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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 91 funds opening new positions, 516 increasing their positions, 481 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

34% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 68

7.79% more ownership

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

7% more repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 481

3% more capital invested

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

0% less funds holding

Funds holding: 1,3091,306 (-3)

7% less funds holding in top 10

Funds holding in top 10: 137128 (-9)

Holders
1,306
Holders Change
-3
Holders Change %
-0.23%
% 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
91
Increased
516
Reduced
481
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
CFG
1276
Clayton Financial Group
Missouri
$5.59K +$2.44K +93 +72%
NWS
1277
Nvest Wealth Strategies
Ohio
$5.35K +$5.59K +213 New
DAM
1278
Delta Asset Management
Tennessee
$5.14K +$26 +1 +0.5%
SFS
1279
Sunrise Financial Services
Washington
$5.12K +$5.35K +204 New
MS
1280
Monetary Solutions
Ohio
$4.97K
WAS
1281
Winch Advisory Services
Wisconsin
$4.78K +$236 +9 +6%
GWSA
1282
Global Wealth Strategies & Associates
Colorado
$4.54K
BBHC
1283
Brown Brothers Harriman & Co
New York
$4.52K
SEP
1284
Signature Equity Partners
Ohio
$4.27K +$4.46K +170 New
HIC
1285
Hamrick Investment Counsel
Washington
$4.2K
HNW
1286
High Note Wealth
Minnesota
$3.92K
BFP
1287
Birchwood Financial Partners
Minnesota
$3.49K -$24.4K -931 -87%
CFP
1288
Comprehensive Financial Planning
Pennsylvania
$3.22K
NB
1289
NBT Bank
New York
$3.17K +$2.62K +100 +385%
TFA
1290
Transamerica Financial Advisors
Florida
$3.09K +$3.23K +123 New
SS
1291
Sunbelt Securities
Texas
$2.99K +$945 +36 +43%
TRCT
1292
Tower Research Capital (TRC)
New York
$2.84K +$2.39K +91 +414%
WA
1293
Walsh & Associates
Florida
$2.11K
NEWAS
1294
N.E.W. Advisory Services
Wisconsin
$1.51K +$1.57K +60 New
RF
1295
Robbins Farley
New Hampshire
$1.33K +$1.39K +53 New
NA
1296
Networth Advisors
Pennsylvania
$1.13K
RPC
1297
Rossmore Private Capital
Connecticut
$1.05K
MAFA
1298
MJT & Associates Financial Advisory
Minnesota
$910
BA
1299
Blueline Advisors
New Hampshire
$868
FGAM
1300
Financial Gravity Asset Management
Texas
$828 +$787 +30 +1,000%