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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
NRC
901
New Republic Capital
North Carolina
$372K
SEI Investments
902
SEI Investments
Pennsylvania
$372K
ESB
903
Essex Savings Bank
Connecticut
$370K
LCWM
904
Legacy Capital Wealth Management
Texas
$369K
VIA
905
Vickerman Investment Advisors
Washington
$369K
AWC
906
Adamsbrown Wealth Consultants
Kansas
$369K
EP
907
Edgestream Partners
New Jersey
$367K
CIA
908
Capital Investment Advisors
Georgia
$366K
PWP
909
Precedent Wealth Partners
Texas
$365K
EW
910
Expressive Wealth
Illinois
$364K
CGPCS
911
Capital Group Private Client Services
California
$363K
GS
912
GWN Securities
Florida
$361K
NBWM
913
North Berkeley Wealth Management
California
$361K
HR
914
Hardy Reed
Mississippi
$360K
DI
915
Disciplined Investments
Oklahoma
$360K
CW
916
CreativeOne Wealth
Kansas
$360K
CFCS
917
CDM Financial Counseling Services
Connecticut
$358K
PMFA
918
Plante Moran Financial Advisors
Michigan
$357K
VCM
919
Versant Capital Management
Arizona
$357K
KBFS
920
Kohmann Bosshard Financial Services
Ohio
$356K
SWM
921
SHP Wealth Management
Massachusetts
$356K
G
922
Gainplan
Michigan
$355K
WS
923
Wedbush Securities
California
$355K
IFG
924
Independent Financial Group
California
$353K
FGC
925
First Growth Capital
Maryland
$353K