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
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$19.8M -$384K -13,431 -2%
SA
202
Sanctuary Advisors
Indiana
$19.6M -$1.71M -59,718 -8%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$19.6M -$495K -17,331 -3%
LAM
204
L2 Asset Management
Massachusetts
$19.4M -$18.7M -653,948 -50%
WCM
205
Winthrop Capital Management
Indiana
$19.4M -$24.4K -856 -0.1%
RCIM
206
Red Cedar Investment Management
Michigan
$19.3M
LIM
207
Leavell Investment Management
Alabama
$19.3M -$197K -6,913 -1%
EH
208
Equitable Holdings
New York
$18.8M +$4.8M +168,236 +36%
TFA
209
Transamerica Financial Advisors
Florida
$18.7M -$2.76M -96,494 -13%
RWA
210
Redhawk Wealth Advisors
Minnesota
$18.6M +$2.05M +71,796 +13%
JCM
211
Jacobi Capital Management
Pennsylvania
$18.6M -$790K -27,660 -4%
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$18.5M +$18M +629,517 New
Northern Trust
213
Northern Trust
Illinois
$18.3M +$43.9K +1,539 +0.2%
TI
214
Truepoint Inc
Ohio
$18.3M -$6.42M -224,929 -27%
FFN
215
Focus Financial Network
Minnesota
$18M -$64.8K -2,270 -0.4%
SWP
216
Sagespring Wealth Partners
Tennessee
$17.9M +$17.4M +609,653 New
TLP
217
Trinity Legacy Partners
Texas
$17.8M -$492K -17,223 -3%
WMWM
218
Wilkins Miller Wealth Management
Alabama
$17.4M -$54.8K -1,920 -0.3%
AIP
219
Almanack Investment Partners
Pennsylvania
$17.1M -$7.86M -275,317 -32%
LFG
220
Leverty Financial Group
Wisconsin
$17M +$401K +14,038 +2%
BCP
221
Blackhawk Capital Partners
Wisconsin
$16.9M +$15.2M +531,764 +1,223%
MWM
222
MinichMacGregor Wealth Management
New York
$16.9M +$132K +4,633 +0.8%
PGFC
223
Peapack-Gladstone Financial Corp
New Jersey
$16.4M +$169K +5,906 +1%
DF
224
Downshift Financial
Colorado
$16.3M -$3M -104,961 -16%
AFP
225
Arnold Financial Planning
Iowa
$16.3M +$716K +25,065 +5%

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.