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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
FIC
1226
Family Investment Center
Missouri
$318K +$942 +33 +0.3%
LWPC
1227
Legacy Wealth Partners (Colorado)
Colorado
$317K +$742 +26 +0.2%
WHCFA
1228
William Howard & Co Financial Advisors
Tennessee
$317K +$800 +28 +0.3%
WA
1229
Waterford Advisors
New York
$317K
RAM
1230
Riggs Asset Management
Pennsylvania
$315K +$306K +10,705 New
JSA
1231
Jim Saulnier & Associates
Colorado
$313K +$304K +10,647 New
WAM
1232
Weatherly Asset Management
California
$313K -$29 -1 -0%
SAM
1233
SP Asset Management
California
$312K +$57 +2 +0%
BFG
1234
Beacon Financial Group
Texas
$312K
SC
1235
Syon Capital
California
$311K
WCM
1236
WealthBridge Capital Management
Ohio
$310K +$543 +19 +0.2%
GWAM
1237
Guardian Wealth Advisors (Minnesota)
Minnesota
$310K
EFM
1238
Eley Financial Management
Vermont
$309K
PAM
1239
Pegasus Asset Management
New York
$309K -$99.9K -3,500 -25%
CSP
1240
Cary Street Partners
Virginia
$308K -$18.8K -660 -6%
SFC
1241
Swisher Financial Concepts
Ohio
$308K
SLP
1242
Storen Legacy Partners
Indiana
$308K +$571 +20 +0.2%
TWM
1243
Tradition Wealth Management
Minnesota
$307K -$38.8K -1,360 -12%
Balyasny Asset Management
1244
Balyasny Asset Management
Illinois
$307K +$298K +10,429 New
B
1245
BetterWealth
California
$304K -$31.4K -1,098 -10%
ECA
1246
Elevated Capital Advisors
Utah
$304K -$280K -9,823 -49%
QWP
1247
Quotient Wealth Partners
Texas
$303K
WI
1248
WBI Investments
New Jersey
$303K +$14.7K +515 +5%
CWP
1249
Capital Wealth Planning
Florida
$301K +$4.85K +170 +2%
RIP
1250
RAM Investment Partners
Washington
$299K -$6.6K -231 -2%

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.