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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
SFG
51
Sunburst Financial Group
Alabama
$54.6M +$1.26M +48,112 +2%
WA
52
WBH Advisory
Maryland
$53.6M +$2.28M +86,869 +4%
CG
53
Caprock Group
Idaho
$52.5M +$200K +7,626 +0.4%
Wells Fargo
54
Wells Fargo
California
$51.8M +$3.02M +115,156 +6%
EFG
55
Ethos Financial Group
Pennsylvania
$50.9M +$1.83M +69,826 +4%
SFG
56
SNS Financial Group
Minnesota
$45.3M -$65.1K -2,481 -0.1%
CMAI
57
Capital Management Associates Inc
Minnesota
$44.8M +$158K +6,013 +0.3%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$43.1M -$1.66M -63,280 -4%
AF
59
Allworth Financial
California
$42.8M +$7.69M +293,194 +21%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$42.5M +$1.16M +44,348 +3%
RC
61
Roundview Capital
New Jersey
$42.2M -$269K -10,257 -0.6%
HWA
62
Heritage Wealth Architects
Minnesota
$41.8M +$2.97M +113,366 +8%
LEFP
63
Leading Edge Financial Planning
Tennessee
$41.2M +$3.22M +122,611 +8%
Truist Financial
64
Truist Financial
North Carolina
$41.2M +$1.67M +63,569 +4%
GCA
65
Genesee Capital Advisors
New York
$40.9M -$242K -9,223 -0.6%
BWA
66
Boulder Wealth Advisors
Colorado
$40.6M +$819K +31,222 +2%
CIA
67
Cape Investment Advisory
Georgia
$39.8M +$520K +19,827 +1%
MAG
68
Members Advisory Group
New York
$39.7M -$361K -13,753 -0.9%
ACM
69
Appalachian Capital Management
Ohio
$39.5M +$462K +17,611 +1%
MWM
70
Modern Wealth Management
Kansas
$38.7M +$1.15M +43,788 +3%
TWM
71
Tanglewood Wealth Management
Texas
$38.5M +$19.1M +729,589 +91%
Goldman Sachs
72
Goldman Sachs
New York
$34.7M +$5.58M +212,511 +18%
JIP
73
Jaffetilchin Investment Partners
Florida
$33.9M -$5.09M -194,100 -13%
Cerity Partners
74
Cerity Partners
New York
$32.7M +$4.75M +181,101 +16%
LPT
75
Legacy Private Trust
Wisconsin
$32.2M -$1.32M -50,447 -4%