We are live on ! Find out more
SCHX icon

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
951
Boyd Wealth Management
California
$658K -$200 -7 -0%
JCM
952
Jacobsen Capital Management
Utah
$656K -$14.8K -520 -2%
SH
953
SLT Holdings
Arizona
$656K
CPW
954
Crestmont Private Wealth
Texas
$655K +$45.7K +1,599 +8%
DI
955
DAGCO Inc
Ohio
$654K
PTB
956
Pioneer Trust Bank
Oregon
$654K
GIA
957
GHP Investment Advisors
Colorado
$650K -$40.8K -1,430 -6%
BC
958
Brio Consultants
California
$646K +$3.4K +119 +0.5%
SAM
959
Stembrook Asset Management
New Jersey
$642K +$1.2K +42 +0.2%
NB
960
Nicolet Bankshares
Wisconsin
$641K +$196K +6,850 +46%
PVI
961
Pine Valley Investments
New Jersey
$633K +$48.6K +1,702 +9%
EI
962
Ellevest Inc
New York
$632K +$599K +20,992 New
CPP
963
Capasso Planning Partners
South Carolina
$632K +$18K +629 +3%
FG
964
Fairman Group
Pennsylvania
$631K +$1.31K +46 +0.2%
C
965
Certuity
Florida
$630K +$143 +5 +0%
RF
966
Rossby Financial
Florida
$630K -$20.7K -724 -3%
PCG
967
Prosperity Consulting Group
Maryland
$627K
BTI
968
Blue Trust Inc
Georgia
$623K -$33K -1,156 -5%
SWA
969
Stratos Wealth Advisors
Ohio
$622K +$66.7K +2,335 +12%
LC
970
LCNB Corp
Ohio
$622K
LA
971
LexAurum Advisors
Kansas
$622K -$24K -839 -4%
MCM
972
Morton Capital Management
California
$616K +$3.63K +127 +0.6%
NFTC
973
North Forty Two & Co
Oregon
$615K
KF
974
Ketron Financial
California
$612K +$283K +9,909 +91%
TWP
975
Triad Wealth Partners
Kansas
$611K -$68.6K -2,402 -11%

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.