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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
PAG
201
Private Advisor Group
New Jersey
$8.66M
RIM
202
Rockbridge Investment Management
New York
$8.63M
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$8.62M
WKWM
204
Walter & Keenan Wealth Management
Indiana
$8.53M
JPLA
205
Joseph P. Lucia & Associates
New York
$8.52M
CIC
206
Carnegie Investment Counsel
Ohio
$8.42M
DI
207
Disciplined Investors
Texas
$8.36M
DWM
208
Destination Wealth Management
California
$8.21M
VFIC
209
Valley Forge Investment Consultants
Pennsylvania
$8.13M
MSS
210
Mitchell Sinkler & Starr
Pennsylvania
$8.12M
BlackRock
211
BlackRock
New York
$7.96M
CP
212
Creekside Partners
California
$7.93M
CWMS
213
CFG Wealth Management Services
Indiana
$7.9M
ETC
214
Exchange Traded Concepts
Oklahoma
$7.81M
OFG
215
Orcam Financial Group
California
$7.81M
NIA
216
NBZ Investment Advisors
Tennessee
$7.67M
SFC
217
Strategic Financial Concepts
Texas
$7.6M
CFMC
218
Curbstone Financial Management Corp
New Hampshire
$7.59M
RWIA
219
Roger Wittlin Investment Advisory
California
$7.58M
JFG
220
JMG Financial Group
Illinois
$7.55M
EFG
221
Embree Financial Group
Illinois
$7.51M
SHJ
222
Sharkey, Howes & Javer
Colorado
$7.5M
JWA
223
JFS Wealth Advisors
Pennsylvania
$7.5M
CFO
224
CVA Family Office
Colorado
$7.49M
SF
225
Summit Financial
New Jersey
$7.46M