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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
VWA
1526
Valued Wealth Advisors
Utah
$25.3K -$24.2K -846 -50%
AF
1527
Align Financial
Minnesota
$25K -$4.46K -156 -16%
PIS
1528
POM Investment Strategies
North Carolina
$23.8K
HPWM
1529
High Point Wealth Management
New Jersey
$23.2K +$57 +2 +0.3%
CI
1530
Cordant Inc
Oregon
$22.9K +$22.2K +779 New
Allspring Global Investments
1531
Allspring Global Investments
North Carolina
$20.9K +$20.3K +712 New
APW
1532
Allied Private Wealth
Florida
$20.5K +$20K +699 New
PAG
1533
Paladin Advisory Group
Iowa
$20.2K
AA
1534
Addison Advisors
Vermont
$19.2K +$18.6K +651 New
GEA
1535
Glen Eagle Advisors
New Jersey
$18.2K -$5.68K -199 -24%
HCM
1536
Horrell Capital Management
Arkansas
$17.8K
PF
1537
PlanVest Financial
Maryland
$17.7K +$86 +3 +0.5%
AWM
1538
Aberdeen Wealth Management
Illinois
$17.7K
PB
1539
Prosperity Bancshares
Texas
$17.1K
KA
1540
Kozak & Associates
Colorado
$17.1K +$29 +1 +0.2%
CCMW
1541
Cypress Capital Management (Wyoming)
Wyoming
$17K
WA
1542
Whipplewood Advisors
Colorado
$16.2K -$183K -6,426 -92%
MPW
1543
MASECO Private Wealth
$15.1K
AWA
1544
Acumen Wealth Advisors
Tennessee
$14.3K -$27.8K -972 -67%
WIM
1545
Westside Investment Management
California
$14.1K
CSC
1546
Caldwell Sutter Capital
California
$13.6K +$29 +1 +0.2%
CSPIA
1547
Cary Street Partners Investment Advisory
Virginia
$13K -$4.34K -152 -26%
MM
1548
Main Management
California
$13K
GCM
1549
Gunpowder Capital Management
Maryland
$13K
PFA
1550
Pillar Financial Advisors
Kentucky
$13K

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.