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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
OCM
1026
Orion Capital Management
California
$265K
CAM
1027
Councilmark Asset Management
Tennessee
$264K
BWA
1028
Beam Wealth Advisors
Louisiana
$262K
EFG
1029
Everest Financial Group
Minnesota
$262K
PCI
1030
Planning Center Inc
Illinois
$262K
AFP
1031
ATLas Financial Planning
Georgia
$262K
NF
1032
Napier Financial
Massachusetts
$262K
TAM
1033
Titleist Asset Management
Texas
$261K
QPWM
1034
Quadrant Private Wealth Management
Pennsylvania
$260K
PG
1035
Patten Group
Tennessee
$260K
PP
1036
Patten & Patten
Tennessee
$259K
AA
1037
Auxano Advisors
Washington
$258K
QFPS
1038
Quantum Financial Planning Services
Washington
$258K
TCM
1039
Telos Capital Management
California
$257K
NA
1040
Nordwand Advisors
Pennsylvania
$256K
MA
1041
MJP Associates
Connecticut
$256K
HA
1042
HC Advisors
Georgia
$256K
BAWC
1043
Boyce & Associates Wealth Consulting
Texas
$256K
W
1044
Wealthquest
Ohio
$255K
FC
1045
Farringdon Capital
United Kingdom
$255K
DFC
1046
DB Fitzpatrick & Co
Idaho
$255K
CWS
1047
Cypress Wealth Services
California
$253K
SI
1048
Stephens Inc
Arkansas
$253K
BFWM
1049
Bright Futures Wealth Management
New York
$253K
SWM
1050
Spire Wealth Management
Virginia
$250K