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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
SWAG
1326
Spectrum Wealth Advisory Group
California
$25.2K +$24.4K +870 New
B
1327
Birchbrook
Maine
$23.4K -$1.74K -62 -7%
AWM
1328
Activest Wealth Management
Florida
$23.4K
SGK
1329
Steigerwald Gordon & Koch
Virginia
$22.6K
AIP
1330
Ameritas Investment Partners
Nebraska
$21.8K +$56 +2 +0.3%
BHWM
1331
Beaird Harris Wealth Management
Texas
$21.7K
FP
1332
Financial Perspectives
Minnesota
$21K +$56 +2 +0.3%
IRAG
1333
Investment Research & Advisory Group
Georgia
$19.2K +$56 +2 +0.3%
EA
1334
Evolution Advisers
Virginia
$19K
MCM
1335
Manchester Capital Management
Vermont
$17.4K
KG
1336
Kilter Group
New York
$16.9K
APW
1337
Aventura Private Wealth
Florida
$16.5K
PWA
1338
Physician Wealth Advisors
Utah
$16K -$483K -17,266 -97%
IA
1339
IFG Advisory
Georgia
$15.8K +$15.3K +545 New
PWMA
1340
Pension & Wealth Management Advisors
Massachusetts
$15.1K +$2.16K +77 +17%
RCM
1341
Raleigh Capital Management
North Carolina
$14.5K
RRMM
1342
Regatta Research & Money Management
Louisiana
$14.5K +$14K +500 New
AW
1343
Avion Wealth
Texas
$14K
WAG
1344
Wiser Advisor Group
Arizona
$13.6K +$28 +1 +0.2%
GCM
1345
Gunpowder Capital Management
Maryland
$13.1K
DSC
1346
Duncker Streett & Co
Missouri
$12.4K
PMIM
1347
Prudent Man Investment Management
Colorado
$12.3K
BAM
1348
Bellevue Asset Management
Washington
$12.2K
PF
1349
PlanVest Financial
Maryland
$12K
CSC
1350
Caldwell Sutter Capital
California
$11.8K +$4.2K +150 +58%

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.