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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
BA
201
Brightwater Advisory
Florida
$8.67M
PAG
202
Private Advisor Group
New Jersey
$8.66M
RIM
203
Rockbridge Investment Management
New York
$8.63M
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$8.62M
WKWM
205
Walter & Keenan Wealth Management
Indiana
$8.53M
JPLA
206
Joseph P. Lucia & Associates
New York
$8.52M
CIC
207
Carnegie Investment Counsel
Ohio
$8.42M
DI
208
Disciplined Investors
Texas
$8.36M
DWM
209
Destination Wealth Management
California
$8.21M
VFIC
210
Valley Forge Investment Consultants
Pennsylvania
$8.13M
MSS
211
Mitchell Sinkler & Starr
Pennsylvania
$8.12M
BlackRock
212
BlackRock
New York
$7.96M
CP
213
Creekside Partners
California
$7.93M
CWMS
214
CFG Wealth Management Services
Indiana
$7.9M
ETC
215
Exchange Traded Concepts
Oklahoma
$7.81M
OFG
216
Orcam Financial Group
California
$7.81M
SPW
217
Stillwater Private Wealth
Pennsylvania
$7.73M
NIA
218
NBZ Investment Advisors
Tennessee
$7.67M
SFC
219
Strategic Financial Concepts
Texas
$7.6M
CFMC
220
Curbstone Financial Management Corp
New Hampshire
$7.59M
RWIA
221
Roger Wittlin Investment Advisory
California
$7.58M
JFG
222
JMG Financial Group
Illinois
$7.55M
EFG
223
Embree Financial Group
Illinois
$7.51M
SHJ
224
Sharkey, Howes & Javer
Colorado
$7.5M
JWA
225
JFS Wealth Advisors
Pennsylvania
$7.5M