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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
1326
Catalyst Financial Partners
Massachusetts
WSA
1327
Warm Springs Advisors
California
TFP
1328
TrueWealth Financial Partners
Washington
CIP
1329
Capital Insight Partners
Arizona
VPIM
1330
Vanguard Personalized Indexing Management
California
BSCCG
1331
Blue Sky Capital Consultants Group
California
PAW
1332
Plan A Wealth
Nebraska
AP
1333
Americana Partners
Texas
WIM
1334
Warwick Investment Management
Texas
CAMG
1335
CWA Asset Management Group
Florida
AWM
1336
Austin Wealth Management
Texas
SEM
1337
Strategic Equity Management
Arizona
Susquehanna International Group
1338
Susquehanna International Group
Pennsylvania
HCM
1339
Howard Capital Management
Georgia
AIM
1340
Aurora Investment Managers
Florida
TFS
1341
Thoroughbred Financial Services
Tennessee
MI
1342
Moneywise Inc
Virginia
FPWM
1343
FSB Premier Wealth Management
Iowa
MHFA
1344
Mission Hills Financial Advisory
California
TWA
1345
TCI Wealth Advisors
Arizona
FFG
1346
Fiduciary Financial Group
California
PWP
1347
Prasad Wealth Partners
Ohio
WIA
1348
Wetzel Investment Advisors
Indiana
EIG
1349
Ellenbecker Investment Group
Wisconsin
VIA
1350
Victrix Investment Advisors
Florida