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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
CCC
1026
Compass Capital Corp
Massachusetts
$534K -$427K -14,939 -46%
MWA
1027
Motive Wealth Advisors
Michigan
$530K -$62.9K -2,204 -11%
BRIA
1028
Balanced Rock Investment Advisors
Massachusetts
$530K -$3.25K -114 -0.6%
RIM
1029
Rockbridge Investment Management
New York
$526K -$8.34K -292 -2%
BAM
1030
Bellevue Asset Management
Washington
$525K +$200 +7 +0%
TA
1031
TPG Advisors
Illinois
$522K +$371 +13 +0.1%
MWM
1032
MBE Wealth Management
Wisconsin
$521K -$2.91K -102 -0.6%
GCP
1033
Gill Capital Partners
Colorado
$521K -$158K -5,534 -24%
GIA
1034
Guyasuta Investment Advisors
Pennsylvania
$518K +$27.7K +970 +6%
AIA
1035
Armor Investment Advisors
North Carolina
$517K -$1.46K -51 -0.3%
HI
1036
Hudock Inc
Pennsylvania
$512K +$343 +12 +0.1%
RW
1037
Regimen Wealth
Georgia
$511K +$1.69K +59 +0.3%
FCB
1038
First County Bank
Connecticut
$511K -$26.3K -920 -5%
DP
1039
DDD Partners
Washington
$511K -$7.17K -251 -1%
HWA
1040
Hilltop Wealth Advisors
North Carolina
$511K +$496K +17,364 New
GFG
1041
Grantvest Financial Group
New Jersey
$510K +$2.28K +80 +0.5%
Fisher Asset Management
1042
Fisher Asset Management
Washington
$508K +$259K +9,055 +110%
GFWA
1043
Grey Fox Wealth Advisors
Delaware
$507K +$28.7K +1,006 +6%
BA
1044
Blueline Advisors
New Hampshire
$505K
IA
1045
IFG Advisors
Missouri
$504K -$30.9K -1,082 -6%
NA
1046
Nautilus Advisors
California
$504K
SC
1047
Slow Capital
California
$504K -$3.03K -106 -0.6%
CTC
1048
Central Trust Company
Missouri
$504K +$34.8K +1,218 +8%
CCAL
1049
City Center Advisors LLC
Michigan
$503K +$41.8K +1,465 +9%
RI
1050
Rinkey Investments
California
$503K +$128K +4,484 +36%

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.