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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
IFS
701
Ifrah Financial Services
Arkansas
$1.6M -$72.6K -2,542 -4%
GFA
702
Godfrey Financial Associates
New York
$1.6M +$21K +735 +1%
VWM
703
Vermillion Wealth Management
Minnesota
$1.6M -$1.38M -48,294 -47%
VA
704
Vident Advisory
Georgia
$1.59M +$845K +29,605 +121%
BOPW
705
Brandywine Oak Private Wealth
Pennsylvania
$1.59M +$1.54M +53,913 New
CAL
706
Capital Analysts LLC
Pennsylvania
$1.58M -$27.6K -966 -2%
MS
707
Madden Securities
Texas
$1.55M -$557K -19,506 -27%
GT
708
Glenmede Trust
Pennsylvania
$1.55M -$171 -6 -0%
BPW
709
BlueDoor Private Wealth
Massachusetts
$1.55M +$280K +9,808 +23%
TSS
710
Two Sigma Securities
New York
$1.54M -$740K -25,907 -33%
Vanguard Advisers Inc
711
Vanguard Advisers Inc
Pennsylvania
$1.53M +$39.4K +1,379 +3%
WCM
712
Weaver Capital Management
Georgia
$1.52M
VC
713
Veery Capital
Delaware
$1.52M +$13.8K +483 +0.9%
AFG
714
Atomi Financial Group
New York
$1.5M -$94.9K -3,322 -6%
EWA
715
EverSource Wealth Advisors
Alabama
$1.49M -$328K -11,502 -18%
PK
716
Pflug Koory
Nebraska
$1.49M +$82.9K +2,903 +6%
FWA
717
FSM Wealth Advisors
Ohio
$1.49M +$154K +5,380 +12%
BL
718
BFSG LLC
California
$1.48M +$11.7K +411 +0.8%
CCA
719
Clarity Capital Advisors
Florida
$1.48M +$3.77K +132 +0.3%
BWA
720
Beam Wealth Advisors
Louisiana
$1.47M +$155K +5,435 +12%
VPA
721
Vernal Point Advisors
California
$1.47M
CPA
722
Capital Performance Advisors
California
$1.46M -$272K -9,510 -16%
AWM
723
Ariadne Wealth Management
California
$1.46M
FCM
724
Flagship Capital Management
Pennsylvania
$1.45M +$27.2K +954 +2%
PMFA
725
Plante Moran Financial Advisors
Michigan
$1.44M +$344K +12,064 +33%

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.