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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
JWA
626
JFS Wealth Advisors
Pennsylvania
$2.11M -$25K -876 -1%
BCM
627
Basso Capital Management
Connecticut
$2.11M +$2.04M +71,613 New
RRA
628
Red Reef Advisors
Florida
$2.07M -$10.4K -363 -0.5%
Brown Advisory
629
Brown Advisory
Maryland
$2.06M -$130K -4,555 -6%
LIA
630
LBMC Investment Advisors
Tennessee
$2.06M
FFB
631
First Financial Bankshares
Texas
$2.06M +$1.12M +39,210 +128%
KWM
632
Kingsview Wealth Management
Oregon
$2.06M +$176K +6,146 +10%
OCWP
633
Owl Creek Wealth Partners
Colorado
$2.04M +$3.43K +120 +0.2%
CIA
634
Compass Ion Advisors
Pennsylvania
$2.03M -$31.6K -1,108 -2%
PSCM
635
Per Stirling Capital Management
Texas
$2.03M +$86 +3 +0%
ANTB
636
AMG National Trust Bank
Colorado
$2.02M +$1.49K +52 +0.1%
WAM
637
Worth Asset Management
Texas
$2.01M +$31.2K +1,093 +2%
EWA
638
Emergent Wealth Advisors
New York
$2.01M +$37.1K +1,298 +2%
AAS
639
Ameritas Advisory Services
Nebraska
$2M -$1.92M -67,159 -50%
WIM
640
Warwick Investment Management
Texas
$2M +$6.68K +234 +0.3%
RPGK
641
Retirement Planning Group (Kansas)
Kansas
$2M +$179K +6,278 +10%
AC
642
Avant Capital
Louisiana
$1.99M +$46.9K +1,642 +2%
PFA
643
Pinnacle Family Advisors
Missouri
$1.96M -$37.8K -1,325 -2%
VCM
644
Vision Capital Management
Oregon
$1.96M -$2.23K -78 -0.1%
Baird Financial Group
645
Baird Financial Group
Wisconsin
$1.96M +$242K +8,492 +15%
EF
646
Evanson Financial
Virginia
$1.95M +$1.9M +66,398 New
GVAG
647
Great Valley Advisor Group
Delaware
$1.94M -$88.9K -3,113 -5%
SSW
648
Stone Summit Wealth
Florida
$1.9M -$50.4K -1,765 -3%
SWM
649
Stockman Wealth Management
Montana
$1.9M -$650K -22,760 -26%
SC
650
SouthState Corp
Florida
$1.9M -$836K -29,265 -31%

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.