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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
RYA
1101
Richard Young Associates
Georgia
$220K -$49.6K -1,890 -18%
SIC
1102
SJS Investment Consulting
Ohio
$220K +$157 +6 +0.1%
DWML
1103
Decker Wealth Management LLC
Tennessee
$218K
BMCM
1104
Bryn Mawr Capital Management
Pennsylvania
$218K
GCM
1105
Gibraltar Capital Management
Oklahoma
$217K
SAM
1106
Secure Asset Management
Michigan
$217K -$17.1K -651 -7%
SM
1107
Sensible Money
Arizona
$217K +$8.03K +306 +4%
CFA
1108
CWS Financial Advisors
Michigan
$215K
CAC
1109
Certified Advisory Corp
Florida
$215K -$51K -1,943 -19%
PWM
1110
Parkway Wealth Management
Texas
$215K
CPCM
1111
Cardinal Point Capital Management
Ontario, Canada
$213K
HSWM
1112
Hubbell Strickland Wealth Management
Louisiana
$213K +$630 +24 +0.3%
PCM
1113
Pennsylvania Capital Management
Pennsylvania
$212K +$18.8K +716 +9%
BIM
1114
Bridges Investment Management
Nebraska
$212K +$6.82K +260 +3%
SFG
1115
Strive Financial Group
Indiana
$211K +$236 +9 +0.1%
BLWM
1116
Bucket List Wealth Management
Florida
$211K +$630 +24 +0.3%
BCM
1117
Becker Capital Management
Oregon
$209K
VBFP
1118
Valtinson Bruner Financial Planning
Minnesota
$209K +$604 +23 +0.3%
SFS
1119
Sowell Financial Services
Arkansas
$208K -$293K -11,153 -57%
AIA
1120
Accelerate Investment Advisors
California
$208K +$262 +10 +0.1%
NAS
1121
NWF Advisory Services
California
$208K +$217K +8,268 New
GT
1122
Glenview Trust
Kentucky
$207K -$61.3K -2,337 -22%
BAMG
1123
Brand Asset Management Group
Missouri
$206K +$2.2K +84 +1%
TBA
1124
Tower Bridge Advisors
Pennsylvania
$206K +$215K +8,200 New
FAI
1125
Fiduciary Advisors Inc
Missouri
$205K +$604 +23 +0.3%