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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
US Bancorp
1
US Bancorp
Minnesota
$5.07B +$775M +27,154,202 +19%
Creative Planning
2
Creative Planning
Kansas
$2.4B -$21.6M -756,223 -0.9%
MGIA
3
Moneta Group Investment Advisors
Missouri
$1.14B +$38M +1,329,784 +4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.11B +$85.9M +3,009,782 +9%
HSA
5
HBK Sorce Advisory
Pennsylvania
$1.07B +$9.45M +330,807 +0.9%
SEI Investments
6
SEI Investments
Pennsylvania
$951M -$6.55M -229,420 -0.7%
Betterment LLC
7
Betterment LLC
New York
$843M +$797K +27,913 +0.1%
SFG
8
Sage Financial Group
Pennsylvania
$677M -$3.04M -106,449 -0.5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$599M +$5.13M +179,594 +0.9%
DE
10
Diversified Enterprises
Delaware
$554M +$18M +631,296 +3%
Cerity Partners
11
Cerity Partners
New York
$545M -$19.4M -680,811 -4%
HighTower Advisors
12
HighTower Advisors
Illinois
$411M -$1.59M -55,707 -0.4%
KOC
13
Koss-Olinger Consulting
Florida
$377M +$66.2M +2,317,613 +22%
JT
14
Jupiter Topco
New York
$376M +$365M +12,782,146 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$334M +$6.33M +221,501 +2%
ML
16
McAdam LLC
Pennsylvania
$321M +$21.6M +755,759 +7%
Bank of America
17
Bank of America
North Carolina
$307M +$10.1M +353,022 +4%
Mariner
18
Mariner
Kansas
$304M -$1.94M -68,053 -0.7%
NB
19
Norinchukin Bank
Japan
$300M
UBS Group
20
UBS Group
Switzerland
$294M +$12.3M +430,175 +5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$285M -$7.32M -256,234 -3%
Morgan Stanley
22
Morgan Stanley
New York
$260M +$6.88M +241,000 +3%
PCIA
23
Prime Capital Investment Advisors
Kansas
$256M -$5.59M -195,746 -2%
LPL Financial
24
LPL Financial
California
$252M +$29.2M +1,024,193 +14%
FEG
25
Fund Evaluation Group
Ohio
$247M -$24.8M -869,003 -9%

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.