We are live on ! Find out more
SCHX icon

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
ZF
526
Zhang Financial
Michigan
$3.17M +$110K +3,847 +4%
AC
527
Apella Capital
Connecticut
$3.15M -$165K -5,776 -5%
BNMT
528
Bawa N Mallick Trust
New York
$3.12M
WP
529
Westmount Partners
California
$3.1M
EA
530
Evolution Advisers
Virginia
$3.06M +$1.37M +48,125 +86%
FGC
531
First Growth Capital
Maryland
$3.06M
G
532
GuidedMoney
Wisconsin
$2.96M +$1.51K +53 +0.1%
S
533
SignatureFD
Georgia
$2.96M -$61.5K -2,155 -2%
Financial Engines Advisors
534
Financial Engines Advisors
California
$2.95M +$79.3K +2,777 +3%
AWM
535
Avior Wealth Management
Nebraska
$2.91M -$26.1K -914 -0.9%
FPAS
536
Focus Partners Advisor Solutions
Missouri
$2.91M -$111K -3,892 -4%
ZIM
537
Zacks Investment Management
Illinois
$2.9M +$81.8K +2,864 +3%
MAG
538
Mayfair Advisory Group
Alabama
$2.84M -$8.6K -301 -0.3%
HIC
539
Holderness Investments Company
North Carolina
$2.82M +$20.4K +716 +0.8%
HAP
540
Harbor Asset Planning
Massachusetts
$2.82M +$6.42K +225 +0.2%
CIA
541
Capital Investment Advisors
Georgia
$2.81M -$533K -18,676 -16%
RAG
542
RIA Advisory Group
Iowa
$2.8M +$188K +6,595 +7%
LIA
543
Lynx Investment Advisory
District of Columbia
$2.8M -$7.31K -256 -0.3%
BFPW
544
BOK Financial Private Wealth
Colorado
$2.79M -$1.51K -53 -0.1%
FWI
545
Facet Wealth Inc
Maryland
$2.79M +$835K +29,236 +45%
BBHC
546
Brown Brothers Harriman & Co
New York
$2.78M
JPLA
547
Joseph P. Lucia & Associates
New York
$2.78M -$177K -6,199 -6%
PFC
548
Phocas Financial Corp
California
$2.74M -$85.2K -2,985 -3%
CFO
549
Callan Family Office
Pennsylvania
$2.74M
SF
550
Sun Financial
Utah
$2.72M -$69.7K -2,441 -3%

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.