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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
CFA
1101
CWS Financial Advisors
Michigan
$215K
CAC
1102
Certified Advisory Corp
Florida
$215K
PWM
1103
Parkway Wealth Management
Texas
$215K
CPCM
1104
Cardinal Point Capital Management
Ontario, Canada
$213K
HSWM
1105
Hubbell Strickland Wealth Management
Louisiana
$213K
PCM
1106
Pennsylvania Capital Management
Pennsylvania
$212K
BIM
1107
Bridges Investment Management
Nebraska
$212K
SFG
1108
Strive Financial Group
Indiana
$211K
BLWM
1109
Bucket List Wealth Management
Florida
$211K
BCM
1110
Becker Capital Management
Oregon
$209K
VBFP
1111
Valtinson Bruner Financial Planning
Minnesota
$209K
SFS
1112
Sowell Financial Services
Arkansas
$208K
AIA
1113
Accelerate Investment Advisors
California
$208K
NAS
1114
NWF Advisory Services
California
$208K
GT
1115
Glenview Trust
Kentucky
$207K
BAMG
1116
Brand Asset Management Group
Missouri
$206K
TBA
1117
Tower Bridge Advisors
Pennsylvania
$206K
FAI
1118
Fiduciary Advisors Inc
Missouri
$205K
ELM
1119
Elite Life Management
Florida
$205K
BWP
1120
Balboa Wealth Partners
Arizona
$204K
WPIC
1121
White Pine Investment Company
Michigan
$204K
TBC
1122
Ted Buchan & Co
California
$204K
RCM
1123
RMR Capital Management
California
$203K
LWM
1124
Lyell Wealth Management
California
$202K
PPA
1125
Pacific Point Advisors
California
$200K