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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
HCP
826
Hardin Capital Partners
South Carolina
$465K
CWA
827
Canvas Wealth Advisors
Kansas
$455K
SFP
828
Shepherd Financial Partners
Massachusetts
$454K
RCWM
829
Royal Capital Wealth Management
Indiana
$454K
NW
830
Naviter Wealth
Arkansas
$454K
LWM
831
Lakeridge Wealth Management
Ohio
$453K
RFC
832
Regions Financial Corp
Alabama
$453K
SRC
833
Sage Rhino Capital
California
$453K
ACM
834
Armbruster Capital Management
New York
$451K
IMC Chicago
835
IMC Chicago
Illinois
$450K
EW
836
Evoke Wealth
California
$449K
ONSWM
837
Old North State Wealth Management
North Carolina
$448K
PWA
838
Physician Wealth Advisors
Utah
$447K
GC
839
Garde Capital
Washington
$446K
FA
840
Fiducient Advisors
Illinois
$446K
SFG
841
Sage Financial Group
Pennsylvania
$445K
NL
842
NWAM LLC
Washington
$445K
Two Sigma Investments
843
Two Sigma Investments
New York
$444K
BIG
844
Brooklyn Investment Group
New York
$441K
PFBT
845
Parkside Financial Bank & Trust
Missouri
$440K
JWM
846
Jeppson Wealth Management
California
$436K
JPWM
847
Jamison Private Wealth Management
Georgia
$435K
WAM
848
Weatherly Asset Management
California
$434K
GWMR
849
GC Wealth Management RIA
Massachusetts
$431K
AAG
850
Armstrong Advisory Group
Massachusetts
$429K