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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
VNA
101
Valley National Advisers
Pennsylvania
$23.6M -$4.3M -163,714 -15%
WC
102
Wynn Capital
Georgia
$23.4M +$792K +30,187 +3%
CHJWM
103
Carlton Hofferkamp & Jenks Wealth Management
Texas
$23.4M -$240K -9,154 -1%
MWP
104
Meridian Wealth Partners
Pennsylvania
$23.1M +$678K +25,847 +3%
SI
105
Stonekeep Investments
New Mexico
$23M +$817K +31,144 +4%
GLR
106
Great Lakes Retirement
Ohio
$22.9M -$36.6K -1,396 -0.2%
SF
107
Schaeffer Financial
Maryland
$22.6M +$537K +20,451 +2%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$21.8M +$13.2M +502,001 +137%
AWM
109
Avior Wealth Management
Nebraska
$21.7M +$454K +17,308 +2%
Corient Private Wealth
110
Corient Private Wealth
Florida
$21.6M -$21.1M -802,438 -48%
BIM
111
Breakwater Investment Management
Washington
$21.5M -$363K -13,837 -2%
IAS
112
IMA Advisory Services
Colorado
$21.4M -$493K -18,807 -2%
Lido Advisors
113
Lido Advisors
California
$21.2M +$1.24M +47,425 +6%
Osaic Holdings
114
Osaic Holdings
Arizona
$21.2M +$954K +36,347 +4%
DCM
115
Davis Capital Management
Florida
$21M +$934K +35,582 +4%
GWM
116
Global Wealth Management
New Jersey
$20.5M -$1.6M -60,847 -7%
UCFA
117
United Capital Financial Advisors
Texas
$20.2M -$637K -24,273 -3%
BCWM
118
Bartlett & Co Wealth Management
Ohio
$20.1M -$43.1K -1,641 -0.2%
VCP
119
Vista Capital Partners
Oregon
$20.1M -$143K -5,434 -0.7%
AssetMark Inc
120
AssetMark Inc
California
$19.9M -$582K -22,170 -3%
WFS
121
Walker Financial Services
Kentucky
$19.7M +$4.29M +163,491 +26%
TWM
122
Tradition Wealth Management
Minnesota
$19.5M -$531K -20,229 -3%
DF
123
Downshift Financial
Colorado
$19.2M +$7.91M +301,363 +75%
SFG
124
Socha Financial Group
New York
$19.1M -$1.02M -39,041 -5%
OIA
125
OneDigital Investment Advisors
Kansas
$19M -$15.1M -576,842 -43%