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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
BIA
1201
Bell Investment Advisors
California
$43.4K
CFD
1202
Creative Financial Designs
Indiana
$42K
BCM
1203
Basso Capital Management
Connecticut
$40.9K
WPWM
1204
Western Pacific Wealth Management
Illinois
$39.9K
Kayne Anderson Rudnick Investment Management
1205
Kayne Anderson Rudnick Investment Management
California
$37K
NRG
1206
Nemes Rush Group
Michigan
$36.7K
BW
1207
Basepoint Wealth
Iowa
$36.4K
LWM
1208
Lodestone Wealth Management
Washington
$36.3K
CG
1209
Curat Global
New Hampshire
$36.3K
ACA
1210
American Capital Advisory
Idaho
$35.8K
MAM
1211
Marquette Asset Management
Minnesota
$35.1K
SIS
1212
Sound Income Strategies
Florida
$34.5K
B
1213
Bayban
Minnesota
$31.9K
JGIA
1214
Jackson Grant Investment Advisers
Connecticut
$31.8K
VWM
1215
Vermillion Wealth Management
Minnesota
$31.7K
AFG
1216
Albion Financial Group
Utah
$31.6K
PWPS
1217
Pinnacle Wealth Planning Services
Ohio
$30.6K
IF
1218
Integrity Financial
Wyoming
$30.1K
OCWP
1219
Owl Creek Wealth Partners
Colorado
$30K
KFAS
1220
Keating Financial Advisory Services
Kansas
$30K
BCM
1221
Blume Capital Management
California
$28K
TLFA
1222
True Link Financial Advisors
California
$26.9K
FLP
1223
Financial Life Planners
Arizona
$26.8K
TWIM
1224
TIAA Wealth Investment Management
New York
$26.7K
RIL
1225
Rothschild Investment LLC
Illinois
$26.3K