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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
TSWM
376
Triangle Securities Wealth Management
North Carolina
$3.02M -$3.49K -133 -0.1%
3FI
377
3 Factor Indexing
California
$3M +$3.14M +119,640 New
CL
378
Choreo LLC
Illinois
$3M -$294K -11,223 -9%
TCIIS
379
TIAA-CREF Individual & Institutional Services
New York
$2.99M +$3.12M +119,004 New
RFA
380
RTD Financial Advisors
Pennsylvania
$2.98M -$21.4K -817 -0.7%
BWM
381
BCS Wealth Management
Tennessee
$2.97M -$3.98M -151,563 -56%
EWP
382
Elevation Wealth Partners
California
$2.96M +$157 +6 +0%
ATI
383
ARK & TLK Investments
Oklahoma
$2.93M +$826K +31,464 +37%
MAG
384
Mayfair Advisory Group
Alabama
$2.92M +$39.9K +1,522 +1%
MWM
385
Mission Wealth Management
California
$2.91M +$87.1K +3,320 +3%
PIP
386
Peachtree Investment Partners
Florida
$2.9M +$1.04M +39,696 +52%
RI
387
Ridgewood Investments
New Jersey
$2.88M +$3.01M +114,815 New
FG
388
Foster Group
Iowa
$2.88M +$310K +11,818 +11%
KCA
389
Kastel Capital Advisors
Massachusetts
$2.86M
CTWM
390
Cherry Tree Wealth Management
Minnesota
$2.86M -$68K -2,592 -2%
LCC
391
Lincoln Capital Corp
Rhode Island
$2.86M +$36.4K +1,388 +1%
SA
392
Skyline Advisors
Washington
$2.83M -$84.8K -3,232 -3%
FD
393
Financial Designs
California
$2.82M -$123K -4,683 -4%
LNWTC
394
Laird Norton Wetherby Trust Company
Washington
$2.82M +$92.4K +3,523 +3%
PF
395
Penney Financial
Texas
$2.82M +$39.4K +1,500 +1%
AFP
396
Ausdal Financial Partners
Iowa
$2.78M +$26.7K +1,018 +0.9%
DFA
397
DHJJ Financial Advisors
Illinois
$2.77M -$141K -5,386 -5%
GFA
398
Gallagher Fiduciary Advisors
Illinois
$2.76M +$1.75B +66,580,096 +2,535%
CPA
399
Cathy Pareto & Associates
Florida
$2.75M -$34.4K -1,312 -1%
RSWM
400
Robertson Stephens Wealth Management
California
$2.74M -$151K -5,761 -5%