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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
TLFA
1226
True Link Financial Advisors
California
$26.9K
FLP
1227
Financial Life Planners
Arizona
$26.8K
TWIM
1228
TIAA Wealth Investment Management
New York
$26.7K
RIL
1229
Rothschild Investment LLC
Illinois
$26.3K
MEG
1230
Millstone Evans Group
Colorado
$24.8K
SIM
1231
Synergy Investment Management
Florida
$24.2K
UFPG
1232
United Financial Planning Group
New York
$23.4K
GJIA
1233
Glass Jacobson Investment Advisors
Maryland
$22.8K
TWC
1234
TD Waterhouse Canada
Ontario, Canada
$22.8K
B
1235
Birchbrook
Maine
$21.9K
AWM
1236
Activest Wealth Management
Florida
$20.3K
SGK
1237
Steigerwald Gordon & Koch
Virginia
$19.6K
AIP
1238
Ameritas Investment Partners
Nebraska
$18.8K
BHWM
1239
Beaird Harris Wealth Management
Texas
$18.8K
FP
1240
Financial Perspectives
Minnesota
$18.2K
LI
1241
LRI Investments
Florida
$16.8K
IRAG
1242
Investment Research & Advisory Group
Georgia
$16.6K
EA
1243
Evolution Advisers
Virginia
$16K
MCM
1244
Manchester Capital Management
Vermont
$15.1K
KG
1245
Kilter Group
New York
$14.6K
APW
1246
Aventura Private Wealth
Florida
$14.3K
CW
1247
Curio Wealth
Maryland
$14.2K
AA
1248
Addison Advisors
Vermont
$14.2K
RCM
1249
Raleigh Capital Management
North Carolina
$12.6K
PMIM
1250
Prudent Man Investment Management
Colorado
$12.3K