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Schwab US Broad Market ETF

1,304 hedge funds and large institutions have $13.3B invested in Schwab US Broad Market ETF in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 516 increasing their positions, 479 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 → $13.3B (+$353M)

0% less funds holding

Funds holding: 1,3081,304 (-4)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
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
SWM
926
SHP Wealth Management
Massachusetts
$356K
G
927
Gainplan
Michigan
$355K
WS
928
Wedbush Securities
California
$355K
IFG
929
Independent Financial Group
California
$353K
FGC
930
First Growth Capital
Maryland
$353K
GWANC
931
Guardian Wealth Advisors (North Carolina)
North Carolina
$352K
AF
932
Align Financial
Minnesota
$352K
RIM
933
Redwood Investment Management
Arizona
$352K
TP
934
Tranquility Partners
Tennessee
$351K
CWM
935
Cooke Wealth Management
California
$351K
FFA
936
Fragasso Financial Advisors
Pennsylvania
$350K
USCWA
937
U.S. Capital Wealth Advisors
Texas
$348K
GLLW
938
Graves Light Lenhart Wealth
Virginia
$348K
ZRP
939
Zynergy Retirement Planning
New Jersey
$346K
OFG
940
Opulen Financial Group
Virginia
$346K
ML
941
Mayport LLC
Massachusetts
$344K
JHC
942
J. Hagan Capital
Kentucky
$344K
CL
943
CVFG LLC
Indiana
$342K
AFA
944
American Financial Advisors
Georgia
$342K
CHAM
945
Clear Harbor Asset Management
Connecticut
$342K
PSF
946
Pacific Sun Financial
California
$339K
TWP
947
TFO Wealth Partners
Ohio
$337K
AWA
948
Alaska Wealth Advisors
Alaska
$337K
WCM
949
Washburn Capital Management
Florida
$336K
CFS
950
Coordinated Financial Services
Colorado
$336K