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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
SWM
1051
Spire Wealth Management
Virginia
$250K +$7.06K +269 +3%
LWM
1052
Liberty Wealth Management
California
$250K -$159K -6,053 -38%
CFIA
1053
Cantor Fitzgerald Investment Advisors
New York
$250K -$236 -9 -0.1%
UB
1054
UMB Bank
Missouri
$248K
RA
1055
Ruggaard & Associates
Ohio
$248K -$9.84K -375 -4%
OAM
1056
Occidental Asset Management
California
$248K
AWAG
1057
ARS Wealth Advisors Group
Florida
$247K +$761 +29 +0.3%
PI
1058
Pachira Investments
California
$246K -$892 -34 -0.3%
SFP
1059
Sterling Financial Planning
New Jersey
$244K +$735 +28 +0.3%
QWM
1060
Quadcap Wealth Management
Texas
$244K -$997 -38 -0.4%
4WM
1061
49 Wealth Management
Texas
$243K -$20.5K -781 -7%
MM
1062
Main Management
California
$242K -$21.7K -828 -8%
DSA
1063
Droms Strauss Advisors
Missouri
$242K
GFWA
1064
Grey Fox Wealth Advisors
Delaware
$241K +$252K +9,620 New
OWP
1065
Obermeyer Wealth Partners
Colorado
$241K
AIMC
1066
Alley Investment Management Company
Illinois
$240K -$9.71K -370 -4%
DAS
1067
Diversify Advisory Services
Utah
$240K -$203K -7,739 -47%
RSC
1068
Red Spruce Capital
Pennsylvania
$239K
PCH
1069
PGIM Custom Harvest
New Jersey
$238K -$45.4K -1,729 -15%
B
1070
BetterWealth
California
$238K +$248K +9,469 New
RP
1071
Riverwater Partners
Wisconsin
$237K
Russell Investments Group
1072
Russell Investments Group
United Kingdom
$237K -$114K -4,355 -32%
FLPIM
1073
F.L. Putnam Investment Management
Massachusetts
$237K
GCM
1074
Glaxis Capital Management
Florida
$235K
WCP
1075
Wick Capital Partners
Pennsylvania
$235K