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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
SWIM
1476
Smallwood Wealth Investment Management
New Jersey
$63.4K -$571 -20 -0.9%
GJIA
1477
Glass Jacobson Investment Advisors
Maryland
$63K +$114 +4 +0.2%
FP
1478
Financial Perspectives
Minnesota
$63K +$143 +5 +0.2%
SIM
1479
Synergy Investment Management
Florida
$62.4K +$29.9K +1,048 +94%
PWMG
1480
Prestige Wealth Management Group
New Jersey
$61.8K
TFGT
1481
TS Financial Group (TSFG)
Illinois
$60K
RFA
1482
Register Financial Advisors
Georgia
$58.5K +$56.8K +1,989 New
SIS
1483
Strategic Investment Solutions
Illinois
$57.6K -$11K -385 -16%
RBC
1484
Roble Belko & Company
Pennsylvania
$57K +$143 +5 +0.3%
DCM
1485
Davis Capital Management
Florida
$56.2K
ABWM
1486
Alpine Bank Wealth Management
Colorado
$55.7K +$54K +1,892 New
GWS
1487
Glassman Wealth Services
Virginia
$55.4K
CSB
1488
City State Bank
Iowa
$55.3K
LWM
1489
Lodestone Wealth Management
Washington
$55.1K
TCM
1490
Triumph Capital Management
Colorado
$52.6K -$7.05K -247 -12%
PP
1491
PFS Partners
New Jersey
$52.5K
HWM
1492
HighMark Wealth Management
Minnesota
$51.5K +$114 +4 +0.2%
CWP
1493
Concord Wealth Partners
Virginia
$49.5K +$48K +1,680 New
TFM
1494
TFC Financial Management
Massachusetts
$46K +$6.74K +236 +18%
PCA
1495
Providence Capital Advisors
North Carolina
$45.9K
MI
1496
Markowski Investments
Florida
$45.7K +$44.3K +1,553 New
MNA
1497
Manning & Napier Advisors
New York
$45.3K -$4.37K -153 -9%
MWM
1498
Mosley Wealth Management
California
$43.9K +$42.6K +1,493 New
TPW
1499
TOP Private Wealth
Connecticut
$42.1K +$40.9K +1,432 New
WPA
1500
West Paces Advisors
Georgia
$41.4K

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.