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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
TCM
1301
Triumph Capital Management
Colorado
$227
TC
1302
Truvestments Capital
Florida
$201
GSWM
1303
Golden State Wealth Management
California
$152
KFG
1304
Kingdom Financial Group
Arizona
$151
LAS
1305
Lloyd Advisory Services
Georgia
$151
SWIM
1306
Smallwood Wealth Investment Management
New Jersey
$125
MFP
1307
Meramec Financial Planners
Missouri
$122
BH
1308
Burk Holdings
Oklahoma
$46
IA
1309
IFS Advisors
Kansas
$18
PWA
1310
Portus Wealth Advisors
North Carolina
$9
SFP
1311
Strategic Financial Planning
Texas
BJL
1312
Brighton Jones LLC
Washington
BA
1313
Ballast Advisors
Minnesota
AWM
1314
Axxcess Wealth Management
California
Renaissance Technologies
1315
Renaissance Technologies
New York
Janney Montgomery Scott
1316
Janney Montgomery Scott
Pennsylvania
TIAA Trust, National Association
1317
TIAA Trust, National Association
North Carolina
SCM
1318
SOL Capital Management
Maryland
JWCA
1319
J.W. Cole Advisors
Florida
VIP
1320
Value Investment Professionals
New York
FTUS
1321
Flow Traders U.S.
New York
WWM
1322
Westwood Wealth Management
California
PAS
1323
Park Avenue Securities
New York
CC
1324
Cornerstone Capital
California
Belvedere Trading
1325
Belvedere Trading
Illinois