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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
PI
901
PFG Investments
New York
$377K -$1.1K -42 -0.3%
CANC
902
Culbertson A N & Co
Virginia
$377K
CTFG
903
Capstone Triton Financial Group
Oklahoma
$376K +$385K +14,656 New
FCIM
904
Fairview Capital Investment Management
California
$376K
WCM
905
Winthrop Capital Management
Indiana
$375K -$1.5K -57 -0.4%
AWM
906
Able Wealth Management
New Jersey
$375K
NRC
907
New Republic Capital
North Carolina
$372K
SEI Investments
908
SEI Investments
Pennsylvania
$372K +$389K +14,817 New
ESB
909
Essex Savings Bank
Connecticut
$370K +$420 +16 +0.1%
LCWM
910
Legacy Capital Wealth Management
Texas
$369K +$9.89K +377 +3%
VIA
911
Vickerman Investment Advisors
Washington
$369K +$1.08K +41 +0.3%
AWC
912
Adamsbrown Wealth Consultants
Kansas
$369K -$9.92K -378 -3%
EP
913
Edgestream Partners
New Jersey
$367K -$229K -8,733 -37%
CIA
914
Capital Investment Advisors
Georgia
$366K +$7.92K +302 +2%
PWP
915
Precedent Wealth Partners
Texas
$365K
EW
916
Expressive Wealth
Illinois
$364K +$337K +12,839 New
CGPCS
917
Capital Group Private Client Services
California
$363K +$945 +36 +0.2%
GS
918
GWN Securities
Florida
$361K +$1.02K +39 +0.3%
NBWM
919
North Berkeley Wealth Management
California
$361K
HR
920
Hardy Reed
Mississippi
$360K
DI
921
Disciplined Investments
Oklahoma
$360K -$247K -9,410 -40%
CW
922
CreativeOne Wealth
Kansas
$360K -$7.61K -290 -2%
CFCS
923
CDM Financial Counseling Services
Connecticut
$358K
PMFA
924
Plante Moran Financial Advisors
Michigan
$357K +$918 +35 +0.2%
VCM
925
Versant Capital Management
Arizona
$357K +$1.02K +39 +0.3%