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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
MSFP
1551
Mark Sheptoff Financial Planning
Connecticut
$12.9K
MCA
1552
Maryland Capital Advisors
Maryland
$12.3K +$11.9K +418 New
CVM
1553
Cheviot Value Management
California
$11.9K +$6K +210 +109%
KFP
1554
Kerr Financial Planning
California
$11.8K +$29 +1 +0.3%
AG
1555
AmeriFlex Group
Nevada
$11.6K +$9.08K +318 +424%
RF
1556
Robinswood Financial
Washington
$11.4K
FF
1557
Frankly Finances
Florida
$10.6K +$10.3K +361 New
KG
1558
Kilter Group
New York
$10.3K -$514 -18 -5%
HBW
1559
Hazlett, Burt & Watson
West Virginia
$10K -$4.4K -154 -31%
ABC
1560
Anchor Bay Capital
California
$9.86K +$9.22K +323 New
AA
1561
Atmos Advisory
Pennsylvania
$8.71K
RG
1562
RHL Group
Michigan
$8.67K +$4.05K +142 +90%
DFC
1563
DB Fitzpatrick & Co
Idaho
$8.54K
OHWP
1564
Oak Harbor Wealth Partners
North Carolina
$8.45K -$433K -15,149 -98%
AIP
1565
Ameritas Investment Partners
Nebraska
$8.29K +$29 +1 +0.4%
RF
1566
Robbins Farley
New Hampshire
$8.15K -$6.45K -226 -45%
OAG
1567
Oakmont Advisory Group
New Mexico
$7.43K +$7.22K +253 New
HIA
1568
Highland Investment Advisors
Florida
$7.38K +$7.17K +251 New
NWMP
1569
Noble Wealth Management PBC
Colorado
$7.36K -$14.8K -517 -67%
MIM
1570
MTM Investment Management
South Carolina
$7.06K
GWS
1571
Greykasell Wealth Strategies
California
$6.62K
SC
1572
Solstein Capital
California
$6K
OAJ
1573
Ogorek Anthony Joseph
New York
$6K +$29 +1 +0.4%
LHEI
1574
Leo H. Evart Inc
California
$5.86K -$28.1K -985 -83%
GK
1575
Graney & King
New York
$4.74K

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.