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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
OA
1326
Oasis Advisors
Iowa
IIA
1327
Integrity Investment Advisors
Colorado
MMHP
1328
Murphy Middleton Hinkle & Parker
Georgia
MCA
1329
Magnolia Capital Advisors
Mississippi
CFP
1330
Catalyst Financial Partners
Massachusetts
WSA
1331
Warm Springs Advisors
California
TFP
1332
TrueWealth Financial Partners
Washington
CIP
1333
Capital Insight Partners
Arizona
VPIM
1334
Vanguard Personalized Indexing Management
California
BSCCG
1335
Blue Sky Capital Consultants Group
California
PAW
1336
Plan A Wealth
Nebraska
AP
1337
Americana Partners
Texas
WIM
1338
Warwick Investment Management
Texas
CAMG
1339
CWA Asset Management Group
Florida
AWM
1340
Austin Wealth Management
Texas
SEM
1341
Strategic Equity Management
Arizona
Susquehanna International Group
1342
Susquehanna International Group
Pennsylvania
HCM
1343
Howard Capital Management
Georgia
AIM
1344
Aurora Investment Managers
Florida
TFS
1345
Thoroughbred Financial Services
Tennessee
MI
1346
Moneywise Inc
Virginia
FPWM
1347
FSB Premier Wealth Management
Iowa
MHFA
1348
Mission Hills Financial Advisory
California
TWA
1349
TCI Wealth Advisors
Arizona
FFG
1350
Fiduciary Financial Group
California