SCHB icon

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
4WM
1051
49 Wealth Management
Texas
$243K
MM
1052
Main Management
California
$242K
DSA
1053
Droms Strauss Advisors
Missouri
$242K
GFWA
1054
Grey Fox Wealth Advisors
Delaware
$241K
OWP
1055
Obermeyer Wealth Partners
Colorado
$241K
AIMC
1056
Alley Investment Management Company
Illinois
$240K
DAS
1057
Diversify Advisory Services
Utah
$240K
RSC
1058
Red Spruce Capital
Pennsylvania
$239K
PCH
1059
PGIM Custom Harvest
New Jersey
$238K
B
1060
BetterWealth
California
$238K
RP
1061
Riverwater Partners
Wisconsin
$237K
Russell Investments Group
1062
Russell Investments Group
United Kingdom
$237K
FLPIM
1063
F.L. Putnam Investment Management
Massachusetts
$237K
GCM
1064
Glaxis Capital Management
Florida
$235K
WCP
1065
Wick Capital Partners
Pennsylvania
$235K
WP
1066
WealthShield Partners
North Carolina
$234K
STFP
1067
Signal Tree Financial Partners
Ohio
$234K
JBA
1068
Johnson Bixby & Associates
Washington
$234K
WI
1069
Wedgewood Investors
Pennsylvania
$234K
BFS
1070
BridgePort Financial Solutions
Iowa
$234K
CFG
1071
Citizens Financial Group
Rhode Island
$232K
SIAP
1072
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K
AWM
1073
Act Wealth Management
Texas
$231K
JWM
1074
Jackson Wealth Management
Florida
$230K
SCM
1075
Schnieders Capital Management
California
$230K