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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
BFS
551
Bradley Foster & Sargent
Connecticut
$2.71M -$1.05M -36,628 -28%
DSC
552
Duncker Streett & Co
Missouri
$2.71M
WCM
553
WLTH Capital Management
Arizona
$2.7M -$147K -5,136 -5%
CFGA
554
Cambridge Financial Group (Arizona)
Arizona
$2.69M -$243K -8,524 -9%
OE
555
OFS Enterprise
Nebraska
$2.68M -$16.7K -586 -0.6%
SP
556
Successful Portfolios
Florida
$2.66M -$76.7K -2,686 -3%
CA
557
Capital Advantage
California
$2.66M +$11K +386 +0.4%
AIM
558
Aspen Investment Management
Michigan
$2.65M +$128K +4,477 +5%
SQA
559
Simon Quick Advisors
New Jersey
$2.64M +$37.1K +1,299 +1%
PL
560
Plancorp LLC
Missouri
$2.64M -$2.46K -86 -0.1%
CFD
561
Creative Financial Designs
Indiana
$2.64M +$128K +4,490 +5%
CWM
562
CCG Wealth Management
California
$2.63M -$20.4K -714 -0.8%
RZH
563
Relyea Zuckerberg Hanson
Connecticut
$2.61M
VWA
564
VERITY Wealth Advisors
United States
$2.59M -$61.7K -2,162 -2%
MCM
565
Mitchell Capital Management
Kansas
$2.57M -$2.63K -92 -0.1%
RWM
566
Rialto Wealth Management
New York
$2.56M -$107K -3,749 -4%
OFA
567
Orographic Financial Advisors
Colorado
$2.55M -$3.25K -114 -0.1%
Fifth Third Bancorp
568
Fifth Third Bancorp
Ohio
$2.55M +$59K +2,065 +2%
VFA
569
Valeo Financial Advisors
Indiana
$2.55M -$776K -27,187 -24%
IFG
570
Independent Financial Group
California
$2.54M +$95.6K +3,349 +4%
HT
571
Heritage Trust
Oklahoma
$2.53M +$786K +27,543 +47%
HWA
572
Heartwood Wealth Advisors
Virginia
$2.51M +$425K +14,872 +21%
WF
573
Womack Financial
Texas
$2.51M +$276K +9,652 +13%
NA
574
Nottingham Advisors
New York
$2.51M -$222K -7,768 -8%
LKBC
575
L.K. Benson & Company
Maryland
$2.51M +$3.28K +115 +0.1%

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.