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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
SFG
126
Socha Financial Group
New York
$22.1M +$98.9K +3,534 +0.5%
CBA
127
Coastal Bridge Advisors
Connecticut
$21.2M -$95.2K -3,401 -0.5%
OIA
128
OneDigital Investment Advisors
Kansas
$21.1M -$720K -25,730 -3%
BCWM
129
Bartlett & Co Wealth Management
Ohio
$20.9M -$54.2K -1,935 -0.3%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$20.8M +$1.08M +38,597 +6%
Ameriprise
131
Ameriprise
Minnesota
$20.7M +$4.06M +144,878 +25%
FFN
132
Focus Financial Network
Minnesota
$20.6M +$294K +10,501 +2%
JJBC
133
James J. Burns & Company
New York
$20.4M -$149K -5,338 -0.8%
LW
134
Libra Wealth
California
$20.1M -$474K -16,937 -2%
DKCM
135
Davidson Kahn Capital Management
California
$20M +$2.4M +85,572 +14%
KAS
136
Kestra Advisory Services
Texas
$19.6M +$8.99M +321,274 +90%
FA
137
Fairlight Advisors
California
$19.6M +$18.9M +675,111 New
AFG
138
Atomi Financial Group
New York
$19.4M +$341K +12,191 +2%
RBC
139
Roble Belko & Company
Pennsylvania
$19.3M -$86.4K -3,087 -0.5%
ZF
140
Zhang Financial
Michigan
$19.1M -$167K -5,958 -0.9%
NB
141
Nicolet Bankshares
Wisconsin
$18.8M -$1.39M -49,572 -7%
P
142
&Partners
Tennessee
$18M +$959K +34,259 +6%
BDFN
143
Bond & Devick Financial Network
Minnesota
$17.9M +$229K +8,166 +1%
LCM
144
Liberty Capital Management
Michigan
$17.6M +$17M +608,084 New
VAS
145
Valicenti Advisory Services
New York
$17.5M +$215K +7,677 +1%
IA
146
IFP Advisors
Florida
$17.4M +$846K +30,216 +5%
MAS
147
Madden Advisory Services
Florida
$17.3M -$189K -6,741 -1%
CKAIS
148
Christensen King & Associates Investment Services
Washington
$17.2M -$546K -19,517 -3%
BF
149
Brooklyn FI
New York
$16.6M +$247K +8,827 +2%
LPAM
150
Lodestar Private Asset Management
California
$16.3M -$427K -15,262 -3%

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.