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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
VP
576
Verum Partners
North Carolina
$2.51M +$2.97K +104 +0.1%
AIS
577
American Investment Services
Massachusetts
$2.51M
9FG
578
93 Financial Group
Massachusetts
$2.5M +$247K +8,664 +11%
CI
579
CX Institutional
Indiana
$2.49M +$564K +19,756 +30%
RFP
580
Root Financial Partners
California
$2.49M +$1M +35,194 +71%
BOC
581
Bull Oak Capital
California
$2.49M -$5.94K -208 -0.2%
AFA
582
American Financial Advisors
Georgia
$2.48M -$89.2K -3,125 -4%
CCFM
583
Clear Creek Financial Management
Washington
$2.47M +$593K +20,777 +33%
SCM
584
Stordahl Capital Management
Colorado
$2.45M -$27.2K -954 -1%
FG
585
Foster Group
Iowa
$2.45M -$23.5K -823 -1%
KeyBank National Association
586
KeyBank National Association
Ohio
$2.41M -$107K -3,739 -4%
OC
587
Oppenheimer & Co
New York
$2.41M -$37.5K -1,312 -2%
PWW
588
Pettyjohn Wood & White
Virginia
$2.41M +$2.86K +100 +0.1%
PFA
589
Plotkin Financial Advisors
Maryland
$2.4M +$15.4K +541 +0.7%
LFG
590
Larson Financial Group
Missouri
$2.4M -$1.7M -59,497 -42%
WC
591
Wynn Capital
Georgia
$2.38M
CWM
592
Cabot Wealth Management
Massachusetts
$2.38M -$91.9K -3,218 -4%
CSI
593
Cross Staff Investments
New York
$2.37M +$22.9K +801 +1%
OWCM
594
One Wealth Capital Management
Arizona
$2.36M +$1.14M +39,992 +100%
ISFAN
595
Investor's Fiduciary Advisor Network
Washington
$2.35M -$194K -6,777 -8%
RWMH
596
Riverpoint Wealth Management Holdings
Illinois
$2.35M +$628 +22 +0%
AUB
597
Atlantic Union Bankshares
Virginia
$2.34M +$490K +17,167 +28%
FWP
598
FAS Wealth Partners
Kansas
$2.33M +$68.8K +2,410 +3%
EFS
599
Econ Financial Services
Pennsylvania
$2.32M -$4K -140 -0.2%
MFT
600
Moisand Fitzgerald Tamayo
Florida
$2.32M -$15.5K -542 -0.7%

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.