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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
VNA
76
Valley National Advisers
Pennsylvania
$62.1M +$1.86M +65,055 +3%
MSWM
77
McGlone Suttner Wealth Management
Wisconsin
$61.8M +$106K +3,718 +0.2%
BSB
78
Bangor Savings Bank
Maine
$61.3M -$9.8M -343,173 -14%
SWM
79
SigFig Wealth Management
California
$61.1M +$7.37M +257,963 +14%
FMP
80
Financial Management Professionals
Texas
$60.6M -$5M -175,221 -8%
MWM
81
Modern Wealth Management
Kansas
$60.5M -$965K -33,808 -2%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$58.2M +$1.55M +54,274 +3%
PFA
83
Pure Financial Advisors
California
$57.4M -$1.13M -39,691 -2%
SA
84
Scarborough Advisors
Maryland
$56.6M -$12M -420,494 -18%
RDWM
85
Red Door Wealth Management
Tennessee
$56.5M -$332K -11,635 -0.6%
CPIG
86
Chicago Partners Investment Group
Illinois
$56M +$2.62M +91,714 +5%
Wells Fargo
87
Wells Fargo
California
$55.6M -$5.91M -206,885 -10%
BFG
88
Bleakley Financial Group
New Jersey
$55.6M -$602K -21,094 -1%
IAS
89
IMA Advisory Services
Colorado
$55M +$490K +17,157 +0.9%
AP
90
Appleton Partners
Massachusetts
$54.8M +$464K +16,237 +0.9%
VWA
91
Visionary Wealth Advisors
Illinois
$54.3M +$641K +22,433 +1%
RWM
92
RKL Wealth Management
Pennsylvania
$54.1M -$647K -22,644 -1%
UCFA
93
United Capital Financial Advisors
Texas
$53.6M -$1.18M -41,404 -2%
HI
94
Harbour Investments
Wisconsin
$53.6M +$1.09M +38,293 +2%
QCM
95
Quantinno Capital Management
New York
$53.2M +$3.89M +136,277 +8%
RCM
96
Richardson Capital Management
Wisconsin
$52.7M -$126K -4,413 -0.2%
KCPG
97
Kavar Capital Partners Group
Kansas
$52M +$1.47M +51,606 +3%
CMP
98
Courage Miller Partners
Virginia
$50.9M -$114K -3,983 -0.2%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$49.9M +$3.03M +106,144 +7%
FI
100
FIDELIS iM
Oregon
$47.7M +$910K +31,874 +2%

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.