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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
SEP
1276
Signature Equity Partners
Ohio
$4.27K
HIC
1277
Hamrick Investment Counsel
Washington
$4.2K
HNW
1278
High Note Wealth
Minnesota
$3.92K
BFP
1279
Birchwood Financial Partners
Minnesota
$3.49K
CFP
1280
Comprehensive Financial Planning
Pennsylvania
$3.22K
NB
1281
NBT Bank
New York
$3.17K
TFA
1282
Transamerica Financial Advisors
Florida
$3.09K
SS
1283
Sunbelt Securities
Texas
$2.99K
TRCT
1284
Tower Research Capital (TRC)
New York
$2.84K
WA
1285
Walsh & Associates
Florida
$2.11K
NEWAS
1286
N.E.W. Advisory Services
Wisconsin
$1.51K
RF
1287
Robbins Farley
New Hampshire
$1.33K
NA
1288
Networth Advisors
Pennsylvania
$1.13K
RPC
1289
Rossmore Private Capital
Connecticut
$1.05K
MAFA
1290
MJT & Associates Financial Advisory
Minnesota
$910
BA
1291
Blueline Advisors
New Hampshire
$868
FGAM
1292
Financial Gravity Asset Management
Texas
$828
HFS
1293
Hughes Financial Services
Virginia
$427
MCA
1294
McGuire Capital Advisors
Oklahoma
$252
TCM
1295
Triumph Capital Management
Colorado
$227
TC
1296
Truvestments Capital
Florida
$201
GSWM
1297
Golden State Wealth Management
California
$152
LAS
1298
Lloyd Advisory Services
Georgia
$151
KFG
1299
Kingdom Financial Group
Arizona
$151
SWIM
1300
Smallwood Wealth Investment Management
New Jersey
$125