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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
FA
851
Fiduciary Alliance
South Carolina
$426K
AWM
852
Accurate Wealth Management
Florida
$426K
AT
853
Arlington Trust
Alabama
$424K
KA
854
Klingman & Associates
New York
$423K
AMM
855
American Money Management
California
$422K
JC
856
Jacobs & Co
California
$421K
UAS
857
United Asset Strategies
New York
$420K
WFA
858
West Financial Advisors
Iowa
$419K
FII
859
FinArc Investments, Inc.
Massachusetts
$419K
CCM
860
Coldstream Capital Management
Washington
$417K
CNC
861
Canandaigua National Corp
New York
$417K
FRA
862
Front Row Advisors
California
$417K
ACP
863
Aviance Capital Partners
Florida
$416K
CSP
864
Cary Street Partners
Virginia
$416K
BWFA
865
Baltimore-Washington Financial Advisors
Maryland
$415K
TWM
866
Trevian Wealth Management
Massachusetts
$414K
RA
867
Resolute Advisors
California
$414K
MJRIC
868
Mogy Joel R Investment Counsel
California
$412K
MIM
869
Moseley Investment Management
Florida
$411K
SWM
870
Stockman Wealth Management
Montana
$408K
VP
871
Verum Partners
North Carolina
$408K
FCBT
872
First Citizens Bank & Trust
North Carolina
$405K
GC
873
Gibson Capital
Pennsylvania
$403K
VFA
874
Valeo Financial Advisors
Indiana
$403K
MMCM
875
Murphy & Mullick Capital Management
New York
$399K