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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
PP
1001
Patten & Patten
Tennessee
$569K
IRP
1002
Investment Research Partners
Pennsylvania
$569K +$136K +4,764 +33%
GKWIM
1003
Gerber Kawasaki Wealth & Investment Management
California
$568K +$543 +19 +0.1%
GAM
1004
GEM Asset Management
Michigan
$567K +$30K +1,052 +6%
GWA
1005
Geometric Wealth Advisors
District of Columbia
$566K
UCI
1006
Uncommon Cents Investing
Wisconsin
$566K
DF
1007
DecisionPoint Financial
Arizona
$564K
PFA
1008
Perryman Financial Advisory
Texas
$563K -$288K -10,074 -34%
AIP
1009
Avail Investment Partners
Pennsylvania
$561K +$129K +4,511 +31%
NL
1010
NWAM LLC
Washington
$560K +$6.28K +220 +1%
BWP
1011
Burling Wealth Partners
Illinois
$557K +$190K +6,656 +54%
CCA
1012
Cadent Capital Advisors
Oklahoma
$553K +$257 +9 +0%
CFS
1013
CRA Financial Services
New Jersey
$553K
HF
1014
HRT Financial
New York
$551K -$6.47M -226,732 -92%
AWM
1015
Atticus Wealth Management
Florida
$550K +$75.7K +2,651 +17%
HCP
1016
Hexagon Capital Partners
Arkansas
$547K -$4.77K -167 -0.9%
RRA
1017
Round Rock Advisors
Connecticut
$547K
RIL
1018
Rothschild Investment LLC
Illinois
$545K
VBCG
1019
Valley Brook Capital Group
Pennsylvania
$544K +$4.14K +145 +0.8%
FA
1020
Fiducient Advisors
Illinois
$544K +$131K +4,593 +33%
Members Trust
1021
Members Trust
Florida
$542K
KIM
1022
Kane Investment Management
California
$538K +$34.9K +1,223 +7%
GWM
1023
GK Wealth Management
Nevada
$538K +$522K +18,264 New
CF
1024
Centaurus Financial
California
$535K +$17.7K +619 +4%
PB
1025
Pinnacle Bancorp
Nebraska
$535K

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.