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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
WAM
851
Weatherly Asset Management
California
$434K
GWMR
852
GC Wealth Management RIA
Massachusetts
$431K
AAG
853
Armstrong Advisory Group
Massachusetts
$429K
FA
854
Fiduciary Alliance
South Carolina
$426K
AWM
855
Accurate Wealth Management
Florida
$426K
AT
856
Arlington Trust
Alabama
$424K
KA
857
Klingman & Associates
New York
$423K
AMM
858
American Money Management
California
$422K
JC
859
Jacobs & Co
California
$421K
UAS
860
United Asset Strategies
New York
$420K
WFA
861
West Financial Advisors
Iowa
$419K
FI
862
FinArc Investments
Massachusetts
$419K
CCM
863
Coldstream Capital Management
Washington
$417K
CNC
864
Canandaigua National Corp
New York
$417K
FRA
865
Front Row Advisors
California
$417K
ACP
866
Aviance Capital Partners
Florida
$416K
CSP
867
Cary Street Partners
Virginia
$416K
BWFA
868
Baltimore-Washington Financial Advisors
Maryland
$415K
TWM
869
Trevian Wealth Management
Massachusetts
$414K
RA
870
Resolute Advisors
California
$414K
MJRIC
871
Mogy Joel R Investment Counsel
California
$412K
MIM
872
Moseley Investment Management
Florida
$411K
SWM
873
Stockman Wealth Management
Montana
$408K
VP
874
Verum Partners
North Carolina
$408K
FCBT
875
First Citizens Bank & Trust
North Carolina
$405K