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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
BFP
776
Birchwood Financial Partners
Minnesota
$1.21M +$3.08K +108 +0.3%
SC
777
Schoolcraft Capital
Colorado
$1.21M -$58.1K -2,035 -5%
GC
778
Garde Capital
Washington
$1.2M -$2.77K -97 -0.2%
FCM
779
Firestone Capital Management
Florida
$1.19M +$2.17K +76 +0.2%
TA
780
Tactive Advisors
Florida
$1.19M +$161K +5,648 +16%
SPIA
781
Steward Partners Investment Advisory
New York
$1.19M +$131K +4,600 +13%
NFW
782
Noble Family Wealth
Florida
$1.19M -$9.88K -346 -0.8%
UFA
783
Unify Financial Advisors
Florida
$1.19M -$33.8K -1,184 -3%
ABC
784
Associated Banc-Corp
Wisconsin
$1.19M +$707K +24,749 +159%
CAM
785
Cozad Asset Management
Illinois
$1.18M -$154K -5,378 -12%
KJWM
786
Kiley Juergens Wealth Management
Washington
$1.18M +$1.8K +63 +0.2%
DWP
787
Daymark Wealth Partners
Ohio
$1.18M +$33.4K +1,170 +3%
HTC
788
Haverford Trust Company
Pennsylvania
$1.18M +$843K +29,514 +283%
CCMG
789
Clark Capital Management Group
Pennsylvania
$1.17M +$71.3K +2,498 +7%
RSWA
790
Robinson Smith Wealth Advisors
Maine
$1.17M
NEAM
791
New England Asset Management
Connecticut
$1.17M
CWA
792
Cura Wealth Advisors
Illinois
$1.16M +$17.3K +605 +2%
RSWM
793
Robertson Stephens Wealth Management
California
$1.15M -$9.99K -350 -0.9%
BRWA
794
B. Riley Wealth Advisors
Florida
$1.15M +$12.1K +423 +1%
CA
795
Claro Advisors
Massachusetts
$1.15M +$145K +5,065 +15%
RFA
796
Resurgent Financial Advisors
Georgia
$1.14M +$334K +11,698 +43%
OCA
797
OpenArc Corporate Advisory
Georgia
$1.14M +$179K +6,271 +19%
SA
798
Stewardship Advisors
Pennsylvania
$1.14M -$38K -1,331 -3%
CW
799
Curio Wealth
Maryland
$1.14M +$8K +280 +0.7%
Neuberger Berman Group
800
Neuberger Berman Group
New York
$1.14M -$86.2K -3,020 -7%

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.