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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
MSWM
1501
Mowery & Schoenfeld Wealth Management
Illinois
$39.4K +$38.2K +1,338 New
PGAM
1502
Princeton Global Asset Management
New Jersey
$38.9K +$86 +3 +0.2%
HFG
1503
Harborfront Financial Group
Michigan
$38.8K +$37.6K +1,318 New
BC
1504
Bulwark Capital
Florida
$38.4K
BWA
1505
Basecamp Wealth Advisors
Washington
$37.9K
T
1506
Tidemark
California
$37.5K
OCM
1507
Orion Capital Management
California
$35.7K
TWD
1508
True Wealth Design
Ohio
$34.5K
SWP
1509
SIMA Wealth Partners
Virginia
$34.1K +$685 +24 +2%
DAM
1510
Delta Asset Management
Tennessee
$33.1K
CW
1511
CrossGen Wealth
North Carolina
$32.7K +$31.7K +1,110 New
TWC
1512
TD Waterhouse Canada
Ontario, Canada
$32.6K +$6K +210 +23%
DPW
1513
DiNuzzo Private Wealth
Pennsylvania
$32.2K
AIC
1514
Archer Investment Corporation
Indiana
$31K +$86 +3 +0.3%
AEPWM
1515
Atlantic Edge Private Wealth Management
Florida
$30.9K
BWS
1516
Buck Wealth Strategies
Colorado
$30.6K +$29.7K +1,039 New
PMIM
1517
Prudent Man Investment Management
Colorado
$30.3K
NRC
1518
New Republic Capital
North Carolina
$28.8K
TFA
1519
Toth Financial Advisory
Virginia
$26.5K
FDCDDQ
1520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K
HPIA
1521
Hamilton Point Investment Advisors
North Carolina
$26.3K
TCOV
1522
Trust Company of Vermont
Vermont
$26.3K +$25.5K +894 New
MIM
1523
Marshall Investment Management
Colorado
$26.1K
SRCM
1524
Signature Resources Capital Management
California
$26.1K -$12.9K -451 -34%
PWMG
1525
Private Wealth Management Group
New Jersey
$26.1K

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.