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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
EIG
1276
Ellenbecker Investment Group
Wisconsin
$281K -$42K -1,470 -13%
GSWM
1277
Golden State Wealth Management
California
$280K +$200 +7 +0.1%
PMSA
1278
Patrick M. Sweeney & Associates
Illinois
$279K +$57 +2 +0%
AIM
1279
Advyzon Investment Management
Illinois
$278K -$111K -3,872 -29%
SL
1280
Salomon & Ludwin
Virginia
$278K -$9.17K -321 -3%
CFO
1281
Collective Family Office
Pennsylvania
$277K -$4.71K -165 -2%
SAA
1282
Southeast Asset Advisors
Georgia
$277K
Boston Partners
1283
Boston Partners
Massachusetts
$277K
WHC
1284
Wulff, Hansen & Co
California
$276K +$268K +9,390 New
MAG
1285
M3 Advisory Group
Massachusetts
$276K
WG
1286
Welch Group
Alabama
$276K
ONB
1287
Old National Bancorp
Indiana
$276K +$267K +9,365 New
IWM
1288
Inlight Wealth Management
Georgia
$274K
JFGIW
1289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274K
SI
1290
Stephens Inc
Arkansas
$273K -$8.39K -294 -3%
PA
1291
Prairie Advisory
Kansas
$273K +$265K +9,282 New
HCMG
1292
Howard Capital Management Group
California
$272K
PCA
1293
Purkiss Capital Advisors
Connecticut
$270K
SIAP
1294
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$270K +$885 +31 +0.3%
DBIA
1295
Dumont & Blake Investment Advisors
New Jersey
$269K -$24.9K -873 -9%
CIAS
1296
Capital Investment Advisory Services
North Carolina
$266K -$2.34K -82 -0.9%
Lazard Asset Management
1297
Lazard Asset Management
New York
$265K -$3.37M -117,942 -93%
OFI
1298
Outbound Financial Inc
Colorado
$263K +$255K +8,941 New
CSA
1299
Cottage Street Advisors
Massachusetts
$263K -$9.94K -348 -4%
HP
1300
Haven Private
Florida
$263K -$14.4K -504 -5%

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.