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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
TP
926
Tranquility Partners
Tennessee
$351K
CWM
927
Cooke Wealth Management
California
$351K
FFA
928
Fragasso Financial Advisors
Pennsylvania
$350K
USCWA
929
U.S. Capital Wealth Advisors
Texas
$348K
GLLW
930
Graves Light Lenhart Wealth
Virginia
$348K
ZRP
931
Zynergy Retirement Planning
New Jersey
$346K
OFG
932
Opulen Financial Group
Virginia
$346K
ML
933
Mayport LLC
Massachusetts
$344K
JHC
934
J. Hagan Capital
Kentucky
$344K
CL
935
CVFG LLC
Indiana
$342K
AFA
936
American Financial Advisors
Georgia
$342K
CHAM
937
Clear Harbor Asset Management
Connecticut
$342K
PSF
938
Pacific Sun Financial
California
$339K
TWP
939
TFO Wealth Partners
Ohio
$337K
AWA
940
Alaska Wealth Advisors
Alaska
$337K
WCM
941
Washburn Capital Management
Florida
$336K
CFS
942
Coordinated Financial Services
Colorado
$336K
JC
943
JBGlobal.com
New York
$330K
IFA
944
Index Fund Advisors
California
$330K
ACM
945
Advisors Capital Management
New Jersey
$328K
KWM
946
Kingsview Wealth Management
Oregon
$328K
CCMI
947
Creative Capital Management Investments
California
$328K
SLA
948
Silver Lake Advisory
Utah
$327K
AL
949
ADE LLC
Maryland
$327K
HWA
950
Heartwood Wealth Advisors
Virginia
$326K