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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
NL
851
NWAM LLC
Washington
$445K +$210 +8 +0%
Two Sigma Investments
852
Two Sigma Investments
New York
$444K
BIG
853
Brooklyn Investment Group
New York
$441K +$89.1K +3,394 +24%
PFBT
854
Parkside Financial Bank & Trust
Missouri
$440K -$2.65K -101 -0.6%
JWM
855
Jeppson Wealth Management
California
$436K -$9.5K -362 -2%
JPWM
856
Jamison Private Wealth Management
Georgia
$435K +$1.08K +41 +0.2%
WAM
857
Weatherly Asset Management
California
$434K +$2.23K +85 +0.5%
GWMR
858
GC Wealth Management RIA
Massachusetts
$431K +$11.5K +438 +3%
AAG
859
Armstrong Advisory Group
Massachusetts
$429K +$682 +26 +0.2%
FA
860
Fiduciary Alliance
South Carolina
$426K -$69.4K -2,645 -14%
AWM
861
Accurate Wealth Management
Florida
$426K -$20.1K -766 -5%
AT
862
Arlington Trust
Alabama
$424K
KA
863
Klingman & Associates
New York
$423K
AMM
864
American Money Management
California
$422K
JC
865
Jacobs & Co
California
$421K +$8.66K +330 +2%
UAS
866
United Asset Strategies
New York
$420K -$577 -22 -0.1%
WFA
867
West Financial Advisors
Iowa
$419K -$16.5K -627 -4%
FI
868
FinArc Investments
Massachusetts
$419K +$438K +16,674 New
CCM
869
Coldstream Capital Management
Washington
$417K +$26.2K +1,000 +6%
CNC
870
Canandaigua National Corp
New York
$417K +$436K +16,608 New
FRA
871
Front Row Advisors
California
$417K -$3.94K -150 -0.9%
ACP
872
Aviance Capital Partners
Florida
$416K -$63K -2,400 -13%
CSP
873
Cary Street Partners
Virginia
$416K -$732K -27,914 -63%
BWFA
874
Baltimore-Washington Financial Advisors
Maryland
$415K +$472 +18 +0.1%
TWM
875
Trevian Wealth Management
Massachusetts
$414K