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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
VAS
526
Vestmark Advisory Solutions
Massachusetts
$1.62M +$1.42M +54,265 +530%
MOS
527
MGO One Seven
Ohio
$1.61M -$29.1K -1,108 -2%
BWM
528
Blossom Wealth Management
California
$1.61M +$62.2K +2,371 +4%
PTC
529
Private Trust Company
Ohio
$1.59M +$62K +2,361 +4%
BWP
530
BSW Wealth Partners
Colorado
$1.59M -$2.54K -97 -0.2%
APG
531
Abacus Planning Group
South Carolina
$1.59M -$579K -22,079 -26%
SPIA
532
Steward Partners Investment Advisory
New York
$1.58M -$127K -4,821 -7%
RWM
533
RKL Wealth Management
Pennsylvania
$1.58M -$76.9K -2,931 -4%
ASN
534
Advisory Services Network
Georgia
$1.57M +$45.3K +1,727 +3%
LA
535
LexAurum Advisors
Kansas
$1.57M +$1.64M +62,541 New
EF
536
Envision Financial
Wisconsin
$1.56M +$306K +11,647 +23%
LWM
537
Lionshead Wealth Management
New York
$1.55M +$394K +15,000 +32%
CPA
538
Capital Performance Advisors
California
$1.54M -$152K -5,780 -9%
LSPW
539
Lake Street Private Wealth
Illinois
$1.54M
RW
540
REDW Wealth
New Mexico
$1.53M -$3.2K -122 -0.2%
SAM
541
Smartleaf Asset Management
Massachusetts
$1.53M +$275K +10,499 +20%
HIP
542
HUB Investment Partners
Texas
$1.5M -$76.5K -2,917 -5%
HF
543
HRT Financial
New York
$1.48M +$1.55M +59,137 New
EAM
544
Everstar Asset Management
North Carolina
$1.48M -$40.8K -1,556 -3%
Fifth Third Bancorp
545
Fifth Third Bancorp
Ohio
$1.47M +$483K +18,398 +46%
WA
546
Wealth Architects
California
$1.47M +$43.4K +1,653 +3%
MMA
547
Miracle Mile Advisors
California
$1.46M -$216K -8,217 -12%
DADC
548
D.A. Davidson & Co
Montana
$1.45M +$77.3K +2,944 +5%
OCM
549
Osterweis Capital Management
California
$1.45M
NLA
550
Northern Lights Advisors
Washington
$1.44M +$210 +8 +0%