Schwab US Large-Cap ETFSCHXETF
13F holders, Q3 2025 (September 30)1,444holders +38
97new positions
51sold out
4famous investors
$26.34avg. 13F price*
At the end of Q3 2025, 1,444 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 38 from Q2 2025. 97 opened new positions and 51 sold out. The largest holders were US Bancorp \de ($5.4B), Creative Planning ($2.1B) and Moneta Group Investment Advisors LLC ($916.1M). 4 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 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $304.8M |
| Exits | 51 | $44.9M |
All 13F filers, Q2 2025 → Q3 2025: 39,093,448 shares bought and 36,253,409 shares sold, net +2,840,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,444 holders
| US Bancorp \de | 6.42% | Reduce -0.4% | 205,650,965 | $5.4B |
| Creative Planning | 1.62% | Reduce -1.0% | 80,734,185 | $2.1B |
| Moneta Group Investment Advisors LLC | 7.28% | Add +5.5% | 34,779,046 | $916.1M |
| HBK Sorce Advisory LLC | 22.49% | Add +1.5% | 34,041,791 | $897.0M |
| Sei Investments Co. | 0.89% | Reduce -12.7% | 31,394,167 | $826.9M |
| Northwestern Mutual Wealth Management Co. | 0.52% | Add +5.8% | 29,438,303 | $775.4M |
| Sage Financial Group Inc. | 44.81% | Add +0.8% | 25,009,642 | $658.8M |
| Wealth Enhancement Advisory Services, LLC | 0.78% | Reduce -0.8% | 19,420,421 | $514.3M |
| Cerity Partners LLC | 0.81% | Add +0.7% | 18,864,225 | $496.9M |
| Captrust Financial Advisors | 0.99% | Add +1.5% | 18,482,949 | $486.8M |
| Betterment LLC | 0.94% | Reduce -3.5% | 18,084,620 | $476.3M |
| Diversified Enterprises, LLC | 29.23% | Add +1.4% | 16,481,206 | $434.1M |
| HighTower Advisors, LLC | 0.42% | Reduce -0.6% | 14,199,707 | $374.0M |
| Janus Henderson Group PLC | 0.14% | Add +5.6% | 11,427,612 | $301.0M |
| Mercer Global Advisors Inc. | 0.46% | Reduce -9.5% | 10,349,931 | $272.6M |
| Prime Capital Investment Advisors, LLC | 3.37% | Reduce -8.2% | 10,183,018 | $268.2M |
| McAdam, LLC | 12.50% | Add +3.5% | 9,633,628 | $253.7M |
| Mariner, LLC | 0.33% | Reduce -0.5% | 9,584,115 | $252.4M |
| Bank of America Corp. | 0.02% | Add +19.2% | 9,204,094 | $242.4M |
| JMG Financial Group, Ltd. | 6.59% | Reduce -3.3% | 8,784,010 | $231.4M |
| Koss-Olinger Consulting, LLC | 19.00% | Reduce -0.7% | 9,414,080 | $230.1M |
| LPL Financial LLC | 0.06% | Add +16.7% | 8,219,560 | $216.5M |
| Assetmark, Inc. | 0.43% | Add +7.8% | 7,617,955 | $200.7M |
| Vantagepoint Investment Advisers LLC | 1.63% | New | 7,592,541 | $200.0M |
| Fund Evaluation Group, LLC | 6.83% | Reduce -2.4% | 7,167,349 | $188.8M |
| Kohmann Bosshard Financial Services, LLC | 17.53% | Add +2.0% | 6,464,641 | $170.6M |
| Apriem Advisors | 15.96% | Add +2.8% | 6,405,179 | $168.7M |
| BlueSky Wealth Advisors, LLC | 21.86% | Add +0.3% | 6,154,009 | $162.1M |
| Beacon Pointe Advisors, LLC | 1.34% | Reduce -0.8% | 5,996,805 | $158.0M |
| Wealthspire Advisors, LLC | 0.79% | Reduce -1.9% | 5,730,856 | $151.0M |
| Morgan Stanley | 0.01% | Add +1.7% | 5,696,556 | $150.0M |
| Corient Private Wealth LP | 0.23% | Reduce -9.4% | 5,485,242 | $144.5M |
| Northwest Quadrant Wealth Management, LLC | 29.12% | Add +9.8% | 5,234,208 | $137.9M |
| Financial Consulate, Inc. | 19.09% | Add +9.1% | 5,133,075 | $135.2M |
| Johnson Investment Counsel Inc. | 1.11% | Add +2.8% | 5,023,680 | $132.3M |
| Greenwood Gearhart LLC | 7.53% | Add +2.4% | 4,956,697 | $130.6M |
| Orgel Wealth Management, LLC | 2.82% | Reduce -0.7% | 4,692,187 | $123.6M |
| Evermay Wealth Management LLC | 13.49% | Reduce -1.4% | 4,479,882 | $118.0M |
| Charles Schwab Trust Co | 7.45% | Add +6.9% | 4,164,209 | $109.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -69.2% | 4,119,628 | $108.5M |
| Steele Capital Management, Inc. | 4.58% | Reduce -0.5% | 3,915,580 | $103.2M |
| FSA Investment Group, LLC | 60.40% | Add +0.0% | 3,664,859 | $96.9M |
| Curi Capital, LLC | 1.74% | Reduce -2.1% | 3,601,795 | $94.9M |
| Ameriprise Financial Inc. | 0.02% | Add +3.8% | 3,453,050 | $91.0M |
| Meridian Wealth Partners, LLC | 12.38% | Add +15.8% | 3,414,766 | $89.9M |
| Sims Investment Management, LLC | 32.06% | Add +2.6% | 3,363,369 | $88.6M |
| Integrated Wealth Concepts LLC | 0.74% | Add +1.0% | 3,136,387 | $82.6M |
| HB Wealth Management, LLC | 0.54% | Add +1.5% | 3,042,745 | $80.1M |
| Cornerstone Advisors Asset Management, LLC | 13.41% | Add +2.0% | 2,912,790 | $76.7M |
| Farther Finance Advisors, LLC | 1.15% | Add +531.7% | 2,890,979 | $76.1M |
| Cresset Asset Management, LLC | 0.33% | Add +1.0% | 2,835,035 | $74.7M |
| Standpoint Asset Management, LLC | 16.37% | Reduce -15.2% | 2,749,700 | $72.4M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +1.0% | 2,716,644 | $71.6M |
| Osaic Holdings, Inc. | 0.10% | Add +102.7% | 2,662,028 | $69.7M |
| Focus Partners Wealth | 0.11% | Add +6.6% | 2,632,459 | $69.4M |
| Baker Avenue Asset Management, LP | 1.64% | Add +2.8% | 2,604,134 | $68.6M |
| Aptus Capital Advisors, LLC | 0.62% | Add +0.7% | 2,570,721 | $67.7M |
| Jaffetilchin Investment Partners, LLC | 4.04% | Add +0.2% | 2,563,178 | $67.5M |
| NewSquare Capital LLC | 4.57% | Add +2.5% | 2,556,496 | $67.3M |
| Bangor Savings Bank | 5.57% | Reduce -1.7% | 2,537,597 | $66.8M |
| Savant Capital, LLC | 0.40% | Add +1.0% | 2,496,678 | $65.8M |
| Guardian Wealth Advisors, LLC / NC | 4.29% | Add +0.2% | 2,495,459 | $65.7M |
| Berger Financial Group, Inc | 3.73% | Add +2.4% | 2,363,403 | $62.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 2,327,677 | $61.3M |
| Jones Financial Companies LLLP | 0.04% | Add +3.0% | 2,312,055 | $60.6M |
| Financial Management Professionals, Inc. | 6.28% | Add +1.5% | 2,289,295 | $60.3M |
| Legacy Wealth Management, LLC | 3.54% | Reduce -2.6% | 2,282,257 | $60.1M |
| CacheTech Inc. | 12.01% | Reduce -16.9% | 2,266,330 | $59.7M |
| Alliance Wealth Management Group | 13.15% | Reduce -1.6% | 2,244,984 | $59.1M |
| Towercrest Capital Management | 9.49% | Reduce -1.6% | 2,244,984 | $59.1M |
| Wells Fargo & Company | 0.01% | Add +12.1% | 2,178,760 | $57.4M |
| RKL Wealth Management LLC | 4.87% | Reduce -7.2% | 2,168,519 | $57.1M |
| Adams Wealth Management | 12.22% | Reduce -18.1% | 2,164,222 | $57.0M |
| AQR Capital Management | 0.04% | Add +128.3% | 2,163,795 | $57.0M |
| Harbour Investments, Inc. | 1.25% | Add +2.3% | 2,099,179 | $55.3M |
| McGlone Suttner Wealth Management, Inc. | 7.70% | Add +0.9% | 2,088,693 | $55.0M |
| Royal Bank of Canada | 0.01% | Add +6.6% | 2,014,787 | $53.1M |
| Pure Financial Advisors, LLC | 0.82% | Reduce -2.1% | 1,960,206 | $51.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.1% | 1,948,893 | $51.3M |
| United Capital Financial Advisors, LLC | 0.37% | Reduce -3.2% | 1,937,722 | $51.0M |
| Northeast Financial Group, Inc. | 12.63% | Add +7.4% | 1,926,244 | $50.7M |
| Red Door Wealth Management, LLC | 5.36% | Add +0.7% | 1,916,215 | $50.5M |
| Valley National Advisers Inc. | 7.69% | Add +1.9% | 1,885,878 | $49.7M |
| Richardson Capital Management LLC | 23.60% | Reduce -17.4% | 1,885,250 | $49.7M |
| Appleton Partners Inc. | 3.29% | Reduce -0.1% | 1,863,389 | $49.1M |
| Modern Wealth Management, LLC | 0.95% | Add +3179.2% | 1,815,186 | $47.8M |
| IMA Advisory Services, Inc. | 4.79% | Reduce -0.0% | 1,805,783 | $47.6M |
| Courage Miller Partners, LLC | 14.24% | Reduce -3.2% | 1,805,197 | $47.5M |
| Bleakley Financial Group, LLC | 1.10% | Add +9.8% | 1,796,232 | $47.3M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.3% | 1,768,452 | $46.6M |
| Visionary Wealth Advisors | 2.09% | Add +996.2% | 1,696,976 | $44.7M |
| Chicago Partners Investment Group LLC | 1.16% | Add +8.2% | 1,630,767 | $44.3M |
| World Investment Advisors | 0.89% | Add +0.7% | 1,646,734 | $43.4M |
| Kavar Capital Partners Group, LLC | 5.73% | Add +4.7% | 1,631,574 | $43.0M |
| Embree Financial Group | 5.65% | Reduce -8.4% | 1,599,473 | $42.1M |
| Newman Dignan & Sheerar, Inc. | 8.79% | Reduce -1.3% | 1,544,007 | $40.7M |
| Modera Wealth Management, LLC | 0.47% | Reduce -1.8% | 1,525,042 | $40.2M |
| Wilmington Savings Fund Society, FSB | 0.96% | Add +0.6% | 1,510,337 | $39.8M |
| Burt Wealth Advisors | 9.56% | Add +0.1% | 1,478,970 | $39.0M |
| Choreo, LLC | 0.51% | Reduce -9.2% | 1,472,264 | $38.8M |
"% 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.