We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF
SCHB

1,317 hedge funds and large institutions have $13.3B invested in Schwab US Broad Market ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 519 increasing their positions, 486 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $14.2M

37% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 67

7.9% more ownership

Funds ownership: 32.93% → 40.83% (+7.9%)

7% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 486

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$395M)

0% more funds holding

Funds holding: 1,313 → 1,317 (+4)

5% less funds holding in top 10

Funds holding in top 10: 138 → 131 (-7)

Holders
1,317
Holders Change
+4
Holders Change %
+0.3%
% of All Funds
16.12%
Holding in Top 10
131
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.07%
% of All Funds
1.6%
New
92
Increased
519
Reduced
486
Closed
67
Calls
$34.9M
Puts
$14.2M
Net Calls
+$20.7M
Net Calls Change
+$1.22M

Top Buyers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.75B
2
UBS Group
UBS Group
Switzerland
+$1.24B
3
UBS AM
UBS AM
Illinois
+$233M
4
QCM
Quantinno Capital Management
New York
+$20.7M
5
TWM
Tanglewood Wealth Management
Texas
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
CAG
Compass Advisory Group
New York
-$36M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$26.5M
3
SFP
Strategic Financial Planning
Texas
-$24.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$21.1M
5
Creative Planning
Creative Planning
Kansas
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1301
Transamerica Financial Advisors
Florida
$3.09K +$3.23K +123 New
SS
1302
Sunbelt Securities
Texas
$2.99K +$945 +36 +43%
TRCT
1303
Tower Research Capital (TRC)
New York
$2.84K +$2.39K +91 +414%
WA
1304
Walsh & Associates
Florida
$2.11K – – –
NEWAS
1305
N.E.W. Advisory Services
Wisconsin
$1.51K +$1.57K +60 New
RF
1306
Robbins Farley
New Hampshire
$1.33K +$1.39K +53 New
NA
1307
Networth Advisors
Pennsylvania
$1.13K – – –
RPC
1308
Rossmore Private Capital
Connecticut
$1.05K – – –
MAFA
1309
MJT & Associates Financial Advisory
Minnesota
$910 – – –
BA
1310
Blueline Advisors
New Hampshire
$868 – – –
FGAM
1311
Financial Gravity Asset Management
Texas
$828 +$787 +30 +1,000%
HFS
1312
Hughes Financial Services
Virginia
$427 – – –
MCA
1313
McGuire Capital Advisors
Oklahoma
$252 – – –
TCM
1314
Triumph Capital Management
Colorado
$227 +$52 +2 +29%
TC
1315
Truvestments Capital
Florida
$201 – – –
GSWM
1316
Golden State Wealth Management
California
$152 -$60.4K -2,303 -100%
KFG
1317
Kingdom Financial Group
Arizona
$151 +$157 +6 New
LAS
1318
Lloyd Advisory Services
Georgia
$151 +$157 +6 New
SWIM
1319
Smallwood Wealth Investment Management
New Jersey
$125 +$131 +5 New
MFP
1320
Meramec Financial Planners
Missouri
$122 +$105 +4 New
BH
1321
Burk Holdings
Oklahoma
$46 +$52 +2 New
IA
1322
IFS Advisors
Kansas
$18 -$26 -1 Closed
PWA
1323
Portus Wealth Advisors
North Carolina
$9 – – –
SFP
1324
Strategic Financial Planning
Texas
– -$24.6M -939,186 Closed
BA
1325
Ballast Advisors
Minnesota
– -$6.97M -265,637 Closed
51 52
53
54 55

SCHB Hedge Fund Activity: Q1 2026 in Review

1,317 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2026, worth a combined $13.3B — up 3.1% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new SCHB positions and 67 closed out — a net gain of 25 holders — while 519 added to existing stakes and 486 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.75B. The largest seller was Compass Advisory Group, cutting an estimated $36M.

  • 1,317 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2026, up from 1,313 in Q4 2025.
  • Funds reported $13.3B of Schwab US Broad Market ETF stock for Q1 2026, up 3.1% quarter-over-quarter.
  • 92 funds opened new Schwab US Broad Market ETF positions in Q1 2026 and 67 closed out, a net change of +25 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2026 was Gallagher Fiduciary Advisors, an estimated $1.75B added.
  • The largest Schwab US Broad Market ETF seller in Q1 2026 was Compass Advisory Group, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2026.