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
KG
1251
Kilter Group
New York
$14.6K
APW
1252
Aventura Private Wealth
Florida
$14.3K
CW
1253
Curio Wealth
Maryland
$14.2K
AA
1254
Addison Advisors
Vermont
$14.2K
RCM
1255
Raleigh Capital Management
North Carolina
$12.6K
PMIM
1256
Prudent Man Investment Management
Colorado
$12.3K
AW
1257
Avion Wealth
Texas
$12K
WAG
1258
Wiser Advisor Group
Arizona
$11.7K
GCM
1259
Gunpowder Capital Management
Maryland
$11.4K
DSC
1260
Duncker Streett & Co
Missouri
$10.7K
BAM
1261
Bellevue Asset Management
Washington
$10.5K
PF
1262
PlanVest Financial
Maryland
$10.4K
MIM
1263
MTM Investment Management
South Carolina
$10.1K
EWM
1264
Evolution Wealth Management
Florida
$10.1K
PS
1265
Pinney & Scofield
Massachusetts
$9.78K
FFL
1266
Financial Freedom LLC
Ohio
$9.75K
TVWM
1267
Tower View Wealth Management
Wisconsin
$7.87K
TFA
1268
Toth Financial Advisory
Virginia
$7.61K
RDFA
1269
Ritter Daniher Financial Advisory
Ohio
$7.48K
DF
1270
Dunhill Financial
United Kingdom
$7.45K
CSC
1271
Caldwell Sutter Capital
California
$6.48K
BWM
1272
Bernard Wealth Management
Michigan
$5.99K
NRWA
1273
North Ridge Wealth Advisors
Oregon
$5.6K
CFG
1274
Clayton Financial Group
Missouri
$5.59K
NWS
1275
Nvest Wealth Strategies
Ohio
$5.35K