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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
RPC
1376
Rossmore Private Capital
Connecticut
$1.22K
MAFA
1377
MJT & Associates Financial Advisory
Minnesota
$1.05K
BA
1378
Blueline Advisors
New Hampshire
$1K
Bessemer Group
1379
Bessemer Group
New Jersey
$1K -$210K -7,505 -99%
FGC
1380
Financial Gravity Companies
Texas
$956 +$924 +33 New
SFS
1381
Sunrise Financial Services
Washington
$869 -$4.87K -174 -85%
MSWM
1382
Mowery & Schoenfeld Wealth Management
Illinois
$724 +$700 +25 New
HFS
1383
Hughes Financial Services
Virginia
$493
TCM
1384
Triumph Capital Management
Colorado
$262
TC
1385
Truvestments Capital
Florida
$232
CFFP
1386
Center for Financial Planning
Michigan
$174 +$168 +6 New
SWIM
1387
Smallwood Wealth Investment Management
New Jersey
$144
HIA
1388
Highland Investment Advisors
Florida
$117 +$112 +4 New
BH
1389
Burk Holdings
Oklahoma
$24 -$28 -1 -50%
IA
1390
IFS Advisors
Kansas
$21
ETC
1391
Exchange Traded Concepts
Oklahoma
-$7.81M -311,327 Closed
VCM
1392
Vivaldi Capital Management
Illinois
-$5.73M -228,098 Closed
HF
1393
HRT Financial
New York
-$1.66M -59,137 Closed
MIA
1394
MainStreet Investment Advisors
Illinois
-$891K -35,500 Closed
MPWT
1395
MassMutual Private Wealth & Trust
Connecticut
-$891K -35,500 Closed
TVAMP
1396
Tennessee Valley Asset Management Partners
Tennessee
-$605K -24,122 Closed
EW
1397
Evoke Wealth
California
-$449K -17,901 Closed
SWM
1398
Stockman Wealth Management
Montana
-$408K -16,273 Closed
AP
1399
Appleton Partners
Massachusetts
-$393K -15,655 Closed
EP
1400
Edgestream Partners
New Jersey
-$367K -14,625 Closed

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.