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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
SFA
176
Sequoia Financial Advisors
Ohio
$11M -$789K -30,066 -6%
WFP
177
Wrenne Financial Planning
Kentucky
$10.9M +$1.25M +47,761 +12%
BWL
178
Beacon Wealthcare LLC
North Carolina
$10.9M -$336K -12,810 -3%
Charles Schwab
179
Charles Schwab
California
$10.8M +$876K +33,367 +8%
VA
180
Vestwell Advisors
New York
$10.6M
EFG
181
Everhart Financial Group
Ohio
$10.6M -$99.4K -3,788 -0.9%
FFA
182
Farther Finance Advisors
California
$10.5M -$6.48M -247,037 -37%
PF
183
Prosperitas Financial
California
$10.5M +$2.22M +84,515 +25%
FOA
184
Five Oceans Advisors
California
$10.3M
AA
185
Apriem Advisors
California
$10.2M -$8.42K -321 -0.1%
AWMG
186
Alliance Wealth Management Group
New Jersey
$10.2M -$97.4K -3,711 -0.9%
TCM
187
Towercrest Capital Management
Pennsylvania
$10.2M -$97.4K -3,711 -0.9%
SA
188
SRH Advisors
Kansas
$9.91M -$13.8K -526 -0.1%
GVAG
189
Great Valley Advisor Group
Delaware
$9.91M -$148K -5,635 -1%
PCIA
190
Prime Capital Investment Advisors
Kansas
$9.9M -$309K -11,783 -3%
MGIA
191
Moneta Group Investment Advisors
Missouri
$9.77M +$52.3K +1,992 +0.5%
MWP
192
Madison Wealth Partners
Wisconsin
$9.5M +$241K +9,196 +2%
FWM
193
FFT Wealth Management
Pennsylvania
$9.38M -$315 -12 -0%
FT
194
Fiduciary Trust
Massachusetts
$9.29M -$143K -5,448 -1%
Northern Trust
195
Northern Trust
Illinois
$9.17M -$1.29M -48,975 -12%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$9.16M -$10.6M -403,426 -52%
BCM
197
Brookstone Capital Management
Illinois
$9.13M +$534K +20,332 +6%
CAM
198
Cresset Asset Management
Illinois
$9.08M +$47.2K +1,800 +0.5%
KAS
199
Kestra Advisory Services
Texas
$8.91M -$1.41M -53,837 -13%
Jane Street
200
Jane Street
New York
$8.68M +$210 +8 +0%