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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
CCA
826
Clarity Capital Advisors
Florida
$474K +$82.2K +3,134 +20%
VAG
827
VisionPoint Advisory Group
Texas
$473K
EHC
828
Everett Harris & Co
California
$471K +$52.5K +2,000 +12%
S4W
829
Solutions 4 Wealth
Texas
$471K +$4.15K +158 +0.8%
CPG
830
Cornerstone Planning Group
New Jersey
$470K -$1.57K -60 -0.4%
FBB
831
Fulton Breakefield Broenniman
Maryland
$470K +$9.95K +379 +2%
DC
832
Davenport & Co
Virginia
$469K +$491K +18,698 New
SWP
833
Strategic Wealth Partners
Ohio
$466K -$6.38K -243 -1%
CWA
834
Clarity Wealth Advisors
California
$466K -$23.3K -887 -5%
HCP
835
Hardin Capital Partners
South Carolina
$465K +$892 +34 +0.2%
CWA
836
Canvas Wealth Advisors
Kansas
$455K +$476K +18,124 New
SFP
837
Shepherd Financial Partners
Massachusetts
$454K +$1.34K +51 +0.3%
RCWM
838
Royal Capital Wealth Management
Indiana
$454K +$131 +5 +0%
NW
839
Naviter Wealth
Arkansas
$454K -$94.6K -3,606 -17%
LWM
840
Lakeridge Wealth Management
Ohio
$453K -$15.1K -575 -3%
RFC
841
Regions Financial Corp
Alabama
$453K
SRC
842
Sage Rhino Capital
California
$453K +$1.13K +43 +0.2%
ACM
843
Armbruster Capital Management
New York
$451K -$33.5K -1,278 -7%
IMC Chicago
844
IMC Chicago
Illinois
$450K +$470K +17,919 New
EW
845
Evoke Wealth
California
$449K +$184 +7 +0%
ONSWM
846
Old North State Wealth Management
North Carolina
$448K +$1.29K +49 +0.3%
PWA
847
Physician Wealth Advisors
Utah
$447K -$7.48K -285 -2%
GC
848
Garde Capital
Washington
$446K +$3.86K +147 +0.8%
FA
849
Fiducient Advisors
Illinois
$446K +$5.85K +223 +1%
SFG
850
Sage Financial Group
Pennsylvania
$445K +$2.13K +81 +0.5%