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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
MFP
1301
Meramec Financial Planners
Missouri
$122
BH
1302
Burk Holdings
Oklahoma
$46
IA
1303
IFS Advisors
Kansas
$18
PWA
1304
Portus Wealth Advisors
North Carolina
$9
SFP
1305
Strategic Financial Planning
Texas
BJL
1306
Brighton Jones LLC
Washington
BA
1307
Ballast Advisors
Minnesota
AWM
1308
Axxcess Wealth Management
California
Renaissance Technologies
1309
Renaissance Technologies
New York
Janney Montgomery Scott
1310
Janney Montgomery Scott
Pennsylvania
TIAA Trust, National Association
1311
TIAA Trust, National Association
North Carolina
SCM
1312
SOL Capital Management
Maryland
JWCA
1313
J.W. Cole Advisors
Florida
VIP
1314
Value Investment Professionals
New York
FTUS
1315
Flow Traders U.S.
New York
WWM
1316
Westwood Wealth Management
California
PAS
1317
Park Avenue Securities
New York
CC
1318
Cornerstone Capital
California
Belvedere Trading
1319
Belvedere Trading
Illinois
YIH
1320
Y-Intercept (HK)
Hong Kong
WC
1321
Wolfstich Capital
Massachusetts
SGWM
1322
Sterling Group Wealth Management
California
EFS
1323
Econ Financial Services
Pennsylvania
MPCL
1324
My Personal CFO LLC
Washington
HFA
1325
Hershey Financial Advisers
Pennsylvania