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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
ELM
1126
Elite Life Management
Florida
$205K +$189K +7,221 New
BWP
1127
Balboa Wealth Partners
Arizona
$204K
WPIC
1128
White Pine Investment Company
Michigan
$204K -$2.36K -90 -1%
TBC
1129
Ted Buchan & Co
California
$204K +$213K +8,127 New
RCM
1130
RMR Capital Management
California
$203K
LWM
1131
Lyell Wealth Management
California
$202K
RF
1132
Robinswood Financial
Washington
$202K +$211K +8,052 New
PPA
1133
Pacific Point Advisors
California
$200K
Qube Research & Technologies (QRT)
1134
Qube Research & Technologies (QRT)
United Kingdom
$199K -$498K -18,992 -71%
OSNBOA
1135
Old Second National Bank of Aurora
Illinois
$197K -$10.5K -401 -5%
SG
1136
Sherry Group
Arkansas
$197K
FF
1137
Friedenthal Financial
New Jersey
$196K +$16.2K +616 +9%
FCAS
1138
First Command Advisory Services
Texas
$194K
AIM
1139
Acropolis Investment Management
Missouri
$194K
FF
1140
Frankly Finances
Florida
$193K
Bessemer Group
1141
Bessemer Group
New Jersey
$190K +$40.8K +1,554 +26%
BFO
1142
Biltmore Family Office
North Carolina
$188K -$420 -16 -0.2%
QCMNJ
1143
Quantum Capital Management (New Jersey)
New Jersey
$186K -$17.6K -672 -8%
BF
1144
BOK Financial
Oklahoma
$185K
T
1145
Tidemark
California
$180K +$499 +19 +0.3%
PCFFS
1146
Pacific Center for Financial Services
California
$177K +$3.36K +128 +2%
SMA
1147
Sage Mountain Advisors
Georgia
$172K +$15.6K +594 +9%
CWA
1148
Carolina Wealth Advisors
South Carolina
$171K -$216K -8,217 -55%
AFC
1149
Ares Financial Consulting
California
$170K
CFSG
1150
Community Financial Services Group
Vermont
$162K +$168K +6,410 New