We are live on ! Find out more
SCHB icon

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
GS
1401
GWN Securities
Florida
-$361K -14,391 Closed
DSAM
1402
Dock Street Asset Management
Florida
-$303K -12,053 Closed
GFP
1403
Guardian Financial Partners
California
-$286K -11,402 Closed
QPWM
1404
Quadrant Private Wealth Management
Pennsylvania
-$260K -10,354 Closed
FC
1405
Farringdon Capital
United Kingdom
-$255K -10,169 Closed
4WM
1406
49 Wealth Management
Texas
-$243K -9,672 Closed
DSA
1407
Droms Strauss Advisors
Missouri
-$242K -9,635 Closed
BFS
1408
BridgePort Financial Solutions
Iowa
-$234K -9,304 Closed
JWM
1409
Jackson Wealth Management
Florida
-$230K -9,182 Closed
LWP
1410
LFG Wealth Partners
Kentucky
-$228K -9,087 Closed
DAC
1411
Dividend Assets Capital
South Carolina
-$226K -9,000 Closed
SFS
1412
Sowell Financial Services
Arkansas
-$208K -8,304 Closed
SA
1413
Scarborough Advisors
Maryland
-$129K -5,128 Closed
LWMI
1414
Legacy Wealth Management (Idaho)
Idaho
-$120K -4,762 Closed
RF
1415
RetireMitten Financial
Michigan
-$110K -4,380 Closed
WPA
1416
Wealth Preservation Advisors
Tennessee
-$69.3K -2,763 Closed
TPWA
1417
Twin Peaks Wealth Advisors
California
-$58K -2,310 Closed
TWD
1418
True Wealth Design
Ohio
-$56.3K -2,244 Closed
MAM
1419
Marquette Asset Management
Minnesota
-$35.1K -1,400 Closed
SIS
1420
Sound Income Strategies
Florida
-$34.5K -1,364 Closed
TLFA
1421
True Link Financial Advisors
California
-$26.9K -1,072 Closed
LI
1422
LRI Investments
Florida
-$16.8K -668 Closed
CW
1423
Curio Wealth
Maryland
-$14.2K -567 Closed
AA
1424
Addison Advisors
Vermont
-$14.2K -564 Closed
FFL
1425
Financial Freedom LLC
Ohio
-$9.75K -388 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.