We are live on ! Find out more
SCHX icon

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
GWP
1401
Gateway Wealth Partners
Wisconsin
$205K -$76.6K -2,683 -28%
GPW
1402
Gray Private Wealth
Massachusetts
$204K +$198K +6,941 New
CWWM
1403
Clear Wave Wealth Management
New Jersey
$203K +$197K +6,910 New
WMN
1404
Wealth Management Nebraska
Nebraska
$203K -$242K -8,483 -55%
GWM
1405
Gilpin Wealth Management
Colorado
$203K +$197K +6,889 New
NA
1406
Note Advisors
New York
$203K +$197K +6,887 New
PMG
1407
Private Management Group
California
$203K +$197K +6,882 New
YWM
1408
Yukon Wealth Management
Kansas
$202K -$39.9K -1,398 -17%
RPA
1409
Rock Point Advisors
Vermont
$202K +$196K +6,872 New
VCP
1410
Verus Capital Partners
Arizona
$201K -$36.7K -1,286 -16%
CCT
1411
Capital City Trust
Florida
$201K -$49.6K -1,738 -20%
CIM
1412
Contravisory Investment Management
Massachusetts
$201K -$26.7K -935 -12%
ATC
1413
Argent Trust Co
Tennessee
$200K +$194K +6,810 New
SGFG
1414
Silver Grove Financial Group
New York
$193K +$25.7K +899 +16%
JFG
1415
JDM Financial Group
Texas
$192K -$34.9K -1,223 -16%
DF
1416
Dunhill Financial
United Kingdom
$192K +$25.7K +901 +16%
AT
1417
Arlington Trust
Alabama
$191K
RWM
1418
RMG Wealth Management
Wisconsin
$182K +$96.2K +3,369 +142%
IAIM
1419
International Assets Investment Management
Florida
$179K -$1.31K -46 -0.7%
TCOT
1420
Trust Company of Toledo
Ohio
$179K
IFWM
1421
Institute for Wealth Management
Colorado
$179K +$173K +6,068 New
CMP
1422
Coston McIsaac & Partners
Maine
$174K
TC
1423
Trust Company
Kansas
$172K +$657 +23 +0.4%
CPA
1424
Cardiff Park Advisors
California
$170K +$50.2K +1,757 +44%
OA
1425
Operose Advisors
Wisconsin
$169K

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.