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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
SFP
1301
Strategic Financial Planning
Texas
BJL
1302
Brighton Jones LLC
Washington
BA
1303
Ballast Advisors
Minnesota
AWM
1304
Axxcess Wealth Management
California
Renaissance Technologies
1305
Renaissance Technologies
New York
Janney Montgomery Scott
1306
Janney Montgomery Scott
Pennsylvania
TIAA Trust, National Association
1307
TIAA Trust, National Association
North Carolina
SCM
1308
SOL Capital Management
Maryland
JWCA
1309
J.W. Cole Advisors
Florida
VIP
1310
Value Investment Professionals
New York
FTUS
1311
Flow Traders U.S.
New York
WWM
1312
Westwood Wealth Management
California
PAS
1313
Park Avenue Securities
New York
CC
1314
Cornerstone Capital
California
Belvedere Trading
1315
Belvedere Trading
Illinois
YIH
1316
Y-Intercept (HK)
Hong Kong
WC
1317
Wolfstich Capital
Massachusetts
SGWM
1318
Sterling Group Wealth Management
California
EFS
1319
Econ Financial Services
Pennsylvania
MPCL
1320
My Personal CFO LLC
Washington
HFA
1321
Hershey Financial Advisers
Pennsylvania
OA
1322
Oasis Advisors
Iowa
IIA
1323
Integrity Investment Advisors
Colorado
MMHP
1324
Murphy Middleton Hinkle & Parker
Georgia
MCA
1325
Magnolia Capital Advisors
Mississippi