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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
RP
1451
Rice Partnership
Hawaii
$102K
HPC
1452
HM Payson & Co
Maine
$97.5K
CPG
1453
Cornerstone Planning Group
New Jersey
$97.3K +$5.08K +178 +6%
GI
1454
GAMMA Investing
California
$92.5K +$47.5K +1,663 +112%
KCM
1455
Key Capital Management
Tennessee
$91.5K +$28.2K +989 +47%
SWAG
1456
Spectrum Wealth Advisory Group
California
$90.3K +$87.6K +3,068 New
CFS
1457
CGC Financial Services
Oregon
$88.3K
SIC
1458
SJS Investment Consulting
Ohio
$86.4K -$171 -6 -0.2%
TF
1459
Tompkins Financial
New York
$86.4K +$77.1K +2,699 +1,139%
TAP
1460
Tounjian Advisory Partners
Florida
$83K +$80.6K +2,821 New
CJ
1461
Caitlin John
Michigan
$80.6K
AW
1462
Avion Wealth
Texas
$80K -$29 -1 -0%
CNBTD
1463
Citizens National Bank Trust Department
Mississippi
$79.1K
EP
1464
Essential Partners
California
$78.6K +$29 +1 +0%
VCM
1465
Versant Capital Management
Arizona
$76.3K +$37.5K +1,313 +103%
APW
1466
Atlantic Private Wealth
North Carolina
$75.8K
FGC
1467
Financial Gravity Companies
Texas
$75.3K +$73K +2,557 New
HIA
1468
Harbor Investment Advisory
Maryland
$75.1K
BF
1469
BOK Financial
Oklahoma
$74.9K +$22.3K +780 +44%
GF
1470
GGM Financials
Ohio
$74.1K +$71.9K +2,518 New
FFA
1471
Frazier Financial Advisors
Ohio
$71.5K +$171 +6 +0.2%
TWM
1472
Topsail Wealth Management
North Carolina
$71K +$50.9K +1,784 +283%
HI
1473
Hoey Investments
Pennsylvania
$70.3K -$1.28K -45 -2%
BL
1474
Balentine LLC
Georgia
$69.1K
KFI
1475
Key Financial Inc
Pennsylvania
$69.1K +$38.7K +1,356 +137%

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.