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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
PCG
1151
PFC Capital Group
California
$124K
MA
1152
Montag & Associates
Georgia
$123K
MFT
1153
Moisand Fitzgerald Tamayo
Florida
$120K
LWMI
1154
Legacy Wealth Management (Idaho)
Idaho
$120K
QC
1155
Quent Capital
New York
$118K
IRC
1156
Investors Research Corp
Georgia
$118K
HFS
1157
Hantz Financial Services
Michigan
$115K
ATPW
1158
Ashton Thomas Private Wealth
Arizona
$113K
RF
1159
RetireMitten Financial
Michigan
$110K
WT
1160
Whittier Trust
California
$107K
ME
1161
McIlrath & Eck
Washington
$106K
ECA
1162
Elevated Capital Advisors
Utah
$105K
LHEI
1163
Leo H. Evart Inc
California
$101K
PP
1164
Pacifica Partners
Canada
$100K
AG
1165
AmeriFlex Group
Nevada
$99.8K
GI
1166
GAMMA Investing
California
$97.1K
CTC
1167
Central Trust Company
Missouri
$92.5K
SWP
1168
SIMA Wealth Partners
Virginia
$88.5K
HPC
1169
HM Payson & Co
Maine
$88.3K
IAIM
1170
International Assets Investment Management
Florida
$86.7K
GCP
1171
Gill Capital Partners
Colorado
$82.8K
MSWA
1172
Marshall & Sterling Wealth Advisors
New York
$80.9K
KFA
1173
Kelleher Financial Advisors
New York
$78.2K
SIS
1174
Strategic Investment Solutions
Illinois
$77.2K
RF
1175
Roxbury Financial
New Jersey
$75.7K