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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
CAG
151
Compass Advisory Group
New York
$14M -$36M -1,373,538 -71%
Stifel Financial
152
Stifel Financial
Missouri
$14M +$101K +3,858 +0.7%
OAJ
153
Ogorek Anthony Joseph
New York
$13.7M -$439K -16,728 -3%
OWM
154
Opes Wealth Management
California
$13.5M -$431K -16,432 -3%
MIA
155
Milestone Investment Advisors
Wisconsin
$13.4M -$217K -8,262 -2%
TA
156
TPG Advisors
Illinois
$13.3M +$323K +12,317 +2%
PCM
157
Passive Capital Management
Maryland
$13.3M +$39K +1,487 +0.3%
SWM
158
SigFig Wealth Management
California
$13.1M +$199K +7,582 +1%
LIM
159
Leavell Investment Management
Alabama
$13M +$132K +5,014 +1%
JIC
160
Johnson Investment Counsel
Ohio
$12.7M +$449K +17,106 +3%
TNA
161
True North Advisors
Texas
$12.7M -$2.38M -90,542 -15%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$12.4M -$321K -12,252 -2%
WAM
163
Weinberger Asset Management
California
$12.3M +$165K +6,290 +1%
SIG
164
Spinnaker Investment Group
California
$12.2M -$1.26M -48,031 -9%
TA
165
TruWealth Advisors
Louisiana
$12.2M +$167K +6,366 +1%
WANY
166
Wealthspire Advisors (New York)
New York
$12.1M -$532K -20,290 -4%
MWA
167
Motive Wealth Advisors
Michigan
$11.9M -$29.3K -1,118 -0.2%
MWM
168
Meridian Wealth Management
Kentucky
$11.8M +$94.3K +3,594 +0.8%
NA
169
NewEdge Advisors
Louisiana
$11.8M -$562K -21,422 -4%
PFM
170
Peak Financial Management
Massachusetts
$11.8M +$30.1K +1,149 +0.2%
DBRC
171
D.B. Root & Company
Pennsylvania
$11.6M +$11.2K +428 +0.1%
STA
172
Summit Trail Advisors
New York
$11.4M -$2.85M -108,727 -19%
Empower Advisory Group
173
Empower Advisory Group
Colorado
$11.3M -$3.64M -138,537 -24%
WPW
174
Waldron Private Wealth
Pennsylvania
$11.3M
VWA
175
VSM Wealth Advisory
Maryland
$11.2M -$95.5K -3,640 -0.8%