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Schwab US Large- Cap ETF

1,594 hedge funds and large institutions have $33.3B invested in Schwab US Large- Cap ETF in 2026 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 618 increasing their positions, 570 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 55

18% more capital invested

Capital invested by funds: $28.1B → $33.3B (+$5.12B)

4% more funds holding

Funds holding: 1,5401,594 (+54)

8% more repeat investments, than reductions

Existing positions increased: 618 | Existing positions reduced: 570

0.62% more ownership

Funds ownership: 45.72%46.34% (+0.62%)

2% less funds holding in top 10

Funds holding in top 10: 195192 (-3)

Holders
1,594
Holders Change
+54
Holders Change %
+3.51%
% of All Funds
19.27%
Holding in Top 10
192
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.54%
% of All Funds
2.32%
New
137
Increased
618
Reduced
570
Closed
55
Calls
$2.99M
Puts
Net Calls
+$2.99M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
226
Savvy Advisors Inc
New York
$16.2M +$1.28K +45 +0%
LPAM
227
Lodestar Private Asset Management
California
$16.2M +$118K +4,115 +0.8%
CA
228
CoreCap Advisors
Michigan
$16M +$696K +24,364 +5%
CG
229
Caprock Group
Idaho
$15.6M +$335K +11,740 +2%
ACG
230
Allen Capital Group
Nebraska
$15.6M +$811K +28,385 +6%
CHIA
231
Copper Harbor Investment Advisors
Wisconsin
$15.5M +$15M +526,936 New
GF
232
GTS Financial
Minnesota
$15.4M +$18M +628,616 New
MBI
233
May Barnhard Investments
Maryland
$15.3M -$165K -5,778 -1%
VT
234
Vise Technologies
New York
$15.2M +$382K +13,382 +3%
SPC
235
Sigma Planning Corp
Michigan
$14.9M -$434K -15,203 -3%
NSAM
236
North Star Asset Management
Wisconsin
$14.9M +$659K +23,068 +5%
HFS
237
Hantz Financial Services
Michigan
$14.8M +$1.71M +60,044 +14%
SFC
238
Summit Financial Consulting
Michigan
$14.8M -$6M -209,989 -29%
AIA
239
Arcadia Investment Advisors
Idaho
$14.7M -$148K -5,199 -1%
CFO
240
CVA Family Office
Colorado
$14.7M -$396K -13,873 -3%
ELM
241
Elite Life Management
Florida
$14.6M -$54.9K -1,921 -0.4%
NFG
242
Nations Financial Group
Iowa
$14.4M +$557K +19,519 +4%
KW
243
Keyvantage Wealth
Pennsylvania
$14M +$239K +8,381 +2%
AMM
244
American Money Management
California
$13.9M +$232K +8,110 +2%
GCM
245
G2 Capital Management
Ohio
$13.8M
GEM
246
Global Endowment Management
North Carolina
$13.7M +$2.22M +77,853 +20%
GC
247
Grimes & Company
Massachusetts
$13.6M +$2.05M +71,835 +18%
IWM
248
IHT Wealth Management
Illinois
$13.5M +$343K +12,022 +3%
EA
249
Enclave Advisors
Texas
$13.4M +$56.7K +1,987 +0.4%
TCM
250
Tradewinds Capital Management
Washington
$13.4M +$1.22M +42,802 +10%

SCHX Hedge Fund Activity: Q2 2026 in Review

1,594 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2026, worth a combined $33.3B — up 18% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SCHX positions and 55 closed out — a net gain of 82 holders — while 618 added to existing stakes and 570 trimmed.

The largest buyer was US Bancorp, adding an estimated $775M. The largest seller was Fund Evaluation Group, cutting an estimated $24.8M.

  • 1,594 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2026, up from 1,540 in Q1 2026.
  • Funds reported $33.3B of Schwab US Large- Cap ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 137 funds opened new Schwab US Large- Cap ETF positions in Q2 2026 and 55 closed out, a net change of +82 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q2 2026 was US Bancorp, an estimated $775M added.
  • The largest Schwab US Large- Cap ETF seller in Q2 2026 was Fund Evaluation Group, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2026.