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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
CFS
951
Coordinated Financial Services
Colorado
$336K +$35.1K +1,337 +11%
JC
952
JBGlobal.com
New York
$330K
IFA
953
Index Fund Advisors
California
$330K +$446 +17 +0.1%
ACM
954
Advisors Capital Management
New Jersey
$328K -$3.54K -135 -1%
KWM
955
Kingsview Wealth Management
Oregon
$328K +$11.9K +454 +4%
CCMI
956
Creative Capital Management Investments
California
$328K
SLA
957
Silver Lake Advisory
Utah
$327K +$761 +29 +0.2%
AL
958
ADE LLC
Maryland
$327K
HWA
959
Heartwood Wealth Advisors
Virginia
$326K
GWL
960
Generations Wealth LLC
Ohio
$326K
SL
961
StoryOne LLC
Kansas
$326K
LWM
962
Level Wealth Management
North Carolina
$325K -$6.82K -260 -2%
BFG
963
Berger Financial Group
Minnesota
$324K -$1.31K -50 -0.4%
AF
964
Apollon Financial
South Carolina
$321K -$45.4K -1,731 -12%
FA
965
Fedenia Advisers
Wisconsin
$320K -$79 -3 -0%
NPI
966
New Perspectives Inc
Mississippi
$318K -$10.5K -400 -3%
5NPW
967
55 North Private Wealth
Florida
$318K
CIA
968
Choate Investment Advisors
Massachusetts
$317K
RMF
969
Red Mountain Financial
Colorado
$317K +$28K +1,067 +9%
WCM
970
WealthBridge Capital Management
Ohio
$316K +$184 +7 +0.1%
CE
971
Cornerstone Enterprises
Wisconsin
$312K
DB
972
Dravo Bay
Delaware
$312K
DAS
973
Dynamic Advisor Solutions
Arizona
$310K -$117K -4,453 -27%
BWM
974
Briggs Wealth Management
Connecticut
$309K +$8.19K +312 +3%
BW
975
BostonPremier Wealth
Massachusetts
$308K -$5.75K -219 -2%