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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
SSWM
751
Smith Salley Wealth Management
North Carolina
$1.32M +$256K +8,981 +25%
KWA
752
Kondo Wealth Advisors
California
$1.32M
MA
753
MONECO Advisors
Connecticut
$1.32M -$6K -210 -0.5%
APW
754
Aurora Private Wealth
New Jersey
$1.31M +$19.3K +677 +2%
CFG
755
Clayton Financial Group
Missouri
$1.31M -$146K -5,099 -10%
HWA
756
HHM Wealth Advisors
Tennessee
$1.31M
FWCM
757
Ferguson Wellman Capital Management
Oregon
$1.3M -$20.4K -716 -2%
IWP
758
Innova Wealth Partners
Pennsylvania
$1.29M +$704K +24,649 +128%
SA
759
Sovran Advisors
California
$1.28M +$69.5K +2,435 +6%
MFF
760
Michels Family Financial
Texas
$1.28M -$50.8K -1,779 -4%
SNPAM
761
St. Nicholas Private Asset Management
Florida
$1.27M -$8.28K -290 -0.7%
CAG
762
Compass Advisory Group
New York
$1.27M +$3.2K +112 +0.3%
IIA
763
Integrity Investment Advisors
Colorado
$1.27M +$929K +32,518 +309%
CFM
764
Compass Financial Management
Florida
$1.27M +$1.23M +42,909 New
WAS
765
Westco Advisory Services
New York
$1.26M -$27.4K -960 -2%
UIA
766
Ulland Investment Advisors
Minnesota
$1.26M -$43.5K -1,525 -3%
CH
767
CDKV Holdings
Colorado
$1.25M +$1.14K +40 +0.1%
EAM
768
Everstar Asset Management
North Carolina
$1.25M -$45.3K -1,587 -4%
CWA
769
Clarity Wealth Advisors
California
$1.24M -$24.5K -859 -2%
SAG
770
SageView Advisory Group
California
$1.24M +$29 +1 +0%
SCA
771
Snowden Capital Advisors
New York
$1.24M +$840K +29,402 +233%
CIC
772
Carnegie Investment Counsel
Ohio
$1.23M +$214K +7,499 +22%
PFA
773
Petra Financial Advisors
Colorado
$1.23M +$1.19M +41,742 New
VFG
774
Victory Financial Group
Texas
$1.23M +$18.8K +658 +2%
CCWM
775
Cassaday & Co Wealth Management
Virginia
$1.22M +$12.2K +428 +1%

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.