SCHB icon

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
AWAG
1051
ARS Wealth Advisors Group
Florida
$247K
PI
1052
Pachira Investments
California
$246K
SFP
1053
Sterling Financial Planning
New Jersey
$244K
QWM
1054
Quadcap Wealth Management
Texas
$244K
4WM
1055
49 Wealth Management
Texas
$243K
MM
1056
Main Management
California
$242K
DSA
1057
Droms Strauss Advisors
Missouri
$242K
GFWA
1058
Grey Fox Wealth Advisors
Delaware
$241K
OWP
1059
Obermeyer Wealth Partners
Colorado
$241K
AIMC
1060
Alley Investment Management Company
Illinois
$240K
DAS
1061
Diversify Advisory Services
Utah
$240K
RSC
1062
Red Spruce Capital
Pennsylvania
$239K
PCH
1063
PGIM Custom Harvest
New Jersey
$238K
B
1064
BetterWealth
California
$238K
RP
1065
Riverwater Partners
Wisconsin
$237K
Russell Investments Group
1066
Russell Investments Group
United Kingdom
$237K
FLPIM
1067
F.L. Putnam Investment Management
Massachusetts
$237K
GCM
1068
Glaxis Capital Management
Florida
$235K
WCP
1069
Wick Capital Partners
Pennsylvania
$235K
WP
1070
WealthShield Partners
North Carolina
$234K
STFP
1071
Signal Tree Financial Partners
Ohio
$234K
JBA
1072
Johnson Bixby & Associates
Washington
$234K
WI
1073
Wedgewood Investors
Pennsylvania
$234K
BFS
1074
BridgePort Financial Solutions
Iowa
$234K
CFG
1075
Citizens Financial Group
Rhode Island
$232K