA Advisory Group
Iowa
$497K
ECM
809
Evergreen Capital Management
Washington
$496K
HAP
810
Harbor Asset Planning
Massachusetts
$496K
MFC
811
Morris Financial Concepts
South Carolina
$494K
TWA
812
Tandem Wealth Advisors
Arizona
$492K
AMIM
813
Aull & Monroe Investment Management
Alabama
$492K
WAM
814
Wernau Asset Management
Massachusetts
$491K
YAL
815
Your Advocates Ltd
Texas
$491K
HOWA
816
Heritage Oak Wealth Advisors
Florida
$488K
AUB
817
Atlantic Union Bankshares
Virginia
$485K
TH
818
Team Hewins
California
$484K
BIM
819
Baldwin Investment Management
Pennsylvania
$482K
7WCP
820
71 West Capital Partners
Massachusetts
$482K
AIM
821
Anchor Investment Management
South Carolina
$479K
GC
822
Gilbert & Cook
Iowa
$476K
RWP
823
Revolve Wealth Partners
New Jersey
$476K
AFGAS
824
Allegiance Financial Group Advisory Services
Virginia
$476K
CCA
825
Clarity Capital Advisors
Florida
$474K