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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
SIC
1101
SJS Investment Consulting
Ohio
$220K
DWML
1102
Decker Wealth Management LLC
Tennessee
$218K
BMCM
1103
Bryn Mawr Capital Management
Pennsylvania
$218K
GCM
1104
Gibraltar Capital Management
Oklahoma
$217K
SAM
1105
Secure Asset Management
Michigan
$217K
SM
1106
Sensible Money
Arizona
$217K
CFA
1107
CWS Financial Advisors
Michigan
$215K
CAC
1108
Certified Advisory Corp
Florida
$215K
PWM
1109
Parkway Wealth Management
Texas
$215K
CPCM
1110
Cardinal Point Capital Management
Ontario, Canada
$213K
HSWM
1111
Hubbell Strickland Wealth Management
Louisiana
$213K
PCM
1112
Pennsylvania Capital Management
Pennsylvania
$212K
BIM
1113
Bridges Investment Management
Nebraska
$212K
SFG
1114
Strive Financial Group
Indiana
$211K
BLWM
1115
Bucket List Wealth Management
Florida
$211K
BCM
1116
Becker Capital Management
Oregon
$209K
VBFP
1117
Valtinson Bruner Financial Planning
Minnesota
$209K
SFS
1118
Sowell Financial Services
Arkansas
$208K
AIA
1119
Accelerate Investment Advisors
California
$208K
NAS
1120
NWF Advisory Services
California
$208K
GT
1121
Glenview Trust
Kentucky
$207K
BAMG
1122
Brand Asset Management Group
Missouri
$206K
TBA
1123
Tower Bridge Advisors
Pennsylvania
$206K
FAI
1124
Fiduciary Advisors Inc
Missouri
$205K
ELM
1125
Elite Life Management
Florida
$205K