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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
WPW
1051
Waldron Private Wealth
Pennsylvania
$502K
FPW
1052
Flagship Private Wealth
Massachusetts
$501K
CT
1053
Colonial Trust
South Carolina
$498K +$33.3K +1,167 +7%
LI
1054
Lafayette Investments
Maryland
$496K
LJAC
1055
L.J. Altfest & Co
New York
$496K +$4.11K +144 +0.9%
BIM
1056
Barton Investment Management
Pennsylvania
$496K +$1.26K +44 +0.3%
TFA
1057
Tobias Financial Advisors
Florida
$496K -$1.06K -37 -0.2%
First Trust Advisors
1058
First Trust Advisors
Illinois
$493K -$87.2K -3,053 -15%
MIM
1059
Macroview Investment Management
Maryland
$492K +$742 +26 +0.2%
ACM
1060
Advisors Capital Management
New Jersey
$491K -$8.51K -298 -2%
E
1061
Evansbrook
Illinois
$490K +$38.7K +1,354 +9%
NA
1062
Networth Advisors
Pennsylvania
$486K +$452K +15,840 +2,400%
CFA
1063
Capstone Financial Advisors
Illinois
$485K +$7.34K +257 +2%
REMPR
1064
Roof Eidam Maycock Peralta (REMP)
California
$485K
TWA
1065
TCI Wealth Advisors
Arizona
$484K +$43.2K +1,514 +10%
MCM
1066
Mainstay Capital Management
Michigan
$483K -$16.9K -593 -3%
BIG
1067
Builder Investment Group
Georgia
$477K +$54.9K +1,921 +13%
CWM
1068
Connecticut Wealth Management
Connecticut
$476K -$199K -6,967 -30%
CP
1069
Capital Planning
Washington
$475K +$221K +7,756 +92%
PFA
1070
Pathway Financial Advisors
Vermont
$475K -$48K -1,680 -9%
EWL
1071
Emissary Wealth LLC
New Jersey
$473K
AI
1072
Accredited Investors
Minnesota
$472K +$156K +5,472 +52%
ESB
1073
Essex Savings Bank
Connecticut
$471K -$33.8K -1,184 -7%
STFP
1074
Signal Tree Financial Partners
Ohio
$471K
AIA
1075
Aventus Investment Advisors
Florida
$470K -$8.25K -289 -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.