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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
SMC
351
Smith, Moore & Co
Missouri
$3.43M +$13.9K +528 +0.4%
SIC
352
Salem Investment Counselors
North Carolina
$3.4M +$2.47K +94 +0.1%
CA
353
Cambridge Advisors
Nebraska
$3.39M -$33.2K -1,264 -0.9%
SCM
354
Spreng Capital Management
Ohio
$3.38M -$137K -5,226 -4%
BAM
355
Belpointe Asset Management
Nevada
$3.33M -$586K -22,323 -14%
CPWM
356
Cypress Point Wealth Management
Texas
$3.32M -$141K -5,367 -4%
TWM
357
Thrive Wealth Management
Pennsylvania
$3.31M -$298K -11,366 -8%
PA
358
PFG Advisors
Arizona
$3.31M -$97K -3,695 -3%
CTA
359
Chesley Taft & Associates
Illinois
$3.28M +$10.1K +384 +0.3%
LIWM
360
Long Island Wealth Management
New York
$3.27M -$1.06M -40,291 -24%
WIC
361
Whitegate Investment Counselors
New Hampshire
$3.22M +$210K +7,998 +7%
PS
362
Planned Solutions
California
$3.22M +$94.1K +3,586 +3%
MA
363
MCF Advisors
Kentucky
$3.19M +$2.15M +82,063 +182%
CMBA
364
C.M. Bidwell & Associates
Hawaii
$3.18M -$14K -532 -0.4%
SWM
365
Selby Wealth Management
California
$3.15M -$65.8K -2,508 -2%
IF
366
Intrua Financial
Texas
$3.15M -$5.17K -197 -0.2%
CSI
367
Cross Staff Investments
New York
$3.13M +$26.3K +1,004 +0.8%
LBC
368
Lowe Brockenbrough & Co
Virginia
$3.11M -$363K -13,828 -10%
S
369
Sachetta
Massachusetts
$3.06M -$2.13K -81 -0.1%
Bank of Montreal
370
Bank of Montreal
Ontario, Canada
$3.06M +$16.3K +621 +0.5%
AIM
371
Archer Investment Management
Texas
$3.05M -$386K -14,711 -11%
AA
372
Advisory Alpha
Michigan
$3.04M +$718K +27,351 +29%
TWM
373
Topsail Wealth Management
North Carolina
$3.04M +$5.98K +228 +0.2%
MWA
374
Medallion Wealth Advisors
Connecticut
$3.04M +$132K +5,019 +4%
RWM
375
Rialto Wealth Management
New York
$3.02M -$7.08K -270 -0.2%