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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
KA
1251
Kovack Advisors
Florida
$297K
WWMSC
1252
Wagner Wealth Management (South Carolina)
South Carolina
$297K +$8.37K +293 +3%
SM
1253
Sensible Money
Arizona
$296K +$5.23K +183 +2%
PS
1254
Pinney & Scofield
Massachusetts
$295K -$4.94K -173 -2%
PWA
1255
Perspective Wealth Advisors
Colorado
$294K +$8.37K +293 +3%
FWM
1256
Foguth Wealth Management
Michigan
$294K -$343 -12 -0.1%
2L
1257
25 LLC
Missouri
$292K +$2.77K +97 +1%
JDLA
1258
J. Derek Lewis & Associates
California
$291K -$4.74K -166 -2%
BCP
1259
Berkeley Capital Partners
Georgia
$291K +$28.6K +1,000 +11%
CAAS
1260
Capital Asset Advisory Services
Michigan
$290K
MSR
1261
Main Street Research
Connecticut
$289K -$22.8K -800 -8%
PF
1262
Penney Financial
Texas
$289K
CIM
1263
Cambria Investment Management
California
$289K -$25.6K -897 -8%
EF
1264
Empowered Funds
Pennsylvania
$289K -$25.6K -897 -8%
SWM
1265
Segment Wealth Management
Texas
$288K
VV
1266
Verity & Verity
South Carolina
$288K
SRWM
1267
Shira Ridge Wealth Management
California
$287K
RFA
1268
Rollins Financial Advisors
New York
$286K
HNWAG
1269
High Net Worth Advisory Group
Florida
$286K
FAC
1270
Financial Advisory Corporation
Michigan
$285K -$1.71K -60 -0.6%
BPW
1271
Bingham Private Wealth
California
$283K +$828 +29 +0.3%
CWA
1272
Canvas Wealth Advisors
Kansas
$282K -$93.9K -3,287 -26%
SPG
1273
Strategic Planning Group
Utah
$282K +$742 +26 +0.3%
BSG
1274
Black Swift Group
Colorado
$282K
ACA
1275
Affinity Capital Advisors
California
$282K -$152K -5,315 -36%

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.