Schwab US Large-Cap ETFSCHXETF
13F holders, Q3 2024 (September 30)1,250holders +29
90new positions
63sold out
4famous investors
$61.50avg. 13F price*
At the end of Q3 2024, 1,250 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 29 from Q2 2024. 90 opened new positions and 63 sold out. The largest holders were Creative Planning ($1.9B), US Bancorp \de ($1.4B) and Sei Investments Co. ($838.1M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $568.1M |
| Exits | 63 | $9.6B |
All 13F filers, Q2 2024 → Q3 2024: 53,775,958 shares bought and 158,111,269 shares sold, net −104,335,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,250 holders
| Creative Planning | 1.88% | Reduce -1.0% | 27,919,139 | $1.9B |
| US Bancorp \de | 1.79% | Add +43.8% | 20,593,427 | $1.4B |
| Sei Investments Co. | 1.09% | Reduce -1.4% | 12,352,063 | $838.1M |
| HBK Sorce Advisory LLC | 21.99% | Add +0.4% | 10,636,581 | $721.7M |
| Moneta Group Investment Advisors LLC | 8.41% | Add +220.2% | 25,610,568 | $579.2M |
| Sage Financial Group Inc. | 46.31% | Reduce -0.3% | 8,353,812 | $566.8M |
| Northwestern Mutual Wealth Management Co. | 0.39% | Add +9.8% | 6,476,490 | $439.4M |
| Cerity Partners LLC | 0.93% | Add +10.1% | 6,217,901 | $421.9M |
| UBS Group AG | 0.11% | Reduce -3.3% | 5,974,397 | $405.4M |
| Wealth Enhancement Advisory Services, LLC | 0.82% | Reduce -16.1% | 5,627,827 | $381.8M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -6.0% | 5,162,110 | $350.2M |
| Campbell Wealth Management | 30.88% | New | 5,109,323 | $346.7M |
| Mercer Global Advisors Inc. | 0.73% | Add +193.8% | 13,916,846 | $313.5M |
| Diversified, LLC | 29.54% | Add +1.6% | 3,966,741 | $269.1M |
| Diversified Enterprises, LLC | 29.54% | — | 3,966,741 | $269.1M |
| Prime Capital Investment Advisors, LLC | 3.71% | Reduce -3.3% | 3,839,386 | $260.5M |
| HighTower Advisors, LLC | 0.37% | Add +0.8% | 3,666,338 | $248.8M |
| Janus Henderson Group PLC | 0.12% | Add +0.9% | 3,353,301 | $227.5M |
| McAdam, LLC | 12.68% | Add +3.5% | 3,330,253 | $226.0M |
| Mariner, LLC | 0.40% | Reduce -1.4% | 3,326,538 | $225.7M |
| Koss-Olinger Consulting, LLC | 18.96% | Add +0.5% | 3,219,612 | $218.5M |
| Assetmark, Inc. | 0.61% | Add +0.7% | 3,133,410 | $212.6M |
| JMG Financial Group, Ltd. | 6.53% | Reduce -1.0% | 2,818,327 | $191.2M |
| LPL Financial LLC | 0.07% | Add +2.5% | 2,249,880 | $152.7M |
| Beacon Pointe Advisors, LLC | 1.67% | Reduce -7.0% | 2,132,620 | $144.7M |
| Bank of America Corp. | 0.01% | Add +3.0% | 2,000,455 | $135.7M |
| Betterment LLC | 0.32% | Add +100.2% | 1,987,795 | $134.9M |
| BlueSky Wealth Advisors, LLC | 20.82% | Add +0.4% | 1,976,058 | $134.1M |
| Apriem Advisors | 15.43% | Reduce -2.9% | 1,946,472 | $132.1M |
| Morgan Stanley | 0.01% | Add +1.1% | 1,848,094 | $125.4M |
| Kohmann Bosshard Financial Services, LLC | 15.33% | Add +6.1% | 1,819,897 | $123.5M |
| Cresset Asset Management, LLC | 0.48% | Reduce -3.4% | 1,819,108 | $123.4M |
| Corient Private Wealth LP | 0.19% | Add +12.3% | 1,785,070 | $120.9M |
| Greenwood Gearhart LLC | 9.95% | Add +10.7% | 1,764,896 | $119.7M |
| Evermay Wealth Management LLC | 18.70% | Reduce -1.7% | 1,714,803 | $116.3M |
| RKL Wealth Management LLC | 9.79% | Reduce -3.9% | 1,594,203 | $108.2M |
| Scarborough Advisors, LLC | 17.25% | New | 1,573,330 | $106.8M |
| Northwest Quadrant Wealth Management, LLC | 23.83% | Add +0.1% | 1,523,716 | $103.4M |
| Orgel Wealth Management, LLC | 2.57% | Reduce -0.0% | 1,513,150 | $102.7M |
| Johnson Investment Counsel Inc. | 0.93% | Add +5.1% | 1,390,201 | $94.3M |
| Curi Capital, LLC | 2.03% | Add +6.6% | 1,318,268 | $89.4M |
| Marcum Wealth, LLC | 8.09% | Reduce -3.1% | 1,281,656 | $87.0M |
| Standpoint Asset Management, LLC | 16.17% | Add +12.9% | 1,257,800 | $85.3M |
| Steele Capital Management, Inc. | 4.39% | Reduce -4.5% | 1,235,083 | $83.9M |
| Financial Consulate, Inc. | 22.18% | Add +5.7% | 1,230,747 | $83.5M |
| Charles Schwab Trust Co | 7.03% | Add +7.3% | 1,200,847 | $81.5M |
| Bangor Savings Bank | 7.61% | Reduce -3.4% | 1,192,135 | $80.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.7% | 1,129,241 | $76.7M |
| HB Wealth Management, LLC | 0.77% | Reduce -0.4% | 1,054,392 | $71.5M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +4.4% | 1,039,897 | $70.6M |
| Wealthspire Advisors, LLC | 0.72% | Reduce -1.6% | 1,037,803 | $70.4M |
| Integrated Wealth Concepts LLC | 0.84% | Add +1.7% | 1,017,882 | $69.1M |
| Fund Evaluation Group, LLC | 3.79% | Reduce -1.4% | 1,009,613 | $68.5M |
| Meridian Wealth Partners, LLC | 10.49% | Reduce -5.2% | 993,643 | $67.4M |
| Adams Wealth Management | 13.96% | Add +1.1% | 959,056 | $65.1M |
| CacheTech Inc. | 13.96% | Add +1.1% | 959,056 | $65.1M |
| American Trust | 5.24% | Reduce -26.2% | 935,327 | $63.5M |
| Berger Financial Group, Inc | 4.38% | Add +2.9% | 893,196 | $60.6M |
| Leverty Financial Group, LLC | 32.43% | Add +58.8% | 874,803 | $59.4M |
| Sequoia Financial Advisors, LLC | 0.64% | Reduce -2.1% | 873,688 | $59.3M |
| Savant Capital, LLC | 0.48% | Reduce -1.1% | 849,217 | $57.6M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +13.5% | 826,668 | $56.1M |
| Jaffetilchin Investment Partners, LLC | 4.23% | Add +4.1% | 819,617 | $55.6M |
| OneDigital Investment Advisors LLC | 0.62% | Reduce -7.4% | 802,832 | $54.5M |
| Choreo, LLC | 0.80% | Reduce -6.1% | 807,109 | $54.3M |
| Cornerstone Advisors Asset Management, LLC | 11.92% | Add +25.7% | 794,880 | $53.9M |
| Captrust Financial Advisors | 0.16% | Add +0.7% | 786,770 | $53.4M |
| Guardian Wealth Advisors, LLC / NC | 5.74% | Add +2.6% | 781,686 | $53.0M |
| Legacy Wealth Management, LLC | 3.42% | Reduce -2.6% | 777,112 | $52.7M |
| NewSquare Capital LLC | 4.11% | Add +1.8% | 778,883 | $51.6M |
| Focus Partners Wealth | 0.16% | Reduce -31.6% | 755,220 | $51.2M |
| Alliance Wealth Management Group | 13.63% | Add +0.1% | 755,138 | $51.2M |
| Towercrest Capital Management | 8.26% | Add +0.1% | 755,138 | $51.2M |
| Apollon Wealth Management, LLC | 1.42% | Add +3.2% | 742,028 | $50.3M |
| United Capital Financial Advisors, LLC | 0.41% | Reduce -4.2% | 727,371 | $49.4M |
| Buffington Mohr McNeal | 7.83% | Add +1.2% | 701,824 | $47.6M |
| Harbour Investments, Inc. | 1.42% | Add +1.6% | 696,983 | $47.3M |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 688,440 | $46.7M |
| Appleton Partners Inc. | 3.22% | Reduce -1.1% | 644,254 | $43.7M |
| Wells Fargo & Company | 0.01% | Reduce -1.2% | 636,350 | $43.2M |
| Baker Avenue Asset Management, LP | 1.37% | Add +16.6% | 635,973 | $43.2M |
| IMA Advisory Services, Inc. | 9.29% | New | 628,480 | $42.6M |
| Pinkerton Wealth, LLC | 6.20% | Add +0.4% | 627,994 | $42.6M |
| Riversedge Advisors, LLC | 9.43% | Reduce -3.1% | 612,981 | $41.6M |
| Courage Miller Partners, LLC | 13.89% | Reduce -3.4% | 608,855 | $41.3M |
| Northeast Financial Group, Inc. | 15.32% | Add +20.0% | 586,669 | $39.8M |
| Embree Financial Group | 7.04% | Add +2.1% | 582,340 | $39.5M |
| Commonwealth Equity Services, LLC | 0.06% | Add +7.9% | 577,736 | $39.2M |
| Valley National Advisers Inc. | 7.04% | Reduce -25.8% | 575,073 | $39.0M |
| Ashford Advisors, LLC | 9.03% | Reduce -0.1% | 571,456 | $38.8M |
| Modera Wealth Management, LLC | 0.48% | Reduce -4.3% | 558,041 | $37.9M |
| Richardson Capital Management LLC | 26.02% | Add +16.3% | 548,979 | $37.2M |
| Strategic Equity Management | 16.87% | Add +29.1% | 524,315 | $35.6M |
| Access Financial Services, Inc. | 16.24% | Reduce -13.0% | 521,887 | $35.4M |
| Newman Dignan & Sheerar, Inc. | 8.24% | Add +205.6% | 1,498,589 | $34.4M |
| McGlone Suttner Wealth Management, Inc. | 7.11% | Reduce -22.1% | 504,224 | $34.2M |
| Foster Victor Wealth Advisors, LLC | 2.63% | Reduce -4.2% | 480,134 | $32.8M |
| Matrix Trust Co | 6.12% | Reduce -13.2% | 482,205 | $32.7M |
| FIDELIS iM, LLC | 14.71% | Add +1.3% | 477,973 | $32.4M |
| Royal Bank of Canada | 0.01% | Add +2.9% | 476,051 | $32.3M |
"% 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.