We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

1,306 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 92 funds opening new positions, 516 increasing their positions, 480 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $14.2M

35% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 68

7.79% more ownership

Funds ownership: 32.85%40.64% (+7.8%)

8% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 480

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$354M)

0% less funds holding

Funds holding: 1,3081,306 (-2)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
16.09%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
1.58%
New
92
Increased
516
Reduced
480
Closed
68
Calls
$34.9M
Puts
$14.2M
Net Calls
+$20.7M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
1226
Jackson Grant Investment Advisers
Connecticut
$31.8K +$105 +4 +0.3%
VWM
1227
Vermillion Wealth Management
Minnesota
$31.7K +$184 +7 +0.6%
AFG
1228
Albion Financial Group
Utah
$31.6K
PWPS
1229
Pinnacle Wealth Planning Services
Ohio
$30.6K
IF
1230
Integrity Financial
Wyoming
$30.1K +$17.3K +660 +123%
OCWP
1231
Owl Creek Wealth Partners
Colorado
$30K +$31.4K +1,195 New
KFAS
1232
Keating Financial Advisory Services
Kansas
$30K
BCM
1233
Blume Capital Management
California
$28K +$26 +1 +0.1%
TLFA
1234
True Link Financial Advisors
California
$26.9K +$28.1K +1,072 New
FLP
1235
Financial Life Planners
Arizona
$26.8K +$28K +1,067 New
TWIM
1236
TIAA Wealth Investment Management
New York
$26.7K +$28.8K +1,096 New
RIL
1237
Rothschild Investment LLC
Illinois
$26.3K
MEG
1238
Millstone Evans Group
Colorado
$24.8K -$8.29K -316 -24%
SIM
1239
Synergy Investment Management
Florida
$24.2K +$25.3K +963 New
UFPG
1240
United Financial Planning Group
New York
$23.4K +$14.5K +552 +146%
GJIA
1241
Glass Jacobson Investment Advisors
Maryland
$22.8K -$2.6K -99 -10%
TWC
1242
TD Waterhouse Canada
Ontario, Canada
$22.8K +$23.6K +900 New
B
1243
Birchbrook
Maine
$21.9K -$13.9K -529 -38%
AWM
1244
Activest Wealth Management
Florida
$20.3K +$21.2K +807 New
SGK
1245
Steigerwald Gordon & Koch
Virginia
$19.6K
AIP
1246
Ameritas Investment Partners
Nebraska
$18.8K +$52 +2 +0.3%
BHWM
1247
Beaird Harris Wealth Management
Texas
$18.8K
FP
1248
Financial Perspectives
Minnesota
$18.2K +$52 +2 +0.3%
LI
1249
LRI Investments
Florida
$16.8K -$17.5K -668 -50%
IRAG
1250
Investment Research & Advisory Group
Georgia
$16.6K +$2.96K +113 +21%