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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
NWMG
826
National Wealth Management Group
Ohio
$1.03M -$15.6K -548 -2%
RA
827
RFG Advisory
Alabama
$1.03M -$165K -5,763 -14%
DIA
828
Dana Investment Advisors
Wisconsin
$1.01M +$79.7K +2,792 +9%
E
829
EntreWealth
Texas
$1.01M +$2.48K +87 +0.3%
CFG
830
Citizens Financial Group
Rhode Island
$1.01M +$5.2K +182 +0.5%
TWA
831
Trellis Wealth Advisors
California
$1M
WFS
832
Walker Financial Services
Kentucky
$1M -$42.7K -1,495 -4%
YIH
833
Y-Intercept (HK)
Hong Kong
$999K +$969K +33,929 New
CAM
834
Clark Asset Management
New Hampshire
$994K +$669K +23,422 +226%
ARC
835
Advisor Resource Council
Texas
$989K -$4.85K -170 -0.5%
XF
836
XML Financial
Maryland
$987K -$7.48K -262 -0.8%
Two Sigma Investments
837
Two Sigma Investments
New York
$981K -$6.77M -237,000 -88%
AFA
838
Arlington Financial Advisors
California
$980K +$54.7K +1,917 +6%
LWMI
839
Landmark Wealth Management (Illinois)
Illinois
$980K -$37.4K -1,309 -4%
FFO
840
Fiduciary Family Office
Florida
$976K
SWM
841
Spire Wealth Management
Virginia
$975K -$2.57K -90 -0.3%
SFS
842
Security Financial Services
Indiana
$971K
AllianceBernstein
843
AllianceBernstein
Tennessee
$968K +$175K +6,118 +19%
PFPG
844
Pinnacle Financial Partners (Georgia)
Georgia
$965K +$937K +32,798 New
CWA
845
CM Wealth Advisors
Ohio
$963K +$5.2K +182 +0.6%
CWA
846
Carolina Wealth Advisors
South Carolina
$962K -$54.1K -1,893 -5%
ICM
847
Intrepid Capital Management
Florida
$962K +$2.6K +91 +0.3%
SAM
848
SVRN Asset Management
Texas
$954K
VVP
849
Venture Visionary Partners
Ohio
$943K +$1.2K +42 +0.1%
WMA
850
William Mack & Associates
Michigan
$943K +$915K +32,053 New

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.