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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
CBA
126
Coastal Bridge Advisors
Connecticut
$18.4M
LW
127
Libra Wealth
California
$17.9M
JJBC
128
James J. Burns & Company
New York
$17.8M
NB
129
Nicolet Bankshares
Wisconsin
$17.6M
FFN
130
Focus Financial Network
Minnesota
$17.6M
SL
131
Sentinus LLC
Illinois
$17.5M
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$17M
RBC
133
Roble Belko & Company
Pennsylvania
$16.8M
ZF
134
Zhang Financial
Michigan
$16.7M
AFG
135
Atomi Financial Group
New York
$16.5M
CKAIS
136
Christensen King & Associates Investment Services
Washington
$15.4M
DKCM
137
Davidson Kahn Capital Management
California
$15.3M
BDFN
138
Bond & Devick Financial Network
Minnesota
$15.3M
MAS
139
Madden Advisory Services
Florida
$15.1M
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$15M
VAS
141
Valicenti Advisory Services
New York
$15M
P
142
&Partners
Tennessee
$14.7M
LPAM
143
Lodestar Private Asset Management
California
$14.5M
IA
144
IFP Advisors
Florida
$14.3M
Ameriprise
145
Ameriprise
Minnesota
$14.3M
BF
146
Brooklyn FI
New York
$14.2M
ECM
147
Elgethun Capital Management
South Dakota
$14.2M
IDA
148
Intelligence Driven Advisers
California
$14.1M
WPC
149
Wedmont Private Capital
Pennsylvania
$14.1M
AA
150
Ashford Advisors
New York
$14M