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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
BWM
876
BlackDiamond Wealth Management
New York
$847K +$12.7K +444 +2%
WCP
877
Wealthcare Capital Partners
Pennsylvania
$847K +$822K +28,776 New
CIM
878
Catalyst Investment Management
New Hampshire
$847K +$822K +28,770 New
IPWA
879
International Private Wealth Advisors
California
$845K -$2.28K -80 -0.3%
BWP
880
Bernardo Wealth Planning
Pennsylvania
$844K -$106K -3,723 -11%
SAFS
881
S&A Financial Services
Kansas
$843K +$3.51K +123 +0.4%
TC
882
TFR Capital
Texas
$842K
GI
883
GS Investments
Minnesota
$839K +$2K +70 +0.2%
HGWM
884
Horst & Graben Wealth Management
Oregon
$836K -$124K -4,336 -13%
GT
885
Greenleaf Trust
Michigan
$835K -$33.4K -1,171 -4%
ICP
886
Impact Capital Partners
Colorado
$828K +$2.11K +74 +0.3%
SMC
887
Smith, Moore & Co
Missouri
$826K +$2.43K +85 +0.3%
BHWM
888
Beaird Harris Wealth Management
Texas
$826K +$1.83K +64 +0.2%
CA
889
Continuum Advisory
Idaho
$824K -$32.6K -1,143 -4%
AG
890
Ascent Group
Virginia
$823K +$51.3K +1,797 +7%
WFA
891
WestHill Financial Advisors
California
$821K
RWM
892
Ritholtz Wealth Management
New York
$820K -$268K -9,382 -25%
CA
893
CGN Advisors
Kansas
$812K -$2.4K -84 -0.3%
BFC
894
Bedel Financial Consulting
Indiana
$811K -$45.4K -1,590 -5%
AWM
895
Accurate Wealth Management
Florida
$810K -$313K -10,947 -29%
LF
896
LifePlan Financial
Minnesota
$809K -$30.7K -1,076 -4%
IF
897
Integrity Financial
Wyoming
$806K
PSA
898
Plum Street Advisors
Louisiana
$799K +$376K +13,177 +94%
DWA
899
Delap Wealth Advisory
Oregon
$790K
GA
900
Goldstein Advisors
Wisconsin
$784K

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.