Schwab US Large-Cap ETFSCHXETF
13F holders, Q2 2024 (June 30)1,221holders +31
81new positions
50sold out
6famous investors
$64.23avg. 13F price*
At the end of Q2 2024, 1,221 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 31 from Q1 2024. 81 opened new positions and 50 sold out. The largest holders were Charles Schwab Investment Management Inc. ($9.6B), Creative Planning ($1.8B) and US Bancorp \de ($919.9M). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $388.3M |
| Exits | 50 | $390.8M |
All 13F filers, Q1 2024 → Q2 2024: 129,952,118 shares bought and 12,837,573 shares sold, net +117,114,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,221 holders
| Charles Schwab Investment Management Inc. | 1.83% | Add +195.7% | 149,100,605 | $9.6B |
| Creative Planning | 1.94% | Reduce -0.5% | 28,210,509 | $1.8B |
| US Bancorp \de | 1.25% | Add +14533.9% | 14,318,137 | $919.9M |
| Sei Investments Co. | 1.14% | Reduce -1.4% | 12,528,428 | $805.0M |
| HBK Sorce Advisory LLC | 23.78% | Add +0.7% | 10,593,466 | $680.6M |
| Sage Financial Group Inc. | 46.62% | Add +2.5% | 8,378,315 | $538.3M |
| Moneta Group Investment Advisors LLC | 8.21% | Add +2.8% | 7,998,743 | $513.9M |
| Wealth Enhancement Advisory Services, LLC | 1.02% | Reduce -7.5% | 6,711,162 | $431.2M |
| UBS Group AG | 0.12% | Reduce -5.3% | 6,177,631 | $396.9M |
| Northwestern Mutual Wealth Management Co. | 0.37% | Add +13.7% | 5,898,131 | $379.0M |
| Cerity Partners LLC | 0.99% | Add +3.2% | 5,650,043 | $363.0M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -6.2% | 5,494,440 | $353.0M |
| Mercer Global Advisors Inc. | 0.83% | Reduce -4.8% | 4,737,163 | $304.4M |
| Prime Capital Investment Advisors, LLC | 3.78% | Add +24.9% | 3,969,319 | $255.0M |
| Diversified, LLC | 29.47% | Add +4.9% | 3,904,509 | $250.9M |
| HighTower Advisors, LLC | 0.36% | Reduce -0.9% | 3,637,235 | $233.7M |
| Mariner, LLC | 0.42% | Reduce -0.7% | 3,375,098 | $216.9M |
| Janus Henderson Group PLC | 0.11% | Reduce -9.4% | 3,322,549 | $213.5M |
| McAdam, LLC | 12.44% | Add +5.5% | 3,218,870 | $206.8M |
| Koss-Olinger Consulting, LLC | 19.02% | New | 3,204,125 | $205.9M |
| Assetmark, Inc. | 0.62% | Add +12.0% | 3,110,538 | $199.9M |
| JMG Financial Group, Ltd. | 6.83% | Reduce -0.9% | 2,847,600 | $183.0M |
| Beacon Pointe Advisors, LLC | 1.74% | Reduce -1.4% | 2,291,938 | $147.3M |
| LPL Financial LLC | 0.07% | Reduce -1.3% | 2,195,722 | $141.1M |
| Apriem Advisors | 15.76% | Reduce -2.2% | 2,003,862 | $128.7M |
| BlueSky Wealth Advisors, LLC | 21.29% | New | 1,968,745 | $126.5M |
| Bank of America Corp. | 0.01% | Add +6.3% | 1,942,789 | $124.8M |
| Cresset Asset Management, LLC | 0.52% | Reduce -6.8% | 1,883,015 | $121.4M |
| Morgan Stanley | 0.01% | Add +1.8% | 1,828,470 | $117.5M |
| Evermay Wealth Management LLC | 18.02% | Reduce -1.2% | 1,743,757 | $112.4M |
| Kohmann Bosshard Financial Services, LLC | 14.83% | Add +50.0% | 1,715,037 | $110.2M |
| RKL Wealth Management LLC | 10.27% | Add +1.4% | 1,658,070 | $106.5M |
| Greenwood Gearhart LLC | 9.66% | Add +2.4% | 1,593,963 | $102.4M |
| Corient Private Wealth LP | 0.18% | Add +5.6% | 1,590,075 | $102.2M |
| Northwest Quadrant Wealth Management, LLC | 24.08% | Add +1.2% | 1,522,848 | $97.8M |
| Orgel Wealth Management, LLC | 2.63% | Reduce -0.7% | 1,513,618 | $97.2M |
| Marcum Wealth, LLC | 8.53% | Reduce -13.8% | 1,322,651 | $85.0M |
| Johnson Investment Counsel Inc. | 0.90% | Add +11.7% | 1,322,491 | $85.0M |
| Steele Capital Management, Inc. | 4.64% | Add +25.5% | 1,292,727 | $83.2M |
| American Trust | 6.67% | Add +897.6% | 1,267,196 | $81.4M |
| Curi Capital, LLC | 1.91% | Reduce -1.0% | 1,236,650 | $79.5M |
| Bangor Savings Bank | 7.93% | Reduce -1.3% | 1,234,108 | $79.3M |
| Financial Consulate, Inc. | 21.93% | Add +0.5% | 1,164,454 | $74.8M |
| Ameriprise Financial Inc. | 0.02% | Add +2.8% | 1,137,133 | $73.1M |
| Focus Partners Wealth | 0.24% | Add +166.1% | 1,103,434 | $72.1M |
| Charles Schwab Trust Co | 6.65% | Reduce -1.2% | 1,118,926 | $71.9M |
| Standpoint Asset Management, LLC | 16.37% | Add +11.9% | 1,114,300 | $71.6M |
| HB Wealth Management, LLC | 0.79% | Reduce -1.0% | 1,058,443 | $68.0M |
| Wealthspire Advisors, LLC | 0.87% | Reduce -5.4% | 1,055,113 | $67.8M |
| Meridian Wealth Partners, LLC | 11.89% | Reduce -0.7% | 1,048,024 | $67.3M |
| Fund Evaluation Group, LLC | 4.04% | Reduce -1.2% | 1,024,138 | $65.8M |
| Integrated Wealth Concepts LLC | 0.88% | Reduce -32.3% | 1,000,923 | $64.3M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +0.2% | 996,346 | $64.0M |
| Betterment LLC | 0.17% | Add +318.9% | 992,986 | $63.8M |
| Adams Wealth Management | 14.03% | Reduce -0.5% | 948,213 | $60.9M |
| CacheTech Inc. | 14.03% | — | 948,213 | $60.9M |
| Sequoia Financial Advisors, LLC | 0.69% | Reduce -11.1% | 892,244 | $57.3M |
| Berger Financial Group, Inc | 4.44% | Reduce -8.4% | 867,766 | $55.8M |
| OneDigital Investment Advisors LLC | 0.70% | Add +526.0% | 866,696 | $55.7M |
| Choreo, LLC | 0.93% | Reduce -1.6% | 859,160 | $55.4M |
| Savant Capital, LLC | 0.55% | Reduce -1.7% | 858,559 | $55.2M |
| Legacy Wealth Management, LLC | 3.71% | Reduce -1.4% | 797,670 | $51.3M |
| Jaffetilchin Investment Partners, LLC | 4.32% | Add +0.0% | 787,247 | $50.6M |
| Captrust Financial Advisors | 0.16% | Add +12.8% | 781,556 | $50.2M |
| Aptus Capital Advisors, LLC | 0.95% | Add +4.8% | 778,733 | $50.0M |
| Valley National Advisers Inc. | 7.39% | Add +1.0% | 775,447 | $49.8M |
| Guardian Wealth Advisors, LLC / NC | 5.72% | Add +3.3% | 761,484 | $48.9M |
| United Capital Financial Advisors, LLC | 0.42% | Reduce -6.7% | 758,894 | $48.8M |
| Alliance Wealth Management Group | 13.83% | Reduce -2.8% | 754,143 | $48.5M |
| Towercrest Capital Management | 7.98% | Reduce -2.8% | 754,143 | $48.5M |
| NewSquare Capital LLC | 4.13% | Add +4.2% | 765,494 | $48.0M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +12.2% | 728,106 | $46.8M |
| Apollon Wealth Management, LLC | 1.41% | Reduce -11.5% | 719,065 | $46.2M |
| Buffington Mohr McNeal | 7.81% | Add +0.3% | 693,369 | $44.5M |
| Harbour Investments, Inc. | 1.49% | Add +1.5% | 686,144 | $44.1M |
| Appleton Partners Inc. | 3.23% | Reduce -1.8% | 651,654 | $41.9M |
| Wells Fargo & Company | 0.01% | Add +1.7% | 644,354 | $41.4M |
| Riversedge Advisors, LLC | 9.91% | Reduce -8.8% | 632,641 | $40.6M |
| Cornerstone Advisors Asset Management, LLC | 11.48% | Add +10.3% | 632,226 | $40.6M |
| Courage Miller Partners, LLC | 14.57% | Reduce -1.1% | 630,496 | $40.5M |
| Pinkerton Wealth, LLC | 6.18% | Reduce -12.7% | 625,392 | $40.2M |
| Access Financial Services, Inc. | 17.52% | Reduce -1.1% | 600,027 | $38.6M |
| Modera Wealth Management, LLC | 0.55% | Reduce -2.0% | 582,786 | $37.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 582,481 | $37.4M |
| Ashford Advisors, LLC | 9.02% | Reduce -0.5% | 572,211 | $36.8M |
| Embree Financial Group | 7.05% | Add +4.7% | 570,218 | $36.6M |
| McGlone Suttner Wealth Management, Inc. | 7.50% | Add +0.4% | 647,120 | $36.5M |
| Matrix Trust Co | 8.06% | Reduce -0.8% | 555,299 | $35.7M |
| Leverty Financial Group, LLC | 20.94% | Reduce -3.4% | 550,936 | $35.4M |
| Baker Avenue Asset Management, LP | 1.19% | Add +0.2% | 545,211 | $35.0M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.4% | 535,355 | $34.4M |
| Foster Victor Wealth Advisors, LLC | 2.80% | Reduce -3.4% | 501,081 | $33.5M |
| Allworth Financial LP | 0.22% | Reduce -0.4% | 514,630 | $33.4M |
| Moneywise, Inc. | 17.32% | Reduce -3.4% | 509,101 | $32.7M |
| Veery Capital, LLC | 13.24% | Reduce -7.3% | 508,658 | $32.7M |
| Dravo Bay LLC | 17.52% | Add +7.6% | 490,971 | $31.5M |
| Newman Dignan & Sheerar, Inc. | 8.13% | Add +2.3% | 490,353 | $31.5M |
| Northeast Financial Group, Inc. | 13.45% | Add +3.4% | 488,791 | $31.4M |
| Tradewinds Capital Management, LLC | 9.19% | Add +3020.7% | 484,646 | $31.1M |
| Destination Wealth Management | 1.02% | Reduce -10.2% | 479,871 | $30.8M |
"% 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.