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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
RMDI
976
R.M. Davis Inc
Maine
$607K +$589K +20,623 New
TMWM
977
Taylor & Morgan Wealth Management
Michigan
$602K +$8.48K +297 +1%
PAM
978
Peak Asset Management
Colorado
$602K
OCM
979
One Capital Management
California
$596K
EFA
980
Evernest Financial Advisors
Indiana
$596K +$29 +1 +0%
OCG
981
Opus Capital Group
Ohio
$595K
WCM
982
Weik Capital Management
Pennsylvania
$594K +$1.43K +50 +0.2%
AT
983
American Trust
Kentucky
$594K
EFL
984
ERn Financial LLC
Wisconsin
$592K
CIA
985
Cape Investment Advisory
Georgia
$591K -$7.68K -269 -1%
WPW
986
Watershed Private Wealth
Illinois
$591K -$334K -11,697 -37%
RLWM
987
RF&L Wealth Management
Massachusetts
$589K
EAM
988
Empirical Asset Management
Massachusetts
$588K -$3.51K -123 -0.6%
WCP
989
Wick Capital Partners
Pennsylvania
$588K
LWANC
990
Laurel Wealth Advisors (North Carolina)
North Carolina
$585K
CGFA
991
Colton Groome Financial Advisors
North Carolina
$584K
RF
992
RetireMitten Financial
Michigan
$581K -$65.1K -2,280 -10%
EP
993
Edgestream Partners
New Jersey
$581K -$314K -11,010 -36%
MWP
994
Madison Wealth Partners
Wisconsin
$577K +$18.1K +635 +3%
CPCM
995
Cardinal Point Capital Management
Ontario, Canada
$576K +$161K +5,628 +40%
MIC
996
Means Investment Company
Maine
$576K +$57 +2 +0%
JLBC
997
J.L. Bainbridge & Co
Florida
$575K -$49.8K -1,744 -8%
CFP
998
Curran Financial Partners
South Carolina
$574K +$192K +6,727 +53%
GB
999
Goepper Burkhardt
South Carolina
$572K
MWA
1000
Martel Wealth Advisors
Washington
$572K +$457 +16 +0.1%

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.