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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
GWL
951
Generations Wealth LLC
Ohio
$326K
SL
952
StoryOne LLC
Kansas
$326K
LWM
953
Level Wealth Management
North Carolina
$325K
BFG
954
Berger Financial Group
Minnesota
$324K
AF
955
Apollon Financial
South Carolina
$321K
FA
956
Fedenia Advisers
Wisconsin
$320K
NPI
957
New Perspectives Inc
Mississippi
$318K
5NPW
958
55 North Private Wealth
Florida
$318K
CIA
959
Choate Investment Advisors
Massachusetts
$317K
RMF
960
Red Mountain Financial
Colorado
$317K
WCM
961
WealthBridge Capital Management
Ohio
$316K
CE
962
Cornerstone Enterprises
Wisconsin
$312K
DB
963
Dravo Bay
Delaware
$312K
DAS
964
Dynamic Advisor Solutions
Arizona
$310K
BWM
965
Briggs Wealth Management
Connecticut
$309K
BW
966
BostonPremier Wealth
Massachusetts
$308K
SAM
967
Silvercrest Asset Management
New York
$308K
RPA
968
Rock Point Advisors
Vermont
$307K
WAM
969
Worth Asset Management
Texas
$307K
PIA
970
Pinion Investment Advisors
Kansas
$307K
GA
971
Goldstein Advisors
Wisconsin
$307K
VWM
972
Venturi Wealth Management
Texas
$306K
UCB
973
United Community Bank
South Carolina
$306K
5W
974
5T Wealth
California
$305K
DSAM
975
Dock Street Asset Management
Florida
$303K