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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
OPWM
301
Oakwell Private Wealth Management
Texas
$9.6M -$30.2K -1,056 -0.3%
MWA
302
Medallion Wealth Advisors
Connecticut
$9.58M +$282K +9,891 +3%
MFP
303
Meramec Financial Planners
Missouri
$9.5M -$251K -8,774 -3%
Lido Advisors
304
Lido Advisors
California
$9.46M -$1.21M -42,419 -12%
CWM
305
Circle Wealth Management
New Jersey
$9.13M
MS
306
Monetary Solutions
Ohio
$9M +$685 +24 +0%
FF
307
Farnam Financial
Arizona
$8.98M -$1.7M -59,604 -16%
LCM
308
Leisure Capital Management
California
$8.97M -$7.83M -274,065 -47%
GI
309
Gradient Investments
Minnesota
$8.96M -$1.08M -37,849 -11%
JFGLC
310
Johnson Financial Group LLC (Colorado)
Colorado
$8.94M +$1.49K +52 +0%
BW
311
BIP Wealth
Georgia
$8.92M +$8.07M +282,621 +1,377%
PIMG
312
Patriot Investment Management Group
Tennessee
$8.86M -$121K -4,248 -1%
IP
313
Ignite Planners
California
$8.69M +$515K +18,037 +7%
MW
314
MBL Wealth
North Carolina
$8.64M -$147K -5,162 -2%
NIM
315
Nicollet Investment Management
Minnesota
$8.62M
ASN
316
Advisory Services Network
Georgia
$8.61M -$1.17M -41,114 -12%
TWP
317
Tempus Wealth Planning
California
$8.55M +$398K +13,930 +5%
VST
318
Van Strum & Towne
California
$8.52M +$817K +28,612 +11%
AIM
319
AMI Investment Management
Indiana
$8.38M -$141K -4,928 -2%
ACM
320
Arcataur Capital Management
Wisconsin
$8.35M -$90.1K -3,156 -1%
BCM
321
Barden Capital Management
Texas
$8.33M +$32.1K +1,123 +0.4%
SPA
322
Sentinel Pension Advisors
Massachusetts
$8.32M +$250K +8,771 +3%
CFMC
323
Curbstone Financial Management Corp
New Hampshire
$8.26M +$54.3K +1,900 +0.7%
SP
324
SWS Partners
Ohio
$8.17M -$28.7K -1,005 -0.4%
TSWM
325
Triangle Securities Wealth Management
North Carolina
$8.16M +$248K +8,694 +3%

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.