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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
BA
201
Brightwater Advisory
Florida
$8.67M +$498K +18,992 +6%
PAG
202
Private Advisor Group
New Jersey
$8.66M +$198K +7,539 +2%
RIM
203
Rockbridge Investment Management
New York
$8.63M -$83.4K -3,177 -0.9%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$8.62M -$230K -8,775 -2%
WKWM
205
Walter & Keenan Wealth Management
Indiana
$8.53M +$53.3K +2,030 +0.6%
JPLA
206
Joseph P. Lucia & Associates
New York
$8.52M +$293K +11,173 +3%
CIC
207
Carnegie Investment Counsel
Ohio
$8.42M +$227K +8,657 +3%
DI
208
Disciplined Investors
Texas
$8.36M -$41.8K -1,592 -0.5%
DWM
209
Destination Wealth Management
California
$8.21M -$1.98M -75,288 -19%
VFIC
210
Valley Forge Investment Consultants
Pennsylvania
$8.13M -$61K -2,323 -0.7%
MSS
211
Mitchell Sinkler & Starr
Pennsylvania
$8.12M -$107K -4,092 -1%
BlackRock
212
BlackRock
New York
$7.96M +$1.16M +44,378 +16%
CP
213
Creekside Partners
California
$7.93M +$152K +5,810 +2%
CWMS
214
CFG Wealth Management Services
Indiana
$7.9M +$59.4K +2,265 +0.7%
ETC
215
Exchange Traded Concepts
Oklahoma
$7.81M +$8.17M +311,309 +1,729,494%
OFG
216
Orcam Financial Group
California
$7.81M -$405K -15,432 -5%
SPW
217
Stillwater Private Wealth
Pennsylvania
$7.73M +$8.08M +307,962 New
NIA
218
NBZ Investment Advisors
Tennessee
$7.67M -$181K -6,901 -2%
SFC
219
Strategic Financial Concepts
Texas
$7.6M +$7.68M +292,779 +2,961%
CFMC
220
Curbstone Financial Management Corp
New Hampshire
$7.59M -$21.8K -830 -0.3%
RWIA
221
Roger Wittlin Investment Advisory
California
$7.58M -$5.15M -196,192 -39%
JFG
222
JMG Financial Group
Illinois
$7.55M +$112K +4,278 +1%
EFG
223
Embree Financial Group
Illinois
$7.51M -$195K -7,445 -2%
SHJ
224
Sharkey, Howes & Javer
Colorado
$7.5M +$13.9K +530 +0.2%
JWA
225
JFS Wealth Advisors
Pennsylvania
$7.5M -$15.1K -575 -0.2%