Schwab US Large-Cap ETFSCHXETF
13F holders, Q1 2025 (March 31)1,356holders −8
90new positions
81sold out
5famous investors
$22.07avg. 13F price*
At the end of Q1 2025, 1,356 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, down 8 from Q4 2024. 90 opened new positions and 81 sold out. The largest holders were US Bancorp \de ($4.8B), Creative Planning ($1.8B) and Sei Investments Co. ($767.8M). 5 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 Israel Englander (0.0% of Millennium 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $148.2M |
| Exits | 81 | $168.3M |
All 13F filers, Q4 2024 → Q1 2025: 90,443,590 shares bought and 31,441,490 shares sold, net +59,002,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,356 holders
| US Bancorp \de | 6.41% | Add +5.2% | 217,201,393 | $4.8B |
| Creative Planning | 1.72% | Add +0.2% | 82,661,328 | $1.8B |
| Sei Investments Co. | 0.99% | Reduce -1.1% | 34,774,784 | $767.8M |
| HBK Sorce Advisory LLC | 21.41% | Add +2.8% | 33,030,817 | $729.3M |
| Moneta Group Investment Advisors LLC | 9.51% | Add +19.1% | 31,236,922 | $689.7M |
| Sage Financial Group Inc. | 45.20% | Add +1.9% | 25,345,106 | $559.6M |
| Northwestern Mutual Wealth Management Co. | 0.44% | Add +17.8% | 24,479,012 | $540.5M |
| UBS Group AG | 0.09% | Add +12.1% | 18,776,565 | $414.6M |
| Cerity Partners LLC | 0.85% | Add +1.2% | 18,682,304 | $412.5M |
| Captrust Financial Advisors | 0.99% | Add +687.1% | 17,815,938 | $393.4M |
| Wealth Enhancement Advisory Services, LLC | 0.70% | Reduce -4.9% | 16,624,072 | $367.1M |
| Prime Capital Investment Advisors, LLC | 4.11% | Add +43.1% | 15,935,064 | $351.8M |
| Diversified Enterprises, LLC | 28.60% | Add +3.4% | 15,387,690 | $339.8M |
| HighTower Advisors, LLC | 0.42% | Add +26.9% | 14,010,112 | $309.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -10.0% | 13,226,354 | $292.0M |
| Betterment LLC | 0.69% | Add +119.6% | 13,225,086 | $292.0M |
| Mercer Global Advisors Inc. | 0.59% | Reduce -1.5% | 11,714,878 | $258.7M |
| Janus Henderson Group PLC | 0.13% | Add +0.6% | 10,984,731 | $241.2M |
| Mariner, LLC | 0.36% | Reduce -2.9% | 9,874,440 | $218.0M |
| Koss-Olinger Consulting, LLC | 18.37% | Add +0.4% | 9,874,084 | $218.0M |
| McAdam, LLC | 12.55% | Reduce -11.2% | 9,181,848 | $202.7M |
| JMG Financial Group, Ltd. | 6.06% | Reduce -1.9% | 8,142,312 | $179.8M |
| Fund Evaluation Group, LLC | 7.60% | Add +89.4% | 7,955,519 | $175.7M |
| Bank of America Corp. | 0.01% | Add +12.1% | 7,284,275 | $160.8M |
| Assetmark, Inc. | 0.42% | Reduce -24.2% | 6,976,333 | $154.0M |
| LPL Financial LLC | 0.06% | Reduce -2.7% | 6,825,227 | $150.7M |
| Greenwood Gearhart LLC | 9.72% | Add +7.4% | 6,363,308 | $140.5M |
| BlueSky Wealth Advisors, LLC | 21.19% | Add +3.4% | 6,192,256 | $136.7M |
| Morgan Stanley | 0.01% | Add +0.1% | 6,176,314 | $136.4M |
| Kohmann Bosshard Financial Services, LLC | 16.03% | Add +5.2% | 6,181,603 | $135.9M |
| Apriem Advisors | 15.85% | Add +4.3% | 6,127,531 | $135.3M |
| Wealthspire Advisors, LLC | 0.80% | Add +95.7% | 6,083,326 | $134.3M |
| Beacon Pointe Advisors, LLC | 1.49% | Reduce -3.1% | 5,990,697 | $132.3M |
| Evermay Wealth Management LLC | 14.53% | Reduce -1.5% | 5,012,253 | $110.7M |
| Johnson Investment Counsel Inc. | 1.03% | Add +2.7% | 4,841,305 | $106.9M |
| Corient Private Wealth LP | 0.17% | Reduce -3.6% | 4,743,027 | $104.7M |
| Northwest Quadrant Wealth Management, LLC | 24.54% | Add +2.1% | 4,735,165 | $104.6M |
| Orgel Wealth Management, LLC | 2.66% | Add +0.1% | 4,633,176 | $102.3M |
| Financial Consulate, Inc. | 22.95% | Add +9.6% | 4,117,925 | $90.9M |
| Standpoint Asset Management, LLC | 16.44% | Add +7.1% | 4,040,400 | $89.2M |
| Charles Schwab Trust Co | 7.29% | Add +10.7% | 3,942,548 | $87.1M |
| Curi Capital, LLC | 2.09% | Add +0.2% | 3,838,149 | $84.7M |
| Steele Capital Management, Inc. | 4.41% | Add +1.2% | 3,829,838 | $84.7M |
| Leverty Financial Group, LLC | 34.13% | Add +45.4% | 3,780,762 | $83.5M |
| FSA Investment Group, LLC | 68.82% | Add +5.6% | 3,661,960 | $80.9M |
| Marcum Wealth, LLC | 6.91% | Reduce -2.8% | 3,618,623 | $79.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.4% | 3,363,360 | $74.7M |
| Bangor Savings Bank | 6.70% | Reduce -8.4% | 3,214,370 | $71.0M |
| Cresset Asset Management, LLC | 0.35% | Reduce -19.6% | 3,118,745 | $68.9M |
| Sims Investment Management, LLC | 30.56% | Add +43.1% | 3,096,635 | $68.4M |
| HB Wealth Management, LLC | 0.57% | Add +2.6% | 3,083,284 | $68.1M |
| Integrated Wealth Concepts LLC | 0.78% | Reduce -1.7% | 3,011,806 | $66.5M |
| Meridian Wealth Partners, LLC | 10.36% | Reduce -1.7% | 2,940,932 | $64.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -9.2% | 2,786,441 | $61.5M |
| Scarborough Advisors, LLC | 8.72% | Reduce -20.3% | 2,773,343 | $61.2M |
| Adams Wealth Management | 11.71% | Reduce -7.7% | 2,702,200 | $59.7M |
| CacheTech Inc. | 11.63% | Reduce -7.5% | 2,752,407 | $59.7M |
| Focus Partners Wealth | 0.15% | Add +7.1% | 2,669,259 | $58.9M |
| Cornerstone Advisors Asset Management, LLC | 11.89% | Add +8.4% | 2,629,519 | $58.1M |
| RKL Wealth Management LLC | 5.34% | Reduce -37.7% | 2,567,549 | $56.7M |
| Jaffetilchin Investment Partners, LLC | 4.09% | Add +0.8% | 2,549,269 | $56.3M |
| Sequoia Financial Advisors, LLC | 0.43% | Add +0.1% | 2,534,479 | $56.0M |
| Savant Capital, LLC | 0.47% | Reduce -1.0% | 2,512,709 | $55.5M |
| Aptus Capital Advisors, LLC | 0.61% | Add +2.5% | 2,456,151 | $54.2M |
| Baker Avenue Asset Management, LP | 1.69% | Add +9.5% | 2,443,295 | $53.9M |
| Guardian Wealth Advisors, LLC / NC | 4.21% | Add +2.3% | 2,382,172 | $52.6M |
| NewSquare Capital LLC | 4.24% | Add +2.7% | 2,372,809 | $52.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 2,315,246 | $51.1M |
| Legacy Wealth Management, LLC | 3.40% | Add +3.0% | 2,308,399 | $51.0M |
| Raymond James Financial Inc. | 0.02% | Add +3.3% | 2,277,566 | $50.3M |
| Berger Financial Group, Inc | 3.46% | Reduce -17.2% | 2,256,872 | $49.8M |
| Alliance Wealth Management Group | 13.12% | Reduce -2.8% | 2,206,512 | $48.7M |
| Towercrest Capital Management | 9.26% | Reduce -2.8% | 2,206,512 | $48.7M |
| Choreo, LLC | 0.75% | Reduce -8.0% | 2,188,744 | $48.3M |
| Financial Management Professionals, Inc. | 6.00% | Add +159.1% | 2,128,204 | $47.0M |
| Buffington Mohr McNeal | 9.17% | Reduce -0.1% | 2,106,667 | $46.5M |
| Harbour Investments, Inc. | 1.30% | Reduce -0.1% | 2,056,879 | $45.4M |
| Richardson Capital Management LLC | 28.24% | Add +18.1% | 2,050,784 | $45.3M |
| United Capital Financial Advisors, LLC | 0.39% | Reduce -2.9% | 2,050,121 | $45.3M |
| McGlone Suttner Wealth Management, Inc. | 7.31% | Add +0.7% | 2,018,017 | $44.6M |
| Pure Financial Advisors, LLC | 0.93% | Add +17679.3% | 2,008,177 | $44.3M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 1,920,131 | $42.4M |
| Appleton Partners Inc. | 3.24% | Reduce -1.2% | 1,898,727 | $41.9M |
| Embree Financial Group | 6.70% | Add +2.1% | 1,811,803 | $40.0M |
| IMA Advisory Services, Inc. | 4.74% | Reduce -1.8% | 1,809,275 | $39.9M |
| Courage Miller Partners, LLC | 13.53% | Reduce -0.1% | 1,808,499 | $39.9M |
| Valley National Advisers Inc. | 7.19% | Add +4.8% | 1,803,736 | $39.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.6% | 1,757,424 | $38.8M |
| Northeast Financial Group, Inc. | 14.27% | Reduce -0.3% | 1,732,970 | $38.3M |
| Royal Bank of Canada | 0.01% | Add +5.4% | 1,620,400 | $35.8M |
| Wilmington Savings Fund Society, FSB | 0.66% | Add +2.0% | 1,595,876 | $35.2M |
| OneDigital Investment Advisors LLC | 0.42% | Reduce -17.9% | 1,591,429 | $35.1M |
| Access Financial Services, Inc. | 14.11% | Add +4.2% | 1,588,294 | $35.1M |
| Modera Wealth Management, LLC | 0.47% | Reduce -2.0% | 1,577,066 | $34.8M |
| Strategic Equity Management | 14.61% | Reduce -0.3% | 1,573,901 | $34.8M |
| Pinkerton Wealth, LLC | 4.47% | Reduce -9.6% | 1,559,253 | $34.4M |
| Newman Dignan & Sheerar, Inc. | 9.39% | Add +4.0% | 1,557,037 | $34.4M |
| Schneider Downs Wealth Management Advisors, LP | 6.03% | Add +0.8% | 1,508,271 | $33.3M |
| Stifel Financial Corp. | 0.03% | Add +14.8% | 1,478,862 | $32.7M |
| Ashford Advisors, LLC | 8.16% | Reduce -13.5% | 1,478,563 | $32.6M |
"% 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.