We are live on ! Find out more
SCHX icon

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
AIM
151
Athena Investment Management
California
$28.8M -$9.34M -326,956 -25%
DWM
152
Destination Wealth Management
California
$28.7M -$1.94M -67,996 -7%
CCA
153
Clearwater Capital Advisors
Illinois
$28.6M +$380K +13,302 +1%
SIC
154
Salem Investment Counselors
North Carolina
$28.2M +$498K +17,423 +2%
SFMG
155
Sage Financial Management Group
Virginia
$28M -$63.5K -2,224 -0.2%
EL
156
Essex LLC
Illinois
$27.9M +$220K +7,717 +0.8%
GFM
157
GEN Financial Management
Minnesota
$27.6M +$150K +5,239 +0.6%
SF
158
Summit Financial
New Jersey
$27.5M +$4.76M +166,546 +22%
AF
159
Allworth Financial
California
$27.2M -$218K -7,635 -0.8%
MF
160
Manchester Financial
California
$26.6M -$1.52M -53,321 -6%
LFS
161
Lutz Financial Services
Nebraska
$26.6M +$324K +11,354 +1%
SVWAG
162
Sound View Wealth Advisors Group
Georgia
$26.5M -$511K -17,901 -2%
AAS
163
Asset Allocation Strategies
Michigan
$26.2M +$330K +11,551 +1%
LBC
164
Lowe Brockenbrough & Co
Virginia
$25.9M -$1.3M -45,409 -5%
AZ
165
Alpha Zero
Florida
$25.9M +$2.39M +83,701 +11%
VFIC
166
Valley Forge Investment Consultants
Pennsylvania
$25.9M +$314K +11,009 +1%
BIA
167
Bell Investment Advisors
California
$25.5M -$987K -34,558 -4%
AA
168
Ancora Advisors
Ohio
$24.8M -$1.23M -43,217 -5%
BCI
169
Brinker Capital Investments
Pennsylvania
$24.6M -$393K -13,758 -2%
WA
170
WBH Advisory
Maryland
$24.6M +$559K +19,593 +2%
SFC
171
Sprinkle Financial Consultants
Colorado
$24.3M -$141K -4,928 -0.6%
CCM
172
Canal Capital Management
Virginia
$24.3M +$301K +10,542 +1%
CFIA
173
Cantor Fitzgerald Investment Advisors
New York
$24.1M -$439K -15,391 -2%
WCFP
174
White & Co Financial Planning
Washington
$24M +$208K +7,293 +0.9%
SFG
175
SNS Financial Group
Minnesota
$23.9M +$7.31M +255,945 +46%

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.