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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
KBFS
926
Kohmann Bosshard Financial Services
Ohio
$356K +$23.5K +894 +7%
SWM
927
SHP Wealth Management
Massachusetts
$356K
G
928
Gainplan
Michigan
$355K
WS
929
Wedbush Securities
California
$355K +$1.1K +42 +0.3%
IFG
930
Independent Financial Group
California
$353K -$11.8K -450 -3%
FGC
931
First Growth Capital
Maryland
$353K
GWANC
932
Guardian Wealth Advisors (North Carolina)
North Carolina
$352K +$918 +35 +0.2%
AF
933
Align Financial
Minnesota
$352K -$9.29M -353,965 -96%
RIM
934
Redwood Investment Management
Arizona
$352K +$1.02K +39 +0.3%
TP
935
Tranquility Partners
Tennessee
$351K +$26.1K +994 +8%
CWM
936
Cooke Wealth Management
California
$351K +$159K +6,073 +77%
FFA
937
Fragasso Financial Advisors
Pennsylvania
$350K +$62.4K +2,377 +21%
USCWA
938
U.S. Capital Wealth Advisors
Texas
$348K +$289 +11 +0.1%
GLLW
939
Graves Light Lenhart Wealth
Virginia
$348K +$26 +1 +0%
ZRP
940
Zynergy Retirement Planning
New Jersey
$346K
OFG
941
Opulen Financial Group
Virginia
$346K +$361K +13,772 New
ML
942
Mayport LLC
Massachusetts
$344K +$359K +13,698 New
JHC
943
J. Hagan Capital
Kentucky
$344K -$163K -6,216 -31%
CL
944
CVFG LLC
Indiana
$342K +$357K +13,616 New
AFA
945
American Financial Advisors
Georgia
$342K +$394 +15 +0.1%
CHAM
946
Clear Harbor Asset Management
Connecticut
$342K +$357K +13,614 New
PSF
947
Pacific Sun Financial
California
$339K
TWP
948
TFO Wealth Partners
Ohio
$337K
AWA
949
Alaska Wealth Advisors
Alaska
$337K -$6.38K -243 -2%
WCM
950
Washburn Capital Management
Florida
$336K