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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
KWA
476
Kingswood Wealth Advisors
California
$2.07M +$277K +10,543 +15%
CAI
477
Capital Advisors Inc
Oklahoma
$2.07M +$39.6K +1,511 +2%
SWM
478
Selective Wealth Management
Virginia
$2.02M
NAM
479
NorthCrest Asset Manangement
Minnesota
$2.01M +$2.09M +79,529 New
Bank of New York Mellon
480
Bank of New York Mellon
New York
$2.01M -$106K -4,024 -5%
CRA
481
Clear Retirement Advice
California
$2.01M +$217K +8,258 +12%
AL
482
Aspiriant LLC
California
$2M
VCAM
483
Van Cleef Asset Management
Ohio
$2M -$134K -5,125 -6%
SFA
484
Souders Financial Advisors
Ohio
$2M -$289K -11,007 -12%
IWM
485
IHT Wealth Management
Illinois
$1.97M +$81.7K +3,113 +4%
ZBNA
486
Zions Bancorporation, National Association
Utah
$1.96M +$2.05M +78,000 New
RPWA
487
Regent Peak Wealth Advisors
Georgia
$1.95M +$11.3K +431 +0.6%
KCP
488
Kera Capital Partners
California
$1.95M +$27.3K +1,039 +1%
MA
489
Modus Advisors
Minnesota
$1.92M -$15.9K -606 -0.8%
EB
490
Exchange Bank
California
$1.92M -$15.7K -600 -0.8%
SA
491
SJBenen ADVISORY
North Carolina
$1.92M -$753K -28,715 -27%
AWA
492
Arkadios Wealth Advisors
Georgia
$1.89M +$940K +35,829 +91%
CRC
493
Curi RMB Capital
Illinois
$1.89M +$16.4K +624 +0.8%
SIC
494
Sigma Investment Counselors
Michigan
$1.88M -$1.71M -65,183 -47%
PFA
495
Pure Financial Advisors
California
$1.87M -$35.9K -1,367 -2%
CIA
496
Concurrent Investment Advisors
Florida
$1.87M +$515K +19,637 +36%
LWM
497
Luminvest Wealth Management
Arizona
$1.86M -$10.8K -410 -0.6%
Fisher Asset Management
498
Fisher Asset Management
Washington
$1.85M +$1.62M +61,913 +518%
SAM
499
Sawgrass Asset Management
Florida
$1.85M +$7.87K +300 +0.4%
BIA
500
Bigelow Investment Advisors
Maine
$1.83M -$351K -13,362 -15%