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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
SWM
1076
Seaside Wealth Management
California
$467K
SCM
1077
Spreng Capital Management
Ohio
$465K -$1.94K -68 -0.4%
AGP
1078
Aspire Growth Partners
Florida
$463K +$1.2K +42 +0.3%
TAM
1079
Titleist Asset Management
Texas
$463K -$23.4K -818 -5%
FLA
1080
Financial Life Advisors
Texas
$462K +$20.2K +708 +5%
BEW
1081
Burton Enright Welch
California
$462K
TCM
1082
Traub Capital Management
Massachusetts
$461K -$1.71K -60 -0.4%
YAL
1083
Your Advocates Ltd
Texas
$459K +$7.31K +256 +2%
AP
1084
Aspect Partners
Virginia
$458K
CWS
1085
Confluence Wealth Services
Pennsylvania
$456K +$443K +15,506 New
RCA
1086
Riverview Capital Advisers
Massachusetts
$454K
ACM
1087
Aspen Capital Management
Idaho
$453K +$257 +9 +0.1%
MYIA
1088
Mount Yale Investment Advisors
Colorado
$452K -$115K -4,025 -21%
VAS
1089
Vestmark Advisory Solutions
Massachusetts
$452K -$115K -4,025 -21%
CAS
1090
Coppell Advisory Solutions
Texas
$450K +$814K +28,523 New
RBC
1091
Romano Brothers & Co
Illinois
$449K
MG
1092
Mather Group
Illinois
$448K -$248K -8,692 -36%
GWSA
1093
Global Wealth Strategies & Associates
Colorado
$447K +$314 +11 +0.1%
KL
1094
Keenan LLC
Massachusetts
$447K +$171 +6 +0%
Principal Financial Group
1095
Principal Financial Group
Iowa
$447K -$17.8K -625 -4%
KV
1096
Kickstand Ventures
New York
$446K +$30.1K +1,053 +7%
DC
1097
Davenport & Co
Virginia
$446K -$61.2K -2,142 -12%
PPF
1098
Pacific Park Financial
California
$442K -$119K -4,159 -22%
BW
1099
BXM Wealth
Colorado
$441K +$428K +14,975 New
W
1100
Wealthquest
Ohio
$440K +$77.7K +2,721 +22%

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.