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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
VAG
826
VisionPoint Advisory Group
Texas
$473K
EHC
827
Everett Harris & Co
California
$471K
S4W
828
Solutions 4 Wealth
Texas
$471K
CPG
829
Cornerstone Planning Group
New Jersey
$470K
FBB
830
Fulton Breakefield Broenniman
Maryland
$470K
DC
831
Davenport & Co
Virginia
$469K
SWP
832
Strategic Wealth Partners
Ohio
$466K
CWA
833
Clarity Wealth Advisors
California
$466K
HCP
834
Hardin Capital Partners
South Carolina
$465K
CWA
835
Canvas Wealth Advisors
Kansas
$455K
SFP
836
Shepherd Financial Partners
Massachusetts
$454K
RCWM
837
Royal Capital Wealth Management
Indiana
$454K
NW
838
Naviter Wealth
Arkansas
$454K
LWM
839
Lakeridge Wealth Management
Ohio
$453K
RFC
840
Regions Financial Corp
Alabama
$453K
SRC
841
Sage Rhino Capital
California
$453K
ACM
842
Armbruster Capital Management
New York
$451K
IMC Chicago
843
IMC Chicago
Illinois
$450K
EW
844
Evoke Wealth
California
$449K
ONSWM
845
Old North State Wealth Management
North Carolina
$448K
PWA
846
Physician Wealth Advisors
Utah
$447K
GC
847
Garde Capital
Washington
$446K
FA
848
Fiducient Advisors
Illinois
$446K
SFG
849
Sage Financial Group
Pennsylvania
$445K
NL
850
NWAM LLC
Washington
$445K