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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
ACA
1301
American Capital Advisory
Idaho
$41.4K
IF
1302
Integrity Financial
Wyoming
$41.3K +$6.41K +229 +19%
TFA
1303
Transamerica Financial Advisors
Florida
$40.4K +$35.6K +1,271 +1,033%
CFM
1304
Compass Financial Management
Florida
$38K +$35.8K +1,280 New
VWM
1305
Vermillion Wealth Management
Minnesota
$37.2K +$504 +18 +1%
B
1306
Bayban
Minnesota
$36.8K
JGIA
1307
Jackson Grant Investment Advisers
Connecticut
$36.8K +$84 +3 +0.2%
AFG
1308
Albion Financial Group
Utah
$36.5K
PWPS
1309
Pinnacle Wealth Planning Services
Ohio
$35.3K
OCWP
1310
Owl Creek Wealth Partners
Colorado
$34.7K +$84 +3 +0.3%
KFAS
1311
Keating Financial Advisory Services
Kansas
$34.6K
AWM
1312
Aberdeen Wealth Management
Illinois
$34.1K -$18.1K -645 -35%
TWM
1313
TLW Wealth Management
Florida
$33.8K +$32.6K +1,166 New
MCA
1314
Maryland Capital Advisors
Maryland
$32.7K +$31.6K +1,130 New
FLP
1315
Financial Life Planners
Arizona
$31K +$84 +3 +0.3%
MI
1316
Markowski Investments
Florida
$30.8K +$29.8K +1,065 New
MEG
1317
Millstone Evans Group
Colorado
$28.7K +$84 +3 +0.3%
GJIA
1318
Glass Jacobson Investment Advisors
Maryland
$28.6K +$2.27K +81 +9%
SIM
1319
Synergy Investment Management
Florida
$27.9K
HIMS
1320
Hager Investment Management Services
New Hampshire
$27.2K +$26.3K +938 New
EWM
1321
Evolution Wealth Management
Florida
$26.6K +$14.5K +518 +129%
RIL
1322
Rothschild Investment LLC
Illinois
$26.5K -$3.69K -132 -13%
TWC
1323
TD Waterhouse Canada
Ontario, Canada
$26K
PWAM
1324
Private Wealth Asset Management
Iowa
$25.4K -$551K -19,675 -96%
OAG
1325
Oakmont Advisory Group
New Mexico
$25.3K +$24.5K +874 New

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.