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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
XPN
1151
XY Planning Network
Montana
$379K +$368K +12,881 New
LF
1152
LifeSteps Financial
California
$377K -$17K -596 -4%
SFGP
1153
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$375K +$143 +5 +0%
PAA
1154
Peregrine Asset Advisers
Oregon
$375K +$363K +12,729 New
M&T Bank
1155
M&T Bank
New York
$374K -$28.6K -1,000 -7%
FC
1156
Fusion Capital
South Carolina
$373K +$885 +31 +0.2%
CT
1157
Clearstead Trust
Maine
$373K
LOWM
1158
Laurel Oak Wealth Management
New Jersey
$373K
AWM
1159
Angeles Wealth Management
California
$372K +$27.5K +963 +8%
EHAM
1160
Eagle Harbor Asset Management
Washington
$372K -$2.68K -94 -0.7%
HCMT
1161
Highland Capital Management (Tennessee)
Tennessee
$370K -$28.6K -1,000 -7%
SS
1162
Sound Stewardship
Kansas
$370K +$27.7K +969 +8%
PMG
1163
ProVise Management Group
Florida
$367K -$83.2K -2,914 -19%
BEI
1164
Benjamin Edwards Inc
Missouri
$367K +$19.8K +693 +6%
PWM
1165
PTM Wealth Management
United States
$365K +$942 +33 +0.3%
CPC
1166
Consolidated Planning Corp
Georgia
$364K
MBFW
1167
Morton Brown Family Wealth
Pennsylvania
$364K
TIA
1168
Tiemann Investment Advisors
California
$364K
RWIA
1169
Roger Wittlin Investment Advisory
California
$363K +$352K +12,327 New
BCA
1170
Bay Colony Advisors
Massachusetts
$362K -$2.11K -74 -0.6%
DIS
1171
Diversified Investment Strategies
Louisiana
$359K -$3.48K -122 -1%
ST
1172
Smithfield Trust
Pennsylvania
$358K
CFG
1173
Certior Financial Group
Pennsylvania
$357K +$1.06K +37 +0.3%
SG
1174
StoneX Group
New York
$355K -$470K -16,446 -58%
CA
1175
Calton & Associates
Florida
$354K -$10.3K -362 -3%

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.