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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
HI
651
Human Investing
Oregon
$1.89M +$8.34K +292 +0.5%
NB
652
Northwest Bancshares
Pennsylvania
$1.89M
CAL
653
Capital Advisors Ltd
Ohio
$1.87M
APG
654
Abacus Planning Group
South Carolina
$1.86M -$47.3K -1,655 -3%
PS
655
Principal Securities
Iowa
$1.85M -$444K -15,559 -20%
SAM
656
Smartleaf Asset Management
Massachusetts
$1.83M
BH
657
Burk Holdings
Oklahoma
$1.83M -$63.7K -2,231 -3%
CAM
658
Carret Asset Management
New York
$1.83M +$16.4K +576 +0.9%
RWM
659
Revisor Wealth Management
Ohio
$1.83M +$212K +7,426 +14%
BF
660
Brucke Financial
Indiana
$1.82M +$42.9K +1,503 +2%
FM
661
Family Management
New York
$1.8M -$4.71K -165 -0.3%
AAG
662
Armstrong Advisory Group
Massachusetts
$1.79M -$9.14K -320 -0.5%
GG
663
GenWealth Group
New Jersey
$1.79M +$175K +6,117 +11%
TP
664
TritonPoint Partners
Maryland
$1.78M +$1.73M +60,544 New
TW
665
TritonPoint Wealth
Maryland
$1.78M
CMAI
666
Capital Management Associates Inc
Minnesota
$1.77M +$1.23K +43 +0.1%
MMA
667
Miracle Mile Advisors
California
$1.76M -$1.43K -50 -0.1%
CCG
668
Chatham Capital Group
Georgia
$1.76M -$143K -5,000 -8%
SWM
669
SeaCrest Wealth Management
New York
$1.75M -$9.88K -346 -0.6%
RF
670
RHS Financial
California
$1.75M -$134K -4,704 -7%
MCA
671
Millennium Capital Advisors
Arkansas
$1.75M -$7.08K -248 -0.4%
HCP
672
Hardin Capital Partners
South Carolina
$1.75M +$322K +11,284 +23%
TFS
673
Thoroughbred Financial Services
Tennessee
$1.75M -$109K -3,809 -6%
TAM
674
Townsend Asset Management
North Carolina
$1.73M -$33.6K -1,176 -2%
B
675
Birchbrook
Maine
$1.73M -$226K -7,897 -12%

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.