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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
BWP
1126
Balboa Wealth Partners
Arizona
$204K
WPIC
1127
White Pine Investment Company
Michigan
$204K
TBC
1128
Ted Buchan & Co
California
$204K
RCM
1129
RMR Capital Management
California
$203K
LWM
1130
Lyell Wealth Management
California
$202K
PPA
1131
Pacific Point Advisors
California
$200K
Qube Research & Technologies (QRT)
1132
Qube Research & Technologies (QRT)
United Kingdom
$199K
OSNBOA
1133
Old Second National Bank of Aurora
Illinois
$197K
SG
1134
Sherry Group
Arkansas
$197K
FF
1135
Friedenthal Financial
New Jersey
$196K
FCAS
1136
First Command Advisory Services
Texas
$194K
AIM
1137
Acropolis Investment Management
Missouri
$194K
FF
1138
Frankly Finances
Florida
$193K
Bessemer Group
1139
Bessemer Group
New Jersey
$190K
BFO
1140
Biltmore Family Office
North Carolina
$188K
QCMNJ
1141
Quantum Capital Management (New Jersey)
New Jersey
$186K
BF
1142
BOK Financial
Oklahoma
$185K
T
1143
Tidemark
California
$180K
PCFFS
1144
Pacific Center for Financial Services
California
$177K
SMA
1145
Sage Mountain Advisors
Georgia
$172K
CWA
1146
Carolina Wealth Advisors
South Carolina
$171K
AFC
1147
Ares Financial Consulting
California
$170K
CFSG
1148
Community Financial Services Group
Vermont
$162K
PGAM
1149
Princeton Global Asset Management
New Jersey
$157K
HCM
1150
Hollencrest Capital Management
California
$152K