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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
IIC
901
Ironwood Investment Counsel
Arizona
$784K +$108K +3,780 +17%
TA
902
TrueWealth Advisors
Alabama
$782K -$85.7K -3,000 -10%
DB
903
Dravo Bay
Delaware
$778K -$18.9K -662 -2%
CFP
904
Cypress Financial Planning
New Jersey
$777K -$23.4K -820 -3%
NEPWA
905
New England Private Wealth Advisors
Massachusetts
$775K +$1.57K +55 +0.2%
JIC
906
Joel Isaacson & Co
New York
$771K -$14.8K -519 -2%
FFM
907
Forum Financial Management
Illinois
$771K +$35.8K +1,253 +5%
RWM
908
Rockwood Wealth Management
Pennsylvania
$769K +$17.5K +614 +2%
HIM
909
Harbour Investment Management
Washington
$766K
HIC
910
Hartline Investment Corp
Illinois
$759K -$28.6K -1,000 -4%
LRPA
911
L. Roy Papp & Associates
Arizona
$758K -$8.71K -305 -1%
DWA
912
Davis Wealth Advisors
New Hampshire
$755K -$183K -6,426 -20%
BWP
913
BSW Wealth Partners
Colorado
$754K +$292K +10,211 +66%
CS
914
Crescent Sterling
Louisiana
$753K +$435K +15,241 +147%
MAV
915
Mason & Associates (Virginia)
Virginia
$752K
AWA
916
Aaron Wealth Advisors
Illinois
$751K +$1.57K +55 +0.2%
FFA
917
Fragasso Financial Advisors
Pennsylvania
$751K +$3.14K +110 +0.4%
WP
918
WealthPLAN Partners
Nebraska
$750K -$133K -4,658 -15%
IA
919
Integrity Alliance
Iowa
$744K +$413K +14,456 +134%
AIM
920
Acropolis Investment Management
Missouri
$739K
MCC
921
Money Concepts Capital
Florida
$734K +$2.34K +82 +0.3%
RIS
922
Retirement Income Solutions
Michigan
$730K
MMCM
923
Murphy & Mullick Capital Management
New York
$726K +$471K +16,500 +202%
GC
924
Gibson Capital
Pennsylvania
$725K -$11.4K -400 -2%
PPW
925
Pasadena Private Wealth
California
$725K

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.