We are live on ! Find out more
SCHX icon

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
FFG
101
Fortress Financial Group
Minnesota
$47.5M +$46.1M +1,613,952 New
FCM
102
Fortis Capital Management
Washington
$46.6M +$2.2M +77,189 +5%
Goldman Sachs
103
Goldman Sachs
New York
$46.5M +$13M +456,439 +41%
ACA
104
Ascension Capital Advisors
Texas
$46M -$217K -7,613 -0.5%
NDSI
105
Newman Dignan & Sheerar Inc
Rhode Island
$45.9M -$12.3K -429 -0%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$45.8M +$2.29M +80,247 +5%
Raymond James Financial
107
Raymond James Financial
Florida
$43.6M -$6.99M -244,930 -14%
WA
108
Waverly Advisors
Alabama
$43.2M -$978K -34,243 -2%
MTC
109
Matrix Trust Company
Colorado
$43.1M +$345K +12,079 +0.8%
WSFS
110
Wilmington Savings Fund Society
Delaware
$43.1M -$1.08M -37,731 -3%
DBRC
111
D.B. Root & Company
Pennsylvania
$42.7M -$602K -21,073 -1%
FVWA
112
Foster Victor Wealth Advisors
South Carolina
$42.5M +$4.35M +152,322 +12%
WIA
113
World Investment Advisors
California
$42.3M -$13.8K -482 -0%
SDWMA
114
Schneider Downs Wealth Management Advisors
Pennsylvania
$42.2M +$191K +6,684 +0.5%
VAS
115
Valicenti Advisory Services
New York
$42M +$573K +20,083 +1%
MFC
116
Morris Financial Concepts
South Carolina
$41.8M -$1.24M -43,563 -3%
ATPW
117
Ashton Thomas Private Wealth
Arizona
$41.7M +$24.7K +864 +0.1%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$41.6M -$1.28M -44,680 -3%
AFS
119
Access Financial Services
Minnesota
$41.4M -$556K -19,483 -1%
SFA
120
Sequoia Financial Advisors
Ohio
$40.8M -$826K -28,943 -2%
MWM
121
Modera Wealth Management
New Jersey
$40.5M -$2.04M -71,517 -5%
SFP
122
Sherwood Financial Partners
California
$40.3M -$90.3K -3,164 -0.2%
DAS
123
Dynamic Advisor Solutions
Arizona
$39.9M +$2.08M +72,934 +6%
MSFS
124
Main Street Financial Solutions
Pennsylvania
$39.2M +$747K +26,150 +2%
PWM
125
Perigon Wealth Management
California
$38.8M +$3.21M +112,448 +9%

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.