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 91 funds opening new positions, 516 increasing their positions, 481 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

34% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 68

7.79% more ownership

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

7% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 481

3% more capital invested

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

0% less funds holding

Funds holding: 1,3091,306 (-3)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-3
Holders Change %
-0.23%
% 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
91
Increased
516
Reduced
481
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
EA
1251
Evolution Advisers
Virginia
$16K
MCM
1252
Manchester Capital Management
Vermont
$15.1K
KG
1253
Kilter Group
New York
$14.6K
APW
1254
Aventura Private Wealth
Florida
$14.3K
CW
1255
Curio Wealth
Maryland
$14.2K
AA
1256
Addison Advisors
Vermont
$14.2K
RCM
1257
Raleigh Capital Management
North Carolina
$12.6K
PMIM
1258
Prudent Man Investment Management
Colorado
$12.3K +$2.99K +114 +32%
AW
1259
Avion Wealth
Texas
$12K
WAG
1260
Wiser Advisor Group
Arizona
$11.7K +$26 +1 +0.2%
GCM
1261
Gunpowder Capital Management
Maryland
$11.4K
DSC
1262
Duncker Streett & Co
Missouri
$10.7K +$11.2K +428 New
BAM
1263
Bellevue Asset Management
Washington
$10.5K
PF
1264
PlanVest Financial
Maryland
$10.4K +$10.9K +414 New
MIM
1265
MTM Investment Management
South Carolina
$10.1K
EWM
1266
Evolution Wealth Management
Florida
$10.1K
PS
1267
Pinney & Scofield
Massachusetts
$9.78K +$26 +1 +0.3%
FFL
1268
Financial Freedom LLC
Ohio
$9.75K +$26 +1 +0.3%
TVWM
1269
Tower View Wealth Management
Wisconsin
$7.87K +$26 +1 +0.3%
TFA
1270
Toth Financial Advisory
Virginia
$7.61K
RDFA
1271
Ritter Daniher Financial Advisory
Ohio
$7.48K +$262 +10 +3%
DF
1272
Dunhill Financial
United Kingdom
$7.45K +$7.79K +297 New
CSC
1273
Caldwell Sutter Capital
California
$6.48K +$6.77K +258 New
BWM
1274
Bernard Wealth Management
Michigan
$5.99K
NRWA
1275
North Ridge Wealth Advisors
Oregon
$5.6K +$4.17K +159 +265%