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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
PA
451
Procyon Advisors
Connecticut
$4.24M -$186K -6,502 -4%
MW
452
Maia Wealth
Colorado
$4.23M -$162K -5,685 -4%
CA
453
Clearstead Advisors
Ohio
$4.21M -$660K -23,122 -14%
AMG
454
Advisors Management Group
Wisconsin
$4.18M +$1.34K +47 +0%
PA
455
Parallel Advisors
California
$4.11M -$242K -8,470 -6%
MAMG
456
Milestone Asset Management Group
Connecticut
$4.09M -$121K -4,234 -3%
ACM
457
Armbruster Capital Management
New York
$4.08M -$720K -25,225 -15%
HKIMG
458
Hutchens & Kramer Investment Management Group
Indiana
$4.08M -$94.1K -3,297 -2%
TF
459
Threadgill Financial
Texas
$4.04M +$3.94M +137,965 New
BRPW
460
Ballast Rock Private Wealth
South Carolina
$4.02M +$2.11K +74 +0.1%
CCWA
461
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.99M +$42.1K +1,473 +1%
IA
462
IF Advisors
Texas
$3.99M +$300K +10,506 +8%
DWM
463
Dakota Wealth Management
Florida
$3.97M -$6.31K -221 -0.2%
PWP
464
Parkwoods Wealth Partners
New York
$3.96M +$3.84M +134,489 New
PCM
465
Poehling Capital Management
Wisconsin
$3.95M -$210K -7,345 -5%
EFP
466
Elser Financial Planning
Indiana
$3.95M -$1.43K -50 -0%
AWM
467
Aureum Wealth Management
Florida
$3.94M +$61.9K +2,169 +2%
TWG
468
The Wealth Group
Minnesota
$3.94M -$34.9K -1,222 -0.9%
PCWA
469
Pacific Capital Wealth Advisors
California
$3.93M -$267K -9,348 -7%
RM
470
RCW Management
Florida
$3.91M -$119K -4,161 -3%
CMBA
471
C.M. Bidwell & Associates
Hawaii
$3.9M +$319K +11,178 +9%
P
472
&Partners
Tennessee
$3.9M +$558K +19,534 +17%
CWA
473
Crusonia Wealth Advisors
Colorado
$3.89M -$96.1K -3,367 -2%
SHJ
474
Sharkey, Howes & Javer
Colorado
$3.89M -$160K -5,588 -4%
HWMG
475
Hurlow Wealth Management Group
Indiana
$3.86M -$41.3K -1,448 -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.