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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
PCH
1176
PGIM Custom Harvest
New Jersey
$353K +$16.3K +570 +5%
PWA
1177
Portus Wealth Advisors
North Carolina
$353K -$95.6K -3,349 -22%
W
1178
WealthCollab
Washington
$353K
EB
1179
Eastern Bank
Massachusetts
$352K
JF
1180
JSF Financial
California
$351K +$914 +32 +0.3%
LSA
1181
Lansing Street Advisors
Pennsylvania
$351K +$341K +11,934 New
GA
1182
GoalVest Advisory
New York
$351K -$24.1K -844 -7%
SIA
1183
Soltis Investment Advisors
Utah
$350K -$38.6K -1,351 -10%
SWM
1184
Shakespeare Wealth Management
Wisconsin
$348K +$29 +1 +0%
OFS
1185
OneAscent Financial Services
Alabama
$347K +$17.7K +620 +6%
PCM
1186
Palouse Capital Management
Washington
$345K -$26.4K -923 -7%
HR
1187
Howe & Rusling
New York
$345K -$21.4K -749 -6%
WCL
1188
Wealth Care LLC
Florida
$344K
MWC
1189
MKD Wealth Coaches
Michigan
$344K -$11.6K -405 -3%
WWA
1190
WCG Wealth Advisors
Nevada
$344K -$9.37K -328 -3%
WF
1191
Warner Financial
Maryland
$343K +$114 +4 +0%
NEWAS
1192
N.E.W. Advisory Services
Wisconsin
$343K +$29 +1 +0%
Koshinski Asset Management
1193
Koshinski Asset Management
Illinois
$342K +$3.88K +136 +1%
BMWS
1194
Brady Martz Wealth Solutions
North Dakota
$341K +$80.2K +2,809 +32%
CAG
1195
Curtis Advisory Group
California
$341K +$428 +15 +0.1%
TCM
1196
Traynor Capital Management
Pennsylvania
$341K -$248K -8,681 -43%
FWP
1197
Falcon Wealth Planning
California
$341K -$111K -3,878 -25%
BA
1198
Bluesphere Advisors
Pennsylvania
$339K
DBFM
1199
Dickmeyer Boyce Financial Management
Indiana
$338K +$59.7K +2,090 +22%
LS
1200
LCW Services
Virginia
$338K +$42.8K +1,500 +15%

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.