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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
TWD
1201
True Wealth Design
Ohio
$56.3K +$58.9K +2,244 New
JFA
1202
JNBA Financial Advisors
Minnesota
$55.6K
EB
1203
Eastern Bank
Massachusetts
$54.8K +$14.7K +562 +35%
WSFS
1204
Wilmington Savings Fund Society
Delaware
$54.2K
BL
1205
BFSG LLC
California
$52.9K +$131 +5 +0.2%
CIAS
1206
Capital Investment Advisory Services
North Carolina
$52.8K +$11.1K +422 +25%
DSC
1207
Daytona Street Capital
Missouri
$50.8K +$52.5K +2,000 New
FPF
1208
First Pacific Financial
Washington
$49.8K +$157 +6 +0.3%
GFA
1209
Godfrey Financial Associates
New York
$48.7K
NG
1210
NWK Group
California
$47.6K +$9.31K +355 +23%
AWM
1211
Aberdeen Wealth Management
Illinois
$45.7K +$918 +35 +2%
OFG
1212
Oxford Financial Group
Indiana
$44.6K
BIA
1213
Bell Investment Advisors
California
$43.4K -$16.6K -633 -27%
CFD
1214
Creative Financial Designs
Indiana
$42K
BCM
1215
Basso Capital Management
Connecticut
$40.9K +$42.8K +1,630 New
WPWM
1216
Western Pacific Wealth Management
Illinois
$39.9K +$131 +5 +0.3%
Kayne Anderson Rudnick Investment Management
1217
Kayne Anderson Rudnick Investment Management
California
$37K
NRG
1218
Nemes Rush Group
Michigan
$36.7K +$52 +2 +0.1%
BW
1219
Basepoint Wealth
Iowa
$36.4K
LWM
1220
Lodestone Wealth Management
Washington
$36.3K +$17.3K +661 +84%
CG
1221
Curat Global
New Hampshire
$36.3K +$105 +4 +0.3%
ACA
1222
American Capital Advisory
Idaho
$35.8K -$5.06K -193 -12%
MAM
1223
Marquette Asset Management
Minnesota
$35.1K
SIS
1224
Sound Income Strategies
Florida
$34.5K +$35.8K +1,364 New
B
1225
Bayban
Minnesota
$31.9K