We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

1,306 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 92 funds opening new positions, 516 increasing their positions, 480 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $14.2M

35% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 68

7.79% more ownership

Funds ownership: 32.85%40.64% (+7.8%)

8% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 480

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$354M)

0% less funds holding

Funds holding: 1,3081,306 (-2)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
16.09%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
1.58%
New
92
Increased
516
Reduced
480
Closed
68
Calls
$34.9M
Puts
$14.2M
Net Calls
+$20.7M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1151
Princeton Global Asset Management
New Jersey
$157K -$15.7K -599 -9%
HCM
1152
Hollencrest Capital Management
California
$152K
PSB
1153
Piscataqua Savings Bank
New Hampshire
$151K +$158K +6,036 New
PFSC
1154
Peoples Financial Services Corp
Pennsylvania
$151K
RCM
1155
Richardson Capital Management
Wisconsin
$144K +$446 +17 +0.3%
HHGA
1156
Halbert Hargrove Global Advisors
California
$142K
GWS
1157
Glassman Wealth Services
Virginia
$140K -$87.4K -3,331 -37%
PCA
1158
Providence Capital Advisors
North Carolina
$134K +$3.2K +122 +2%
WG
1159
Wellington Group
Indiana
$130K
SA
1160
Scarborough Advisors
Maryland
$129K +$135K +5,128 New
KFI
1161
Key Financial Inc
Pennsylvania
$128K
BSB
1162
Bangor Savings Bank
Maine
$125K +$341 +13 +0.3%
PCG
1163
PFC Capital Group
California
$124K -$8.74K -333 -6%
MA
1164
Montag & Associates
Georgia
$123K +$26.6K +1,014 +26%
MFT
1165
Moisand Fitzgerald Tamayo
Florida
$120K -$54.2K -2,064 -30%
LWMI
1166
Legacy Wealth Management (Idaho)
Idaho
$120K +$69.6K +2,652 +126%
QC
1167
Quent Capital
New York
$118K -$3.78K -144 -3%
IRC
1168
Investors Research Corp
Georgia
$118K -$13.1K -500 -10%
HFS
1169
Hantz Financial Services
Michigan
$115K +$68.4K +2,608 +133%
ATPW
1170
Ashton Thomas Private Wealth
Arizona
$113K +$119K +4,516 New
RF
1171
RetireMitten Financial
Michigan
$110K +$115K +4,380 New
WT
1172
Whittier Trust
California
$107K
ME
1173
McIlrath & Eck
Washington
$106K -$6.61K -252 -6%
ECA
1174
Elevated Capital Advisors
Utah
$105K
LHEI
1175
Leo H. Evart Inc
California
$101K +$106K +4,033 New