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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
FCAS
1126
First Command Advisory Services
Texas
$194K
AIM
1127
Acropolis Investment Management
Missouri
$194K
FF
1128
Frankly Finances
Florida
$193K
Bessemer Group
1129
Bessemer Group
New Jersey
$190K
BFO
1130
Biltmore Family Office
North Carolina
$188K
QCMNJ
1131
Quantum Capital Management (New Jersey)
New Jersey
$186K
BF
1132
BOK Financial
Oklahoma
$185K
T
1133
Tidemark
California
$180K
PCFFS
1134
Pacific Center for Financial Services
California
$177K
SMA
1135
Sage Mountain Advisors
Georgia
$172K
CWA
1136
Carolina Wealth Advisors
South Carolina
$171K
AFC
1137
Ares Financial Consulting
California
$170K
CFSG
1138
Community Financial Services Group
Vermont
$162K
PGAM
1139
Princeton Global Asset Management
New Jersey
$157K
HCM
1140
Hollencrest Capital Management
California
$152K
PSB
1141
Piscataqua Savings Bank
New Hampshire
$151K
PFSC
1142
Peoples Financial Services Corp
Pennsylvania
$151K
RCM
1143
Richardson Capital Management
Wisconsin
$144K
HHGA
1144
Halbert Hargrove Global Advisors
California
$142K
GWS
1145
Glassman Wealth Services
Virginia
$140K
PCA
1146
Providence Capital Advisors
North Carolina
$134K
WGL
1147
Wellington Grp LLC
Indiana
$130K
SA
1148
Scarborough Advisors
Maryland
$129K
KFI
1149
Key Financial Inc
Pennsylvania
$128K
BSB
1150
Bangor Savings Bank
Maine
$125K