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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
ICM
301
Islay Capital Management
Texas
$5.46M -$835K -29,839 -14%
US Bancorp
302
US Bancorp
Minnesota
$5.46M +$252K +8,984 +5%
AC
303
Avant Capital
Louisiana
$5.44M +$24.5K +875 +0.5%
CIA
304
Compass Ion Advisors
Pennsylvania
$5.43M -$24.7K -881 -0.5%
GIP
305
Granite Investment Partners
California
$5.37M +$98.2K +3,506 +2%
WCL
306
Wealth Care LLC
Florida
$5.33M -$51.6K -1,842 -1%
FPAS
307
Focus Partners Advisor Solutions
Missouri
$5.22M +$428K +15,275 +9%
CAG
308
Crestwood Advisors Group
Massachusetts
$5.18M -$381K -13,600 -7%
CPA
309
Clear Point Advisors
New York
$5.17M -$19.9K -711 -0.4%
AOWM
310
Alpha Omega Wealth Management
Virginia
$5.16M -$134K -4,774 -3%
PIM
311
Pullen Investment Management
Florida
$5.06M -$11.6K -415 -0.2%
JF
312
Joule Financial
Kentucky
$5.06M -$82.4K -2,945 -2%
WCM
313
Whitener Capital Management
North Carolina
$5.03M -$151K -5,396 -3%
SPW
314
Stillwater Private Wealth
Pennsylvania
$5M -$3.94M -140,630 -46%
FF
315
Farnam Financial
Arizona
$4.99M -$430K -15,365 -8%
WI
316
WBI Investments
New Jersey
$4.92M -$125K -4,478 -3%
ACA
317
Aspire Capital Advisors
Washington
$4.89M +$187K +6,673 +4%
KFC
318
Klingenstein Fields & Co
New York
$4.87M
CFGA
319
Cambridge Financial Group (Arizona)
Arizona
$4.84M -$202K -7,222 -4%
CAM
320
Cozad Asset Management
Illinois
$4.83M -$348K -12,440 -7%
CFS
321
CRA Financial Services
New Jersey
$4.78M +$306K +10,928 +7%
NGA
322
Naples Global Advisors
Florida
$4.63M -$37.5K -1,338 -0.8%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$4.62M -$825K -29,482 -16%
BFA
324
Blueprint Financial Advisors
North Carolina
$4.61M +$55.6K +1,985 +1%
MF
325
Midwestern Financial
Iowa
$4.61M -$590K -21,060 -12%

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.