We are live on ! Find out more
SCHB icon

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
SI
101
Stonekeep Investments
New Mexico
$27.4M +$832K +29,705 +3%
MWP
102
Meridian Wealth Partners
Pennsylvania
$27.1M +$452K +16,141 +2%
VNA
103
Valley National Advisers
Pennsylvania
$27.1M -$103K -3,689 -0.4%
WFS
104
Walker Financial Services
Kentucky
$26.9M +$4.04M +144,295 +18%
PAYA
105
Phil A. Younker & Associates
Alaska
$26.8M -$3.77M -134,782 -13%
DF
106
Downshift Financial
Colorado
$26.3M +$5.82M +207,890 +30%
GLR
107
Great Lakes Retirement
Ohio
$26.2M -$152K -5,422 -0.6%
SF
108
Schaeffer Financial
Maryland
$26.2M +$69.7K +2,491 +0.3%
AllianceBernstein
109
AllianceBernstein
Tennessee
$26M +$2.23M +79,697 +8%
Lido Advisors
110
Lido Advisors
California
$25.7M +$1.13M +40,391 +5%
AssetMark Inc
111
AssetMark Inc
California
$25.1M +$2.15M +76,707 +10%
AWM
112
Avior Wealth Management
Nebraska
$24.9M -$57.4K -2,051 -0.2%
BIM
113
Breakwater Investment Management
Washington
$24.8M -$52.5K -1,877 -0.2%
EWA
114
EP Wealth Advisors
California
$24.7M +$19.7M +703,504 +470%
IAS
115
IMA Advisory Services
Colorado
$24.7M -$40.9K -1,461 -0.2%
DCM
116
Davis Capital Management
Florida
$24.6M +$416K +14,871 +2%
Osaic Holdings
117
Osaic Holdings
Arizona
$24.5M +$11.2K +400 +0%
SFP
118
Strategic Financial Planning
Texas
$24.4M +$23.6M +841,398 New
BPA
119
Beacon Pointe Advisors
California
$24.2M -$3.23M -115,402 -12%
CHJWM
120
Carlton Hofferkamp & Jenks Wealth Management
Texas
$24.2M -$278K -9,943 -1%
GWM
121
Global Wealth Management
New Jersey
$23.5M -$200K -7,155 -0.9%
TWM
122
Tradition Wealth Management
Minnesota
$22.8M +$263K +9,400 +1%
UCFA
123
United Capital Financial Advisors
Texas
$22.6M -$668K -23,845 -3%
VCP
124
Vista Capital Partners
Oregon
$22.2M -$955K -34,124 -4%
NSG
125
Nalls Sherbakoff Group
Tennessee
$22.2M -$679K -24,255 -3%

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.