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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
LDB
1301
Lee, Danner & Bass
Tennessee
$262K -$200 -7 -0.1%
PFGIA
1302
Patriot Financial Group Insurance Agency
Massachusetts
$259K -$126K -4,412 -33%
PCM
1303
Presidio Capital Management
California
$258K
GAA
1304
Global Assets Advisory
Florida
$258K +$250K +8,749 New
FSBI
1305
Fearless Solutions (Best Invest)
Texas
$258K -$20.9K -732 -8%
RIM
1306
RW Investment Management
Idaho
$258K
BB
1307
Busey Bank
Illinois
$257K
MA
1308
MKT Advisors
California
$256K
MSF
1309
Mustard Seed Financial
Arkansas
$256K +$248K +8,695 New
DWM
1310
Ducere Wealth Management
California
$255K -$6.48K -227 -3%
CISOA
1311
Capital Investment Services of America
Wisconsin
$255K
IWMO
1312
Integrated Wealth Management (Ohio)
Ohio
$255K -$221K -7,748 -47%
SFG
1313
SageGuard Financial Group
Tennessee
$255K +$628 +22 +0.3%
RCP
1314
Roan Capital Partners
Tennessee
$255K +$657 +23 +0.3%
DPI
1315
Diversified Portfolios Inc
Michigan
$253K +$57 +2 +0%
BDPWM
1316
Barnes Dennig Private Wealth Management
Ohio
$252K +$41.3K +1,445 +20%
EWM
1317
Evercore Wealth Management
New York
$251K
MWM
1318
Mattern Wealth Management
Kansas
$250K
AF
1319
Amara Financial
California
$250K +$600 +21 +0.2%
CWA
1320
Centennial Wealth Advisory
Michigan
$250K
POIA
1321
Pin Oak Investment Advisors
Texas
$249K
PG
1322
Prostatis Group
Maryland
$249K +$9.45K +331 +4%
LB
1323
Legacy Bridge
Iowa
$248K
BIG
1324
Brookwood Investment Group
Arizona
$247K -$8.48K -297 -3%
RWC
1325
Rare Wolf Capital
Washington
$247K

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.