Schwab US Large-Cap ETFSCHXETF
13F holders, Q2 2025 (June 30)1,406holders +50
115new positions
63sold out
5famous investors
$24.44avg. 13F price*
At the end of Q2 2025, 1,406 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 50 from Q1 2025. 115 opened new positions and 63 sold out. The largest holders were US Bancorp \de ($5.0B), Creative Planning ($2.0B) and Sei Investments Co. ($879.1M). 5 famous investors held it, including Paul Tudor Jones (0.2% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $87.0M |
| Exits | 63 | $130.7M |
All 13F filers, Q1 2025 → Q2 2025: 49,424,842 shares bought and 64,973,256 shares sold, net −15,548,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,406 holders
| US Bancorp \de | 6.35% | Reduce -5.0% | 206,409,170 | $5.0B |
| Creative Planning | 1.70% | Reduce -1.3% | 81,577,917 | $2.0B |
| Sei Investments Co. | 1.02% | Add +3.4% | 35,969,139 | $879.1M |
| HBK Sorce Advisory LLC | 22.20% | Add +1.5% | 33,526,267 | $819.4M |
| Moneta Group Investment Advisors LLC | 9.60% | Add +5.5% | 32,970,303 | $805.8M |
| Northwestern Mutual Wealth Management Co. | 0.50% | Add +13.7% | 27,821,337 | $680.0M |
| Sage Financial Group Inc. | 44.76% | Reduce -2.1% | 24,810,353 | $606.4M |
| Wealth Enhancement Advisory Services, LLC | 0.80% | Add +17.7% | 19,566,506 | $484.7M |
| Betterment LLC | 0.98% | Add +41.8% | 18,749,171 | $458.2M |
| Cerity Partners LLC | 0.82% | Add +0.3% | 18,731,019 | $457.8M |
| Captrust Financial Advisors | 0.99% | Add +2.2% | 18,210,850 | $445.1M |
| Diversified Enterprises, LLC | 29.67% | Add +5.7% | 16,260,904 | $397.4M |
| HighTower Advisors, LLC | 0.44% | Add +2.0% | 14,286,701 | $349.2M |
| Envestnet Asset Management Inc. | 0.10% | Add +1.0% | 13,363,128 | $326.6M |
| Mercer Global Advisors Inc. | 0.63% | Reduce -2.4% | 11,439,747 | $279.6M |
| Prime Capital Investment Advisors, LLC | 3.60% | Reduce -30.4% | 11,090,995 | $271.1M |
| Janus Henderson Group PLC | 0.13% | Reduce -1.5% | 10,819,876 | $264.4M |
| Mariner, LLC | 0.34% | Reduce -2.5% | 9,628,895 | $235.3M |
| Koss-Olinger Consulting, LLC | 19.01% | Reduce -4.0% | 9,481,593 | $231.7M |
| McAdam, LLC | 12.45% | Add +1.3% | 9,304,081 | $227.4M |
| JMG Financial Group, Ltd. | 6.73% | Add +11.5% | 9,081,052 | $221.9M |
| Bank of America Corp. | 0.02% | Add +6.0% | 7,724,173 | $188.8M |
| Fund Evaluation Group, LLC | 6.94% | Reduce -7.7% | 7,343,379 | $179.5M |
| Assetmark, Inc. | 0.41% | Add +1.4% | 7,070,345 | $172.8M |
| LPL Financial LLC | 0.06% | Add +3.2% | 7,043,915 | $172.2M |
| Kohmann Bosshard Financial Services, LLC | 17.27% | Add +2.5% | 6,335,445 | $154.8M |
| Apriem Advisors | 16.19% | Add +1.7% | 6,232,397 | $152.3M |
| BlueSky Wealth Advisors, LLC | 21.78% | Reduce -0.9% | 6,136,147 | $150.0M |
| Corient Private Wealth LP | 0.20% | Add +27.6% | 6,051,561 | $147.9M |
| Beacon Pointe Advisors, LLC | 1.54% | Add +0.9% | 6,043,038 | $147.7M |
| Wealthspire Advisors, LLC | 0.80% | Reduce -4.0% | 5,842,324 | $142.8M |
| Morgan Stanley | 0.01% | Reduce -9.3% | 5,600,372 | $136.9M |
| Johnson Investment Counsel Inc. | 1.07% | Add +0.9% | 4,887,034 | $119.4M |
| Greenwood Gearhart LLC | 7.38% | Reduce -23.9% | 4,839,557 | $118.3M |
| Northwest Quadrant Wealth Management, LLC | 25.98% | Add +0.7% | 4,768,037 | $116.5M |
| Orgel Wealth Management, LLC | 2.78% | Add +2.0% | 4,726,458 | $115.5M |
| Financial Consulate, Inc. | 22.69% | Add +14.2% | 4,703,142 | $114.9M |
| Evermay Wealth Management LLC | 13.67% | Reduce -9.3% | 4,544,697 | $111.1M |
| Steele Capital Management, Inc. | 4.62% | Add +2.8% | 3,936,702 | $96.3M |
| Charles Schwab Trust Co | 7.15% | Reduce -1.2% | 3,895,745 | $95.2M |
| Curi Capital, LLC | 1.71% | Reduce -4.1% | 3,679,430 | $89.9M |
| FSA Investment Group, LLC | 66.32% | Add +0.1% | 3,664,331 | $89.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.1% | 3,325,833 | $81.2M |
| Sims Investment Management, LLC | 32.23% | Add +5.9% | 3,279,481 | $80.2M |
| Standpoint Asset Management, LLC | 16.20% | Reduce -19.8% | 3,242,100 | $79.2M |
| EP Wealth Advisors, LLC | 0.50% | Add +976.1% | 3,142,472 | $76.8M |
| Integrated Wealth Concepts LLC | 0.76% | Add +3.1% | 3,106,087 | $75.9M |
| HB Wealth Management, LLC | 0.59% | Reduce -2.8% | 2,998,568 | $73.3M |
| Meridian Wealth Partners, LLC | 10.45% | Add +0.3% | 2,949,522 | $72.1M |
| Cornerstone Advisors Asset Management, LLC | 13.44% | Add +8.6% | 2,855,136 | $69.8M |
| Cresset Asset Management, LLC | 0.34% | Reduce -10.0% | 2,806,990 | $68.6M |
| CacheTech Inc. | 12.27% | Reduce -0.9% | 2,727,624 | $66.7M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -3.5% | 2,689,581 | $65.7M |
| Adams Wealth Management | 12.29% | Reduce -2.2% | 2,641,984 | $64.6M |
| Bangor Savings Bank | 5.64% | Reduce -19.7% | 2,581,836 | $63.1M |
| Jaffetilchin Investment Partners, LLC | 4.09% | Add +0.3% | 2,558,273 | $62.5M |
| Aptus Capital Advisors, LLC | 0.62% | Add +3.9% | 2,553,030 | $62.4M |
| Baker Avenue Asset Management, LP | 1.76% | Add +3.7% | 2,534,043 | $61.9M |
| Guardian Wealth Advisors, LLC / NC | 4.28% | Add +4.5% | 2,489,469 | $60.8M |
| NewSquare Capital LLC | 4.50% | Add +5.1% | 2,492,890 | $60.5M |
| Savant Capital, LLC | 0.43% | Reduce -1.6% | 2,472,808 | $60.4M |
| Focus Partners Wealth | 0.13% | Reduce -7.5% | 2,469,586 | $60.4M |
| Legacy Wealth Management, LLC | 3.56% | Add +1.5% | 2,343,626 | $57.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 2,341,089 | $57.2M |
| RKL Wealth Management LLC | 5.02% | Reduce -9.0% | 2,336,816 | $57.1M |
| Berger Financial Group, Inc | 3.66% | Add +2.3% | 2,308,056 | $56.4M |
| Richardson Capital Management LLC | 29.25% | Add +11.3% | 2,282,477 | $55.8M |
| Alliance Wealth Management Group | 14.19% | Add +3.4% | 2,280,596 | $55.7M |
| Towercrest Capital Management | 9.95% | Add +3.4% | 2,280,596 | $55.7M |
| Financial Management Professionals, Inc. | 6.20% | Add +6.0% | 2,255,724 | $55.1M |
| Jones Financial Companies LLLP | 0.04% | Add +64.5% | 2,245,858 | $54.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.9% | 2,097,527 | $51.3M |
| McGlone Suttner Wealth Management, Inc. | 7.64% | Add +2.6% | 2,070,029 | $50.6M |
| Harbour Investments, Inc. | 1.27% | Reduce -0.2% | 2,052,691 | $50.2M |
| Pure Financial Advisors, LLC | 0.86% | Reduce -0.2% | 2,003,299 | $49.0M |
| United Capital Financial Advisors, LLC | 0.40% | Reduce -2.3% | 2,002,549 | $48.9M |
| Wells Fargo & Company | 0.01% | Add +1.2% | 1,943,043 | $47.5M |
| Red Door Wealth Management, LLC | 5.57% | Add +48.5% | 1,903,860 | $46.5M |
| Royal Bank of Canada | 0.01% | Add +16.6% | 1,889,414 | $46.2M |
| Courage Miller Partners, LLC | 14.45% | Add +3.1% | 1,864,754 | $45.6M |
| Appleton Partners Inc. | 3.22% | Reduce -1.8% | 1,864,340 | $45.6M |
| Valley National Advisers Inc. | 7.38% | Add +2.6% | 1,849,912 | $45.2M |
| IMA Advisory Services, Inc. | 4.73% | Reduce -0.2% | 1,806,295 | $44.1M |
| Northeast Financial Group, Inc. | 13.89% | Add +3.5% | 1,793,917 | $43.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.9% | 1,773,982 | $43.4M |
| Embree Financial Group | 6.43% | Reduce -3.6% | 1,746,011 | $42.7M |
| Bleakley Financial Group, LLC | 1.02% | Add +311.1% | 1,636,106 | $40.0M |
| World Investment Advisors | 0.91% | Add +1225.7% | 1,635,660 | $40.0M |
| Choreo, LLC | 0.55% | Reduce -25.9% | 1,621,940 | $39.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +53.8% | 1,616,185 | $39.5M |
| Newman Dignan & Sheerar, Inc. | 8.79% | Add +0.5% | 1,564,224 | $38.2M |
| Kavar Capital Partners Group, LLC | 5.47% | Add +8.7% | 1,557,780 | $38.1M |
| Modera Wealth Management, LLC | 0.47% | Reduce -1.5% | 1,553,509 | $38.0M |
| Schneider Downs Wealth Management Advisors, LP | 5.66% | Add +2.8% | 1,550,228 | $37.9M |
| Chicago Partners Investment Group LLC | 1.09% | Add +2.8% | 1,507,013 | $37.9M |
| Access Financial Services, Inc. | 14.26% | Reduce -2.8% | 1,543,164 | $37.7M |
| Wilmington Savings Fund Society, FSB | 0.65% | Reduce -5.9% | 1,502,032 | $36.7M |
| Burt Wealth Advisors | 8.25% | Add +1.7% | 1,476,695 | $36.1M |
| Matrix Trust Co | 5.64% | Add +1.4% | 1,449,834 | $35.4M |
| Sherwood Financial Partners, LLC | 32.13% | Reduce -1.7% | 1,434,888 | $35.1M |
"% 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.