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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
MIM
1351
MTM Investment Management
South Carolina
$11.6K
PS
1352
Pinney & Scofield
Massachusetts
$11.3K +$28 +1 +0.3%
UFPG
1353
United Financial Planning Group
New York
$11K -$15.5K -553 -59%
PAI
1354
Pittenger & Anderson Inc
Nebraska
$10.8K +$10.4K +372 New
RDFA
1355
Ritter Daniher Financial Advisory
Ohio
$9.15K +$504 +18 +6%
TVWM
1356
Tower View Wealth Management
Wisconsin
$9.1K +$28 +1 +0.3%
TFA
1357
Toth Financial Advisory
Virginia
$8.78K
GSWM
1358
Golden State Wealth Management
California
$8.45K +$7.98K +285 +4,750%
BWM
1359
Bernard Wealth Management
Michigan
$6.91K
KWM
1360
Kiker Wealth Management
Georgia
$6.83K +$6.61K +236 New
DAM
1361
Delta Asset Management
Tennessee
$5.95K
MS
1362
Monetary Solutions
Ohio
$5.73K
WAS
1363
Winch Advisory Services
Wisconsin
$5.1K +$140 +5 +3%
HIC
1364
Hamrick Investment Counsel
Washington
$4.86K +$28 +1 +0.6%
HNW
1365
High Note Wealth
Minnesota
$4.52K
BFP
1366
Birchwood Financial Partners
Minnesota
$4.33K +$280 +10 +7%
MCA
1367
McGuire Capital Advisors
Oklahoma
$4.09K +$3.67K +131 +1,310%
CFP
1368
Comprehensive Financial Planning
Pennsylvania
$3.71K
NB
1369
NBT Bank
New York
$3.67K +$28 +1 +0.8%
WA
1370
Walsh & Associates
Florida
$2.43K
RF
1371
Robbins Farley
New Hampshire
$1.85K +$308 +11 +21%
NEWAS
1372
N.E.W. Advisory Services
Wisconsin
$1.74K
BWS
1373
Buck Wealth Strategies
Colorado
$1.74K +$1.68K +60 New
NA
1374
Networth Advisors
Pennsylvania
$1.31K
MFP
1375
Meramec Financial Planners
Missouri
$1.27K +$1.12K +40 +1,000%

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.