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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
US Bancorp
301
US Bancorp
Minnesota
$4.51M -$181K -6,891 -4%
VVP
302
Venture Visionary Partners
Ohio
$4.51M -$309K -11,778 -6%
WCM
303
Whitener Capital Management
North Carolina
$4.5M -$369K -14,052 -7%
CAM
304
Cozad Asset Management
Illinois
$4.5M -$3.15K -120 -0.1%
CPA
305
Clear Point Advisors
New York
$4.5M -$4.72K -180 -0.1%
MWM
306
Maridea Wealth Management
New York
$4.48M -$328K -12,509 -7%
Tudor Investment Corp
307
Tudor Investment Corp
Connecticut
$4.48M -$370K -14,095 -7%
LWL
308
Leo Wealth LLC
Texas
$4.47M -$20.2K -770 -0.4%
JF
309
Joule Financial
Kentucky
$4.46M -$1.67M -63,688 -26%
PIM
310
Pullen Investment Management
Florida
$4.4M
WI
311
WBI Investments
New Jersey
$4.38M -$417K -15,907 -8%
CFGA
312
Cambridge Financial Group (Arizona)
Arizona
$4.37M -$424K -16,166 -8%
AFA
313
Amicus Financial Advisors
Texas
$4.36M -$48.6K -1,854 -1%
KFC
314
Klingenstein Fields & Co
New York
$4.22M +$20K +762 +0.5%
SI
315
Seeds Investor
New York
$4.17M +$4.08M +155,335 New
FPAS
316
Focus Partners Advisor Solutions
Missouri
$4.14M -$788K -30,025 -15%
OCG
317
Opus Capital Group
Ohio
$4.13M -$7.01K -267 -0.2%
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$4.07M +$943K +35,925 +28%
ACA
319
Aspire Capital Advisors
Washington
$4.07M +$23.6K +899 +0.6%
MCCA
320
Mill Creek Capital Advisors
Pennsylvania
$4.07M
NGA
321
Naples Global Advisors
Florida
$4.04M +$9.34K +356 +0.2%
HCMT
322
Highland Capital Management (Tennessee)
Tennessee
$3.97M -$156K -5,937 -4%
PA
323
Planning Alternatives
Michigan
$3.97M -$30.1K -1,146 -0.7%
BFA
324
Blueprint Financial Advisors
North Carolina
$3.95M -$726K -27,684 -15%
PPF
325
Pacific Park Financial
California
$3.91M -$456K -17,393 -10%