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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
CSIA
926
Carl Stuart Investment Advisor
Texas
$723K
GWM
927
GSB Wealth Management
Connecticut
$721K +$137K +4,803 +24%
AFP
928
ATLas Financial Planning
Georgia
$716K -$22.6K -792 -3%
TM
929
Torren Management
California
$715K -$2.66K -93 -0.4%
MCWS
930
McKinley Carter Wealth Services
West Virginia
$714K -$13.2K -462 -2%
BSI
931
Bennett Selby Investments
Maine
$705K
Wealthfront Advisers
932
Wealthfront Advisers
California
$704K -$156K -5,448 -19%
QCM
933
QRG Capital Management
Illinois
$704K +$97.1K +3,402 +17%
OCA
934
Odyssey Capital Advisors
Pennsylvania
$703K -$13.7K -479 -2%
RCAG
935
Rehmann Capital Advisory Group
Michigan
$702K
DADC
936
D.A. Davidson & Co
Montana
$702K +$101K +3,537 +17%
VBFP
937
Valtinson Bruner Financial Planning
Minnesota
$702K +$1.63K +57 +0.2%
WN
938
Williams & Novak
California
$701K
GFA
939
Gallagher Fiduciary Advisors
Illinois
$698K +$37.4K +1,309 +6%
OC
940
Oarsman Capital
Wisconsin
$694K -$50.3K -1,761 -7%
AWAG
941
ARS Wealth Advisors Group
Florida
$692K +$272K +9,519 +68%
FA
942
Fiduciary Alliance
South Carolina
$691K -$59.2K -2,072 -8%
OFG
943
Oxford Financial Group
Indiana
$690K
PI
944
PFG Investments
New York
$682K +$1.91K +67 +0.3%
CW
945
CreativeOne Wealth
Kansas
$682K -$237K -8,284 -26%
CCP
946
Carmel Capital Partners
California
$663K +$69.4K +2,430 +12%
IWM
947
Immaculate Wealth Management
Arizona
$660K -$9.34K -327 -1%
Vanguard National Trust
948
Vanguard National Trust
Pennsylvania
$659K
FMN
949
Financial Management Network
California
$659K +$1.57K +55 +0.2%
JWBC
950
John W. Brooker & Co
California
$658K -$57.3K -2,005 -8%

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.