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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 92 funds opening new positions, 516 increasing their positions, 480 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

35% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 68

7.79% more ownership

Funds ownership: 32.85%40.64% (+7.8%)

8% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 480

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$354M)

0% less funds holding

Funds holding: 1,3081,306 (-2)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-2
Holders Change %
-0.15%
% 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
92
Increased
516
Reduced
480
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
WP
1076
WealthShield Partners
North Carolina
$234K -$6.01K -229 -2%
STFP
1077
Signal Tree Financial Partners
Ohio
$234K +$245K +9,334 New
JBA
1078
Johnson Bixby & Associates
Washington
$234K
WI
1079
Wedgewood Investors
Pennsylvania
$234K +$1.1K +42 +0.5%
BFS
1080
BridgePort Financial Solutions
Iowa
$234K -$1.5K -57 -0.6%
CFG
1081
Citizens Financial Group
Rhode Island
$232K -$11.2K -427 -4%
SIAP
1082
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K +$5.9K +225 +2%
AWM
1083
Act Wealth Management
Texas
$231K +$8.87K +338 +4%
JWM
1084
Jackson Wealth Management
Florida
$230K
SCM
1085
Schnieders Capital Management
California
$230K
RRA
1086
Round Rock Advisors
Connecticut
$230K +$341 +13 +0.1%
LWP
1087
LFG Wealth Partners
Kentucky
$228K +$238K +9,087 New
NEPWA
1088
New England Private Wealth Advisors
Massachusetts
$227K +$105 +4 +0%
NWP
1089
NerdWallet Wealth Partners
New York
$226K +$10.1K +385 +4%
DAC
1090
Dividend Assets Capital
South Carolina
$226K
VF
1091
Vawter Financial
Ohio
$226K
SQA
1092
Simon Quick Advisors
New Jersey
$225K -$10.4K -396 -4%
AGC
1093
Aspen Grove Capital
Colorado
$225K +$184 +7 +0.1%
ACM
1094
Aspen Capital Management
Idaho
$224K +$13.8K +524 +6%
CWM
1095
Connecticut Wealth Management
Connecticut
$224K
FWP
1096
Falcon Wealth Planning
California
$223K
SAM
1097
SVRN Asset Management
Texas
$222K
SWM
1098
Sherman Wealth Management
Maryland
$221K +$656 +25 +0.3%
RC
1099
Randolph Company
Ohio
$221K +$14.9K +569 +7%
AIA
1100
Armor Investment Advisors
North Carolina
$221K +$157 +6 +0.1%