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Schwab US Broad Market ETF

1,304 hedge funds and large institutions have $13.3B invested in Schwab US Broad Market ETF in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 516 increasing their positions, 479 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 → $13.3B (+$353M)

0% less funds holding

Funds holding: 1,3081,304 (-4)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
128
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
EB
1201
Eastern Bank
Massachusetts
$54.8K
WSFS
1202
Wilmington Savings Fund Society
Delaware
$54.2K
BL
1203
BFSG LLC
California
$52.9K
CIAS
1204
Capital Investment Advisory Services
North Carolina
$52.8K
DSC
1205
Daytona Street Capital
Missouri
$50.8K
FPF
1206
First Pacific Financial
Washington
$49.8K
GFA
1207
Godfrey Financial Associates
New York
$48.7K
NG
1208
NWK Group
California
$47.6K
AWM
1209
Aberdeen Wealth Management
Illinois
$45.7K
OFG
1210
Oxford Financial Group
Indiana
$44.6K
BIA
1211
Bell Investment Advisors
California
$43.4K
CFD
1212
Creative Financial Designs
Indiana
$42K
BCM
1213
Basso Capital Management
Connecticut
$40.9K
WPWM
1214
Western Pacific Wealth Management
Illinois
$39.9K
Kayne Anderson Rudnick Investment Management
1215
Kayne Anderson Rudnick Investment Management
California
$37K
NRG
1216
Nemes Rush Group
Michigan
$36.7K
BW
1217
Basepoint Wealth
Iowa
$36.4K
LWM
1218
Lodestone Wealth Management
Washington
$36.3K
CG
1219
Curat Global
New Hampshire
$36.3K
ACA
1220
American Capital Advisory
Idaho
$35.8K
MAM
1221
Marquette Asset Management
Minnesota
$35.1K
SIS
1222
Sound Income Strategies
Florida
$34.5K
B
1223
Bayban
Minnesota
$31.9K
JGIA
1224
Jackson Grant Investment Advisers
Connecticut
$31.8K
VWM
1225
Vermillion Wealth Management
Minnesota
$31.7K