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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
KPWS
501
Kestra Private Wealth Services
Texas
$1.81M +$216K +8,246 +13%
SA
502
Sanctuary Advisors
Indiana
$1.8M +$6.67K +254 +0.4%
SW
503
SteelPeak Wealth
California
$1.79M -$92.3K -3,518 -5%
WIA
504
World Investment Advisors
California
$1.77M +$383K +14,600 +26%
NDSI
505
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M -$2.49K -95 -0.1%
RWA
506
Redhawk Wealth Advisors
Minnesota
$1.76M -$27.7K -1,054 -1%
SOS
507
Silver Oak Securities
Tennessee
$1.75M -$152K -5,810 -8%
AI
508
Axos Invest
Nevada
$1.75M -$617K -23,509 -25%
WOSD
509
WFA of San Diego
California
$1.75M -$117K -4,464 -6%
GCA
510
Gradient Capital Advisors
California
$1.75M +$8.5K +324 +0.5%
NFTC
511
North Forty Two & Co
Oregon
$1.73M +$2.81K +107 +0.2%
VAI
512
Vanguard Advisers Inc
Pennsylvania
$1.73M +$1.81M +68,831 New
FG
513
Fiduciary Group
Georgia
$1.72M -$49.5K -1,885 -3%
EFM
514
Eley Financial Management
Vermont
$1.71M +$4.09K +156 +0.2%
BWL
515
Bogart Wealth LLC
Virginia
$1.71M +$239K +9,097 +15%
DT
516
Diversified Trust
Tennessee
$1.71M +$833K +31,728 +87%
KNFPWM
517
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.7M -$36.9K -1,408 -2%
CWM
518
CMH Wealth Management
New Hampshire
$1.69M +$1.77M +67,270 New
Kovitz Investment Group Partners
519
Kovitz Investment Group Partners
Illinois
$1.69M -$21K -799 -1%
S
520
Sunpointe
Missouri
$1.68M +$903K +34,398 +105%
WWC
521
Waypoint Wealth Counsel
Georgia
$1.68M -$953K -36,323 -35%
SAM
522
S.A. Mason
Michigan
$1.68M -$7.48K -285 -0.4%
FWA
523
FSM Wealth Advisors
Ohio
$1.68M +$1.84K +70 +0.1%
MTIC
524
Missouri Trust & Investment Company
Missouri
$1.65M +$43.4K +1,655 +3%
CA
525
CGN Advisors
Kansas
$1.64M -$48.2K -1,837 -3%