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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
HFS
1301
Hughes Financial Services
Virginia
$427
MCA
1302
McGuire Capital Advisors
Oklahoma
$252
TCM
1303
Triumph Capital Management
Colorado
$227 +$52 +2 +29%
TC
1304
Truvestments Capital
Florida
$201
GSWM
1305
Golden State Wealth Management
California
$152 -$60.4K -2,303 -100%
KFG
1306
Kingdom Financial Group
Arizona
$151 +$157 +6 New
LAS
1307
Lloyd Advisory Services
Georgia
$151 +$157 +6 New
SWIM
1308
Smallwood Wealth Investment Management
New Jersey
$125 +$131 +5 New
MFP
1309
Meramec Financial Planners
Missouri
$122 +$105 +4 New
BH
1310
Burk Holdings
Oklahoma
$46 +$52 +2 New
IA
1311
IFS Advisors
Kansas
$18 -$26 -1 Closed
PWA
1312
Portus Wealth Advisors
North Carolina
$9
SFP
1313
Strategic Financial Planning
Texas
-$24.6M -939,186 Closed
BJL
1314
Brighton Jones LLC
Washington
-$7.98M -304,302 Closed
BA
1315
Ballast Advisors
Minnesota
-$6.97M -265,637 Closed
AWM
1316
Axxcess Wealth Management
California
-$4.6M -175,459 Closed
Renaissance Technologies
1317
Renaissance Technologies
New York
-$3.77M -143,700 Closed
Janney Montgomery Scott
1318
Janney Montgomery Scott
Pennsylvania
-$2.95M -112,475 Closed
TIAA Trust, National Association
1319
TIAA Trust, National Association
North Carolina
-$2.91M -111,002 Closed
SCM
1320
SOL Capital Management
Maryland
-$2.33M -89,028 Closed
JWCA
1321
J.W. Cole Advisors
Florida
-$1.64M -69,146 Closed
VIP
1322
Value Investment Professionals
New York
-$1.73M -65,931 Closed
FTUS
1323
Flow Traders U.S.
New York
-$1.47M -55,976 Closed
WWM
1324
Westwood Wealth Management
California
-$1.22M -46,656 Closed
PAS
1325
Park Avenue Securities
New York
-$1.19M -45,283 Closed