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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
BDFN
1326
Bond & Devick Financial Network
Minnesota
$247K
CWS
1327
Cypress Wealth Services
California
$247K +$114 +4 +0%
GSC
1328
G&S Capital
Colorado
$246K +$239K +8,359 New
WA
1329
WP Advisors
California
$245K +$2.37K +83 +1%
TLFA
1330
True Link Financial Advisors
California
$244K +$96.3K +3,373 +69%
PP
1331
PDS Planning
Ohio
$242K +$38.3K +1,342 +19%
MCA
1332
MSH Capital Advisors
Arizona
$240K +$371 +13 +0.2%
OMIC
1333
Old Mission Investment Co
Michigan
$239K +$232K +8,129 New
BCMLT
1334
Beacon Capital Management LLC (Tennessee)
Tennessee
$238K -$194K -6,790 -46%
WCM
1335
Wealthcare Capital Management
Virginia
$238K -$1.08M -37,651 -82%
TPWA
1336
TRUE Private Wealth Advisors
Oregon
$237K -$127K -4,463 -36%
BSSFA
1337
Baron Silver Stevens Financial Advisors
Florida
$236K
SCM
1338
Sunbeam Capital Management
Georgia
$236K +$600 +21 +0.3%
DOA
1339
D'Orazio & Associates
Virginia
$235K +$57 +2 +0%
QWM
1340
Quadcap Wealth Management
Texas
$233K
WA
1341
Win Advisors
Florida
$232K +$225K +7,883 New
BWL
1342
Beacon Wealthcare LLC
North Carolina
$232K
SMCM
1343
Sky-Mountain Capital Management
Idaho
$231K
GW
1344
Griffith & Werner
Georgia
$230K +$223K +7,814 New
LSC
1345
Lesa Sroufe & Co
Washington
$230K +$224K +7,831 New
LC
1346
Lawood & Co
Pennsylvania
$230K +$223K +7,800 New
NAMNJ
1347
NorthStar Asset Management (New Jersey)
New Jersey
$230K -$1.77K -62 -0.8%
CD
1348
Chapin Davis
Maryland
$229K +$222K +7,783 New
PFG
1349
Pinnacle Financial Group
Illinois
$228K +$221K +7,740 New
CC
1350
Cornerstone Capital
California
$228K +$221K +7,737 New

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.