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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
RPA
976
Rock Point Advisors
Vermont
$307K
WAM
977
Worth Asset Management
Texas
$307K
PIA
978
Pinion Investment Advisors
Kansas
$307K
GA
979
Goldstein Advisors
Wisconsin
$307K
VWM
980
Venturi Wealth Management
Texas
$306K
UCB
981
United Community Bank
South Carolina
$306K
5W
982
5T Wealth
California
$305K
DSAM
983
Dock Street Asset Management
Florida
$303K
CGA
984
Crescent Grove Advisors
Illinois
$301K
SIMC
985
Squire Investment Management Company
Utah
$301K
MWM
986
McCartney Wealth Management
Missouri
$300K
EA
987
Echo45 Advisors
California
$300K
FFA
988
Founders Financial Alliance
North Carolina
$299K
AIP
989
Almanack Investment Partners
Pennsylvania
$299K
MT
990
Midwest Trust
Kansas
$298K
CA
991
Claris Advisors
Missouri
$298K
AWM
992
Arista Wealth Management
Nevada
$298K
GD
993
Grandfield & Dodd
New York
$295K
PW
994
PUREfi Wealth
Massachusetts
$295K
SCTC
995
Sanibel Captiva Trust Company
Florida
$294K
MFF
996
Michels Family Financial
Texas
$294K
CF
997
Carter Financial
California
$288K
MSWMA
998
Market Street Wealth Management Advisors
Indiana
$288K
GFP
999
Guardian Financial Partners
California
$286K
NFG
1000
Nations Financial Group
Iowa
$286K