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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
JFG
26
JMG Financial Group
Illinois
$245M +$23.3K +817 +0%
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$233M +$9.19M +321,711 +4%
BPA
28
Beacon Pointe Advisors
California
$230M +$1.27M +44,373 +0.6%
VIA
29
Vantagepoint Investment Advisers
District of Columbia
$216M -$3.56M -124,732 -2%
AssetMark Inc
30
AssetMark Inc
California
$195M +$3.13M +109,723 +2%
Corient Private Wealth
31
Corient Private Wealth
Florida
$190M -$7.69M -269,184 -4%
FFA
32
Farther Finance Advisors
California
$175M +$29M +1,014,991 +21%
JIC
33
Johnson Investment Counsel
Ohio
$162M +$10.2M +358,131 +7%
AA
34
Apriem Advisors
California
$159M -$6.09M -213,213 -4%
NQWM
35
Northwest Quadrant Wealth Management
Oregon
$158M +$2.04M +71,278 +1%
FC
36
Financial Consulate
Maryland
$155M +$2.14M +74,799 +1%
BWA
37
BlueSky Wealth Advisors
North Carolina
$143M -$915K -32,029 -0.7%
SC
38
Savant Capital
Illinois
$139M +$72.9M +2,553,680 +102%
OWM
39
Orgel Wealth Management
Wisconsin
$137M -$927K -32,479 -0.7%
AQR Capital Management
40
AQR Capital Management
Connecticut
$133M +$15.1M +528,192 +13%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$130M +$33.4M +1,168,165 +35%
IWC
42
Integrated Wealth Concepts
Massachusetts
$130M +$26.1M +912,590 +26%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$127M +$4.65M +162,719 +4%
CST
44
Charles Schwab Trust
Nevada
$125M +$2.23M +77,946 +2%
BlackRock
45
BlackRock
New York
$125M +$29.6M +1,035,085 +32%
EWM
46
Evermay Wealth Management
Virginia
$122M -$6.68M -233,947 -5%
SCM
47
Steele Capital Management
Iowa
$121M +$777K +27,218 +0.7%
FIG
48
FSA Investment Group
Florida
$119M +$7.4M +259,102 +7%
GG
49
Greenwood Gearhart
Arkansas
$109M +$5.38M +188,300 +5%
CAAM
50
Cornerstone Advisors Asset Management
Pennsylvania
$109M +$20M +700,586 +23%

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.