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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
NS
776
NBC Securities
Alabama
$559K -$5.85K -223 -1%
TIM
777
Total Investment Management
Arizona
$554K +$5.35K +204 +0.9%
SSW
778
Stone Summit Wealth
Florida
$549K +$236 +9 +0%
TCM
779
Traynor Capital Management
Pennsylvania
$548K +$116K +4,403 +24%
MFA
780
Mayflower Financial Advisors
Massachusetts
$547K
FA
781
Faithward Advisors
Pennsylvania
$547K -$9.76K -372 -2%
BSI
782
Bennett Selby Investments
Maine
$547K +$971 +37 +0.2%
PRI
783
Prepared Retirement Institute
Pennsylvania
$546K +$2.89K +110 +0.5%
VCWA
784
Vanguard Capital Wealth Advisors
Colorado
$544K +$4.17K +159 +0.7%
ATC
785
Argent Trust Co
Tennessee
$543K
CNWM
786
Clay Northam Wealth Management
California
$540K -$30.2K -1,150 -5%
SFG
787
Sovereign Financial Group
Connecticut
$539K +$341 +13 +0.1%
CFB
788
Cullen/Frost Bankers
Texas
$538K
RWA
789
Roberts Wealth Advisors
California
$538K +$562K +21,414 New
HCC
790
Hirtle Callaghan & Co
Pennsylvania
$536K
WA
791
Waterford Advisors
New York
$530K
SAM
792
Smithbridge Asset Management
Pennsylvania
$530K -$588K -22,410 -51%
SRWM
793
Shira Ridge Wealth Management
California
$530K
KFP
794
Keener Financial Planning
Texas
$527K
AA
795
AF Advisors
California
$521K -$162K -6,186 -23%
BF
796
Blankinship & Foster
California
$519K +$105 +4 +0%
GIM
797
Goelzer Investment Management
Indiana
$519K -$27.5K -1,049 -5%
PSCM
798
Per Stirling Capital Management
Texas
$516K +$1.02K +39 +0.2%
PWAM
799
Private Wealth Asset Management
Iowa
$516K
SCFS
800
Stewardship Concepts Financial Services
Washington
$515K