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Schwab US Broad Market ETF

1,298 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 88 funds opening new positions, 515 increasing their positions, 477 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 → $13.2B (+$329M)

1% less funds holding

Funds holding: 1,3061,298 (-8)

7% less funds holding in top 10

Funds holding in top 10: 137127 (-10)

Holders
1,298
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
WGL
1151
Wellington Grp LLC
Indiana
$130K
SA
1152
Scarborough Advisors
Maryland
$129K
KFI
1153
Key Financial Inc
Pennsylvania
$128K
BSB
1154
Bangor Savings Bank
Maine
$125K
PCG
1155
PFC Capital Group
California
$124K
MA
1156
Montag & Associates
Georgia
$123K
MFT
1157
Moisand Fitzgerald Tamayo
Florida
$120K
LWMI
1158
Legacy Wealth Management (Idaho)
Idaho
$120K
QC
1159
Quent Capital
New York
$118K
IRC
1160
Investors Research Corp
Georgia
$118K
HFS
1161
Hantz Financial Services
Michigan
$115K
ATPW
1162
Ashton Thomas Private Wealth
Arizona
$113K
RF
1163
RetireMitten Financial
Michigan
$110K
WT
1164
Whittier Trust
California
$107K
ME
1165
McIlrath & Eck
Washington
$106K
ECA
1166
Elevated Capital Advisors
Utah
$105K
LHEI
1167
Leo H. Evart Inc
California
$101K
PP
1168
Pacifica Partners
Canada
$100K
AG
1169
AmeriFlex Group
Nevada
$99.8K
GI
1170
GAMMA Investing
California
$97.1K
CTC
1171
Central Trust Company
Missouri
$92.5K
SWP
1172
SIMA Wealth Partners
Virginia
$88.5K
HPC
1173
HM Payson & Co
Maine
$88.3K
IAIM
1174
International Assets Investment Management
Florida
$86.7K
GCP
1175
Gill Capital Partners
Colorado
$82.8K