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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
CBT
1426
Crews Bank & Trust
Florida
$168K
NG
1427
NWK Group
California
$165K -$18.6K -650 -10%
HWA
1428
Heritage Wealth Advisors
Virginia
$151K
CFSG
1429
Community Financial Services Group
Vermont
$151K +$147K +5,136 New
TWIM
1430
TIAA Wealth Investment Management
New York
$150K +$95.1K +3,331 +185%
SWM
1431
SHP Wealth Management
Massachusetts
$148K -$21.4K -749 -13%
GCM
1432
Gables Capital Management
Florida
$148K
GC
1433
Granville Capital
North Carolina
$146K -$38.5K -1,350 -21%
OW
1434
Olistico Wealth
Oklahoma
$144K
HNW
1435
High Note Wealth
Minnesota
$144K +$44.7K +1,565 +47%
JWM
1436
JPL Wealth Management
Colorado
$136K
CB
1437
Community Bank
New York
$133K
GKIM
1438
GW&K Investment Management
Massachusetts
$132K +$70.6K +2,473 +122%
MP
1439
McDonald Partners
Ohio
$132K +$128K +4,475 New
AWM
1440
Activest Wealth Management
Florida
$128K
FCAS
1441
First Command Advisory Services
Texas
$128K -$13.6K -477 -10%
HHGA
1442
Halbert Hargrove Global Advisors
California
$127K
NB
1443
NBT Bank
New York
$122K -$417K -14,605 -78%
NSIM
1444
North Star Investment Management
Illinois
$119K +$286 +10 +0.2%
PWMA
1445
Pension & Wealth Management Advisors
Massachusetts
$115K +$314 +11 +0.3%
BC
1446
Burnham & Co
Michigan
$114K +$111K +3,889 New
MCA
1447
McGuire Capital Advisors
Oklahoma
$112K +$143 +5 +0.1%
KFAS
1448
Keating Financial Advisory Services
Kansas
$106K
ACA
1449
American Capital Advisory
Idaho
$104K +$22.1K +775 +28%
RMP
1450
Richards, Merrill & Peterson
Washington
$103K

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.