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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
MGIA
201
Moneta Group Investment Advisors
Missouri
$11M -$264K -9,447 -2%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$10.9M +$328K +11,723 +3%
MWP
203
Madison Wealth Partners
Wisconsin
$10.7M -$222K -7,935 -2%
FT
204
Fiduciary Trust
Massachusetts
$10.7M -$32.1K -1,145 -0.3%
BCM
205
Brookstone Capital Management
Illinois
$10.6M +$66.3K +2,370 +0.7%
FWM
206
FFT Wealth Management
Pennsylvania
$10.6M -$226K -8,075 -2%
PJC
207
Phillip James Consulting
Minnesota
$10.4M +$10M +357,939 New
JPLA
208
Joseph P. Lucia & Associates
New York
$10.2M +$370K +13,225 +4%
Jane Street
209
Jane Street
New York
$10M -$224 -8 -0%
WKWM
210
Walter & Keenan Wealth Management
Indiana
$9.81M -$34.5K -1,231 -0.4%
BA
211
Brightwater Advisory
Florida
$9.62M -$367K -13,103 -4%
DI
212
Disciplined Investors
Texas
$9.49M -$151K -5,391 -2%
VFIC
213
Valley Forge Investment Consultants
Pennsylvania
$9.4M +$14.3K +512 +0.2%
MSS
214
Mitchell Sinkler & Starr
Pennsylvania
$9.35M -$20K -715 -0.2%
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$9.26M +$4.62M +165,035 +107%
DWM
216
Destination Wealth Management
California
$9.26M -$206K -7,374 -2%
CP
217
Creekside Partners
California
$9.23M +$69.3K +2,476 +0.8%
OFG
218
Orcam Financial Group
California
$8.95M -$55.8K -1,993 -0.6%
CFMC
219
Curbstone Financial Management Corp
New Hampshire
$8.82M +$58K +2,070 +0.7%
NIA
220
NBZ Investment Advisors
Tennessee
$8.78M -$64K -2,286 -0.7%
RIM
221
Rockbridge Investment Management
New York
$8.7M -$1.21M -43,151 -13%
RDWM
222
Red Door Wealth Management
Tennessee
$8.65M +$59.9K +2,141 +0.7%
CFO
223
CVA Family Office
Colorado
$8.62M -$19.2K -687 -0.2%
SHJ
224
Sharkey, Howes & Javer
Colorado
$8.54M -$114K -4,068 -1%
SF
225
Summit Financial
New Jersey
$8.51M -$84.9K -3,031 -1%

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.