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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
CC
1326
Cornerstone Capital
California
-$1.07M -40,678 Closed
Belvedere Trading
1327
Belvedere Trading
Illinois
-$1.03M -39,154 Closed
YIH
1328
Y-Intercept (HK)
Hong Kong
-$993K -37,844 Closed
WC
1329
Wolfstich Capital
Massachusetts
-$889K -32,427 Closed
SGWM
1330
Sterling Group Wealth Management
California
-$755K -28,769 Closed
EFS
1331
Econ Financial Services
Pennsylvania
-$691K -26,356 Closed
MPCL
1332
My Personal CFO LLC
Washington
-$662K -25,257 Closed
HFA
1333
Hershey Financial Advisers
Pennsylvania
-$608K -23,174 Closed
OA
1334
Oasis Advisors
Iowa
-$495K -18,868 Closed
IIA
1335
Integrity Investment Advisors
Colorado
-$491K -18,704 Closed
MMHP
1336
Murphy Middleton Hinkle & Parker
Georgia
-$1.8M -18,551 Closed
MCA
1337
Magnolia Capital Advisors
Mississippi
-$466K -17,781 Closed
CFP
1338
Catalyst Financial Partners
Massachusetts
-$446K -17,001 Closed
WSA
1339
Warm Springs Advisors
California
-$424K -16,150 Closed
TFP
1340
TrueWealth Financial Partners
Washington
-$388K -14,776 Closed
CIP
1341
Capital Insight Partners
Arizona
-$347K -13,218 Closed
VPIM
1342
Vanguard Personalized Indexing Management
California
-$341K -13,002 Closed
BSCCG
1343
Blue Sky Capital Consultants Group
California
-$330K -12,582 Closed
PAW
1344
Plan A Wealth
Nebraska
-$324K -12,346 Closed
AP
1345
Americana Partners
Texas
-$315K -12,003 Closed
WIM
1346
Warwick Investment Management
Texas
-$298K -11,360 Closed
CAMG
1347
CWA Asset Management Group
Florida
-$283K -10,783 Closed
AWM
1348
Austin Wealth Management
Texas
-$271K -10,165 Closed
SEM
1349
Strategic Equity Management
Arizona
-$262K -10,002 Closed
Susquehanna International Group
1350
Susquehanna International Group
Pennsylvania
-$247K -9,396 Closed