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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
DC
826
Davenport & Co
Virginia
$469K
SWP
827
Strategic Wealth Partners
Ohio
$466K
CWA
828
Clarity Wealth Advisors
California
$466K
HCP
829
Hardin Capital Partners
South Carolina
$465K
CWA
830
Canvas Wealth Advisors
Kansas
$455K
SFP
831
Shepherd Financial Partners
Massachusetts
$454K
RCWM
832
Royal Capital Wealth Management
Indiana
$454K
NW
833
Naviter Wealth
Arkansas
$454K
LWM
834
Lakeridge Wealth Management
Ohio
$453K
RFC
835
Regions Financial Corp
Alabama
$453K
SRC
836
Sage Rhino Capital
California
$453K
ACM
837
Armbruster Capital Management
New York
$451K
IMC Chicago
838
IMC Chicago
Illinois
$450K
EW
839
Evoke Wealth
California
$449K
ONSWM
840
Old North State Wealth Management
North Carolina
$448K
PWA
841
Physician Wealth Advisors
Utah
$447K
GC
842
Garde Capital
Washington
$446K
FA
843
Fiducient Advisors
Illinois
$446K
SFG
844
Sage Financial Group
Pennsylvania
$445K
NL
845
NWAM LLC
Washington
$445K
Two Sigma Investments
846
Two Sigma Investments
New York
$444K
BIG
847
Brooklyn Investment Group
New York
$441K
PFBT
848
Parkside Financial Bank & Trust
Missouri
$440K
JWM
849
Jeppson Wealth Management
California
$436K
JPWM
850
Jamison Private Wealth Management
Georgia
$435K