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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
Morgan Stanley
26
Morgan Stanley
New York
$100M +$2.47M +88,377 +3%
MF
27
Manchester Financial
California
$97.9M -$1.26M -44,977 -1%
Creative Planning
28
Creative Planning
Kansas
$95.6M +$2.9M +103,480 +3%
BP
29
Ballentine Partners
Massachusetts
$94.2M -$128K -4,570 -0.1%
HSA
30
HBK Sorce Advisory
Pennsylvania
$93.7M +$595K +21,248 +0.7%
QCM
31
Quantinno Capital Management
New York
$89.4M +$8.51M +303,949 +11%
LPL Financial
32
LPL Financial
California
$86.1M +$1.83M +65,381 +2%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$84.2M +$9.29M +331,669 +13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$83.5M +$7K +250 +0%
NSAM
35
North Star Asset Management
Wisconsin
$80.3M +$2.58M +92,253 +3%
AAIM
36
Asset Advisors Investment Management
Georgia
$79.3M -$641K -22,912 -0.8%
Brown Advisory
37
Brown Advisory
Maryland
$78.7M +$201K +7,170 +0.3%
GFA
38
Gallagher Fiduciary Advisors
Illinois
$78.4M -$1.86B -66,497,980 -96%
LFS
39
Legacy Financial Strategies
Kansas
$77.2M +$1.42M +50,793 +2%
CWM
40
Circle Wealth Management
New Jersey
$76.3M -$30.3K -1,081 -0%
DLCIG
41
D.L. Carlson Investment Group
New Hampshire
$75.1M +$7.92K +283 +0%
M
42
MYeCFO
California
$74.6M +$541K +19,332 +0.8%
Bank of America
43
Bank of America
North Carolina
$73.5M -$18.4M -657,767 -21%
SFG
44
SNS Financial Group
Minnesota
$73.2M +$20.3M +724,884 +40%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.2M -$1.13M -40,437 -2%
WAG
46
Winthrop Advisory Group
Massachusetts
$72M +$2.59M +92,674 +4%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$70.6M +$5.03M +179,825 +8%
BFG
48
Bouchey Financial Group
New York
$70.2M -$766K -27,346 -1%
Wells Fargo
49
Wells Fargo
California
$69.2M +$9.18M +327,771 +16%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$69M -$7.57M -270,382 -10%

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.