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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
STFP
1076
Signal Tree Financial Partners
Ohio
$234K
JBA
1077
Johnson Bixby & Associates
Washington
$234K
WI
1078
Wedgewood Investors
Pennsylvania
$234K
BFS
1079
BridgePort Financial Solutions
Iowa
$234K
CFG
1080
Citizens Financial Group
Rhode Island
$232K
SIAP
1081
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K
AWM
1082
Act Wealth Management
Texas
$231K
JWM
1083
Jackson Wealth Management
Florida
$230K
SCM
1084
Schnieders Capital Management
California
$230K
RRA
1085
Round Rock Advisors
Connecticut
$230K
LWP
1086
LFG Wealth Partners
Kentucky
$228K
NEPWA
1087
New England Private Wealth Advisors
Massachusetts
$227K
NWP
1088
NerdWallet Wealth Partners
New York
$226K
DAC
1089
Dividend Assets Capital
South Carolina
$226K
VF
1090
Vawter Financial
Ohio
$226K
SQA
1091
Simon Quick Advisors
New Jersey
$225K
AGC
1092
Aspen Grove Capital
Colorado
$225K
ACM
1093
Aspen Capital Management
Idaho
$224K
CWM
1094
Connecticut Wealth Management
Connecticut
$224K
FWP
1095
Falcon Wealth Planning
California
$223K
SAM
1096
SVRN Asset Management
Texas
$222K
SWM
1097
Sherman Wealth Management
Maryland
$221K
RC
1098
Randolph Company
Ohio
$221K
AIA
1099
Armor Investment Advisors
North Carolina
$221K
RYA
1100
Richard Young Associates
Georgia
$220K