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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
SLA
951
Silver Lake Advisory
Utah
$327K
AL
952
ADE LLC
Maryland
$327K
HWA
953
Heartwood Wealth Advisors
Virginia
$326K
GWL
954
Generations Wealth LLC
Ohio
$326K
SL
955
StoryOne LLC
Kansas
$326K
LWM
956
Level Wealth Management
North Carolina
$325K
BFG
957
Berger Financial Group
Minnesota
$324K
AF
958
Apollon Financial
South Carolina
$321K
FA
959
Fedenia Advisers
Wisconsin
$320K
NPI
960
New Perspectives Inc
Mississippi
$318K
5NPW
961
55 North Private Wealth
Florida
$318K
CIA
962
Choate Investment Advisors
Massachusetts
$317K
RMF
963
Red Mountain Financial
Colorado
$317K
WCM
964
WealthBridge Capital Management
Ohio
$316K
CE
965
Cornerstone Enterprises
Wisconsin
$312K
DB
966
Dravo Bay
Delaware
$312K
DAS
967
Dynamic Advisor Solutions
Arizona
$310K
BWM
968
Briggs Wealth Management
Connecticut
$309K
BW
969
BostonPremier Wealth
Massachusetts
$308K
SAM
970
Silvercrest Asset Management
New York
$308K
RPA
971
Rock Point Advisors
Vermont
$307K
WAM
972
Worth Asset Management
Texas
$307K
PIA
973
Pinion Investment Advisors
Kansas
$307K
GA
974
Goldstein Advisors
Wisconsin
$307K
VWM
975
Venturi Wealth Management
Texas
$306K