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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
PCI
1026
Planning Center Inc
Illinois
$262K
AFP
1027
ATLas Financial Planning
Georgia
$262K
NF
1028
Napier Financial
Massachusetts
$262K
TAM
1029
Titleist Asset Management
Texas
$261K
QPWM
1030
Quadrant Private Wealth Management
Pennsylvania
$260K
PG
1031
Patten Group
Tennessee
$260K
PP
1032
Patten & Patten
Tennessee
$259K
AA
1033
Auxano Advisors
Washington
$258K
QFPS
1034
Quantum Financial Planning Services
Washington
$258K
TCM
1035
Telos Capital Management
California
$257K
NA
1036
Nordwand Advisors
Pennsylvania
$256K
MA
1037
MJP Associates
Connecticut
$256K
HA
1038
HC Advisors
Georgia
$256K
BAWC
1039
Boyce & Associates Wealth Consulting
Texas
$256K
FC
1040
Farringdon Capital
United Kingdom
$255K
DFC
1041
DB Fitzpatrick & Co
Idaho
$255K
CWS
1042
Cypress Wealth Services
California
$253K
SI
1043
Stephens Inc
Arkansas
$253K
BFWM
1044
Bright Futures Wealth Management
New York
$253K
SWM
1045
Spire Wealth Management
Virginia
$250K
LWM
1046
Liberty Wealth Management
California
$250K
CFIA
1047
Cantor Fitzgerald Investment Advisors
New York
$250K
UB
1048
UMB Bank
Missouri
$248K
RA
1049
Ruggaard & Associates
Ohio
$248K
OAM
1050
Occidental Asset Management
California
$248K