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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
SBH
326
Segall Bryant & Hamill
Illinois
$8.14M
HG
327
Harbor Group
New Hampshire
$8.12M -$38.6K -1,353 -0.5%
DSA
328
Droms Strauss Advisors
Missouri
$8.05M +$77.7K +2,720 +1%
FSWA
329
Financial Synergies Wealth Advisors
Texas
$8.03M -$535K -18,721 -6%
ATWA
330
Arbor Trust Wealth Advisors
Michigan
$8.03M -$35.1K -1,230 -0.4%
GGI
331
GPM Growth Investors
Michigan
$7.87M -$785K -27,495 -9%
FLPIM
332
F.L. Putnam Investment Management
Massachusetts
$7.85M +$248K +8,671 +3%
BWP
333
Balboa Wealth Partners
Arizona
$7.85M +$5.93M +207,701 +352%
JE
334
Jacobs Equity
Utah
$7.82M +$631K +22,103 +9%
BIP
335
Blueprint Investment Partners
North Carolina
$7.82M +$782K +27,395 +11%
MHR
336
Matthew Hamilton Rosenberg
$7.81M -$215K -7,528 -3%
Natixis Advisors
337
Natixis Advisors
Massachusetts
$7.79M +$214K +7,509 +3%
CFA
338
Cahill Financial Advisors
Minnesota
$7.79M -$136K -4,775 -2%
VCAM
339
Van Cleef Asset Management
Ohio
$7.79M +$111K +3,894 +1%
JWCA
340
J.W. Cole Advisors
Florida
$7.75M +$7.52M +263,295 New
TPA
341
Trivium Point Advisory
Connecticut
$7.74M +$3.57M +125,087 +91%
FIA
342
Foundations Investment Advisors
Arizona
$7.73M +$973K +34,085 +15%
BCWM
343
Bartlett & Co Wealth Management
Ohio
$7.67M +$26K +910 +0.4%
GCA
344
Gradient Capital Advisors
California
$7.65M -$38.6K -1,352 -0.5%
SWA
345
SFMG Wealth Advisors
Texas
$7.57M -$64.1K -2,245 -0.9%
SPI
346
Santori & Peters Inc
Pennsylvania
$7.55M -$5.74K -201 -0.1%
HIC
347
Hamrick Investment Counsel
Washington
$7.53M +$96.8K +3,390 +1%
SG
348
Somerset Group
Minnesota
$7.52M +$229K +8,037 +3%
CWM
349
Castle Wealth Management
Florida
$7.5M -$251K -8,775 -3%
William Blair & Company
350
William Blair & Company
Illinois
$7.45M +$468K +16,378 +7%

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.