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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
GCM
376
Gambit Capital Management
Tennessee
$6.49M -$151K -5,296 -2%
TNA
377
True North Advisors
Texas
$6.37M -$108K -3,768 -2%
VA
378
Valmark Advisers
Ohio
$6.37M +$1.11K +39 +0%
CPA
379
Cathy Pareto & Associates
Florida
$6.35M +$833K +29,166 +16%
RG
380
Raine Group
New York
$6.33M -$2.19M -76,615 -26%
B
381
Bailard
California
$6.25M -$37K -1,296 -0.6%
DCM
382
Dorato Capital Management
Colorado
$6.08M +$72.5K +2,540 +1%
TWM
383
Thrive Wealth Management
Pennsylvania
$6.07M -$35.2K -1,232 -0.6%
BJL
384
Brighton Jones LLC
Washington
$6.06M -$295K -10,336 -5%
CIA
385
Concurrent Investment Advisors
Florida
$5.94M -$2.77M -96,994 -32%
CB
386
Commerce Bank
Missouri
$5.9M +$33.4K +1,168 +0.6%
EWM
387
Elmwood Wealth Management
California
$5.84M +$126K +4,406 +2%
OFG
388
Omega Financial Group
California
$5.83M -$3.08K -108 -0.1%
SAM
389
Sawgrass Asset Management
Florida
$5.81M +$47.7K +1,672 +0.9%
Vanguard Personalized Indexing Management
390
Vanguard Personalized Indexing Management
California
$5.79M -$112K -3,906 -2%
MF
391
Montis Financial
Massachusetts
$5.79M -$4.28K -150 -0.1%
TPCW
392
TD Private Client Wealth
New York
$5.74M +$38K +1,332 +0.7%
AL
393
Aspiriant LLC
California
$5.73M +$8.02K +281 +0.1%
RMC
394
Ring Mountain Capital
California
$5.66M +$17.1K +599 +0.3%
AI
395
Atria Investments
North Carolina
$5.52M +$235K +8,219 +5%
SWASL
396
Spartan Wealth Advisory Services LLC
Michigan
$5.51M +$1.54M +54,071 +41%
SF
397
Seros Financial
Arizona
$5.49M +$715K +25,052 +16%
SWP
398
Stratos Wealth Partners
Ohio
$5.41M -$54.3K -1,901 -1%
DTC
399
Davidson Trust Company
Washington
$5.37M -$191K -6,700 -4%
APSI
400
Asset Planning Services Inc
Louisiana
$5.35M -$137K -4,790 -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.