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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
CA
1626
Centennial Advisors
Texas
-$232K -9,055 Closed
PGF
1627
Plan Group Financial
Oklahoma
-$232K -9,031 Closed
SSA
1628
Sierra Summit Advisors
Nevada
-$230K -8,953 Closed
SFG
1629
Sovereign Financial Group
Connecticut
-$214K -8,328 Closed
LI
1630
LifeWealth Investments
Florida
-$203K -7,924 Closed
BCMIO
1631
Beacon Capital Management Inc (Ohio)
Ohio
-$118K -4,596 Closed
SIS
1632
Sound Income Strategies
Florida
-$114K -4,411 Closed
KFG
1633
Kingdom Financial Group
Arizona
-$79.9K -3,117 Closed
MWA
1634
Merkkuri Wealth Advisors
New York
-$69.6K -2,714 Closed
SWA
1635
SOA Wealth Advisors
New York
-$54.4K -2,123 Closed
TWM
1636
TopTier Wealth Management
Wisconsin
-$45.1K -1,758 Closed
EA
1637
Evergreen Advisors
Tennessee
-$45K -1,753 Closed
MWM
1638
Magnolia Wealth Management
Alabama
-$41.6K -1,623 Closed
AGA
1639
Arkos Global Advisors
Texas
-$37K -1,428 Closed
TFG
1640
Team Financial Group
California
-$25.6K -999 Closed
Q1WB
1641
Quest 10 Wealth Builders
Virginia
-$19.8K -773 Closed
CTB
1642
Country Trust Bank
Illinois
-$16.2K -633 Closed
DWP
1643
Destiny Wealth Partners
Florida
-$15.8K -617 Closed
LWMI
1644
Legacy Wealth Management (Idaho)
Idaho
-$14.8K -579 Closed
CWMS
1645
CFG Wealth Management Services
Indiana
-$12.7K -497 Closed
WSFG
1646
Wall Street Financial Group
Illinois
-$10.7K -418 Closed
QCG
1647
Quadrant Capital Group
Ohio
-$8.31K -324 Closed
NFSG
1648
Newbridge Financial Services Group
Florida
-$3.22K -126 Closed
MWC
1649
MBM Wealth Consultants
Missouri
-$3.03K -118 Closed
HIA
1650
HFM Investment Advisors
New Jersey
-$426 -17 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.