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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
AWM
176
Abound Wealth Management
Tennessee
$23.8M +$251K +8,803 +1%
MWA
177
MFA Wealth Advisors
Pennsylvania
$23.7M +$974K +34,117 +4%
USWIA
178
UP Strategic Wealth Investment Advisors
Pennsylvania
$23.6M +$426K +14,907 +2%
MWM
179
Mission Wealth Management
California
$23.4M +$12.8M +447,727 +129%
KHC
180
Koesten Hirschmann & Crabtree
Kansas
$23.4M -$320K -11,200 -1%
Renaissance Technologies
181
Renaissance Technologies
New York
$23.2M +$20M +701,900 +823%
BDF
182
Black Diamond Financial
Maryland
$23.1M -$108K -3,780 -0.5%
IRC
183
Investors Research Corp
Georgia
$23M +$939K +32,896 +4%
ACM
184
Alpha Capital Management
Texas
$22.9M -$355K -12,442 -2%
HCM
185
Hengehold Capital Management
Ohio
$22.9M -$40.4K -1,415 -0.2%
BBPWM
186
Blue Bell Private Wealth Management
Pennsylvania
$22.8M -$1.16M -40,702 -5%
GIA
187
Gladstone Institutional Advisory
Florida
$22.8M -$148K -5,189 -0.7%
FLFS
188
Family Legacy Financial Solutions
North Carolina
$22.4M +$978K +34,249 +5%
Truist Financial
189
Truist Financial
North Carolina
$22.4M +$14.1K +494 +0.1%
IA
190
IFP Advisors
Florida
$22.3M +$1.24M +43,581 +6%
TIM
191
Tortoise Investment Management
New York
$21.7M -$235K -8,238 -1%
MA
192
MCF Advisors
Kentucky
$21.6M -$69.6K -2,436 -0.3%
SSWM
193
Sheets Smith Wealth Management
North Carolina
$21.3M +$2.26K +79 +0%
CCM
194
Coldstream Capital Management
Washington
$21.3M +$14K +492 +0.1%
SCP
195
Stevens Capital Partners
Nebraska
$21M +$1.35M +47,349 +7%
MI
196
Moneywise Inc
Virginia
$21M +$86.4K +3,027 +0.4%
MFG
197
Merit Financial Group
Georgia
$20.8M -$1.26M -43,950 -6%
CP
198
Cornerstone Planning
North Carolina
$20.2M -$177K -6,215 -0.9%
BWM
199
BCS Wealth Management
Tennessee
$20M +$18.8K +658 +0.1%
MML Investors Services
200
MML Investors Services
Massachusetts
$19.9M +$6.05M +211,933 +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.