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
MWA
176
Motive Wealth Advisors
Michigan
$13.7M -$25.5K -911 -0.2%
MWM
177
Meridian Wealth Management
Kentucky
$13.7M +$18K +642 +0.1%
DBRC
178
D.B. Root & Company
Pennsylvania
$13.6M +$248K +8,849 +2%
WFP
179
Wrenne Financial Planning
Kentucky
$13.4M +$772K +27,583 +6%
WPW
180
Waldron Private Wealth
Pennsylvania
$13M
Empower Advisory Group
181
Empower Advisory Group
Colorado
$13M -$73.1K -2,612 -0.6%
BlackRock
182
BlackRock
New York
$12.9M +$3.6M +128,459 +40%
VA
183
Vestwell Advisors
New York
$12.9M
VWA
184
VSM Wealth Advisory
Maryland
$12.8M -$127K -4,525 -1%
STA
185
Summit Trail Advisors
New York
$12.5M -$594K -21,205 -5%
FFA
186
Farther Finance Advisors
California
$12.4M +$341K +12,194 +3%
SFA
187
Sequoia Financial Advisors
Ohio
$12.4M -$337K -12,021 -3%
Charles Schwab
188
Charles Schwab
California
$12.2M -$219K -7,821 -2%
BWL
189
Beacon Wealthcare LLC
North Carolina
$12.2M -$420K -14,986 -3%
AWMG
190
Alliance Wealth Management Group
New Jersey
$12M +$275K +9,822 +2%
TCM
191
Towercrest Capital Management
Pennsylvania
$12M +$275K +9,822 +2%
PF
192
Prosperitas Financial
California
$11.8M -$274K -9,797 -2%
FOA
193
Five Oceans Advisors
California
$11.8M -$45.9K -1,639 -0.4%
AA
194
Apriem Advisors
California
$11.7M +$28 +1 +0%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$11.6M +$11.3M +401,983 New
EFG
196
Everhart Financial Group
Ohio
$11.6M -$613K -21,881 -5%
GVAG
197
Great Valley Advisor Group
Delaware
$11.4M +$2.55K +91 +0%
PCIA
198
Prime Capital Investment Advisors
Kansas
$11.4M -$46.2K -1,650 -0.4%
SA
199
SRH Advisors
Kansas
$11.4M -$72.6K -2,594 -0.7%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$11.2M +$1.22M +43,608 +13%

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.