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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
VWA
1026
VERITY Wealth Advisors
United States
$267K -$1.19M -45,468 -81%
OCM
1027
Orion Capital Management
California
$265K +$866 +33 +0.3%
CAM
1028
Councilmark Asset Management
Tennessee
$264K
BWA
1029
Beam Wealth Advisors
Louisiana
$262K +$274K +10,456 New
EFG
1030
Everest Financial Group
Minnesota
$262K +$274K +10,444 New
PCI
1031
Planning Center Inc
Illinois
$262K -$38.1K -1,453 -12%
AFP
1032
ATLas Financial Planning
Georgia
$262K +$446 +17 +0.2%
NF
1033
Napier Financial
Massachusetts
$262K
TAM
1034
Titleist Asset Management
Texas
$261K +$787 +30 +0.3%
QPWM
1035
Quadrant Private Wealth Management
Pennsylvania
$260K -$735 -28 -0.3%
PG
1036
Patten Group
Tennessee
$260K -$813 -31 -0.3%
PP
1037
Patten & Patten
Tennessee
$259K -$14.4K -550 -5%
AA
1038
Auxano Advisors
Washington
$258K
QFPS
1039
Quantum Financial Planning Services
Washington
$258K +$866 +33 +0.3%
TCM
1040
Telos Capital Management
California
$257K
NA
1041
Nordwand Advisors
Pennsylvania
$256K
MA
1042
MJP Associates
Connecticut
$256K +$157 +6 +0.1%
HA
1043
HC Advisors
Georgia
$256K
BAWC
1044
Boyce & Associates Wealth Consulting
Texas
$256K -$25.7K -979 -9%
W
1045
Wealthquest
Ohio
$255K -$31.2K -1,189 -10%
FC
1046
Farringdon Capital
United Kingdom
$255K +$267K +10,169 New
DFC
1047
DB Fitzpatrick & Co
Idaho
$255K +$9.11K +347 +4%
CWS
1048
Cypress Wealth Services
California
$253K -$22.2K -845 -8%
SI
1049
Stephens Inc
Arkansas
$253K
BFWM
1050
Bright Futures Wealth Management
New York
$253K +$735 +28 +0.3%