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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
YIH
1326
Y-Intercept (HK)
Hong Kong
WC
1327
Wolfstich Capital
Massachusetts
SGWM
1328
Sterling Group Wealth Management
California
EFS
1329
Econ Financial Services
Pennsylvania
MPCL
1330
My Personal CFO LLC
Washington
HFA
1331
Hershey Financial Advisers
Pennsylvania
OA
1332
Oasis Advisors
Iowa
IIA
1333
Integrity Investment Advisors
Colorado
MMHP
1334
Murphy Middleton Hinkle & Parker
Georgia
MCA
1335
Magnolia Capital Advisors
Mississippi
CFP
1336
Catalyst Financial Partners
Massachusetts
WSA
1337
Warm Springs Advisors
California
TFP
1338
TrueWealth Financial Partners
Washington
CIP
1339
Capital Insight Partners
Arizona
VPIM
1340
Vanguard Personalized Indexing Management
California
BSCCG
1341
Blue Sky Capital Consultants Group
California
PAW
1342
Plan A Wealth
Nebraska
AP
1343
Americana Partners
Texas
WIM
1344
Warwick Investment Management
Texas
CAMG
1345
CWA Asset Management Group
Florida
AWM
1346
Austin Wealth Management
Texas
SEM
1347
Strategic Equity Management
Arizona
Susquehanna International Group
1348
Susquehanna International Group
Pennsylvania
HCM
1349
Howard Capital Management
Georgia
AIM
1350
Aurora Investment Managers
Florida