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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
RWP
401
RWA Wealth Partners
Massachusetts
$5.34M +$710K +24,860 +16%
SWM
402
Selby Wealth Management
California
$5.33M +$44.9K +1,574 +0.9%
CW
403
Code Waechter
Florida
$5.26M +$75.2K +2,633 +1%
MWA
404
Muirfield Wealth Advisors
North Carolina
$5.19M -$84.1K -2,944 -2%
DP
405
Denver PWM
Colorado
$5.17M -$459K -16,057 -9%
BCM
406
Brookstone Capital Management
Illinois
$5.15M +$536K +18,787 +12%
BIA
407
Bigelow Investment Advisors
Maine
$5.14M -$67.2K -2,354 -1%
Janney Montgomery Scott
408
Janney Montgomery Scott
Pennsylvania
$5.13M +$106K +3,714 +2%
WAG
409
Winthrop Advisory Group
Massachusetts
$5.02M -$88.4K -3,095 -2%
GGI
410
Godsey & Gibb Inc
Virginia
$5.01M +$188K +6,586 +4%
CBU
411
CIBC Bancorp USA
Illinois
$5M +$505K +17,671 +12%
PFM
412
Peak Financial Management
Massachusetts
$4.97M -$6.85K -240 -0.1%
PAYA
413
Phil A. Younker & Associates
Alaska
$4.96M +$904K +31,646 +23%
CP
414
Creekside Partners
California
$4.95M +$9.31K +326 +0.2%
NRI
415
NFP Retirement Inc
California
$4.95M -$915K -32,026 -16%
AMG
416
Asset Management Group
Connecticut
$4.94M -$14.9K -521 -0.3%
WC
417
Waterloo Capital
Texas
$4.92M -$7.03K -246 -0.1%
PIP
418
Peachtree Investment Partners
Florida
$4.9M +$483K +16,901 +11%
HMS
419
Hanseatic Management Services
New Mexico
$4.86M -$119K -4,161 -2%
FFA
420
First Foundation Advisors
California
$4.84M
CFG
421
Chapman Financial Group
Hawaii
$4.8M +$42.9K +1,503 +0.9%
SFS
422
Sowell Financial Services
Arkansas
$4.78M -$848K -29,691 -15%
MTIC
423
Missouri Trust & Investment Company
Missouri
$4.75M +$29.2K +1,022 +0.6%
MIA
424
MeadowBrook Investment Advisors
Michigan
$4.74M -$11.5K -401 -0.2%
SHGA
425
Sand Hill Global Advisors
California
$4.72M

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.