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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$1.75B |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.24B |
| 3 |
UBS AM
Chicago,
Illinois
|
+$233M |
| 4 |
QCM
Quantinno Capital Management
New York
|
+$20.7M |
| 5 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
-$36M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$26.5M |
| 3 |
SFP
Strategic Financial Planning
Plano,
Texas
|
-$24.6M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$21.1M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$16M |
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.