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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
ECM
151
Elgethun Capital Management
South Dakota
$16.3M -$113K -4,037 -0.7%
BBPWM
152
Blue Bell Private Wealth Management
Pennsylvania
$16.2M -$1.08M -38,441 -6%
CAG
153
Compass Advisory Group
New York
$16.2M +$33.2K +1,187 +0.2%
AA
154
Ashford Advisors
New York
$16.1M +$773K +27,596 +5%
IDA
155
Intelligence Driven Advisers
California
$16.1M -$250K -8,921 -2%
Stifel Financial
156
Stifel Financial
Missouri
$15.8M -$270K -9,635 -2%
WPC
157
Wedmont Private Capital
Pennsylvania
$15.8M +$560 +20 +0%
OAJ
158
Ogorek Anthony Joseph
New York
$15.7M -$59K -2,106 -0.4%
WANY
159
Wealthspire Advisors (New York)
New York
$15.6M +$1.59M +56,889 +12%
MIA
160
Milestone Investment Advisors
Wisconsin
$15.5M +$103K +3,674 +0.7%
CAM
161
Cresset Asset Management
Illinois
$15.5M +$4.83M +172,665 +48%
MWM
162
Mission Wealth Management
California
$15.5M +$11.7M +418,662 +361%
TA
163
TPG Advisors
Illinois
$15.4M +$38K +1,357 +0.3%
NA
164
NewEdge Advisors
Louisiana
$15.3M +$1.58M +56,481 +12%
JIC
165
Johnson Investment Counsel
Ohio
$15.1M +$416K +14,859 +3%
SL
166
Sentinus LLC
Illinois
$15.1M -$4.96M -177,055 -25%
SWM
167
SigFig Wealth Management
California
$15.1M +$27.3K +976 +0.2%
SIG
168
Spinnaker Investment Group
California
$15M +$871K +31,113 +6%
TNA
169
True North Advisors
Texas
$14.8M +$192K +6,855 +1%
LIM
170
Leavell Investment Management
Alabama
$14.6M -$366K -13,069 -3%
WAM
171
Weinberger Asset Management
California
$14.3M +$210K +7,516 +2%
PFM
172
Peak Financial Management
Massachusetts
$14.3M +$676K +24,135 +5%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$14.1M -$129K -4,618 -0.9%
Northern Trust
174
Northern Trust
Illinois
$14M +$3.28M +117,154 +32%
PCM
175
Passive Capital Management
Maryland
$13.8M -$41.6K -1,487 -0.3%

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.