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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
SPW
1101
Sonoma Private Wealth
California
$438K
NFA
1102
Northern Financial Advisors
Michigan
$438K -$19.2K -674 -4%
DFA
1103
DHJJ Financial Advisors
Illinois
$438K +$29 +1 +0%
EFG
1104
Elevated Financial Group
Indiana
$437K -$315K -11,024 -43%
PIM
1105
Penobscot Investment Management
Massachusetts
$436K -$3.43K -120 -0.8%
GM
1106
GeoWealth Management
Illinois
$435K +$99K +3,466 +31%
BWFA
1107
Baltimore-Washington Financial Advisors
Maryland
$433K -$32.1K -1,125 -7%
WJWM
1108
Williams Jones Wealth Management
New York
$432K -$152K -5,316 -27%
CWM
1109
Cadence Wealth Management
Massachusetts
$431K -$171 -6 -0%
SW
1110
SkyOak Wealth
Michigan
$429K
PW
1111
Paladin Wealth
Minnesota
$428K
BWL
1112
Bogart Wealth LLC
Virginia
$427K +$111K +3,900 +37%
Qube Research & Technologies (QRT)
1113
Qube Research & Technologies (QRT)
United Kingdom
$426K +$97K +3,398 +31%
PFS
1114
Prospera Financial Services
Texas
$426K -$657 -23 -0.2%
MFG
1115
Mainsail Financial Group
Washington
$425K +$413K +14,449 New
FW
1116
Fairway Wealth
Ohio
$423K
LWM
1117
Lighthouse Wealth Management
Ohio
$418K
FD
1118
Financial Designs
California
$417K
MWM
1119
Mindset Wealth Management
Indiana
$416K +$4.37K +153 +1%
HFA
1120
Hippocratic Financial Advisors
California
$415K
WW
1121
Westshore Wealth
California
$413K +$1.06K +37 +0.3%
SB
1122
Strategic Blueprint
Georgia
$411K +$128K +4,500 +48%
WA
1123
WPG Advisers
Maryland
$410K -$12K -419 -3%
ACP
1124
Aviance Capital Partners
Florida
$409K +$24.3K +851 +7%
SIA
1125
SeaBridge Investment Advisors
New Jersey
$406K

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.