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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
WA
1126
Waddell & Associates
Tennessee
$402K -$4.28K -150 -1%
BWM
1127
Brown Wealth Management
Illinois
$402K -$1.91K -67 -0.5%
IAS
1128
Insigneo Advisory Services
Florida
$401K +$90.6K +3,174 +30%
FA
1129
FC Advisory
Pennsylvania
$400K +$5.97K +209 +2%
MA
1130
Montag & Associates
Georgia
$400K
AA
1131
Advisory Alpha
Michigan
$400K -$23.5K -823 -6%
OC
1132
Oakworth Capital
Alabama
$399K +$131K +4,578 +51%
MA
1133
Modus Advisors
Minnesota
$398K
ML
1134
Mayport LLC
Massachusetts
$397K
PWM
1135
Peterson Wealth Management
Nevada
$396K +$1.03K +36 +0.3%
OAM
1136
Oppenheimer Asset Management
New York
$396K -$200 -7 -0.1%
DWA
1137
Delos Wealth Advisors
Texas
$395K
EPM
1138
Elm Partners Management
Pennsylvania
$393K +$104K +3,652 +38%
GBWM
1139
Granite Bay Wealth Management
New Hampshire
$392K -$35.6K -1,247 -9%
LA
1140
Legacy Advisors
Pennsylvania
$390K +$999 +35 +0.3%
PIA
1141
Panoramic Investment Advisors
Colorado
$390K +$771 +27 +0.2%
SSCA
1142
South Shore Capital Advisors
Massachusetts
$389K
FMII
1143
Farmers & Merchants Investments Inc
Nebraska
$387K
NCM
1144
Narwhal Capital Management
Georgia
$384K +$28.6K +1,002 +8%
CAM
1145
Costello Asset Management
Pennsylvania
$383K -$2.31K -81 -0.6%
BF
1146
Brooklyn FI
New York
$383K +$371K +13,006 New
BM
1147
Berman McAleer
Maryland
$382K
CF
1148
Clarity Financial
Texas
$381K
OAP
1149
One Advisory Partners
Kansas
$380K
RGF
1150
Retirement Guys Formula
Ohio
$380K -$1.71K -60 -0.5%

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.