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Schwab US Broad Market ETF

1,306 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, 481 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $14.2M

34% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 68

7.79% more ownership

Funds ownership: 32.85%40.64% (+7.8%)

7% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 481

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$354M)

0% less funds holding

Funds holding: 1,3091,306 (-3)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
16.09%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
1.58%
New
91
Increased
516
Reduced
481
Closed
68
Calls
$34.9M
Puts
$14.2M
Net Calls
+$20.7M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.32B -$26.5M -1,008,153 -2%
UBS Group
2
UBS Group
Switzerland
$1.22B +$1.24B +47,100,114 +3,330%
Betterment LLC
3
Betterment LLC
New York
$395M -$11.5M -438,408 -3%
R
4
Rebalance
California
$379M +$3.13M +119,276 +0.8%
SCM
5
SCS Capital Management
Massachusetts
$300M +$1.59M +60,752 +0.5%
UBS AM
6
UBS AM
Illinois
$297M +$233M +8,883,163 +301%
HighTower Advisors
7
HighTower Advisors
Illinois
$225M +$8.8M +335,543 +4%
SG
8
Strid Group
Pennsylvania
$217M -$1.78M -67,872 -0.8%
EK
9
Evensky & Katz
Florida
$205M -$3.03M -115,344 -1%
HCM
10
Hengehold Capital Management
Ohio
$194M -$99.2K -3,782 -0%
HDIM
11
Hanson & Doremus Investment Management
Vermont
$177M +$873K +33,281 +0.5%
HWM
12
HB Wealth Management
Georgia
$166M -$2.45M -93,398 -1%
EA
13
Evergreen Advisors
Tennessee
$158M +$2.96M +112,717 +2%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$156M +$948K +36,116 +0.6%
HP
15
HT Partners
Connecticut
$155M +$2.59M +98,668 +2%
AC
16
AlphaCore Capital
California
$134M -$12M -456,774 -8%
TCM
17
TruNorth Capital Management
Michigan
$131M +$3.16M +120,310 +2%
HWA
18
HHM Wealth Advisors
Tennessee
$129M +$2.86M +108,943 +2%
Mariner
19
Mariner
Kansas
$125M +$14.2M +542,197 +12%
AI
20
Accredited Investors
Minnesota
$116M -$2.94M -112,204 -2%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$102M -$4.97M -189,417 -4%
MBFW
22
Morton Brown Family Wealth
Pennsylvania
$101M +$4.47M +170,427 +4%
CFGSD
23
Compass Financial Group (South Dakota)
South Dakota
$97.1M +$5.79M +220,594 +6%
HSA
24
HBK Sorce Advisory
Pennsylvania
$89M +$638K +24,324 +0.8%
MF
25
Manchester Financial
California
$86M -$143K -5,439 -0.2%