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
HRC
1276
Hoertkorn Richard Charles
$71.8K
WP
1277
WealthShield Partners
North Carolina
$71.5K -$192K -6,870 -74%
FNWA
1278
Financial Network Wealth Advisors
Utah
$71.3K +$196 +7 +0.3%
FS
1279
Financially Speaking
Colorado
$69.4K -$840 -30 -1%
NG
1280
NWK Group
California
$65.3K +$9.99K +357 +19%
DF
1281
Dunhill Financial
United Kingdom
$64.9K +$54.4K +1,943 +654%
JFA
1282
JNBA Financial Advisors
Minnesota
$64.2K
EB
1283
Eastern Bank
Massachusetts
$63.2K
CIAS
1284
Capital Investment Advisory Services
North Carolina
$62.8K +$1.79K +64 +3%
WSFS
1285
Wilmington Savings Fund Society
Delaware
$62.6K
BL
1286
BFSG LLC
California
$61.2K +$140 +5 +0.2%
BAM
1287
Byrne Asset Management
New Jersey
$58.5K +$56.5K +2,020 New
DSC
1288
Daytona Street Capital
Missouri
$58.4K
OHWP
1289
Oak Harbor Wealth Partners
North Carolina
$57.9K -$14.1K -503 -20%
FPF
1290
First Pacific Financial
Washington
$57.7K +$140 +5 +0.3%
GFA
1291
Godfrey Financial Associates
New York
$56K -$168 -6 -0.3%
GF
1292
GGM Financials
Ohio
$55.5K +$53.7K +1,918 New
LWM
1293
Lodestone Wealth Management
Washington
$54.6K +$12.2K +437 +30%
OFG
1294
Oxford Financial Group
Indiana
$51.4K
BIA
1295
Bell Investment Advisors
California
$49.7K -$280 -10 -0.6%
WPWM
1296
Western Pacific Wealth Management
Illinois
$46.1K +$112 +4 +0.3%
Kayne Anderson Rudnick Investment Management
1297
Kayne Anderson Rudnick Investment Management
California
$42.7K
NRG
1298
Nemes Rush Group
Michigan
$42.4K +$56 +2 +0.1%
CG
1299
Curat Global
New Hampshire
$42K +$112 +4 +0.3%
BW
1300
Basepoint Wealth
Iowa
$42K

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.