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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
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.49B -$31.4M -1,121,129 -2%
UBS Group
2
UBS Group
Switzerland
$1.42B +$11.7M +419,411 +0.9%
Betterment LLC
3
Betterment LLC
New York
$443M -$11.9M -425,710 -3%
R
4
Rebalance
California
$427M -$9.63M -344,034 -2%
SCM
5
SCS Capital Management
Massachusetts
$346M -$1M -35,758 -0.3%
UBS AM
6
UBS AM
Illinois
$331M -$11.5M -409,136 -3%
HighTower Advisors
7
HighTower Advisors
Illinois
$269M +$9.18M +327,993 +4%
SG
8
Strid Group
Pennsylvania
$248M -$2.02M -72,263 -0.8%
EK
9
Evensky & Katz
Florida
$231M -$5M -178,442 -2%
HCM
10
Hengehold Capital Management
Ohio
$221M -$2.29M -81,829 -1%
HDIM
11
Hanson & Doremus Investment Management
Vermont
$204M -$163K -5,810 -0.1%
HWM
12
HB Wealth Management
Georgia
$190M -$676K -24,165 -0.4%
EA
13
Evergreen Advisors
Tennessee
$182M +$570K +20,378 +0.3%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$178M -$2.27M -81,234 -1%
HP
15
HT Partners
Connecticut
$176M -$3.18M -113,558 -2%
SC
16
Savant Capital
Illinois
$161M +$83.2M +2,973,338 +100%
TCM
17
TruNorth Capital Management
Michigan
$158M +$6.67M +238,428 +5%
HWA
18
HHM Wealth Advisors
Tennessee
$152M +$3.13M +111,765 +2%
AC
19
AlphaCore Capital
California
$152M -$3.37M -120,214 -2%
Mariner
20
Mariner
Kansas
$136M -$8.76M -312,965 -6%
AI
21
Accredited Investors
Minnesota
$129M -$4.58M -163,491 -4%
MBFW
22
Morton Brown Family Wealth
Pennsylvania
$123M +$6.82M +243,641 +6%
CFGSD
23
Compass Financial Group (South Dakota)
South Dakota
$113M +$696K +24,866 +0.6%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$106M -$11M -393,159 -10%
WA
25
Waverly Advisors
Alabama
$102M +$13.1M +468,702 +15%

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.