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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
GM
276
GeoWealth Management
Illinois
$5.16M +$2.33M +88,781 +76%
AV
277
Aspiring Ventures
Ohio
$5.16M +$184K +7,019 +4%
MA
278
MBA Advisors
Pennsylvania
$5.1M +$449K +17,112 +9%
SWM
279
SeaCrest Wealth Management
New York
$5.08M +$15.9K +605 +0.3%
William Blair & Company
280
William Blair & Company
Illinois
$5.03M -$130K -4,973 -2%
BAM
281
Berkshire Asset Management
Pennsylvania
$4.99M -$24.3K -926 -0.5%
UFA
282
Unify Financial Advisors
Florida
$4.91M -$42.6K -1,622 -0.8%
FSAG
283
Financial Solutions Advisory Group
Illinois
$4.91M +$5.13M +195,424 New
RWM
284
Ritholtz Wealth Management
New York
$4.9M +$241K +9,197 +5%
KF
285
Krilogy Financial
Missouri
$4.86M +$1.26M +47,953 +36%
CAG
286
Crestwood Advisors Group
Massachusetts
$4.83M +$577 +22 +0%
SWM
287
Seed Wealth Management
Illinois
$4.83M -$186K -7,075 -4%
CWM
288
Chesapeake Wealth Management
Virginia
$4.82M -$57.9K -2,206 -1%
NI
289
NYL Investors
New York
$4.8M -$223K -8,514 -4%
WAP
290
Wealthcare Advisory Partners
Pennsylvania
$4.75M -$81.2K -3,093 -2%
CIA
291
Compass Ion Advisors
Pennsylvania
$4.73M -$33.1K -1,260 -0.7%
FF
292
Farnam Financial
Arizona
$4.71M -$113K -4,302 -2%
AC
293
Avant Capital
Louisiana
$4.69M -$65.8K -2,509 -1%
KJWM
294
Kiley Juergens Wealth Management
Washington
$4.68M +$37.4K +1,426 +0.8%
WCL
295
Wealth Care LLC
Florida
$4.66M +$4.88M +185,803 New
BIP
296
Blueprint Investment Partners
North Carolina
$4.62M -$459K -17,508 -9%
AOWM
297
Alpha Omega Wealth Management
Virginia
$4.59M -$221K -8,433 -4%
AAP
298
Arax Advisory Partners
Colorado
$4.58M -$29.3K -1,116 -0.6%
GIP
299
Granite Investment Partners
California
$4.56M -$78.7K -3,000 -2%
MF
300
Midwestern Financial
Iowa
$4.53M -$149K -5,693 -3%