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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
Two Sigma Investments
851
Two Sigma Investments
New York
$444K
BIG
852
Brooklyn Investment Group
New York
$441K
PFBT
853
Parkside Financial Bank & Trust
Missouri
$440K
JWM
854
Jeppson Wealth Management
California
$436K
JPWM
855
Jamison Private Wealth Management
Georgia
$435K
WAM
856
Weatherly Asset Management
California
$434K
GWMR
857
GC Wealth Management RIA
Massachusetts
$431K
AAG
858
Armstrong Advisory Group
Massachusetts
$429K
FA
859
Fiduciary Alliance
South Carolina
$426K
AWM
860
Accurate Wealth Management
Florida
$426K
AT
861
Arlington Trust
Alabama
$424K
KA
862
Klingman & Associates
New York
$423K
AMM
863
American Money Management
California
$422K
JC
864
Jacobs & Co
California
$421K
UAS
865
United Asset Strategies
New York
$420K
WFA
866
West Financial Advisors
Iowa
$419K
FI
867
FinArc Investments
Massachusetts
$419K
CCM
868
Coldstream Capital Management
Washington
$417K
CNC
869
Canandaigua National Corp
New York
$417K
FRA
870
Front Row Advisors
California
$417K
ACP
871
Aviance Capital Partners
Florida
$416K
CSP
872
Cary Street Partners
Virginia
$416K
BWFA
873
Baltimore-Washington Financial Advisors
Maryland
$415K
TWM
874
Trevian Wealth Management
Massachusetts
$414K
RA
875
Resolute Advisors
California
$414K