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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
KF
351
Krilogy Financial
Missouri
$7.41M +$113K +3,960 +2%
KFC
352
Klingenstein Fields & Co
New York
$7.4M +$65.4K +2,291 +0.9%
SMA
353
Sage Mountain Advisors
Georgia
$7.35M
CCM
354
Cannon Capital Management
Utah
$7.3M -$90K -3,153 -1%
MAS
355
Madden Advisory Services
Florida
$7.25M -$261K -9,135 -4%
WIM
356
WealthPlan Investment Management
Nebraska
$7.22M -$27.1K -950 -0.4%
SEIA
357
Signature Estate & Investment Advisors
California
$7.19M +$115K +4,015 +2%
APFP
358
Action Point Financial Planning
Michigan
$7.15M +$6.94M +242,865 New
MA
359
Mutual Advisors
Nebraska
$7.06M +$56K +1,962 +0.8%
PFM
360
Phillips Financial Management
Indiana
$7.03M -$334K -11,684 -5%
WWM
361
Western Wealth Management
Colorado
$7.03M -$294K -10,312 -4%
LFGO
362
Legacy Financial Group (Oklahoma)
Oklahoma
$6.98M -$115K -4,043 -2%
Bank of New York Mellon
363
Bank of New York Mellon
New York
$6.95M -$1.42M -49,623 -17%
BIMC
364
Benson Investment Management Company
Virginia
$6.78M +$2.27M +79,602 +53%
YIA
365
YHB Investment Advisors
Connecticut
$6.75M +$395K +13,833 +6%
KAS
366
Kestra Advisory Services
Texas
$6.65M -$1.75M -61,425 -21%
WAG
367
Windsor Advisory Group
Ohio
$6.63M
SLT
368
St Louis Trust
Missouri
$6.61M +$119K +4,178 +0.3%
Pathstone Holdings
369
Pathstone Holdings
New Jersey
$6.6M +$562K +19,683 +10%
MCM
370
Mengis Capital Management
Oregon
$6.59M +$474K +16,592 +8%
FFG
371
Floyd Financial Group
Missouri
$6.53M -$779K -27,276 -11%
SL
372
Sentinus LLC
Illinois
$6.52M +$7.74K +271 +0.1%
ECML
373
Eagle Capital Management (Louisiana)
Louisiana
$6.51M +$53.9K +1,888 +0.9%
CWA
374
Cornerstone Wealth Advisors
Minnesota
$6.5M -$114K -4,007 -2%
Citigroup
375
Citigroup
New York
$6.49M -$6.4K -224 -0.1%

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.