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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
GFA
1201
Godfrey Financial Associates
New York
$48.7K
NG
1202
NWK Group
California
$47.6K
AWM
1203
Aberdeen Wealth Management
Illinois
$45.7K
OFG
1204
Oxford Financial Group
Indiana
$44.6K
BIA
1205
Bell Investment Advisors
California
$43.4K
CFD
1206
Creative Financial Designs
Indiana
$42K
BCM
1207
Basso Capital Management
Connecticut
$40.9K
WPWM
1208
Western Pacific Wealth Management
Illinois
$39.9K
Kayne Anderson Rudnick Investment Management
1209
Kayne Anderson Rudnick Investment Management
California
$37K
NRG
1210
Nemes Rush Group
Michigan
$36.7K
BW
1211
Basepoint Wealth
Iowa
$36.4K
LWM
1212
Lodestone Wealth Management
Washington
$36.3K
CG
1213
Curat Global
New Hampshire
$36.3K
ACA
1214
American Capital Advisory
Idaho
$35.8K
MAM
1215
Marquette Asset Management
Minnesota
$35.1K
SIS
1216
Sound Income Strategies
Florida
$34.5K
B
1217
Bayban
Minnesota
$31.9K
JGIA
1218
Jackson Grant Investment Advisers
Connecticut
$31.8K
VWM
1219
Vermillion Wealth Management
Minnesota
$31.7K
AFG
1220
Albion Financial Group
Utah
$31.6K
PWPS
1221
Pinnacle Wealth Planning Services
Ohio
$30.6K
IF
1222
Integrity Financial
Wyoming
$30.1K
OCWP
1223
Owl Creek Wealth Partners
Colorado
$30K
KFAS
1224
Keating Financial Advisory Services
Kansas
$30K
BCM
1225
Blume Capital Management
California
$28K