Schwab US Large-Cap ETFSCHXETF
13F holders, Q4 2024 (December 31)1,364holders +114
88new positions
59sold out
5famous investors
$23.18avg. 13F price*
At the end of Q4 2024, 1,364 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 114 from Q3 2024. 88 opened new positions and 59 sold out. The largest holders were US Bancorp \de ($4.8B), Creative Planning ($1.9B) and Sei Investments Co. ($815.1M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US Large-Cap ETF
- CUSIP
- 808524201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $239.4M |
| Exits | 59 | $70.6M |
All 13F filers, Q3 2024 → Q4 2024: 177,847,639 shares bought and 116,808,322 shares sold, net +61,039,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,364 holders
| US Bancorp \de | 6.26% | Add +234.1% | 206,419,096 | $4.8B |
| Creative Planning | 1.86% | Reduce -1.5% | 82,467,395 | $1.9B |
| Sei Investments Co. | 1.05% | Reduce -5.1% | 35,164,430 | $815.1M |
| HBK Sorce Advisory LLC | 22.48% | Add +0.7% | 32,139,846 | $745.0M |
| Moneta Group Investment Advisors LLC | 8.52% | Reduce -65.8% | 26,239,480 | $608.2M |
| Sage Financial Group Inc. | 46.39% | Reduce -0.8% | 24,865,286 | $576.4M |
| Northwestern Mutual Wealth Management Co. | 0.41% | Add +6.9% | 20,777,879 | $481.6M |
| Cerity Partners LLC | 0.93% | Reduce -1.0% | 18,460,760 | $428.6M |
| Wealth Enhancement Advisory Services, LLC | 0.78% | Add +3.5% | 17,473,484 | $405.0M |
| UBS Group AG | 0.09% | Reduce -6.5% | 16,756,375 | $388.4M |
| Campbell Wealth Management | 32.92% | Add +3.0% | 15,779,897 | $365.8M |
| Diversified Enterprises, LLC | 33.03% | Add +25.0% | 14,875,742 | $344.8M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -5.1% | 14,690,875 | $340.5M |
| Mercer Global Advisors Inc. | 0.67% | Reduce -71.5% | 11,897,313 | $275.8M |
| Prime Capital Investment Advisors, LLC | 3.75% | Reduce -3.3% | 11,136,452 | $258.1M |
| HighTower Advisors, LLC | 0.35% | Add +0.3% | 11,036,122 | $255.8M |
| Janus Henderson Group PLC | 0.13% | Add +8.6% | 10,924,350 | $253.2M |
| McAdam, LLC | 13.08% | Add +3.5% | 10,339,604 | $239.7M |
| Mariner, LLC | 0.40% | Add +1.9% | 10,168,084 | $235.7M |
| Koss-Olinger Consulting, LLC | 19.98% | Add +1.8% | 9,833,558 | $227.9M |
| Assetmark, Inc. | 0.58% | Reduce -2.0% | 9,208,628 | $213.5M |
| JMG Financial Group, Ltd. | 6.56% | Reduce -1.9% | 8,298,426 | $192.4M |
| LPL Financial LLC | 0.07% | Add +3.9% | 7,012,430 | $162.5M |
| Bank of America Corp. | 0.01% | Add +8.3% | 6,497,579 | $150.6M |
| Beacon Pointe Advisors, LLC | 1.59% | Reduce -3.3% | 6,184,920 | $143.4M |
| Morgan Stanley | 0.01% | Add +11.3% | 6,170,669 | $143.0M |
| Betterment LLC | 0.33% | Add +1.0% | 6,023,300 | $139.6M |
| BlueSky Wealth Advisors, LLC | 21.71% | Add +1.1% | 5,990,685 | $138.9M |
| Greenwood Gearhart LLC | 9.47% | Add +11.9% | 5,923,808 | $137.3M |
| Kohmann Bosshard Financial Services, LLC | 16.35% | Add +7.7% | 5,877,555 | $136.2M |
| Apriem Advisors | 15.60% | Add +0.6% | 5,876,244 | $136.2M |
| Evermay Wealth Management LLC | 17.86% | Reduce -1.1% | 5,087,575 | $117.9M |
| Johnson Investment Counsel Inc. | 1.07% | Add +13.0% | 4,713,155 | $109.3M |
| Northwest Quadrant Wealth Management, LLC | 24.45% | Add +1.5% | 4,638,484 | $107.5M |
| Orgel Wealth Management, LLC | 2.80% | Add +2.0% | 4,630,059 | $107.3M |
| Corient Private Wealth LP | 0.18% | Reduce -8.1% | 4,921,973 | $105.6M |
| Fund Evaluation Group, LLC | 4.55% | Add +38.7% | 4,200,429 | $97.4M |
| RKL Wealth Management LLC | 8.50% | Reduce -13.9% | 4,119,584 | $95.5M |
| Cresset Asset Management, LLC | 0.43% | Reduce -28.9% | 3,881,088 | $90.0M |
| Curi Capital, LLC | 2.05% | Reduce -3.1% | 3,830,772 | $88.8M |
| Steele Capital Management, Inc. | 4.57% | Add +2.2% | 3,785,200 | $87.7M |
| Standpoint Asset Management, LLC | 16.86% | No change | 3,773,400 | $87.5M |
| Financial Consulate, Inc. | 23.10% | Add +1.8% | 3,757,492 | $87.1M |
| Marcum Wealth, LLC | 7.49% | Reduce -3.1% | 3,723,872 | $86.3M |
| Charles Schwab Trust Co | 7.09% | Reduce -1.2% | 3,560,063 | $82.5M |
| Bangor Savings Bank | 7.63% | Reduce -1.9% | 3,508,454 | $81.3M |
| Scarborough Advisors, LLC | 11.40% | Reduce -26.3% | 3,479,684 | $80.7M |
| FSA Investment Group, LLC | 69.75% | — | 3,468,665 | $80.1M |
| Ameriprise Financial Inc. | 0.02% | Add +2.8% | 3,482,519 | $79.6M |
| Wealthspire Advisors, LLC | 0.72% | Reduce -0.1% | 3,109,070 | $72.1M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -1.7% | 3,067,870 | $71.1M |
| Integrated Wealth Concepts LLC | 0.82% | Add +0.3% | 3,062,799 | $71.0M |
| HB Wealth Management, LLC | 0.71% | Reduce -5.0% | 3,006,048 | $69.7M |
| Meridian Wealth Partners, LLC | 10.52% | Add +0.4% | 2,992,754 | $69.4M |
| CacheTech Inc. | 12.92% | Add +3.4% | 2,974,024 | $68.9M |
| Adams Wealth Management | 12.98% | Add +1.8% | 2,928,601 | $67.9M |
| Empowered Funds, LLC | 0.98% | New | 2,894,843 | $67.1M |
| Berger Financial Group, Inc | 4.36% | Add +1.7% | 2,725,374 | $63.2M |
| Leverty Financial Group, LLC | 30.68% | Reduce -0.9% | 2,601,192 | $60.3M |
| Savant Capital, LLC | 0.46% | Reduce -0.3% | 2,539,021 | $58.9M |
| Sequoia Financial Advisors, LLC | 0.57% | Reduce -3.4% | 2,531,164 | $58.7M |
| Jaffetilchin Investment Partners, LLC | 4.24% | Add +2.8% | 2,528,316 | $58.6M |
| Focus Partners Wealth | 0.15% | Add +10.0% | 2,491,487 | $57.8M |
| Cornerstone Advisors Asset Management, LLC | 12.15% | Add +1.8% | 2,426,283 | $56.2M |
| American Trust | 4.26% | Reduce -14.0% | 2,414,240 | $56.0M |
| Aptus Capital Advisors, LLC | 0.66% | No change | 2,395,256 | $55.5M |
| Choreo, LLC | 0.79% | Reduce -1.8% | 2,378,954 | $55.1M |
| Guardian Wealth Advisors, LLC / NC | 4.32% | Reduce -0.7% | 2,329,858 | $54.0M |
| NewSquare Capital LLC | 4.25% | Reduce -1.1% | 2,310,867 | $53.2M |
| Alliance Wealth Management Group | 14.08% | Add +0.2% | 2,269,625 | $52.6M |
| Towercrest Capital Management | 8.50% | Add +0.2% | 2,269,625 | $52.6M |
| Captrust Financial Advisors | 0.15% | Reduce -4.1% | 2,263,618 | $52.5M |
| Legacy Wealth Management, LLC | 3.34% | Reduce -3.9% | 2,241,615 | $52.0M |
| Baker Avenue Asset Management, LP | 1.59% | Add +17.0% | 2,231,881 | $51.7M |
| Apollon Wealth Management, LLC | 1.19% | Reduce -0.2% | 2,221,701 | $51.5M |
| Raymond James Financial Inc. | 0.02% | — | 2,203,974 | $51.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 2,194,966 | $50.9M |
| Sims Investment Management, LLC | 28.36% | — | 2,164,019 | $50.2M |
| United Capital Financial Advisors, LLC | 0.41% | Reduce -3.3% | 2,110,459 | $48.9M |
| Buffington Mohr McNeal | 8.10% | Add +0.1% | 2,108,461 | $48.9M |
| Harbour Investments, Inc. | 1.37% | Reduce -1.5% | 2,059,604 | $47.7M |
| McGlone Suttner Wealth Management, Inc. | 7.75% | Add +32.5% | 2,003,808 | $46.4M |
| OneDigital Investment Advisors LLC | 0.52% | Reduce -19.5% | 1,939,693 | $45.0M |
| Appleton Partners Inc. | 3.29% | Reduce -0.6% | 1,921,306 | $44.5M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 1,902,421 | $44.1M |
| IMA Advisory Services, Inc. | 5.14% | Reduce -2.3% | 1,842,819 | $42.7M |
| Riversedge Advisors, LLC | 9.58% | Reduce -0.6% | 1,827,314 | $42.4M |
| Courage Miller Partners, LLC | 14.37% | Reduce -0.9% | 1,810,509 | $42.0M |
| Embree Financial Group | 7.02% | Add +1.5% | 1,773,631 | $41.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.8% | 1,747,482 | $40.5M |
| Northeast Financial Group, Inc. | 15.39% | Reduce -1.2% | 1,738,584 | $40.3M |
| Richardson Capital Management LLC | 25.60% | Add +5.4% | 1,736,556 | $40.3M |
| Pinkerton Wealth, LLC | 5.80% | Reduce -8.5% | 1,724,214 | $40.0M |
| Valley National Advisers Inc. | 7.16% | Reduce -0.3% | 1,720,641 | $39.9M |
| Ashford Advisors, LLC | 9.16% | Reduce -0.3% | 1,709,048 | $39.6M |
| Modera Wealth Management, LLC | 0.45% | Reduce -3.8% | 1,610,128 | $37.3M |
| Strategic Equity Management | 15.41% | Add +0.3% | 1,578,420 | $36.6M |
| Wilmington Savings Fund Society, FSB | 0.65% | New | 1,565,109 | $36.3M |
| Royal Bank of Canada | 0.01% | Add +7.7% | 1,537,595 | $35.6M |
| Tradewinds Capital Management, LLC | 9.41% | Add +729.5% | 1,537,591 | $35.6M |
"% 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.