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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
AW
1251
Avion Wealth
Texas
$12K
WAG
1252
Wiser Advisor Group
Arizona
$11.7K
GCM
1253
Gunpowder Capital Management
Maryland
$11.4K
DSC
1254
Duncker Streett & Co
Missouri
$10.7K
BAM
1255
Bellevue Asset Management
Washington
$10.5K
PF
1256
PlanVest Financial
Maryland
$10.4K
MIM
1257
MTM Investment Management
South Carolina
$10.1K
EWM
1258
Evolution Wealth Management
Florida
$10.1K
PS
1259
Pinney & Scofield
Massachusetts
$9.78K
FFL
1260
Financial Freedom LLC
Ohio
$9.75K
TVWM
1261
Tower View Wealth Management
Wisconsin
$7.87K
TFA
1262
Toth Financial Advisory
Virginia
$7.61K
RDFA
1263
Ritter Daniher Financial Advisory
Ohio
$7.48K
DF
1264
Dunhill Financial
United Kingdom
$7.45K
CSC
1265
Caldwell Sutter Capital
California
$6.48K
BWM
1266
Bernard Wealth Management
Michigan
$5.99K
NRWA
1267
North Ridge Wealth Advisors
Oregon
$5.6K
CFG
1268
Clayton Financial Group
Missouri
$5.59K
NWS
1269
Nvest Wealth Strategies
Ohio
$5.35K
DAM
1270
Delta Asset Management
Tennessee
$5.14K
SFS
1271
Sunrise Financial Services
Washington
$5.12K
MS
1272
Monetary Solutions
Ohio
$4.97K
WAS
1273
Winch Advisory Services
Wisconsin
$4.78K
GWSA
1274
Global Wealth Strategies & Associates
Colorado
$4.54K
BBHC
1275
Brown Brothers Harriman & Co
New York
$4.52K