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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
JHCP
426
Jackson Hole Capital Partners
Oklahoma
$2.47M -$28.6K -1,091 -1%
RTL
427
Red Tortoise LLC
Georgia
$2.47M -$101K -3,833 -4%
SWM
428
Segment Wealth Management
Texas
$2.45M -$29.9K -1,138 -1%
MAV
429
Mason & Associates (Virginia)
Virginia
$2.44M -$52 -2 -0%
PFS
430
Prospera Financial Services
Texas
$2.43M +$194K +7,384 +8%
GT
431
Glenmede Trust
Pennsylvania
$2.43M +$537K +20,481 +27%
FF
432
Financial Futures
New Jersey
$2.42M +$255K +9,719 +11%
GWWM
433
Great Waters Wealth Management
Minnesota
$2.39M -$11.9K -452 -0.5%
EL
434
Essex LLC
Illinois
$2.37M -$4.93K -188 -0.2%
MG
435
Mather Group
Illinois
$2.36M -$58.8K -2,241 -2%
BFPW
436
BOK Financial Private Wealth
Colorado
$2.35M -$75.2K -2,865 -3%
IP
437
Indivisible Partners
Florida
$2.32M -$37.6K -1,432 -2%
OCM
438
One Capital Management
California
$2.3M +$427K +16,282 +22%
HIC
439
Holderness Investments Company
North Carolina
$2.3M +$20.9K +798 +0.9%
AMG
440
Asset Management Group
Connecticut
$2.3M -$97.5K -3,714 -4%
AA
441
Ancora Advisors
Ohio
$2.29M +$18K +686 +0.8%
OA
442
Operose Advisors
Wisconsin
$2.29M +$99.7K +3,801 +4%
FWP
443
FAS Wealth Partners
Kansas
$2.28M -$493K -18,806 -17%
NCM
444
Novare Capital Management
North Carolina
$2.27M -$1.09M -41,354 -31%
PIA
445
Panoramic Investment Advisors
Colorado
$2.27M +$3.12K +119 +0.1%
SAMC
446
Spectrum Asset Management (California)
California
$2.26M +$244K +9,303 +12%
SWM
447
SpringVest Wealth Management
Texas
$2.25M +$104K +3,964 +5%
GWA
448
Geometric Wealth Advisors
District of Columbia
$2.24M -$27.9K -1,065 -1%
PWM
449
Perigon Wealth Management
California
$2.23M +$55.6K +2,119 +2%
TYCC
450
Texas Yale Capital Corp
Florida
$2.22M