Schwab US Large-Cap ETFSCHXETF
13F holders, Q2 2026 (June 30)1,607holders +62
122new positions
52sold out
3famous investors
$29.40avg. 13F price*
At the end of Q2 2026, 1,607 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 62 from Q1 2026. 122 opened new positions and 52 sold out. The largest holders were US Bancorp \de ($5.1B), Creative Planning ($2.4B) and Moneta Group Investment Advisors LLC ($1.1B). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Large-Cap ETF
- CUSIP
- 808524201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $164.0M |
| Exits | 52 | $51.8M |
All 13F filers, Q1 2026 → Q2 2026: 64,551,418 shares bought and 17,804,637 shares sold, net +46,746,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,607 holders
| US Bancorp \de | 5.53% | Add +18.7% | 172,215,422 | $5.1B |
| Creative Planning | 1.40% | Reduce -0.9% | 81,513,814 | $2.4B |
| Moneta Group Investment Advisors LLC | 8.43% | Add +3.6% | 38,698,661 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.59% | Add +8.7% | 37,819,350 | $1.1B |
| HBK Sorce Advisory LLC | 20.85% | Add +0.9% | 35,214,246 | $1.1B |
| Sei Investments Co. | 0.84% | Reduce -0.7% | 32,299,151 | $950.6M |
| Betterment LLC | 1.42% | Add +0.1% | 28,627,429 | $842.5M |
| Sage Financial Group Inc. | 37.50% | Reduce -0.5% | 23,002,052 | $677.0M |
| Captrust Financial Advisors | 0.92% | Add +0.9% | 20,363,006 | $599.3M |
| Diversified Enterprises, LLC | 26.79% | Add +3.5% | 18,816,940 | $553.8M |
| Cerity Partners LLC | 0.66% | Reduce -3.5% | 18,504,081 | $544.6M |
| HighTower Advisors, LLC | 0.39% | Reduce -0.4% | 13,950,292 | $410.6M |
| Koss-Olinger Consulting, LLC | 29.03% | Add +22.1% | 12,808,366 | $377.0M |
| Jupiter Topco LLC | 0.15% | — | 12,782,146 | $376.2M |
| Wealth Enhancement Advisory Services, LLC | 0.56% | Add +2.0% | 11,231,423 | $334.0M |
| McAdam, LLC | 12.42% | Add +7.4% | 10,922,591 | $321.5M |
| Bank of America Corp. | 0.02% | Add +3.5% | 10,429,473 | $306.9M |
| Mariner, LLC | 0.32% | Reduce -0.7% | 10,313,474 | $303.5M |
| Norinchukin Bank, The | 2.92% | No change | 10,180,000 | $299.6M |
| UBS Group AG | 0.05% | Add +4.5% | 9,978,048 | $293.7M |
| Mercer Global Advisors Inc. | 0.35% | Reduce -2.6% | 9,672,309 | $284.7M |
| Morgan Stanley | 0.01% | Add +2.8% | 8,847,214 | $260.4M |
| Prime Capital Investment Advisors, LLC | 2.49% | Reduce -2.2% | 8,704,919 | $256.2M |
| LPL Financial LLC | 0.06% | Add +13.6% | 8,562,609 | $252.0M |
| Fund Evaluation Group, LLC | 6.68% | Reduce -9.4% | 8,405,541 | $247.4M |
| JMG Financial Group, Ltd. | 5.93% | Add +0.0% | 8,334,300 | $245.3M |
| Kohmann Bosshard Financial Services, LLC | 19.74% | Add +4.2% | 7,904,940 | $232.6M |
| Beacon Pointe Advisors, LLC | 1.07% | Add +0.6% | 7,813,084 | $229.9M |
| Vantagepoint Investment Advisers LLC | 1.61% | Reduce -1.7% | 7,333,245 | $215.8M |
| Assetmark, Inc. | 0.34% | Add +1.7% | 6,626,112 | $195.0M |
| Corient Private Wealth LP | 0.25% | Reduce -10.4% | 6,026,096 | $177.3M |
| Farther Finance Advisors, LLC | 1.37% | Add +20.6% | 5,939,378 | $174.8M |
| Johnson Investment Counsel Inc. | 1.18% | Add +7.0% | 5,492,353 | $161.6M |
| Apriem Advisors | 13.81% | Reduce -3.8% | 5,419,045 | $159.5M |
| Northwest Quadrant Wealth Management, LLC | 29.24% | Add +1.4% | 5,365,862 | $157.9M |
| Financial Consulate, Inc. | 17.25% | Add +1.4% | 5,266,972 | $155.0M |
| BlueSky Wealth Advisors, LLC | 16.55% | Reduce -0.7% | 4,853,947 | $142.9M |
| Savant Capital, LLC | 0.41% | Add +102.1% | 5,054,516 | $139.4M |
| Orgel Wealth Management, LLC | 2.60% | Reduce -0.7% | 4,658,623 | $137.1M |
| AQR Capital Management | 0.05% | Add +13.3% | 4,515,858 | $132.9M |
| Jones Financial Companies LLLP | 0.05% | Add +34.8% | 4,524,404 | $130.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.9% | 4,324,345 | $127.3M |
| Charles Schwab Trust Co | 6.96% | Add +1.9% | 4,238,294 | $124.7M |
| BlackRock, Inc. | 0.00% | Add +32.4% | 4,231,409 | $124.5M |
| Evermay Wealth Management LLC | 12.53% | Reduce -5.3% | 4,135,021 | $121.7M |
| Steele Capital Management, Inc. | 4.46% | Add +0.7% | 4,110,047 | $121.1M |
| FSA Investment Group, LLC | 38.79% | Add +6.8% | 4,058,096 | $119.4M |
| Integrated Wealth Concepts LLC | 0.76% | Add +13.8% | 3,967,273 | $116.8M |
| Greenwood Gearhart LLC | 5.08% | Add +5.3% | 3,709,621 | $109.2M |
| Cornerstone Advisors Asset Management, LLC | 14.22% | Add +23.4% | 3,695,022 | $108.7M |
| Meridian Wealth Partners, LLC | 12.71% | Add +1.9% | 3,567,346 | $105.0M |
| Osaic Holdings, Inc. | 0.12% | Add +5.6% | 3,508,251 | $103.2M |
| JPMorgan Chase & Co. | 0.01% | Add +19.6% | 3,438,152 | $100.4M |
| Sims Investment Management, LLC | 30.48% | Add +1.3% | 3,349,904 | $98.6M |
| Focus Partners Wealth | 0.10% | Add +3.9% | 3,325,591 | $97.9M |
| Choreo, LLC | 1.07% | Reduce -1.1% | 3,302,982 | $97.2M |
| HB Wealth Management, LLC | 0.52% | Add +2.6% | 3,146,255 | $92.6M |
| EP Wealth Advisors, LLC | 0.35% | Reduce -1.3% | 3,142,065 | $92.5M |
| Curi Capital, LLC | 1.42% | Reduce -14.1% | 3,116,813 | $91.7M |
| Aptus Capital Advisors, LLC | 0.63% | Add +2.9% | 2,915,059 | $85.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.0% | 2,883,294 | $84.9M |
| Guardian Wealth Advisors, LLC / NC | 4.75% | Add +2.8% | 2,849,825 | $83.9M |
| Wealthspire Advisors, LLC | 0.46% | Add +0.6% | 2,840,786 | $83.6M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +0.4% | 2,837,324 | $83.5M |
| Cresset Asset Management, LLC | 0.30% | Add +0.2% | 2,810,536 | $82.7M |
| Financial Solutions Advisory Group, Inc. | 10.06% | Reduce -2.8% | 2,684,047 | $79.5M |
| Baker Avenue Asset Management, LP | 1.50% | Reduce -1.6% | 2,679,586 | $78.9M |
| Standpoint Asset Management, LLC | 15.82% | No change | 2,564,300 | $75.5M |
| NewSquare Capital LLC | 5.35% | Add +4.1% | 2,448,108 | $72.0M |
| CacheTech Inc. | 11.52% | Add +7.1% | 2,417,905 | $71.2M |
| Berger Financial Group, Inc | 3.50% | Reduce -1.7% | 2,326,585 | $68.5M |
| Alliance Wealth Management Group | 12.73% | Add +2.1% | 2,222,715 | $65.4M |
| Towercrest Capital Management | 9.12% | Add +2.1% | 2,222,715 | $65.4M |
| Adams Wealth Management | 12.43% | Add +4.6% | 2,205,832 | $64.9M |
| Legacy Wealth Management, LLC | 3.32% | Reduce -5.5% | 2,158,489 | $63.5M |
| Valley National Advisers Inc. | 6.90% | Add +3.2% | 2,110,527 | $62.1M |
| McGlone Suttner Wealth Management, Inc. | 7.25% | Add +0.2% | 2,101,313 | $61.8M |
| Bangor Savings Bank | 4.51% | Reduce -14.1% | 2,083,081 | $61.3M |
| SigFig Wealth Management, LLC | 1.62% | Add +14.1% | 2,091,615 | $61.1M |
| Financial Management Professionals, Inc. | 5.75% | Reduce -7.8% | 2,059,466 | $60.6M |
| Modern Wealth Management, LLC | 0.72% | Reduce -1.6% | 2,055,084 | $60.5M |
| Royal Bank of Canada | 0.01% | Add +2.8% | 1,977,125 | $58.2M |
| Pure Financial Advisors, LLC | 0.74% | Reduce -2.0% | 1,949,461 | $57.4M |
| Scarborough Advisors, LLC | 6.50% | Reduce -17.8% | 1,938,737 | $56.6M |
| Red Door Wealth Management, LLC | 5.16% | Reduce -0.6% | 1,920,120 | $56.5M |
| Chicago Partners Investment Group LLC | 1.12% | Add +5.0% | 1,926,721 | $56.0M |
| Wells Fargo & Company | 0.01% | Reduce -9.9% | 1,890,475 | $55.6M |
| Bleakley Financial Group, LLC | 0.71% | Reduce -1.1% | 1,890,085 | $55.6M |
| IMA Advisory Services, Inc. | 3.45% | Add +0.9% | 1,869,009 | $55.0M |
| Appleton Partners Inc. | 3.36% | Add +0.9% | 1,863,107 | $54.8M |
| Visionary Wealth Advisors | 2.14% | Add +1.2% | 1,845,188 | $54.3M |
| RKL Wealth Management LLC | 4.31% | Reduce -1.2% | 1,839,227 | $54.1M |
| United Capital Financial Advisors, LLC | 0.30% | Reduce -2.2% | 1,820,534 | $53.6M |
| Harbour Investments, Inc. | 0.72% | Add +2.1% | 1,819,857 | $53.6M |
| Quantinno Capital Management LP | 0.06% | Add +8.2% | 1,806,061 | $53.2M |
| Richardson Capital Management LLC | 22.53% | Reduce -0.3% | 1,791,575 | $52.7M |
| Kavar Capital Partners Group, LLC | 6.40% | Add +3.0% | 1,766,011 | $52.0M |
| Courage Miller Partners, LLC | 13.44% | Reduce -0.2% | 1,731,183 | $50.9M |
| Cetera Investment Advisers | 0.05% | Add +6.7% | 1,695,460 | $49.9M |
| FIDELIS iM, LLC | 16.27% | Add +2.0% | 1,620,780 | $47.7M |
"% of holder's portfolio" is SCHX's weight in each manager's 13F, not the share of Schwab US Large-Cap ETF the manager owns.