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