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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
MWP
51
Meridian Wealth Partners
Pennsylvania
$105M +$1.91M +66,906 +2%
Osaic Holdings
52
Osaic Holdings
Arizona
$103M +$5.32M +186,278 +6%
JP Morgan Chase
53
JP Morgan Chase
New York
$100M +$16.1M +564,424 +20%
SIM
54
Sims Investment Management
Ohio
$98.6M +$1.25M +43,812 +1%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$97.9M +$3.59M +125,603 +4%
CL
56
Choreo LLC
Illinois
$97.2M -$1.02M -35,857 -1%
HWM
57
HB Wealth Management
Georgia
$92.6M +$2.25M +78,921 +3%
EWA
58
EP Wealth Advisors
California
$92.5M -$1.22M -42,772 -1%
CRC
59
Curi RMB Capital
Illinois
$91.7M -$14.6M -510,373 -14%
ACA
60
Aptus Capital Advisors
Alabama
$85.8M +$2.37M +83,115 +3%
Ameriprise
61
Ameriprise
Minnesota
$84.9M -$3.46M -121,074 -4%
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$83.9M +$2.21M +77,447 +3%
WANY
63
Wealthspire Advisors (New York)
New York
$83.6M +$510K +17,856 +0.6%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$83.5M +$313K +10,960 +0.4%
CAM
65
Cresset Asset Management
Illinois
$82.7M +$137K +4,808 +0.2%
FSAG
66
Financial Solutions Advisory Group
Illinois
$79.5M -$2.18M -76,394 -3%
BAAM
67
Baker Avenue Asset Management
California
$78.9M -$1.28M -44,848 -2%
SAM
68
Standpoint Asset Management
Arizona
$75.5M
NC
69
NewSquare Capital
Pennsylvania
$72M +$2.75M +96,271 +4%
CI
70
CacheTech Inc
Utah
$71.2M +$4.6M +160,989 +7%
BFG
71
Berger Financial Group
Minnesota
$68.5M -$1.14M -39,979 -2%
AWMG
72
Alliance Wealth Management Group
New Jersey
$65.4M +$1.32M +46,357 +2%
TCM
73
Towercrest Capital Management
Pennsylvania
$65.4M +$1.32M +46,357 +2%
AWM
74
Adams Wealth Management
Utah
$64.9M +$2.78M +97,428 +5%
LWMT
75
Legacy Wealth Management (Tennessee)
Tennessee
$63.5M -$3.57M -124,960 -5%

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.