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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
GWANC
926
Guardian Wealth Advisors (North Carolina)
North Carolina
$352K
AF
927
Align Financial
Minnesota
$352K
RIM
928
Redwood Investment Management
Arizona
$352K
TP
929
Tranquility Partners
Tennessee
$351K
CWM
930
Cooke Wealth Management
California
$351K
FFA
931
Fragasso Financial Advisors
Pennsylvania
$350K
USCWA
932
U.S. Capital Wealth Advisors
Texas
$348K
GLLW
933
Graves Light Lenhart Wealth
Virginia
$348K
ZRP
934
Zynergy Retirement Planning
New Jersey
$346K
OFG
935
Opulen Financial Group
Virginia
$346K
ML
936
Mayport LLC
Massachusetts
$344K
JHC
937
J. Hagan Capital
Kentucky
$344K
CL
938
CVFG LLC
Indiana
$342K
AFA
939
American Financial Advisors
Georgia
$342K
CHAM
940
Clear Harbor Asset Management
Connecticut
$342K
PSF
941
Pacific Sun Financial
California
$339K
TWP
942
TFO Wealth Partners
Ohio
$337K
AWA
943
Alaska Wealth Advisors
Alaska
$337K
WCM
944
Washburn Capital Management
Florida
$336K
CFS
945
Coordinated Financial Services
Colorado
$336K
JC
946
JBGlobal.com
New York
$330K
IFA
947
Index Fund Advisors
California
$330K
ACM
948
Advisors Capital Management
New Jersey
$328K
KWM
949
Kingsview Wealth Management
Oregon
$328K
CCMI
950
Creative Capital Management Investments
California
$328K