Schwab US Large-Cap ETFSCHXETF
13F holders, Q1 2024 (March 31)1,190holders
4famous investors
$62.05avg. 13F price*
At the end of Q1 2024, 1,190 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($6.1B), Charles Schwab Investment Management Inc. ($3.1B) and Creative Planning ($1.8B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $179.0M |
| Exits | 63 | $486.0M |
Ownership 1,190 holders
| Charles Schwab Investment Advisory, Inc. | 8.33% | Add +1.0% | 97,658,992 | $6.1B |
| Charles Schwab Investment Management Inc. | 0.72% | Add +4.7% | 50,418,416 | $3.1B |
| Creative Planning | 1.95% | Reduce -1.7% | 28,336,959 | $1.8B |
| Sei Investments Co. | 1.15% | Reduce -46.7% | 12,699,861 | $788.2M |
| HBK Sorce Advisory LLC | 23.07% | Add +2.4% | 10,524,610 | $653.2M |
| Sage Financial Group Inc. | 45.63% | Add +1.1% | 8,170,007 | $507.0M |
| Moneta Group Investment Advisors LLC | 7.87% | Add +2.9% | 7,783,042 | $483.0M |
| Wealth Enhancement Advisory Services, LLC | 1.16% | Reduce -3.4% | 7,254,686 | $450.2M |
| UBS Group AG | 0.13% | Reduce -8.0% | 6,526,989 | $405.1M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -9.1% | 5,854,971 | $363.4M |
| Cerity Partners LLC | 0.90% | Reduce -80.7% | 5,475,303 | $339.7M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Add +10.1% | 5,188,188 | $322.1M |
| Mercer Global Advisors Inc. | 0.89% | Reduce -0.9% | 4,977,896 | $313.9M |
| Campbell Wealth Management | 30.06% | Add +6.3% | 4,874,761 | $302.5M |
| Diversified, LLC | 31.78% | Add +70.5% | 3,722,265 | $231.0M |
| HighTower Advisors, LLC | 0.37% | Reduce -0.3% | 3,670,508 | $227.8M |
| Janus Henderson Group PLC | 0.12% | Add +0.3% | 3,667,921 | $227.6M |
| Mariner, LLC | 0.44% | Reduce -6.4% | 3,397,174 | $210.8M |
| Prime Capital Investment Advisors, LLC | 2.75% | Add +1.6% | 3,176,925 | $197.2M |
| McAdam, LLC | 12.13% | Add +5.7% | 3,049,576 | $189.3M |
| JMG Financial Group, Ltd. | 6.80% | Reduce -0.8% | 2,872,482 | $178.3M |
| Assetmark, Inc. | 0.56% | Add +94.4% | 2,776,293 | $172.3M |
| Beacon Pointe Advisors, LLC | 1.61% | Reduce -0.3% | 2,323,807 | $144.2M |
| LPL Financial LLC | 0.07% | Add +1.5% | 2,224,270 | $138.0M |
| Apriem Advisors | 15.97% | Add +6.6% | 2,048,140 | $127.1M |
| Cresset Asset Management, LLC | 0.61% | Reduce -0.9% | 2,019,943 | $125.4M |
| Bank of America Corp. | 0.01% | Add +10.1% | 1,827,198 | $113.4M |
| Morgan Stanley | 0.01% | Add +4.4% | 1,795,511 | $111.4M |
| Evermay Wealth Management LLC | 16.54% | Reduce -1.1% | 1,764,693 | $109.5M |
| RKL Wealth Management LLC | 10.06% | Add +1.1% | 1,635,832 | $101.5M |
| Greenwood Gearhart LLC | 9.43% | Add +40.5% | 1,557,081 | $96.6M |
| Marcum Wealth, LLC | 9.66% | Reduce -9.2% | 1,534,206 | $95.2M |
| Orgel Wealth Management, LLC | 2.60% | Reduce -4.9% | 1,524,888 | $94.6M |
| Corient Private Wealth LP | 0.17% | Add +6.3% | 1,505,403 | $93.4M |
| Northwest Quadrant Wealth Management, LLC | 22.86% | Add +0.5% | 1,504,747 | $93.4M |
| Integrated Wealth Concepts LLC | 1.33% | Add +2.0% | 1,478,893 | $91.8M |
| Bangor Savings Bank | 7.94% | Reduce -5.3% | 1,250,466 | $77.6M |
| Curi Capital, LLC | 1.81% | New | 1,248,990 | $77.5M |
| Johnson Investment Counsel Inc. | 0.80% | Add +4.7% | 1,183,816 | $73.5M |
| Financial Consulate, Inc. | 21.26% | Add +4.0% | 1,159,005 | $71.9M |
| Kohmann Bosshard Financial Services, LLC | 9.88% | Add +41.9% | 1,143,253 | $71.0M |
| Charles Schwab Trust Co | 6.65% | Add +12.4% | 1,132,830 | $70.3M |
| Wealthspire Advisors, LLC | 0.92% | Reduce -5.4% | 1,115,003 | $69.2M |
| Ameriprise Financial Inc. | 0.02% | Add +1.6% | 1,106,118 | $68.6M |
| HB Wealth Management, LLC | 0.84% | Reduce -5.9% | 1,069,030 | $66.3M |
| Meridian Wealth Partners, LLC | 11.83% | Add +0.4% | 1,055,878 | $65.5M |
| Fund Evaluation Group, LLC | 4.03% | Reduce -1.3% | 1,036,747 | $64.3M |
| Steele Capital Management, Inc. | 3.67% | Add +0.9% | 1,029,742 | $63.9M |
| Sequoia Financial Advisors, LLC | 0.78% | Reduce -2.9% | 1,003,572 | $62.3M |
| Standpoint Asset Management, LLC | 16.10% | Add +3.5% | 996,100 | $61.8M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -5.4% | 994,267 | $61.7M |
| Adams Wealth Management | 14.42% | Add +8.0% | 953,190 | $59.2M |
| Berger Financial Group, Inc | 4.85% | Add +46.4% | 947,703 | $58.8M |
| Savant Capital, LLC | 0.62% | Reduce -1.6% | 873,486 | $54.2M |
| Choreo, LLC | 1.39% | Add +1.1% | 873,405 | $54.2M |
| United Capital Financial Advisors, LLC | 0.42% | Reduce -8.2% | 813,694 | $50.5M |
| Apollon Wealth Management, LLC | 1.59% | Reduce -5.0% | 812,125 | $50.4M |
| Legacy Wealth Management, LLC | 3.70% | Reduce -5.8% | 808,764 | $50.2M |
| Jaffetilchin Investment Partners, LLC | 4.38% | Add +0.3% | 787,206 | $48.9M |
| Alliance Wealth Management Group | 14.13% | Reduce -0.1% | 775,746 | $48.1M |
| Towercrest Capital Management | 8.12% | Reduce -0.1% | 775,746 | $48.1M |
| Valley National Advisers Inc. | 7.20% | Reduce -0.5% | 767,889 | $47.7M |
| Aptus Capital Advisors, LLC | 0.99% | Add +5.2% | 743,309 | $46.1M |
| Guardian Wealth Advisors, LLC / NC | 5.60% | Add +5.2% | 737,490 | $45.8M |
| NewSquare Capital LLC | 3.94% | Add +4.4% | 735,026 | $44.5M |
| Pinkerton Wealth, LLC | 7.15% | Reduce -8.7% | 716,173 | $44.4M |
| Riversedge Advisors, LLC | 10.62% | Reduce -1.6% | 694,098 | $43.1M |
| Captrust Financial Advisors | 0.16% | Reduce -16.0% | 693,089 | $43.0M |
| Buffington Mohr McNeal | 7.76% | Reduce -3.4% | 691,159 | $42.9M |
| Harbour Investments, Inc. | 1.49% | Add +0.8% | 676,076 | $42.0M |
| Appleton Partners Inc. | 3.20% | Add +0.3% | 663,535 | $41.2M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +6.4% | 648,854 | $40.3M |
| McGlone Suttner Wealth Management, Inc. | 7.50% | Reduce -0.4% | 644,587 | $40.0M |
| Courage Miller Partners, LLC | 13.68% | Reduce -1.1% | 637,475 | $39.6M |
| Wells Fargo & Company | 0.01% | Add +4.7% | 633,480 | $39.3M |
| JPMorgan Chase & Co. | 0.00% | Add +9.3% | 624,504 | $38.8M |
| Access Financial Services, Inc. | 16.83% | Reduce -5.2% | 606,464 | $37.6M |
| Modera Wealth Management, LLC | 0.56% | Reduce -11.1% | 594,492 | $36.9M |
| Ashford Advisors, LLC | 9.00% | Reduce -5.4% | 574,906 | $35.7M |
| Cornerstone Advisors Asset Management, LLC | 12.52% | Add +4.5% | 573,373 | $35.6M |
| Leverty Financial Group, LLC | 21.11% | Add +3.0% | 570,226 | $35.4M |
| Matrix Trust Co | 7.86% | Reduce -1.8% | 560,075 | $34.8M |
| Veery Capital, LLC | 13.96% | Add +1.3% | 548,820 | $34.1M |
| Embree Financial Group | 6.63% | Add +2.2% | 544,482 | $33.8M |
| Baker Avenue Asset Management, LP | 1.30% | Add +0.1% | 544,365 | $33.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +5.5% | 537,663 | $33.4M |
| Destination Wealth Management | 1.10% | Reduce -41.6% | 534,367 | $33.2M |
| Moneywise, Inc. | 17.77% | Reduce -7.6% | 526,877 | $32.7M |
| Allworth Financial LP | 0.23% | Reduce -3.0% | 516,477 | $32.1M |
| Foster Victor Wealth Advisors, LLC | 2.91% | Reduce -4.6% | 518,764 | $31.9M |
| Newman Dignan & Sheerar, Inc. | 7.96% | Add +3.5% | 479,446 | $29.8M |
| CW Advisors, LLC | 0.51% | Reduce -1.1% | 475,949 | $29.5M |
| Northeast Financial Group, Inc. | 12.98% | Add +8.4% | 472,794 | $29.3M |
| FIDELIS iM, LLC | 14.71% | Reduce -1.1% | 472,009 | $29.3M |
| Royal Bank of Canada | 0.01% | Add +9.3% | 470,149 | $29.2M |
| Burt Wealth Advisors | 7.38% | Add +4.5% | 468,979 | $29.1M |
| Athena Investment Management | 17.40% | Reduce -1.5% | 467,108 | $29.0M |
| Bluespring Wealth Management, LLC | 3.16% | Reduce -0.0% | 464,723 | $28.8M |
| Ballast Advisors LLC | 9.70% | Add +2.3% | 463,813 | $28.8M |
| Cornerstone Wealth Group, LLC | 2.63% | New | 458,939 | $28.5M |
"% 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.