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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
TAM
1026
Titleist Asset Management
Texas
$261K
QPWM
1027
Quadrant Private Wealth Management
Pennsylvania
$260K
PG
1028
Patten Group
Tennessee
$260K
PP
1029
Patten & Patten
Tennessee
$259K
AA
1030
Auxano Advisors
Washington
$258K
QFPS
1031
Quantum Financial Planning Services
Washington
$258K
TCM
1032
Telos Capital Management
California
$257K
NA
1033
Nordwand Advisors
Pennsylvania
$256K
MA
1034
MJP Associates
Connecticut
$256K
HA
1035
HC Advisors
Georgia
$256K
BAWC
1036
Boyce & Associates Wealth Consulting
Texas
$256K
FC
1037
Farringdon Capital
United Kingdom
$255K
DFC
1038
DB Fitzpatrick & Co
Idaho
$255K
CWS
1039
Cypress Wealth Services
California
$253K
SI
1040
Stephens Inc
Arkansas
$253K
BFWM
1041
Bright Futures Wealth Management
New York
$253K
SWM
1042
Spire Wealth Management
Virginia
$250K
LWM
1043
Liberty Wealth Management
California
$250K
CFIA
1044
Cantor Fitzgerald Investment Advisors
New York
$250K
UB
1045
UMB Bank
Missouri
$248K
OAM
1046
Occidental Asset Management
California
$248K
AWAG
1047
ARS Wealth Advisors Group
Florida
$247K
PI
1048
Pachira Investments
California
$246K
SFP
1049
Sterling Financial Planning
New Jersey
$244K
QWM
1050
Quadcap Wealth Management
Texas
$244K