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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
MFWP
501
Mosaic Family Wealth Partners
Missouri
$3.43M +$8.77K +307 +0.3%
WI
502
Wedgewood Investors
Pennsylvania
$3.42M +$182K +6,381 +6%
SWA
503
Sax Wealth Advisors
New Jersey
$3.42M +$1.73M +60,496 +83%
AG
504
AlTi Global
New York
$3.41M +$1.3M +45,520 +65%
KCM
505
Kathmere Capital Management
Pennsylvania
$3.39M +$94.5K +3,311 +3%
OSAM
506
O'Shaughnessy Asset Management
Connecticut
$3.39M +$12.7K +444 +0.4%
CFG
507
Cooper Financial Group
California
$3.38M +$112K +3,911 +4%
AF
508
Advisornet Financial
Minnesota
$3.36M -$277K -9,698 -8%
SEEDPG
509
S.E.E.D. Planning Group
New York
$3.35M +$453K +15,866 +16%
HC
510
Hurley Capital
New York
$3.32M -$20K -701 -0.6%
CIR
511
Clear Investment Research
Georgia
$3.31M -$5.17K -181 -0.2%
AWM
512
AE Wealth Management
Kansas
$3.31M -$4.48M -156,940 -58%
JC
513
JM2 Capital
Oklahoma
$3.3M +$14.2K +496 +0.4%
TIA
514
Traphagen Investment Advisors
New Jersey
$3.3M +$8.39K +294 +0.3%
NW
515
NewEdge Wealth
Pennsylvania
$3.3M -$1.1M -38,676 -26%
NCM
516
Next Capital Management
New York
$3.3M -$58.2K -2,037 -2%
ETC
517
Exchange Traded Concepts
Oklahoma
$3.28M -$3.01M -105,368 -49%
OPAM
518
Ocean Park Asset Management
California
$3.28M -$3.01M -105,368 -49%
LTL
519
Lowery Thomas LLC
California
$3.22M +$225K +7,885 +8%
PCM
520
Parsons Capital Management
Rhode Island
$3.21M +$53.3K +1,867 +2%
FRA
521
Front Row Advisors
California
$3.21M -$5.85K -205 -0.2%
MT
522
Midwest Trust
Kansas
$3.21M
PA
523
Pinnacle Associates
New York
$3.2M -$78.4K -2,747 -2%
AV
524
Aspiring Ventures
Ohio
$3.19M +$772K +27,050 +33%
IAN
525
Integrated Advisors Network
Texas
$3.17M -$24K -842 -0.8%

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.