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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
WFP
176
Wrenne Financial Planning
Kentucky
$10.9M
BWL
177
Beacon Wealthcare LLC
North Carolina
$10.9M
Charles Schwab
178
Charles Schwab
California
$10.8M
VA
179
Vestwell Advisors
New York
$10.6M
EFG
180
Everhart Financial Group
Ohio
$10.6M
FFA
181
Farther Finance Advisors
California
$10.5M
PF
182
Prosperitas Financial
California
$10.5M
FOA
183
Five Oceans Advisors
California
$10.3M
AA
184
Apriem Advisors
California
$10.2M
AWMG
185
Alliance Wealth Management Group
New Jersey
$10.2M
TCM
186
Towercrest Capital Management
Pennsylvania
$10.2M
SA
187
SRH Advisors
Kansas
$9.91M
GVAG
188
Great Valley Advisor Group
Delaware
$9.91M
PCIA
189
Prime Capital Investment Advisors
Kansas
$9.9M
MGIA
190
Moneta Group Investment Advisors
Missouri
$9.77M
MWP
191
Madison Wealth Partners
Wisconsin
$9.5M
FWM
192
FFT Wealth Management
Pennsylvania
$9.38M
FT
193
Fiduciary Trust
Massachusetts
$9.29M
Northern Trust
194
Northern Trust
Illinois
$9.17M
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$9.16M
BCM
196
Brookstone Capital Management
Illinois
$9.13M
CAM
197
Cresset Asset Management
Illinois
$9.08M
KAS
198
Kestra Advisory Services
Texas
$8.91M
Jane Street
199
Jane Street
New York
$8.68M
BA
200
Brightwater Advisory
Florida
$8.67M