Schwab US Large- Cap ETF
SCHX
1,546 hedge funds and large institutions have $28.2B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 656 increasing their positions, 540 reducing their positions, and 81 closing their positions.
148% more call options, than puts
Call options by funds: $1.55M | Put options by funds: $626K
23% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 81
21% more repeat investments, than reductions
Existing positions increased: 656 | Existing positions reduced: 540
1% less funds holding
Funds holding: 1,557 → 1,546 (-11)
1.72% less ownership
Funds ownership: 47.47% → 45.74% (-1.7%)
5% less funds holding in top 10
Funds holding in top 10: 207 → 196 (-11)
6% less capital invested
Capital invested by funds: $30.1B → $28.2B (-$1.91B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$280M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$223M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$103M |
| 4 |
Morgan Stanley
New York
|
+$69.7M |
| 5 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
+$63.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.5B |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$217M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$41.4M |
| 4 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
-$35.7M |
| 5 |
GG
Greenwood Gearhart
Fayetteville,
Arkansas
|
-$32.9M |
SCHX Hedge Fund Activity: Q1 2026 in Review
1,546 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2026, worth a combined $28.2B — down 6.4% from $30.1B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new SCHX positions and 81 closed out — a net gain of 19 holders — while 656 added to existing stakes and 540 trimmed.
The largest buyer was Betterment LLC, adding an estimated $280M. The largest seller was US Bancorp, cutting an estimated $1.5B.
- 1,546 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2026, down from 1,557 in Q4 2025.
- Funds reported $28.2B of Schwab US Large- Cap ETF stock for Q1 2026, down 6.4% quarter-over-quarter.
- 100 funds opened new Schwab US Large- Cap ETF positions in Q1 2026 and 81 closed out, a net change of +19 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2026 was Betterment LLC, an estimated $280M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2026 was US Bancorp, an estimated $1.5B sold.
Based on aggregated 13F filings for Q1 2026.