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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
HCM
1351
Howard Capital Management
Georgia
-$242K -9,231 Closed
AIM
1352
Aurora Investment Managers
Florida
-$234K -8,906 Closed
TFS
1353
Thoroughbred Financial Services
Tennessee
-$228K -8,696 Closed
MI
1354
Moneywise Inc
Virginia
-$214K -8,175 Closed
FPWM
1355
FSB Premier Wealth Management
Iowa
-$209K -7,958 Closed
MHFA
1356
Mission Hills Financial Advisory
California
-$208K -7,913 Closed
TWA
1357
TCI Wealth Advisors
Arizona
-$207K -7,886 Closed
FFG
1358
Fiduciary Financial Group
California
-$205K -7,825 Closed
PWP
1359
Prasad Wealth Partners
Ohio
-$205K -7,812 Closed
WIA
1360
Wetzel Investment Advisors
Indiana
-$205K -7,800 Closed
EIG
1361
Ellenbecker Investment Group
Wisconsin
-$202K -7,716 Closed
VIA
1362
Victrix Investment Advisors
Florida
-$202K -7,706 Closed
MW
1363
Marrick Wealth
California
-$200K -7,627 Closed
HFRG
1364
Houlihan Financial Resource Group
Virginia
-$201K -7,551 Closed
TH
1365
TCTC Holdings
Texas
-$162K -6,180 Closed
LWANC
1366
Laurel Wealth Advisors (North Carolina)
North Carolina
-$90K -3,431 Closed
BFS
1367
Beacon Financial Strategies
North Carolina
-$64.3K -2,453 Closed
Simplex Trading
1368
Simplex Trading
Illinois
-$51.3K -1,956 Closed
PAI
1369
Pittenger & Anderson Inc
Nebraska
-$23.9K -912 Closed
IWM
1370
Inlight Wealth Management
Georgia
-$17.7K -675 Closed
GAMC
1371
Garner Asset Management Corp
Texas
-$15.7K -600 Closed
M
1372
MOTCO
Texas
-$15.5K -592 Closed
FHA
1373
Flagship Harbor Advisors
Massachusetts
-$12.8K -488 Closed
QWM
1374
Quaker Wealth Management
New Jersey
-$10.1K -384 Closed
KCM
1375
Key Capital Management
Tennessee
-$8.89K -339 Closed