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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
PWM
1001
Paulson Wealth Management
Illinois
$285K
SCA
1002
Snowden Capital Advisors
New York
$285K
KL
1003
KWMG LLC
Kansas
$285K
APW
1004
Aurora Private Wealth
New Jersey
$284K
VCM
1005
Virtue Capital Management
Tennessee
$284K
SPA
1006
Sentinel Pension Advisors
Massachusetts
$283K
PC
1007
Prairiewood Capital
North Dakota
$281K
WTC
1008
WhitTier Trust Company
Nevada
$281K
CHWM
1009
Cauble & Harre Wealth Management
Missouri
$280K
VAMG
1010
Voisard Asset Management Group
Michigan
$279K
BFG
1011
Bleakley Financial Group
New Jersey
$278K
NCM
1012
Noesis Capital Mangement
Florida
$277K
PK
1013
Pflug Koory
Nebraska
$275K
First Manhattan
1014
First Manhattan
New York
$272K
BPWM
1015
Badgley Phelps Wealth Managers
Washington
$272K
FIA
1016
FPC Investment Advisory
California
$272K
IFS
1017
Ifrah Financial Services
Arkansas
$272K
RF
1018
Rossby Financial
Florida
$272K
TF
1019
Trek Financial
Arizona
$271K
BWM
1020
BlackDiamond Wealth Management
New York
$271K
BWP
1021
Baldwin Wealth Partners
Massachusetts
$270K
VWM
1022
Vigilare Wealth Management
Arizona
$269K
CPSAC
1023
Chas P. Smith & Associates (CPS)
Florida
$268K
BWS
1024
Broadway Wealth Solutions
Texas
$267K
VWA
1025
VERITY Wealth Advisors
United States
$267K