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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
UCB
976
United Community Bank
South Carolina
$306K
5W
977
5T Wealth
California
$305K
DSAM
978
Dock Street Asset Management
Florida
$303K
CGA
979
Crescent Grove Advisors
Illinois
$301K
SIMC
980
Squire Investment Management Company
Utah
$301K
MWM
981
McCartney Wealth Management
Missouri
$300K
EA
982
Echo45 Advisors
California
$300K
FFA
983
Founders Financial Alliance
North Carolina
$299K
AIP
984
Almanack Investment Partners
Pennsylvania
$299K
MT
985
Midwest Trust
Kansas
$298K
CA
986
Claris Advisors
Missouri
$298K
W
987
Wealthquest
Ohio
$298K
AWM
988
Arista Wealth Management
Nevada
$298K
GD
989
Grandfield & Dodd
New York
$295K
PW
990
PUREfi Wealth
Massachusetts
$295K
SCTC
991
Sanibel Captiva Trust Company
Florida
$294K
MFF
992
Michels Family Financial
Texas
$294K
CF
993
Carter Financial
California
$288K
MSWMA
994
Market Street Wealth Management Advisors
Indiana
$288K
GFP
995
Guardian Financial Partners
California
$286K
NFG
996
Nations Financial Group
Iowa
$286K
PWM
997
Paulson Wealth Management
Illinois
$285K
SCA
998
Snowden Capital Advisors
New York
$285K
KL
999
KWMG LLC
Kansas
$285K
APW
1000
Aurora Private Wealth
New Jersey
$284K