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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
BW
276
Balance Wealth
Ohio
$11.4M +$112K +3,917 +1%
GSAM
277
Grant Street Asset Management
Pennsylvania
$11.3M -$44.2K -1,548 -0.4%
AWM
278
Axxcess Wealth Management
California
$11.1M +$5.94M +208,165 +123%
CSF
279
Capital Squared Financial
Maryland
$11M +$31.3K +1,097 +0.3%
AWM
280
Aprio Wealth Management
Georgia
$10.9M +$9.15M +320,261 +628%
NP
281
NorthRock Partners
Minnesota
$10.9M -$914K -32,003 -8%
RWRC
282
R.W. Roge & Company
New York
$10.9M -$24.4K -853 -0.2%
PC
283
Payne Capital
Oregon
$10.9M -$2.41M -84,463 -19%
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$10.8M +$330K +11,550 +3%
LPT
285
Legacy Private Trust
Wisconsin
$10.6M -$15.6K -548 -0.2%
WAP
286
Wealthcare Advisory Partners
Pennsylvania
$10.6M -$804K -28,139 -7%
AC
287
AlphaCore Capital
California
$10.6M +$541K +18,942 +6%
AC
288
Attessa Capital
Arizona
$10.5M -$157K -5,498 -2%
WCFA
289
Walkner Condon Financial Advisors
Wisconsin
$10.4M +$499K +17,469 +5%
CWA
290
Consilium Wealth Advisory
Texas
$10.4M +$513K +17,955 +5%
RFA
291
RTD Financial Advisors
Pennsylvania
$10.4M -$48.7K -1,704 -0.5%
MCCP
292
Mission Creek Capital Partners
California
$10.3M +$4.68M +163,748 +67%
LF
293
Lee Financial
Texas
$10M -$109K -3,818 -1%
VWA
294
VSM Wealth Advisory
Maryland
$10M +$64.4K +2,257 +0.7%
ADL
295
Asset Dedication LLC
California
$10M -$604K -21,165 -6%
CFGSD
296
Compass Financial Group (South Dakota)
South Dakota
$9.96M +$6.87M +240,503 +245%
WETS
297
Wealth Enhancement Trust Services
South Dakota
$9.94M -$827K -28,951 -8%
EW
298
Element Wealth
Mississippi
$9.83M -$34K -1,189 -0.4%
BAM
299
Berkshire Asset Management
Pennsylvania
$9.79M +$419K +14,682 +5%
PA
300
Planning Alternatives
Michigan
$9.66M -$406K -14,209 -4%

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.