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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
EW
1601
Evoke Wealth
California
-$1.77M -68,839 Closed
VIA
1602
Victrix Investment Advisors
Florida
-$1.76M -68,628 Closed
SI
1603
Seeds Investor
New York
-$1.33M -48,590 Closed
GSEP
1604
Golden State Equity Partners
California
-$1.15M -44,678 Closed
GC
1605
GatePass Capital
Ohio
-$969K -37,778 Closed
QPWM
1606
Quadrant Private Wealth Management
Pennsylvania
-$835K -32,579 Closed
4WM
1607
49 Wealth Management
Texas
-$787K -30,712 Closed
XT
1608
XTX Topco
Cayman Islands
-$717K -27,977 Closed
LW
1609
Linscomb Wealth
Texas
-$675K -26,323 Closed
BOSSRA
1610
B.O.S.S. Retirement Advisors
Utah
-$593K -23,132 Closed
FSA
1611
Fort Sheridan Advisors
Illinois
-$569K -22,200 Closed
HBS
1612
Howard Bailey Securities
Indiana
-$433K -16,871 Closed
Susquehanna International Group
1613
Susquehanna International Group
Pennsylvania
-$471K -16,478 Closed
GLR
1614
Great Lakes Retirement
Ohio
-$369K -14,406 Closed
CG
1615
CFO4Life Group
Texas
-$357K -13,931 Closed
SL
1616
Summitry LLC
California
-$354K -13,806 Closed
RL
1617
Retireful LLC
Michigan
-$327K -12,760 Closed
Invesco
1618
Invesco
Georgia
-$310K -12,093 Closed
GS
1619
GTS Securities
Florida
-$292K -11,380 Closed
SF
1620
Symphony Financial
Texas
-$285K -11,102 Closed
PIAS
1621
PCA Investment Advisory Services
Ohio
-$282K -10,995 Closed
ACM
1622
Argent Capital Management
Missouri
-$255K -9,935 Closed
SW
1623
SMART Wealth
Nebraska
-$249K -9,723 Closed
PWC
1624
Pathfinder Wealth Consulting
North Carolina
-$243K -9,459 Closed
PWMAG
1625
Pinnacle Wealth Management Advisory Group
New Jersey
-$238K -9,278 Closed

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.