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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
1WM
476
1900 Wealth Management
Texas
$3.86M +$1.57K +55 +0%
PCM
477
Pennsylvania Capital Management
Pennsylvania
$3.79M +$977K +34,197 +36%
SW
478
Simplicity Wealth
New Jersey
$3.73M +$76.2K +2,669 +2%
WPC
479
Wedmont Private Capital
Pennsylvania
$3.72M -$108K -3,765 -3%
PWM
480
Penobscot Wealth Management
Maine
$3.7M -$164K -5,736 -4%
TCIIS
481
TIAA-CREF Individual & Institutional Services
New York
$3.7M +$335K +11,717 +10%
FCC
482
Flower City Capital
New York
$3.7M -$7.68K -269 -0.2%
SPW
483
Stillwater Private Wealth
Pennsylvania
$3.69M -$3.25M -113,835 -48%
HCM
484
Hollencrest Capital Management
California
$3.67M -$1.19M -41,825 -25%
VAMG
485
Voisard Asset Management Group
Michigan
$3.67M -$95.5K -3,344 -3%
PIA
486
Pinion Investment Advisors
Kansas
$3.66M -$20.1K -703 -0.6%
BFM
487
Broadview Financial Management
Wisconsin
$3.63M -$29.4K -1,030 -0.8%
RC
488
Roundview Capital
New Jersey
$3.6M -$13.6K -478 -0.4%
PAG
489
Private Advisor Group
New Jersey
$3.6M -$5.1M -178,744 -59%
WTC
490
WhitTier Trust Company
Nevada
$3.6M
FA
491
Fagan Associates
New York
$3.59M -$48.6K -1,703 -1%
GHA
492
GW Henssler & Associates
Georgia
$3.58M -$77.2K -2,705 -2%
SFA
493
Seneca Financial Advisors
New York
$3.56M -$9.91K -347 -0.3%
7WCP
494
71 West Capital Partners
Massachusetts
$3.54M -$15.8K -554 -0.5%
NHC
495
Nicholas Hoffman & Company
Georgia
$3.53M +$6.03K +211 +0.2%
VCM
496
Virtue Capital Management
Tennessee
$3.53M +$380K +13,307 +12%
CAI
497
Capital Advisors Inc
Oklahoma
$3.5M +$18.9K +662 +0.6%
GPFA
498
Game Plan Financial Advisors
Ohio
$3.46M -$34K -1,190 -1%
CCM
499
Condor Capital Management
New Jersey
$3.45M -$91.7K -3,210 -3%
SIC
500
Sigma Investment Counselors
Michigan
$3.45M -$71.7K -2,511 -2%

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.