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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
TIM
1201
Total Investment Management
Arizona
$337K +$28.6K +1,003 +10%
IWN
1202
Independent Wealth Network
Iowa
$337K +$69.1K +2,420 +27%
AA
1203
Auctus Advisors
North Carolina
$336K
DIM
1204
Delta Investment Management
California
$336K +$400 +14 +0.1%
SWP
1205
Strategic Wealth Partners
Ohio
$336K
GWM
1206
Geneos Wealth Management
Colorado
$335K
SIAS
1207
Summit Investment Advisory Services
Minnesota
$332K
SCA
1208
Stonebridge Capital Advisors
Minnesota
$331K -$35.8K -1,255 -10%
QP
1209
Quartz Partners
New York
$331K -$6.48K -227 -2%
IFA
1210
Index Fund Advisors
California
$330K
CICC
1211
Capital Investment Counsel (Colorado)
Colorado
$330K +$15.6K +545 +5%
AWM
1212
Accel Wealth Management
Iowa
$329K -$2.17K -76 -0.7%
Bessemer Group
1213
Bessemer Group
New Jersey
$326K +$311K +10,903 +6,814%
FWS
1214
FinDec Wealth Services
California
$326K -$27.4K -959 -8%
UB
1215
UMB Bank
Missouri
$326K +$78K +2,730 +33%
PWA
1216
Physician Wealth Advisors
Utah
$325K
IF
1217
Intrua Financial
Texas
$325K +$39.1K +1,369 +14%
FFG
1218
Fortem Financial Group
California
$324K +$3.6K +126 +1%
IDA
1219
Intelligence Driven Advisers
California
$324K +$314K +11,001 New
SFWA
1220
Summit Financial Wealth Advisors
Louisiana
$321K +$19.7K +689 +7%
WB
1221
Webster Bank
Connecticut
$320K
ODIJL
1222
One Day In July LLC
Vermont
$320K
FPF
1223
First Pacific Financial
Washington
$319K +$219K +7,659 +240%
FFG
1224
Fiduciary Financial Group
California
$319K -$4.71K -165 -2%
MWM
1225
Maridea Wealth Management
New York
$319K +$309K +10,826 New

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.