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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
CPA
601
Clear Point Advisors
New York
$2.31M -$2.91K -102 -0.1%
OF
602
Outfitter Financial
Maine
$2.3M -$48.5K -1,700 -2%
EL
603
EWA LLC
Pennsylvania
$2.29M -$623K -21,815 -22%
ECM
604
Elgethun Capital Management
South Dakota
$2.29M -$11.8K -415 -0.5%
SC
605
Shearwater Capital
Colorado
$2.28M
SOS
606
Silver Oak Securities
Tennessee
$2.26M +$1.67M +58,332 +315%
WAG
607
Wiser Advisor Group
Arizona
$2.26M +$2.83K +99 +0.1%
FCP
608
Fidelis Capital Partners
Florida
$2.26M
HIP
609
HUB Investment Partners
Texas
$2.25M +$255K +8,918 +13%
BFG
610
Bouchey Financial Group
New York
$2.25M -$46.6K -1,632 -2%
KP
611
Keel Point
Alabama
$2.25M +$1.74M +60,942 +396%
MSG
612
Main Street Group
Virginia
$2.24M -$12.1K -425 -0.6%
DAS
613
Daybright Advisory Services
Florida
$2.21M -$356K -12,476 -14%
AWA
614
Arkadios Wealth Advisors
Georgia
$2.21M +$252K +8,839 +13%
PFWA
615
Paces Ferry Wealth Advisors
Georgia
$2.21M -$1.63K -57 -0.1%
FTS
616
Fifth Third Securities
Ohio
$2.19M -$82K -2,871 -4%
AOWM
617
Alpha Omega Wealth Management
Virginia
$2.19M -$22K -771 -1%
MSWMA
618
Market Street Wealth Management Advisors
Indiana
$2.17M -$714 -25 -0%
FCH
619
Freestone Capital Holdings
Washington
$2.16M -$42.3K -1,483 -2%
JFG
620
Jefferies Financial Group
New York
$2.15M -$14.7K -515 -0.7%
EFG
621
Everhart Financial Group
Ohio
$2.15M -$35.9K -1,258 -2%
JJBC
622
James J. Burns & Company
New York
$2.14M +$341K +11,947 +20%
AA
623
Alesco Advisors
New York
$2.12M -$42.9K -1,503 -2%
CIC
624
Cutler Investment Counsel
Oregon
$2.12M +$286 +10 +0%
KIA
625
KCM Investment Advisors
California
$2.11M +$443K +15,517 +28%

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.