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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
SFA
176
Sequoia Financial Advisors
Ohio
$11M
WFP
177
Wrenne Financial Planning
Kentucky
$10.9M
BWL
178
Beacon Wealthcare LLC
North Carolina
$10.9M
Charles Schwab
179
Charles Schwab
California
$10.8M
VA
180
Vestwell Advisors
New York
$10.6M
EFG
181
Everhart Financial Group
Ohio
$10.6M
FFA
182
Farther Finance Advisors
California
$10.5M
PF
183
Prosperitas Financial
California
$10.5M
FOA
184
Five Oceans Advisors
California
$10.3M
AA
185
Apriem Advisors
California
$10.2M
AWMG
186
Alliance Wealth Management Group
New Jersey
$10.2M
TCM
187
Towercrest Capital Management
Pennsylvania
$10.2M
SA
188
SRH Advisors
Kansas
$9.91M
GVAG
189
Great Valley Advisor Group
Delaware
$9.91M
PCIA
190
Prime Capital Investment Advisors
Kansas
$9.9M
MGIA
191
Moneta Group Investment Advisors
Missouri
$9.77M
MWP
192
Madison Wealth Partners
Wisconsin
$9.5M
FWM
193
FFT Wealth Management
Pennsylvania
$9.38M
FT
194
Fiduciary Trust
Massachusetts
$9.29M
Northern Trust
195
Northern Trust
Illinois
$9.17M
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$9.16M
BCM
197
Brookstone Capital Management
Illinois
$9.13M
CAM
198
Cresset Asset Management
Illinois
$9.08M
KAS
199
Kestra Advisory Services
Texas
$8.91M
Jane Street
200
Jane Street
New York
$8.68M