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
SIAP
1076
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K
AWM
1077
Act Wealth Management
Texas
$231K
JWM
1078
Jackson Wealth Management
Florida
$230K
SCM
1079
Schnieders Capital Management
California
$230K
RRA
1080
Round Rock Advisors
Connecticut
$230K
NEPWA
1081
New England Private Wealth Advisors
Massachusetts
$227K
NWP
1082
NerdWallet Wealth Partners
New York
$226K
DAC
1083
Dividend Assets Capital
South Carolina
$226K
VF
1084
Vawter Financial
Ohio
$226K
SQA
1085
Simon Quick Advisors
New Jersey
$225K
AGC
1086
Aspen Grove Capital
Colorado
$225K
ACM
1087
Aspen Capital Management
Idaho
$224K
CWM
1088
Connecticut Wealth Management
Connecticut
$224K
FWP
1089
Falcon Wealth Planning
California
$223K
SAM
1090
SVRN Asset Management
Texas
$222K
SWM
1091
Sherman Wealth Management
Maryland
$221K
RC
1092
Randolph Company
Ohio
$221K
AIA
1093
Armor Investment Advisors
North Carolina
$221K
RYA
1094
Richard Young Associates
Georgia
$220K
SIC
1095
SJS Investment Consulting
Ohio
$220K
DWML
1096
Decker Wealth Management LLC
Tennessee
$218K
BMCM
1097
Bryn Mawr Capital Management
Pennsylvania
$218K
GCM
1098
Gibraltar Capital Management
Oklahoma
$217K
SAM
1099
Secure Asset Management
Michigan
$217K
SM
1100
Sensible Money
Arizona
$217K