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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
CCG
1351
Cypress Capital Group
Florida
$228K +$221K +7,735 New
GSIS
1352
Global Strategic Investment Solutions
Arizona
$228K +$221K +7,730 New
CFS
1353
Cannon Financial Strategists
Georgia
$227K +$220K +7,717 New
MIC
1354
Meridian Investment Counsel
California
$226K +$220K +7,690 New
VAM
1355
Virtue Asset Management
Illinois
$226K -$7.14K -250 -3%
IWP
1356
IAG Wealth Partners
Wisconsin
$226K
SAP
1357
Strategic Advisory Partners
North Carolina
$222K
VA
1358
VestGen Advisors
Illinois
$222K -$21.6K -755 -9%
RAM
1359
Robinhood Asset Management
California
$221K +$215K +7,515 New
ACM
1360
Accent Capital Management
Ohio
$221K
SCA
1361
Sandy Cove Advisors
Massachusetts
$221K +$214K +7,500 New
OCM
1362
Osbon Capital Management
Massachusetts
$220K
AO
1363
Advisor OS
Illinois
$220K +$213K +7,474 New
JWM
1364
Jacksonville Wealth Management
Florida
$220K +$213K +7,473 New
AFWM
1365
AMJ Financial Wealth Management
Virginia
$220K
MLL
1366
Moody Lynn & Lieberson
Massachusetts
$219K +$213K +7,458 New
PAS
1367
PKS Advisory Services
New York
$219K +$213K +7,454 New
FAT
1368
First American Trust
California
$219K +$212K +7,440 New
BBA
1369
Braun-Bostich & Associates
Pennsylvania
$219K +$212K +7,427 New
SFC
1370
SYM Financial Corp
Indiana
$218K -$18.1K -633 -8%
CWP
1371
Clark Wealth Partners
Illinois
$218K
EIA
1372
Edgemoor Investment Advisors
Maryland
$218K +$211K +7,398 New
SRC
1373
Sage Rhino Capital
California
$217K +$210K +7,370 New
EWM
1374
Elevation Wealth Management
Minnesota
$216K -$40.9K -1,434 -16%
MSA
1375
McAlister Sweet & Associates
Texas
$216K +$210K +7,343 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.