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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
MOS
726
MGO One Seven
Ohio
$1.43M +$380K +13,306 +38%
LCC
727
Lincoln Capital Corp
Rhode Island
$1.43M
FPCP
728
Fort Point Capital Partners
California
$1.42M +$1.83K +64 +0.1%
SCFS
729
Stewardship Concepts Financial Services
Washington
$1.42M +$141K +4,936 +11%
CCM
730
Colorado Capital Management
Colorado
$1.42M +$3.34K +117 +0.2%
CAMG
731
CWA Asset Management Group
Florida
$1.42M +$1.23K +43 +0.1%
LIM
732
Lathrop Investment Management
Arkansas
$1.42M +$2.28K +80 +0.2%
G
733
Gainplan
Michigan
$1.41M +$800K +28,024 +142%
BIM
734
Breakwater Investment Management
Washington
$1.4M -$173K -6,070 -11%
Russell Investments Group
735
Russell Investments Group
United Kingdom
$1.4M +$72.6K +2,542 +6%
CWRP
736
Cassady Wealth & Retirement Planning
Nevada
$1.4M +$16.3K +570 +1%
PCM
737
Park Capital Management
Wisconsin
$1.4M +$81.9K +2,868 +6%
DT
738
Diversified Trust
Tennessee
$1.39M +$9.57K +335 +0.7%
CA
739
Cambridge Advisors
Nebraska
$1.38M
AFA
740
Amicus Financial Advisors
Texas
$1.38M +$1.77K +62 +0.1%
WT
741
Washington Trust
Rhode Island
$1.38M +$4.28K +150 +0.3%
RDFA
742
Ritter Daniher Financial Advisory
Ohio
$1.38M -$46.6K -1,631 -3%
IAA
743
Independent Advisor Alliance
North Carolina
$1.38M -$1.41M -49,471 -51%
APP
744
Avantax Planning Partners
Iowa
$1.35M +$63.1K +2,209 +5%
Nuveen
745
Nuveen
North Carolina
$1.35M +$1.31M +45,928 New
CA
746
Crewe Advisors
Utah
$1.35M +$543 +19 +0%
DAM
747
Directional Asset Management
Illinois
$1.34M +$40.6K +1,422 +3%
AIMC
748
Alley Investment Management Company
Illinois
$1.33M -$3.74K -131 -0.3%
Empower Advisory Group
749
Empower Advisory Group
Colorado
$1.33M -$131K -4,604 -9%
SPW
750
Signet Private Wealth
Illinois
$1.32M -$21.8K -765 -2%

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.