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Schwab US Broad Market ETF

1,386 hedge funds and large institutions have $15.5B invested in Schwab US Broad Market ETF in 2026 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 536 increasing their positions, 483 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 41

20% more call options, than puts

Call options by funds: $42.8M | Put options by funds: $35.6M

16% more capital invested

Capital invested by funds: $13.3B → $15.5B (+$2.19B)

11% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 483

5% more funds holding

Funds holding: 1,3171,386 (+69)

4% more funds holding in top 10

Funds holding in top 10: 131136 (+5)

4.8% less ownership

Funds ownership: 40.83%36.03% (-4.8%)

Holders
1,386
Holders Change
+69
Holders Change %
+5.24%
% of All Funds
16.74%
Holding in Top 10
136
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.82%
% of All Funds
1.64%
New
135
Increased
536
Reduced
483
Closed
41
Calls
$42.8M
Puts
$35.6M
Net Calls
+$7.19M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Carnegie Investment Counsel
Ohio
$8.49M -$1.18M -42,208 -13%
JFG
227
JMG Financial Group
Illinois
$8.48M -$220K -7,874 -3%
BJL
228
Brighton Jones LLC
Washington
$8.47M -$640K -22,861 -7%
JWA
229
JFS Wealth Advisors
Pennsylvania
$8.46M -$185K -6,591 -2%
VA
230
Valmark Advisers
Ohio
$8.43M +$77.2K +2,758 +1%
EFN
231
Equita Financial Network
Pennsylvania
$8.37M +$8.15K +291 +0.1%
MA
232
Mutual Advisors
Nebraska
$8.34M +$21K +749 +0.3%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$8.19M -$113K -4,024 -1%
BA
234
Ballast Advisors
Minnesota
$8.16M +$7.89M +281,683 New
SSWM
235
Sheets Smith Wealth Management
North Carolina
$8.15M +$38.6K +1,378 +0.5%
FA
236
Fagan Associates
New York
$8.14M +$315K +11,259 +4%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$8.13M +$3.32M +118,587 +73%
RM
238
RCW Management
Florida
$8.1M -$105K -3,741 -1%
EH
239
Equitable Holdings
New York
$8.03M +$471K +16,836 +6%
JIR
240
James Investment Research
Ohio
$7.99M +$1.13M +40,449 +17%
CWMS
241
CFG Wealth Management Services
Indiana
$7.9M
RF
242
RHS Financial
California
$7.81M -$31.5K -1,125 -0.4%
CAM
243
Clark Asset Management
New Hampshire
$7.8M +$751K +26,813 +11%
OFS
244
OneAscent Financial Services
Alabama
$7.76M +$462K +16,494 +7%
CPA
245
Cardiff Park Advisors
California
$7.7M -$50.9K -1,818 -0.7%
AAMC
246
Asset Allocation & Management Company
Illinois
$7.69M +$94.8K +3,387 +1%
RWM
247
Ritholtz Wealth Management
New York
$7.63M +$1.91M +68,382 +35%
PA
248
Parallel Advisors
California
$7.58M +$167K +5,982 +2%
MWM
249
Maridea Wealth Management
New York
$7.57M +$2.32M +82,823 +46%
MPI
250
Mairs & Power Inc
Minnesota
$7.57M

SCHB Hedge Fund Activity: Q2 2026 in Review

1,386 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2026, worth a combined $15.5B — up 16% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new SCHB positions and 41 closed out — a net gain of 94 holders — while 536 added to existing stakes and 483 trimmed.

The largest buyer was Savant Capital, adding an estimated $83.2M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $1.86B.

  • 1,386 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2026, up from 1,317 in Q1 2026.
  • Funds reported $15.5B of Schwab US Broad Market ETF stock for Q2 2026, up 16% quarter-over-quarter.
  • 135 funds opened new Schwab US Broad Market ETF positions in Q2 2026 and 41 closed out, a net change of +94 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2026 was Savant Capital, an estimated $83.2M added.
  • The largest Schwab US Broad Market ETF seller in Q2 2026 was Gallagher Fiduciary Advisors, an estimated $1.86B sold.

Based on aggregated 13F filings for Q2 2026.