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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
OFG
676
Orcam Financial Group
California
$1.72M +$418K +14,633 +33%
SFG
677
Stonebridge Financial Group
California
$1.72M +$1.67M +58,571 New
EWM
678
Evolution Wealth Management
Florida
$1.72M +$15.9K +556 +1%
IF
679
Ironwood Financial
Arizona
$1.72M -$68.9K -2,412 -4%
KWA
680
Kingswood Wealth Advisors
California
$1.71M +$504K +17,649 +43%
AMIM
681
Aull & Monroe Investment Management
Alabama
$1.71M -$24.8K -869 -1%
First Manhattan
682
First Manhattan
New York
$1.7M -$53.3K -1,866 -3%
KA
683
KLCM Advisors
Wisconsin
$1.69M +$37.5K +1,315 +2%
SHA
684
Seneca House Advisors
Virginia
$1.69M -$202K -7,068 -11%
TPI
685
Trust Point Inc
Wisconsin
$1.69M
BPWM
686
Badgley Phelps Wealth Managers
Washington
$1.68M -$21K -736 -1%
WI
687
Westbourne Investments
Virginia
$1.68M -$71.2K -2,492 -4%
PCM
688
Passive Capital Management
Maryland
$1.68M
AIA
689
AssuredPartners Investment Advisors
Florida
$1.67M +$5.57K +195 +0.3%
BMCM
690
Bryn Mawr Capital Management
Pennsylvania
$1.67M -$46.9K -1,643 -3%
PWPS
691
Pinnacle Wealth Planning Services
Ohio
$1.67M -$86 -3 -0%
FAG
692
Fortitude Advisory Group
Washington
$1.66M +$314 +11 +0%
LEFP
693
Leading Edge Financial Planning
Tennessee
$1.65M +$4.68K +164 +0.3%
TCA
694
Transcend Capital Advisors
New Jersey
$1.65M +$200 +7 +0%
Vanguard Capital Wealth Advisors
695
Vanguard Capital Wealth Advisors
Colorado
$1.65M +$42.3K +1,482 +3%
IA
696
IFG Advisory
Georgia
$1.64M +$1.59M +55,650 New
CA
697
CWC Advisors
Oregon
$1.63M +$48.9K +1,711 +3%
TFP
698
Tilia Fiduciary Partners
North Carolina
$1.62M +$3.31K +116 +0.2%
FMWA
699
Forvis Mazars Wealth Advisors
Missouri
$1.62M +$390K +13,646 +33%
TYCC
700
Texas Yale Capital Corp
Florida
$1.61M +$6.54K +229 +0.4%

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.