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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
EI
251
Ellevest Inc
New York
$7.49M -$94.1K -3,361 -1%
VVP
252
Venture Visionary Partners
Ohio
$7.4M +$2.12M +75,866 +42%
EM
253
ELCO Management
New York
$7.37M +$1.16M +41,285 +19%
WBCM
254
Wilson & Boucher Capital Management
California
$7.35M -$178K -6,349 -2%
DCM
255
Donaldson Capital Management
Indiana
$7.34M +$914K +32,641 +15%
SWA
256
Sax Wealth Advisors
New Jersey
$7.21M +$8.04M +287,299 New
GCM
257
Graver Capital Management
Ohio
$7.16M -$367K -13,112 -5%
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$7.04M +$2.81M +100,337 +70%
SFWC
259
Strategic Family Wealth Counselors
New Jersey
$7.03M -$149K -5,312 -2%
IWC
260
Integrated Wealth Concepts
Massachusetts
$7M +$930K +33,218 +16%
SFC
261
Strategic Financial Concepts
Texas
$6.96M -$1.74M -62,298 -21%
SWM
262
Seaside Wealth Management
California
$6.91M -$204K -7,304 -3%
Chevy Chase Trust
263
Chevy Chase Trust
Maryland
$6.91M
AAP
264
Arax Advisory Partners
Colorado
$6.9M +$1.57M +55,942 +31%
FCM
265
Firestone Capital Management
Florida
$6.8M -$57.5K -2,053 -0.9%
AIA
266
Arcadia Investment Advisors
Idaho
$6.78M -$66.2K -2,364 -1%
Financial Engines Advisors
267
Financial Engines Advisors
California
$6.77M -$44K -1,570 -0.7%
PMG
268
ProVise Management Group
Florida
$6.76M -$170K -6,070 -3%
PRS
269
Pinkerton Retirement Specialists
Idaho
$6.75M -$232K -8,297 -3%
KIA
270
KCM Investment Advisors
California
$6.71M -$49.9K -1,781 -0.8%
EFG
271
Embree Financial Group
Illinois
$6.69M -$1.91M -68,065 -23%
AAG
272
Asset Advisory Group
New Jersey
$6.66M -$78.7K -2,811 -1%
SWRP
273
Summit Wealth & Retirement Planning
California
$6.59M -$356K -12,718 -5%
OCPWS
274
One Charles Private Wealth Services
Massachusetts
$6.52M
BC
275
Brio Consultants
California
$6.51M +$10.2K +365 +0.2%

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.