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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
WCM
451
Weaver Capital Management
Georgia
$2.21M -$2.18K -83 -0.1%
MWM
452
Modera Wealth Management
New Jersey
$2.21M -$8.06K -307 -0.3%
PWMG
453
Prestige Wealth Management Group
New Jersey
$2.21M -$187K -7,129 -7%
HI
454
Hendershot Investments
Virginia
$2.19M +$40.1K +1,528 +2%
GAG
455
GM Advisory Group
New York
$2.18M +$2.28M +86,934 New
PA
456
Pinnacle Associates
New York
$2.18M +$72.6K +2,768 +3%
NHC
457
Nicholas Hoffman & Company
Georgia
$2.18M +$434K +16,547 +24%
CA
458
Callahan Advisors
Texas
$2.18M +$248K +9,460 +12%
BCI
459
Brinker Capital Investments
Pennsylvania
$2.17M -$1.98M -75,586 -47%
AIM
460
AMI Investment Management
Indiana
$2.16M -$33.9K -1,291 -1%
TIA
461
Traphagen Investment Advisors
New Jersey
$2.15M -$10.4K -396 -0.5%
Natixis Advisors
462
Natixis Advisors
Massachusetts
$2.14M -$180K -6,861 -7%
FMP
463
Financial Management Professionals
Texas
$2.14M -$26.4K -1,005 -1%
WCM
464
Weik Capital Management
Pennsylvania
$2.13M +$77.4K +2,950 +4%
BCM
465
Barden Capital Management
Texas
$2.13M -$68.5K -2,612 -3%
HR
466
Howe & Rusling
New York
$2.13M -$84.6K -3,225 -4%
NW
467
NewEdge Wealth
Pennsylvania
$2.12M -$650K -24,780 -23%
DOA
468
D'Orazio & Associates
Virginia
$2.1M +$236 +9 +0%
CI
469
CX Institutional
Indiana
$2.1M -$1.17M -44,443 -35%
Baird Financial Group
470
Baird Financial Group
Wisconsin
$2.09M -$12K -456 -0.5%
FNBOMD
471
First National Bank of Mount Dora
Florida
$2.08M +$29.5K +1,124 +1%
QCG
472
Quadrant Capital Group
Ohio
$2.08M +$27.2K +1,037 +1%
KeyBank National Association
473
KeyBank National Association
Ohio
$2.08M -$240K -9,150 -10%
AWM
474
Adams Wealth Management
Utah
$2.07M +$61K +2,326 +3%
CI
475
CacheTech Inc
Utah
$2.07M +$61K +2,326 +3%