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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
LCWM
901
Legacy Capital Wealth Management
Texas
$369K
VIA
902
Vickerman Investment Advisors
Washington
$369K
AWC
903
Adamsbrown Wealth Consultants
Kansas
$369K
EP
904
Edgestream Partners
New Jersey
$367K
CIA
905
Capital Investment Advisors
Georgia
$366K
PWP
906
Precedent Wealth Partners
Texas
$365K
EW
907
Expressive Wealth
Illinois
$364K
CGPCS
908
Capital Group Private Client Services
California
$363K
GS
909
GWN Securities
Florida
$361K
NBWM
910
North Berkeley Wealth Management
California
$361K
HR
911
Hardy Reed
Mississippi
$360K
DI
912
Disciplined Investments
Oklahoma
$360K
CW
913
CreativeOne Wealth
Kansas
$360K
CFCS
914
CDM Financial Counseling Services
Connecticut
$358K
PMFA
915
Plante Moran Financial Advisors
Michigan
$357K
VCM
916
Versant Capital Management
Arizona
$357K
KBFS
917
Kohmann Bosshard Financial Services
Ohio
$356K
SWM
918
SHP Wealth Management
Massachusetts
$356K
G
919
Gainplan
Michigan
$355K
WS
920
Wedbush Securities
California
$355K
IFG
921
Independent Financial Group
California
$353K
FGC
922
First Growth Capital
Maryland
$353K
GWANC
923
Guardian Wealth Advisors (North Carolina)
North Carolina
$352K
AF
924
Align Financial
Minnesota
$352K
RIM
925
Redwood Investment Management
Arizona
$352K