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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
RRA
1076
Round Rock Advisors
Connecticut
$230K
NEPWA
1077
New England Private Wealth Advisors
Massachusetts
$227K
NWP
1078
NerdWallet Wealth Partners
New York
$226K
DAC
1079
Dividend Assets Capital
South Carolina
$226K
VF
1080
Vawter Financial
Ohio
$226K
SQA
1081
Simon Quick Advisors
New Jersey
$225K
AGC
1082
Aspen Grove Capital
Colorado
$225K
ACM
1083
Aspen Capital Management
Idaho
$224K
CWM
1084
Connecticut Wealth Management
Connecticut
$224K
FWP
1085
Falcon Wealth Planning
California
$223K
SAM
1086
SVRN Asset Management
Texas
$222K
SWM
1087
Sherman Wealth Management
Maryland
$221K
RC
1088
Randolph Company
Ohio
$221K
AIA
1089
Armor Investment Advisors
North Carolina
$221K
RYA
1090
Richard Young Associates
Georgia
$220K
SIC
1091
SJS Investment Consulting
Ohio
$220K
DWML
1092
Decker Wealth Management LLC
Tennessee
$218K
BMCM
1093
Bryn Mawr Capital Management
Pennsylvania
$218K
GCM
1094
Gibraltar Capital Management
Oklahoma
$217K
SAM
1095
Secure Asset Management
Michigan
$217K
SM
1096
Sensible Money
Arizona
$217K
CFA
1097
CWS Financial Advisors
Michigan
$215K
CAC
1098
Certified Advisory Corp
Florida
$215K
PWM
1099
Parkway Wealth Management
Texas
$215K
CPCM
1100
Cardinal Point Capital Management
Ontario, Canada
$213K