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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
LOIP
876
Live Oak Investment Partners
Texas
$397K
BWMG
877
Barnes Wealth Management Group
California
$397K
Neuberger Berman Group
878
Neuberger Berman Group
New York
$397K
MFWP
879
Mosaic Family Wealth Partners
Missouri
$397K
AP
880
Appleton Partners
Massachusetts
$393K
MA
881
MONECO Advisors
Connecticut
$387K
BL
882
Balentine LLC
Georgia
$387K
BFA
883
Bill Few Associates
Pennsylvania
$387K
BFM
884
Broadview Financial Management
Wisconsin
$387K
FFG
885
Fortune Financial Group
Florida
$386K
FSWA
886
Financial Synergies Wealth Advisors
Texas
$385K
SG
887
Somerset Group
Minnesota
$385K
SF
888
Steffes Financial
Kansas
$384K
JWBC
889
John W. Brooker & Co
California
$384K
LF
890
LifeSteps Financial
California
$381K
VHAM
891
Van Hulzen Asset Management
California
$380K
PI
892
PFG Investments
New York
$377K
CANC
893
Culbertson A N & Co
Virginia
$377K
CTFG
894
Capstone Triton Financial Group
Oklahoma
$376K
FCIM
895
Fairview Capital Investment Management
California
$376K
WCM
896
Winthrop Capital Management
Indiana
$375K
AWM
897
Able Wealth Management
New Jersey
$375K
NRC
898
New Republic Capital
North Carolina
$372K
SEI Investments
899
SEI Investments
Pennsylvania
$372K
ESB
900
Essex Savings Bank
Connecticut
$370K