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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 92 funds opening new positions, 516 increasing their positions, 480 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

35% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 68

7.79% more ownership

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

8% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 480

3% more capital invested

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

0% less funds holding

Funds holding: 1,3081,306 (-2)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-2
Holders Change %
-0.15%
% 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
92
Increased
516
Reduced
480
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
CFO
226
CVA Family Office
Colorado
$7.49M -$57.7K -2,200 -0.7%
SF
227
Summit Financial
New Jersey
$7.46M -$1.66M -63,326 -18%
RDWM
228
Red Door Wealth Management
Tennessee
$7.44M +$247K +9,423 +3%
PRS
229
Pinkerton Retirement Specialists
Idaho
$7.27M -$618K -23,566 -8%
EFN
230
Equita Financial Network
Pennsylvania
$7.25M -$125K -4,752 -2%
VA
231
Valmark Advisers
Ohio
$7.23M +$82.9K +3,161 +1%
MA
232
Mutual Advisors
Nebraska
$7.21M +$86.2K +3,285 +1%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$7.2M -$201K -7,660 -3%
RM
234
RCW Management
Florida
$7.11M -$31.1K -1,186 -0.4%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$7.03M +$73.4K +2,796 +1%
EH
236
Equitable Holdings
New York
$6.83M +$504K +19,226 +8%
RF
237
RHS Financial
California
$6.8M -$544K -20,724 -7%
FA
238
Fagan Associates
New York
$6.78M -$2.27M -86,661 -24%
CPA
239
Cardiff Park Advisors
California
$6.72M +$9.95K +379 +0.1%
AAMC
240
Asset Allocation & Management Company
Illinois
$6.58M +$574K +21,867 +9%
EI
241
Ellevest Inc
New York
$6.57M +$59.7K +2,275 +0.9%
MPI
242
Mairs & Power Inc
Minnesota
$6.56M
GCM
243
Graver Capital Management
Ohio
$6.54M +$186K +7,102 +3%
WBCM
244
Wilson & Boucher Capital Management
California
$6.53M -$29.6K -1,129 -0.4%
PA
245
Parallel Advisors
California
$6.42M +$98.8K +3,764 +1%
OFS
246
OneAscent Financial Services
Alabama
$6.31M +$644K +24,540 +11%
BC
247
Brio Consultants
California
$6.27M +$1.41M +53,804 +32%
SFWC
248
Strategic Family Wealth Counselors
New Jersey
$6.22M +$46.3K +1,764 +0.7%
SWM
249
Seaside Wealth Management
California
$6.18M +$5.33K +203 +0.1%
CAM
250
Clark Asset Management
New Hampshire
$6.09M +$89.5K +3,411 +1%