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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
LAIC
801
Lederer & Associates Investment Counsel
California
$514K
TBWA
802
Three Bridge Wealth Advisors
California
$512K +$315 +12 +0.1%
CH
803
CDKV Holdings
Colorado
$512K +$210 +8 +0%
TFA
804
TrustWell Financial Advisors
Florida
$503K -$63.2K -2,409 -11%
SWGC
805
Summit Wealth Group (Colorado)
Colorado
$502K +$525K +19,999 New
NFC
806
Northstar Financial Companies
Pennsylvania
$501K +$157K +6,000 +43%
BP
807
Broadleaf Partners
Ohio
$501K -$110K -4,209 -17%
SHA
808
Seneca House Advisors
Virginia
$498K +$5.56K +212 +1%
RAG
809
RIA Advisory Group
Iowa
$497K -$1.05K -40 -0.2%
ECM
810
Evergreen Capital Management
Washington
$496K +$11.8K +451 +2%
HAP
811
Harbor Asset Planning
Massachusetts
$496K +$1.47K +56 +0.3%
MFC
812
Morris Financial Concepts
South Carolina
$494K
TWA
813
Tandem Wealth Advisors
Arizona
$492K +$251K +9,567 +95%
AMIM
814
Aull & Monroe Investment Management
Alabama
$492K +$52 +2 +0%
WAM
815
Wernau Asset Management
Massachusetts
$491K -$151K -5,766 -23%
YAL
816
Your Advocates Ltd
Texas
$491K +$1.26K +48 +0.2%
HOWA
817
Heritage Oak Wealth Advisors
Florida
$488K -$18.1K -689 -3%
AUB
818
Atlantic Union Bankshares
Virginia
$485K +$113K +4,323 +29%
TH
819
Team Hewins
California
$484K +$223K +8,516 +79%
BIM
820
Baldwin Investment Management
Pennsylvania
$482K +$210 +8 +0%
7WCP
821
71 West Capital Partners
Massachusetts
$482K
AIM
822
Anchor Investment Management
South Carolina
$479K
GC
823
Gilbert & Cook
Iowa
$476K
RWP
824
Revolve Wealth Partners
New Jersey
$476K +$16.6K +632 +3%
AFGAS
825
Allegiance Financial Group Advisory Services
Virginia
$476K