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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
MEG
1226
Millstone Evans Group
Colorado
$24.8K
SIM
1227
Synergy Investment Management
Florida
$24.2K
UFPG
1228
United Financial Planning Group
New York
$23.4K
GJIA
1229
Glass Jacobson Investment Advisors
Maryland
$22.8K
TWC
1230
TD Waterhouse Canada
Ontario, Canada
$22.8K
B
1231
Birchbrook
Maine
$21.9K
AWM
1232
Activest Wealth Management
Florida
$20.3K
SGK
1233
Steigerwald Gordon & Koch
Virginia
$19.6K
AIP
1234
Ameritas Investment Partners
Nebraska
$18.8K
BHWM
1235
Beaird Harris Wealth Management
Texas
$18.8K
FP
1236
Financial Perspectives
Minnesota
$18.2K
LI
1237
LRI Investments
Florida
$16.8K
IRAG
1238
Investment Research & Advisory Group
Georgia
$16.6K
EA
1239
Evolution Advisers
Virginia
$16K
MCM
1240
Manchester Capital Management
Vermont
$15.1K
KG
1241
Kilter Group
New York
$14.6K
APW
1242
Aventura Private Wealth
Florida
$14.3K
CW
1243
Curio Wealth
Maryland
$14.2K
AA
1244
Addison Advisors
Vermont
$14.2K
RCM
1245
Raleigh Capital Management
North Carolina
$12.6K
PMIM
1246
Prudent Man Investment Management
Colorado
$12.3K
AW
1247
Avion Wealth
Texas
$12K
WAG
1248
Wiser Advisor Group
Arizona
$11.7K
GCM
1249
Gunpowder Capital Management
Maryland
$11.4K
DSC
1250
Duncker Streett & Co
Missouri
$10.7K