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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
VCM
1001
Virtue Capital Management
Tennessee
$284K
SPA
1002
Sentinel Pension Advisors
Massachusetts
$283K
PC
1003
Prairiewood Capital
North Dakota
$281K
WTC
1004
WhitTier Trust Company
Nevada
$281K
CHWM
1005
Cauble & Harre Wealth Management
Missouri
$280K
VAMG
1006
Voisard Asset Management Group
Michigan
$279K
BFG
1007
Bleakley Financial Group
New Jersey
$278K
NCM
1008
Noesis Capital Mangement
Florida
$277K
PK
1009
Pflug Koory
Nebraska
$275K
First Manhattan
1010
First Manhattan
New York
$272K
BPWM
1011
Badgley Phelps Wealth Managers
Washington
$272K
FIA
1012
FPC Investment Advisory
California
$272K
IFS
1013
Ifrah Financial Services
Arkansas
$272K
RF
1014
Rossby Financial
Florida
$272K
TF
1015
Trek Financial
Arizona
$271K
BWM
1016
BlackDiamond Wealth Management
New York
$271K
BWP
1017
Baldwin Wealth Partners
Massachusetts
$270K
VWM
1018
Vigilare Wealth Management
Arizona
$269K
CPSAC
1019
Chas P. Smith & Associates (CPS)
Florida
$268K
BWS
1020
Broadway Wealth Solutions
Texas
$267K
VWA
1021
VERITY Wealth Advisors
United States
$267K
OCM
1022
Orion Capital Management
California
$265K
CAM
1023
Councilmark Asset Management
Tennessee
$264K
BWA
1024
Beam Wealth Advisors
Louisiana
$262K
EFG
1025
Everest Financial Group
Minnesota
$262K