SCHB icon

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
CGA
976
Crescent Grove Advisors
Illinois
$301K
SIMC
977
Squire Investment Management Company
Utah
$301K
MWM
978
McCartney Wealth Management
Missouri
$300K
EA
979
Echo45 Advisors
California
$300K
FFA
980
Founders Financial Alliance
North Carolina
$299K
AIP
981
Almanack Investment Partners
Pennsylvania
$299K
MT
982
Midwest Trust
Kansas
$298K
CA
983
Claris Advisors
Missouri
$298K
W
984
Wealthquest
Ohio
$298K
AWM
985
Arista Wealth Management
Nevada
$298K
GD
986
Grandfield & Dodd
New York
$295K
PW
987
PUREfi Wealth
Massachusetts
$295K
SCTC
988
Sanibel Captiva Trust Company
Florida
$294K
MFF
989
Michels Family Financial
Texas
$294K
CF
990
Carter Financial
California
$288K
MSWMA
991
Market Street Wealth Management Advisors
Indiana
$288K
GFP
992
Guardian Financial Partners
California
$286K
NFG
993
Nations Financial Group
Iowa
$286K
PWM
994
Paulson Wealth Management
Illinois
$285K
SCA
995
Snowden Capital Advisors
New York
$285K
KL
996
KWMG LLC
Kansas
$285K
APW
997
Aurora Private Wealth
New Jersey
$284K
VCM
998
Virtue Capital Management
Tennessee
$284K
SPA
999
Sentinel Pension Advisors
Massachusetts
$283K
PC
1000
Prairiewood Capital
North Dakota
$281K