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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
LFA
1376
Legacy Financial Advisors
Kentucky
$216K +$209K +7,326 New
AFG
1377
Allegheny Financial Group
Pennsylvania
$216K +$209K +7,324 New
VCM
1378
Verde Capital Management
Michigan
$214K +$208K +7,286 New
BBA
1379
BLB&B Advisors
Pennsylvania
$214K +$208K +7,284 New
OPWM
1380
Oxinas Partners Wealth Management
Indiana
$214K +$208K +7,277 New
HW
1381
HORAN Wealth
Ohio
$214K +$208K +7,267 New
CWMS
1382
Cannon Wealth Management Services
North Carolina
$213K +$207K +7,248 New
BB
1383
Berkshire Bank
Massachusetts
$213K +$207K +7,245 New
VF
1384
Vawter Financial
Ohio
$213K +$206K +7,225 New
CIA
1385
Choate Investment Advisors
Massachusetts
$212K +$206K +7,207 New
CCM
1386
Carmel Capital Management
California
$212K +$206K +7,200 New
AWA
1387
Alaska Wealth Advisors
Alaska
$211K +$205K +7,182 New
SGK
1388
Steigerwald Gordon & Koch
Virginia
$211K
M
1389
MOTCO
Texas
$211K -$182K -6,366 -47%
JC
1390
JB Capital
Connecticut
$210K +$204K +7,140 New
PWP
1391
Private Wealth Partners
California
$209K +$203K +7,102 New
FCU
1392
Financial Concepts Unlimited
Maine
$209K +$203K +7,097 New
VPW
1393
Variant Private Wealth
Virginia
$208K +$202K +7,076 New
FIM
1394
FWL Investment Management
Texas
$207K
CWMK
1395
Caliber Wealth Management (Kansas)
Kansas
$207K +$201K +7,045 New
CNWM
1396
Clay Northam Wealth Management
California
$206K +$200K +7,000 New
IPS
1397
Investors Portfolio Services
Washington
$206K +$1.49K +52 +0.7%
WIP
1398
WealthCare Investment Partners
Rhode Island
$205K +$199K +6,975 New
RWS
1399
Rochester Wealth Strategies
Michigan
$205K +$199K +6,972 New
LNWTC
1400
Laird Norton Wetherby Trust Company
Washington
$205K +$199K +6,970 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.