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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
HSWM
1101
Hubbell Strickland Wealth Management
Louisiana
$213K
PCM
1102
Pennsylvania Capital Management
Pennsylvania
$212K
BIM
1103
Bridges Investment Management
Nebraska
$212K
SFG
1104
Strive Financial Group
Indiana
$211K
BLWM
1105
Bucket List Wealth Management
Florida
$211K
BCM
1106
Becker Capital Management
Oregon
$209K
VBFP
1107
Valtinson Bruner Financial Planning
Minnesota
$209K
SFS
1108
Sowell Financial Services
Arkansas
$208K
AIA
1109
Accelerate Investment Advisors
California
$208K
NAS
1110
NWF Advisory Services
California
$208K
GT
1111
Glenview Trust
Kentucky
$207K
BAMG
1112
Brand Asset Management Group
Missouri
$206K
TBA
1113
Tower Bridge Advisors
Pennsylvania
$206K
FAI
1114
Fiduciary Advisors Inc
Missouri
$205K
ELM
1115
Elite Life Management
Florida
$205K
BWP
1116
Balboa Wealth Partners
Arizona
$204K
WPIC
1117
White Pine Investment Company
Michigan
$204K
TBC
1118
Ted Buchan & Co
California
$204K
RCM
1119
RMR Capital Management
California
$203K
LWM
1120
Lyell Wealth Management
California
$202K
PPA
1121
Pacific Point Advisors
California
$200K
Qube Research & Technologies (QRT)
1122
Qube Research & Technologies (QRT)
United Kingdom
$199K
OSNBOA
1123
Old Second National Bank of Aurora
Illinois
$197K
SG
1124
Sherry Group
Arkansas
$197K
FF
1125
Friedenthal Financial
New Jersey
$196K