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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
NFG
1001
Nations Financial Group
Iowa
$286K -$918 -35 -0.3%
PWM
1002
Paulson Wealth Management
Illinois
$285K
SCA
1003
Snowden Capital Advisors
New York
$285K
KL
1004
KWMG LLC
Kansas
$285K +$21.9K +833 +8%
APW
1005
Aurora Private Wealth
New Jersey
$284K -$78K -2,973 -22%
VCM
1006
Virtue Capital Management
Tennessee
$284K +$26 +1 +0%
SPA
1007
Sentinel Pension Advisors
Massachusetts
$283K
PC
1008
Prairiewood Capital
North Dakota
$281K
WTC
1009
WhitTier Trust Company
Nevada
$281K -$10.5K -399 -3%
CHWM
1010
Cauble & Harre Wealth Management
Missouri
$280K -$233K -8,878 -47%
VAMG
1011
Voisard Asset Management Group
Michigan
$279K +$2.52K +96 +0.9%
BFG
1012
Bleakley Financial Group
New Jersey
$278K +$290K +11,058 New
NCM
1013
Noesis Capital Mangement
Florida
$277K -$9.95K -379 -3%
PK
1014
Pflug Koory
Nebraska
$275K +$184 +7 +0.1%
First Manhattan
1015
First Manhattan
New York
$272K +$285K +10,856 New
BPWM
1016
Badgley Phelps Wealth Managers
Washington
$272K -$13.1K -500 -4%
FIA
1017
FPC Investment Advisory
California
$272K
IFS
1018
Ifrah Financial Services
Arkansas
$272K +$16K +609 +6%
RF
1019
Rossby Financial
Florida
$272K
TF
1020
Trek Financial
Arizona
$271K +$17K +648 +6%
BWM
1021
BlackDiamond Wealth Management
New York
$271K +$283K +10,803 New
BWP
1022
Baldwin Wealth Partners
Massachusetts
$270K -$26 -1 -0%
VWM
1023
Vigilare Wealth Management
Arizona
$269K
CPSAC
1024
Chas P. Smith & Associates (CPS)
Florida
$268K
BWS
1025
Broadway Wealth Solutions
Texas
$267K +$279K +10,633 New