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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
PA
726
Perennial Advisors
New York
$677K -$656 -25 -0.1%
TAM
727
Townsend Asset Management
North Carolina
$677K -$128K -4,894 -15%
BW
728
BIP Wealth
Georgia
$674K +$37.4K +1,427 +6%
PFA
729
Perryman Financial Advisory
Texas
$674K +$1.13K +43 +0.2%
CWM
730
Cahaba Wealth Management
Georgia
$670K +$1.73K +66 +0.2%
BTWM
731
Baker Tilly Wealth Management
Wisconsin
$668K +$840 +32 +0.1%
AWM
732
Apex Wealth Management
New Hampshire
$666K -$168K -6,404 -19%
GAM
733
Grandview Asset Management
Pennsylvania
$664K +$673K +25,644 New
DP
734
Denver PWM
Colorado
$663K -$163K -6,198 -21%
AC
735
Apella Capital
Connecticut
$660K +$147K +5,610 +30%
CAAM
736
Cornerstone Advisors Asset Management
Pennsylvania
$659K +$1.94K +74 +0.3%
AO
737
Advisor OS
Illinois
$658K +$577 +22 +0.1%
PAMG
738
Patton Albertson Miller Group
Tennessee
$654K -$12K -458 -2%
CA
739
Clearstead Advisors
Ohio
$654K +$98.1K +3,739 +17%
ML
740
McAdam LLC
Pennsylvania
$651K -$10.9K -417 -2%
RWRC
741
R.W. Roge & Company
New York
$651K -$50.8K -1,935 -7%
SWP
742
Stratos Wealth Partners
Ohio
$644K -$33.3K -1,269 -5%
GP
743
Greenline Partners
New York
$630K +$2.15K +82 +0.3%
SSA
744
Shepherd Street Advisors
California
$630K +$50.5K +1,924 +8%
AWA
745
Aletheian Wealth Advisors
Washington
$630K +$659K +25,109 New
PB
746
Pinnacle Bancorp
Nebraska
$630K
WCFA
747
Walkner Condon Financial Advisors
Wisconsin
$630K +$46K +1,754 +8%
SWM
748
Shakespeare Wealth Management
Wisconsin
$630K
FFWA
749
FRG Family Wealth Advisors
Washington
$629K +$189K +7,202 +40%
HPIA
750
Hamilton Point Investment Advisors
North Carolina
$629K