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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
SAM
976
Silvercrest Asset Management
New York
$308K
RPA
977
Rock Point Advisors
Vermont
$307K
WAM
978
Worth Asset Management
Texas
$307K -$446 -17 -0.1%
PIA
979
Pinion Investment Advisors
Kansas
$307K -$17.9K -684 -5%
GA
980
Goldstein Advisors
Wisconsin
$307K +$33.2K +1,266 +12%
VWM
981
Venturi Wealth Management
Texas
$306K +$551 +21 +0.2%
UCB
982
United Community Bank
South Carolina
$306K +$31K +1,183 +11%
5W
983
5T Wealth
California
$305K -$8.03K -306 -2%
DSAM
984
Dock Street Asset Management
Florida
$303K -$65.6K -2,501 -17%
CGA
985
Crescent Grove Advisors
Illinois
$301K
SIMC
986
Squire Investment Management Company
Utah
$301K
MWM
987
McCartney Wealth Management
Missouri
$300K +$1.08K +41 +0.3%
EA
988
Echo45 Advisors
California
$300K
FFA
989
Founders Financial Alliance
North Carolina
$299K +$735 +28 +0.2%
AIP
990
Almanack Investment Partners
Pennsylvania
$299K -$22K -837 -7%
MT
991
Midwest Trust
Kansas
$298K -$23.7K -905 -7%
CA
992
Claris Advisors
Missouri
$298K +$866 +33 +0.3%
AWM
993
Arista Wealth Management
Nevada
$298K +$10.5K +402 +4%
GD
994
Grandfield & Dodd
New York
$295K -$5.64K -215 -2%
PW
995
PUREfi Wealth
Massachusetts
$295K
SCTC
996
Sanibel Captiva Trust Company
Florida
$294K +$38.7K +1,475 +14%
MFF
997
Michels Family Financial
Texas
$294K +$761 +29 +0.2%
CF
998
Carter Financial
California
$288K
MSWMA
999
Market Street Wealth Management Advisors
Indiana
$288K
GFP
1000
Guardian Financial Partners
California
$286K +$8.95K +341 +3%