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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
JC
951
JBGlobal.com
New York
$330K
IFA
952
Index Fund Advisors
California
$330K
ACM
953
Advisors Capital Management
New Jersey
$328K
KWM
954
Kingsview Wealth Management
Oregon
$328K
CCMI
955
Creative Capital Management Investments
California
$328K
SLA
956
Silver Lake Advisory
Utah
$327K
AL
957
ADE LLC
Maryland
$327K
HWA
958
Heartwood Wealth Advisors
Virginia
$326K
GWL
959
Generations Wealth LLC
Ohio
$326K
SL
960
StoryOne LLC
Kansas
$326K
LWM
961
Level Wealth Management
North Carolina
$325K
BFG
962
Berger Financial Group
Minnesota
$324K
AF
963
Apollon Financial
South Carolina
$321K
FA
964
Fedenia Advisers
Wisconsin
$320K
NPI
965
New Perspectives Inc
Mississippi
$318K
5NPW
966
55 North Private Wealth
Florida
$318K
CIA
967
Choate Investment Advisors
Massachusetts
$317K
RMF
968
Red Mountain Financial
Colorado
$317K
WCM
969
WealthBridge Capital Management
Ohio
$316K
CE
970
Cornerstone Enterprises
Wisconsin
$312K
DB
971
Dravo Bay
Delaware
$312K
DAS
972
Dynamic Advisor Solutions
Arizona
$310K
BWM
973
Briggs Wealth Management
Connecticut
$309K
BW
974
BostonPremier Wealth
Massachusetts
$308K
SAM
975
Silvercrest Asset Management
New York
$308K