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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
TF
851
Trek Financial
Arizona
$936K +$24.8K +867 +3%
RW
852
Rede Wealth
Virginia
$935K
RIA
853
Regal Investment Advisors
Michigan
$928K -$117K -4,091 -11%
PAW
854
Plan A Wealth
Nebraska
$920K +$23.2K +812 +3%
Franklin Resources
855
Franklin Resources
California
$918K +$87.1K +3,051 +11%
FWMP
856
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$913K +$78.1K +2,735 +10%
KA
857
Klingman & Associates
New York
$906K
CWA
858
Crux Wealth Advisors
California
$904K +$2.31K +81 +0.3%
FF
859
Francis Financial
$902K
CFP
860
Cascade Financial Partners
California
$900K -$47.2K -1,653 -5%
ACA
861
Atlas Capital Advisors
Wyoming
$900K
FBB
862
Fulton Breakefield Broenniman
Maryland
$900K
CWM
863
Chesapeake Wealth Management
Virginia
$895K -$16.6K -580 -2%
WS
864
Wedbush Securities
California
$892K +$1.11K +39 +0.1%
DI
865
Disciplined Investors
Texas
$888K +$3.51K +123 +0.4%
CIA
866
Covington Investment Advisors
Pennsylvania
$887K -$6.6K -231 -0.8%
CFP
867
Catalyst Financial Partners
Massachusetts
$879K -$22.4K -783 -3%
DA
868
Drake & Associates
Wisconsin
$873K +$41.3K +1,445 +5%
HWA
869
HCR Wealth Advisors
California
$873K
SPP
870
Single Point Partners
Massachusetts
$873K +$17.1K +599 +2%
ATI
871
ARK & TLK Investments
Oklahoma
$868K
LA
872
Lifeworks Advisors
Michigan
$862K +$158K +5,528 +23%
TWM
873
Tanglewood Wealth Management
Texas
$861K -$29 -1 -0%
TCBWMS
874
Texas Capital Bank Wealth Management Services
Texas
$861K
BA
875
Bridgewater Advisors
New York
$859K

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.