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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
BAM
126
Belpointe Asset Management
Nevada
$38.6M -$907K -31,769 -2%
AA
127
Ashford Advisors
New York
$38.2M -$851K -29,807 -2%
MCM
128
MAI Capital Management
Ohio
$37.5M +$1.46M +51,177 +4%
GG
129
Gleason Group
Kentucky
$37.2M +$218K +7,620 +0.6%
BA
130
Ballast Advisors
Minnesota
$37.1M -$2.16M -75,535 -6%
UBS AM
131
UBS AM
Illinois
$36.9M -$18.5M -647,723 -34%
FCA
132
Fortis Capital Advisors
Kansas
$36.6M -$960K -33,607 -3%
HWM
133
HRC Wealth Management
Idaho
$36.6M -$375K -13,139 -1%
FIA
134
FPC Investment Advisory
California
$36.5M +$863K +30,211 +2%
PRS
135
Pinkerton Retirement Specialists
Idaho
$36.4M +$420K +14,724 +1%
Stifel Financial
136
Stifel Financial
Missouri
$35.9M +$114K +4,000 +0.3%
CWG
137
Cornerstone Wealth Group
North Carolina
$35.3M -$689K -24,142 -2%
PAG
138
Powers Advisory Group
Illinois
$35.3M -$163K -5,700 -0.5%
CKAIS
139
Christensen King & Associates Investment Services
Washington
$33.6M -$195K -6,823 -0.6%
SP
140
Sherman Porfolios
Idaho
$33.6M -$1.61M -56,267 -4%
OIA
141
OneDigital Investment Advisors
Kansas
$33.5M +$353K +12,366 +1%
GA
142
Gordian Advisors
Arizona
$32.3M -$133K -4,658 -0.4%
EFG
143
Embree Financial Group
Illinois
$31.7M -$5.29M -185,361 -15%
PWM
144
Provident Wealth Management
Tennessee
$31.4M -$380K -13,318 -1%
EWM
145
Empirical Wealth Management
Washington
$31M +$24.1K +843 +0.1%
CAG
146
Csenge Advisory Group
Florida
$30.6M -$2.51M -87,860 -8%
EFG
147
Ethos Financial Group
Pennsylvania
$30.1M -$5.59M -195,811 -16%
KLI
148
Kelman-Lazarov Inc
Tennessee
$30.1M -$262K -9,164 -0.9%
SJIM
149
St. Johns Investment Management
Florida
$29.5M -$615K -21,547 -2%
MIA
150
Milestone Investment Advisors
Wisconsin
$29.5M -$205K -7,168 -0.7%

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.