We are live on ! Find out more
SCHX icon

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
TCM
801
Twele Capital Management
Minnesota
$1.13M -$50.2K -1,757 -4%
MSS
802
Mitchell Sinkler & Starr
Pennsylvania
$1.12M +$39.3K +1,375 +4%
AWA
803
Argos Wealth Advisors
California
$1.11M +$143 +5 +0%
FA
804
FF Advisors
California
$1.11M +$40.4K +1,414 +4%
EK
805
Evensky & Katz
Florida
$1.11M +$800 +28 +0.1%
MCP
806
Mirador Capital Partners
California
$1.1M +$1.83K +64 +0.2%
DSC
807
Daytona Street Capital
Missouri
$1.1M +$66.4K +2,325 +7%
KWS
808
Keystone Wealth Services
California
$1.1M +$1.14K +40 +0.1%
ECM
809
Evergreen Capital Management
Washington
$1.08M +$2.77K +97 +0.3%
KPWS
810
Kestra Private Wealth Services
Texas
$1.07M +$3.31K +116 +0.3%
SWA
811
Serenus Wealth Advisors
California
$1.07M
NCM
812
Novare Capital Management
North Carolina
$1.07M -$25.4K -891 -2%
BIAS
813
Beacon Investment Advisory Services
New Jersey
$1.06M -$5.71K -200 -0.6%
PSB
814
Piscataqua Savings Bank
New Hampshire
$1.06M
PWM
815
Praetorian Wealth Management
California
$1.05M +$11K +385 +1%
PEA
816
Park Edge Advisors
Ohio
$1.05M
SAM
817
Summit Asset Management
Tennessee
$1.04M
HWP
818
Highline Wealth Partners
California
$1.04M +$1.01M +35,461 New
IPA
819
Investment Planning Advisors
Georgia
$1.04M
HIG
820
Heritage Investment Group
Florida
$1.04M
MIP
821
Marietta Investment Partners
Wisconsin
$1.04M +$16.6K +583 +2%
JF
822
Joule Financial
Kentucky
$1.04M -$46.6K -1,633 -4%
LWMNY
823
Landmark Wealth Management (New York)
New York
$1.04M +$21K +737 +2%
DCM
824
Donaldson Capital Management
Indiana
$1.03M +$599K +20,980 +149%
HNB
825
Huntington National Bank
Ohio
$1.03M

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.