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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
CFP
1276
Comprehensive Financial Planning
Pennsylvania
$3.22K
NB
1277
NBT Bank
New York
$3.17K
TFA
1278
Transamerica Financial Advisors
Florida
$3.09K
SS
1279
Sunbelt Securities
Texas
$2.99K
TRCT
1280
Tower Research Capital (TRC)
New York
$2.84K
WA
1281
Walsh & Associates
Florida
$2.11K
NEWAS
1282
N.E.W. Advisory Services
Wisconsin
$1.51K
RF
1283
Robbins Farley
New Hampshire
$1.33K
NA
1284
Networth Advisors
Pennsylvania
$1.13K
RPC
1285
Rossmore Private Capital
Connecticut
$1.05K
MAFA
1286
MJT & Associates Financial Advisory
Minnesota
$910
BA
1287
Blueline Advisors
New Hampshire
$868
FGAM
1288
Financial Gravity Asset Management
Texas
$828
HFS
1289
Hughes Financial Services
Virginia
$427
MCA
1290
McGuire Capital Advisors
Oklahoma
$252
TCM
1291
Triumph Capital Management
Colorado
$227
TC
1292
Truvestments Capital
Florida
$201
GSWM
1293
Golden State Wealth Management
California
$152
LAS
1294
Lloyd Advisory Services
Georgia
$151
KFG
1295
Kingdom Financial Group
Arizona
$151
SWIM
1296
Smallwood Wealth Investment Management
New Jersey
$125
MFP
1297
Meramec Financial Planners
Missouri
$122
BH
1298
Burk Holdings
Oklahoma
$46
IA
1299
IFS Advisors
Kansas
$18
PWA
1300
Portus Wealth Advisors
North Carolina
$9