We are live on ! Find out more
SCHB icon

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
AFG
1226
Albion Financial Group
Utah
$31.6K
PWPS
1227
Pinnacle Wealth Planning Services
Ohio
$30.6K
IF
1228
Integrity Financial
Wyoming
$30.1K
OCWP
1229
Owl Creek Wealth Partners
Colorado
$30K
KFAS
1230
Keating Financial Advisory Services
Kansas
$30K
BCM
1231
Blume Capital Management
California
$28K
TLFA
1232
True Link Financial Advisors
California
$26.9K
FLP
1233
Financial Life Planners
Arizona
$26.8K
TWIM
1234
TIAA Wealth Investment Management
New York
$26.7K
RIL
1235
Rothschild Investment LLC
Illinois
$26.3K
MEG
1236
Millstone Evans Group
Colorado
$24.8K
SIM
1237
Synergy Investment Management
Florida
$24.2K
UFPG
1238
United Financial Planning Group
New York
$23.4K
GJIA
1239
Glass Jacobson Investment Advisors
Maryland
$22.8K
TWC
1240
TD Waterhouse Canada
Ontario, Canada
$22.8K
B
1241
Birchbrook
Maine
$21.9K
AWM
1242
Activest Wealth Management
Florida
$20.3K
SGK
1243
Steigerwald Gordon & Koch
Virginia
$19.6K
AIP
1244
Ameritas Investment Partners
Nebraska
$18.8K
BHWM
1245
Beaird Harris Wealth Management
Texas
$18.8K
FP
1246
Financial Perspectives
Minnesota
$18.2K
LI
1247
LRI Investments
Florida
$16.8K
IRAG
1248
Investment Research & Advisory Group
Georgia
$16.6K
EA
1249
Evolution Advisers
Virginia
$16K
MCM
1250
Manchester Capital Management
Vermont
$15.1K