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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
SFS
426
Summit Financial Strategies
Ohio
$4.72M +$52.5K +1,839 +1%
IP
427
Indivisible Partners
Florida
$4.7M +$734K +25,689 +19%
Bank of Montreal
428
Bank of Montreal
Ontario, Canada
$4.65M -$881K -30,863 -16%
PAS
429
Park Avenue Securities
New York
$4.63M +$4.91K +172 +0.1%
SPFA
430
Summit Place Financial Advisors
New Jersey
$4.61M +$86.4K +3,025 +2%
MWM
431
Meridian Wealth Management
Kentucky
$4.6M +$163K +5,695 +4%
CFM
432
Cornerstone Financial Management
Massachusetts
$4.57M +$61.1K +2,139 +1%
DWM
433
Diversify Wealth Management
Utah
$4.57M +$21.3K +746 +0.5%
DAS
434
Diversify Advisory Services
Utah
$4.57M +$4.48M +156,780 New
VAF
435
Values Added Financial
District of Columbia
$4.57M -$87.5K -3,065 -2%
AFP
436
Ausdal Financial Partners
Iowa
$4.57M -$1.14M -39,862 -20%
PAI
437
Pittenger & Anderson Inc
Nebraska
$4.56M +$93.2K +3,264 +2%
BI
438
Berkeley Inc
Idaho
$4.54M -$10.2K -357 -0.2%
NGA
439
Naples Global Advisors
Florida
$4.52M +$84.6K +2,962 +2%
PWM
440
Paulson Wealth Management
Illinois
$4.5M -$98.5K -3,448 -2%
RWB
441
RMR Wealth Builders
New Jersey
$4.47M -$338K -11,821 -7%
WFA
442
WJ Financial Advisors
Connecticut
$4.46M +$2.71K +95 +0.1%
IWMA
443
Ironwood Wealth Management (Arizona)
Arizona
$4.44M -$358K -12,535 -8%
JBI
444
John Boyer Inc
Florida
$4.42M -$36.2K -1,267 -0.8%
GRP
445
Global Retirement Partners
California
$4.4M +$4.27M +149,434 New
CFG
446
Carr Financial Group
Massachusetts
$4.37M -$131K -4,601 -3%
ES
447
ETF Store
Kansas
$4.36M +$30.1K +1,055 +0.7%
SWM
448
Shelton Wealth Management
Texas
$4.36M -$238K -8,344 -5%
BFA
449
Beaumont Financial Advisors
Massachusetts
$4.25M -$20.4K -713 -0.5%
FVIM
450
Fort Vancouver Investment Management
Washington
$4.25M -$270K -9,456 -6%

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.