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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
BAM
1251
Bellevue Asset Management
Washington
$10.5K
PF
1252
PlanVest Financial
Maryland
$10.4K
MIM
1253
MTM Investment Management
South Carolina
$10.1K
EWM
1254
Evolution Wealth Management
Florida
$10.1K
PS
1255
Pinney & Scofield
Massachusetts
$9.78K
FFL
1256
Financial Freedom LLC
Ohio
$9.75K
TVWM
1257
Tower View Wealth Management
Wisconsin
$7.87K
TFA
1258
Toth Financial Advisory
Virginia
$7.61K
RDFA
1259
Ritter Daniher Financial Advisory
Ohio
$7.48K
DF
1260
Dunhill Financial
United Kingdom
$7.45K
CSC
1261
Caldwell Sutter Capital
California
$6.48K
BWM
1262
Bernard Wealth Management
Michigan
$5.99K
NRWA
1263
North Ridge Wealth Advisors
Oregon
$5.6K
CFG
1264
Clayton Financial Group
Missouri
$5.59K
NWS
1265
Nvest Wealth Strategies
Ohio
$5.35K
DAM
1266
Delta Asset Management
Tennessee
$5.14K
SFS
1267
Sunrise Financial Services
Washington
$5.12K
MS
1268
Monetary Solutions
Ohio
$4.97K
WAS
1269
Winch Advisory Services
Wisconsin
$4.78K
GWSA
1270
Global Wealth Strategies & Associates
Colorado
$4.54K
BBHC
1271
Brown Brothers Harriman & Co
New York
$4.52K
SEP
1272
Signature Equity Partners
Ohio
$4.27K
HIC
1273
Hamrick Investment Counsel
Washington
$4.2K
HNW
1274
High Note Wealth
Minnesota
$3.92K
BFP
1275
Birchwood Financial Partners
Minnesota
$3.49K