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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
MSWA
1176
Marshall & Sterling Wealth Advisors
New York
$80.9K
KFA
1177
Kelleher Financial Advisors
New York
$78.2K
SIS
1178
Strategic Investment Solutions
Illinois
$77.2K
RF
1179
Roxbury Financial
New Jersey
$75.7K
GGI
1180
Godsey & Gibb Inc
Virginia
$72.7K
GIA
1181
GHP Investment Advisors
Colorado
$72.6K
FFA
1182
Frazier Financial Advisors
Ohio
$71.9K
FS
1183
Financially Speaking
Colorado
$70.1K
WPA
1184
Wealth Preservation Advisors
Tennessee
$69.3K
GEA
1185
Glen Eagle Advisors
New Jersey
$69K
EWA
1186
Elevate Wealth Advisory
Georgia
$67.8K
GKIM
1187
GW&K Investment Management
Massachusetts
$67K
HWM
1188
HighMark Wealth Management
Minnesota
$64.9K
OHWP
1189
Oak Harbor Wealth Partners
North Carolina
$62.8K
HRC
1190
Hoertkorn Richard Charles
$62.2K
FNWA
1191
Financial Network Wealth Advisors
Utah
$61.6K
TPWA
1192
Twin Peaks Wealth Advisors
California
$58K
TWD
1193
True Wealth Design
Ohio
$56.3K
JFA
1194
JNBA Financial Advisors
Minnesota
$55.6K
EB
1195
Eastern Bank
Massachusetts
$54.8K
WSFS
1196
Wilmington Savings Fund Society
Delaware
$54.2K
BL
1197
BFSG LLC
California
$52.9K
CIAS
1198
Capital Investment Advisory Services
North Carolina
$52.8K
DSC
1199
Daytona Street Capital
Missouri
$50.8K
FPF
1200
First Pacific Financial
Washington
$49.8K