We are live on ! Find out more
SCHB icon

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
MJRIC
876
Mogy Joel R Investment Counsel
California
$412K
MIM
877
Moseley Investment Management
Florida
$411K
SWM
878
Stockman Wealth Management
Montana
$408K
VP
879
Verum Partners
North Carolina
$408K
FCBT
880
First Citizens Bank & Trust
North Carolina
$405K
GC
881
Gibson Capital
Pennsylvania
$403K
VFA
882
Valeo Financial Advisors
Indiana
$403K
MMCM
883
Murphy & Mullick Capital Management
New York
$399K
LOIP
884
Live Oak Investment Partners
Texas
$397K
BWMG
885
Barnes Wealth Management Group
California
$397K
Neuberger Berman Group
886
Neuberger Berman Group
New York
$397K
MFWP
887
Mosaic Family Wealth Partners
Missouri
$397K
AP
888
Appleton Partners
Massachusetts
$393K
MA
889
MONECO Advisors
Connecticut
$387K
BL
890
Balentine LLC
Georgia
$387K
BFA
891
Bill Few Associates
Pennsylvania
$387K
BFM
892
Broadview Financial Management
Wisconsin
$387K
FFG
893
Fortune Financial Group
Florida
$386K
FSWA
894
Financial Synergies Wealth Advisors
Texas
$385K
SG
895
Somerset Group
Minnesota
$385K
SF
896
Steffes Financial
Kansas
$384K
JWBC
897
John W. Brooker & Co
California
$384K
LF
898
LifeSteps Financial
California
$381K
VHAM
899
Van Hulzen Asset Management
California
$380K
PI
900
PFG Investments
New York
$377K