Schwab US Large-Cap ETFSCHXETF
13F holders, Q4 2025 (December 31)1,557holders +113
91new positions
56sold out
4famous investors
$26.93avg. 13F price*
At the end of Q4 2025, 1,557 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 113 from Q3 2025. 91 opened new positions and 56 sold out. The largest holders were US Bancorp \de ($5.4B), Creative Planning ($2.3B) and Moneta Group Investment Advisors LLC ($964.2M). 4 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 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $387.9M |
| Exits | 56 | $84.6M |
All 13F filers, Q3 2025 → Q4 2025: 49,139,355 shares bought and 26,256,882 shares sold, net +22,882,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,557 holders
| US Bancorp \de | 6.34% | Reduce -2.2% | 201,085,961 | $5.4B |
| Creative Planning | 1.61% | Add +3.8% | 83,812,325 | $2.3B |
| Moneta Group Investment Advisors LLC | 7.30% | Add +3.0% | 35,831,024 | $964.2M |
| HBK Sorce Advisory LLC | 21.57% | Add +1.3% | 34,479,165 | $939.2M |
| Northwestern Mutual Wealth Management Co. | 0.53% | Add +5.3% | 30,984,972 | $833.8M |
| Sei Investments Co. | 0.82% | Reduce -1.3% | 30,973,811 | $833.5M |
| Sage Financial Group Inc. | 42.45% | Reduce -4.7% | 23,836,476 | $641.4M |
| Captrust Financial Advisors | 1.00% | Add +5.6% | 19,522,489 | $525.4M |
| Wealth Enhancement Advisory Services, LLC | 0.71% | Reduce -1.7% | 19,086,174 | $521.8M |
| Cerity Partners LLC | 0.75% | Add +0.7% | 18,990,659 | $511.0M |
| Betterment LLC | 0.93% | Add +0.4% | 18,148,928 | $488.4M |
| Diversified Enterprises, LLC | 27.15% | Add +2.9% | 16,962,165 | $456.5M |
| HighTower Advisors, LLC | 0.42% | Reduce -0.4% | 14,141,394 | $380.5M |
| Janus Henderson Group PLC | 0.15% | Add +8.6% | 12,410,720 | $334.0M |
| Mercer Global Advisors Inc. | 0.43% | Add +0.4% | 10,387,007 | $283.0M |
| Mariner, LLC | 0.33% | Add +6.8% | 10,235,455 | $275.4M |
| Norinchukin Bank, The | 3.19% | New | 10,180,000 | $273.9M |
| Prime Capital Investment Advisors, LLC | 3.28% | Reduce -1.7% | 10,005,831 | $269.3M |
| Koss-Olinger Consulting, LLC | 20.85% | Add +6.2% | 9,998,509 | $269.1M |
| McAdam, LLC | 12.24% | Add +3.1% | 9,936,362 | $267.4M |
| Fund Evaluation Group, LLC | 8.45% | Add +32.4% | 9,492,565 | $255.4M |
| Bank of America Corp. | 0.02% | Reduce -2.0% | 9,021,839 | $242.8M |
| JMG Financial Group, Ltd. | 6.39% | Reduce -3.9% | 8,445,906 | $227.3M |
| LPL Financial LLC | 0.06% | Reduce -6.4% | 7,696,890 | $207.1M |
| Vantagepoint Investment Advisers LLC | 1.64% | No change | 7,592,541 | $204.3M |
| Kohmann Bosshard Financial Services, LLC | 17.49% | Add +10.3% | 7,128,362 | $192.0M |
| Corient Private Wealth LP | 0.26% | Add +28.8% | 7,064,100 | $190.1M |
| Assetmark, Inc. | 0.36% | Reduce -14.5% | 6,513,794 | $175.3M |
| Beacon Pointe Advisors, LLC | 1.22% | Add +7.8% | 6,461,827 | $173.9M |
| BlueSky Wealth Advisors, LLC | 22.06% | Add +1.0% | 6,216,158 | $167.3M |
| Apriem Advisors | 15.23% | Reduce -3.7% | 6,166,583 | $165.9M |
| Morgan Stanley | 0.01% | Add +5.4% | 6,006,598 | $161.6M |
| Northwest Quadrant Wealth Management, LLC | 29.50% | Add +1.3% | 5,301,134 | $142.7M |
| Financial Consulate, Inc. | 19.14% | Add +1.3% | 5,201,944 | $140.0M |
| Johnson Investment Counsel Inc. | 1.12% | Add +1.0% | 5,075,689 | $136.6M |
| Greenwood Gearhart LLC | 7.03% | Reduce -4.2% | 4,746,845 | $127.7M |
| Orgel Wealth Management, LLC | 2.78% | Reduce -0.3% | 4,679,398 | $125.9M |
| Evermay Wealth Management LLC | 13.39% | Reduce -1.0% | 4,435,795 | $119.4M |
| Charles Schwab Trust Co | 7.45% | Add +1.2% | 4,214,954 | $113.4M |
| Steele Capital Management, Inc. | 4.60% | Add +1.8% | 3,985,073 | $107.2M |
| Farther Finance Advisors, LLC | 1.15% | Add +37.4% | 3,972,127 | $106.9M |
| Curi Capital, LLC | 1.66% | Reduce -1.1% | 3,561,826 | $95.8M |
| FSA Investment Group, LLC | 58.16% | Reduce -3.3% | 3,545,168 | $95.4M |
| Ameriprise Financial Inc. | 0.02% | Add +0.9% | 3,484,577 | $93.8M |
| Sims Investment Management, LLC | 32.53% | Add +1.7% | 3,420,432 | $92.0M |
| Meridian Wealth Partners, LLC | 12.63% | Reduce -0.3% | 3,405,743 | $91.6M |
| EP Wealth Advisors, LLC | 0.45% | — | 3,216,726 | $86.6M |
| Focus Partners Wealth | 0.10% | Add +21.7% | 3,204,446 | $86.2M |
| Integrated Wealth Concepts LLC | 1.01% | Add +0.5% | 3,151,933 | $84.8M |
| HB Wealth Management, LLC | 0.53% | Reduce -0.4% | 3,031,436 | $81.6M |
| Cornerstone Advisors Asset Management, LLC | 12.74% | Add +0.1% | 2,915,883 | $78.5M |
| Cresset Asset Management, LLC | 0.32% | Reduce -0.2% | 2,828,898 | $76.1M |
| Wealthspire Advisors, LLC | 0.60% | Reduce -50.9% | 2,816,409 | $75.8M |
| Osaic Holdings, Inc. | 0.11% | Add +5.1% | 2,797,970 | $75.3M |
| AQR Capital Management | 0.04% | Add +28.2% | 2,773,529 | $74.6M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +0.5% | 2,729,048 | $73.4M |
| Baker Avenue Asset Management, LP | 1.67% | Add +3.5% | 2,695,183 | $72.5M |
| Aptus Capital Advisors, LLC | 0.61% | Add +4.1% | 2,676,224 | $72.0M |
| Standpoint Asset Management, LLC | 16.34% | Reduce -3.4% | 2,657,500 | $71.5M |
| Guardian Wealth Advisors, LLC / NC | 4.43% | Add +5.1% | 2,622,172 | $70.6M |
| Jaffetilchin Investment Partners, LLC | 4.04% | Add +0.3% | 2,570,082 | $69.2M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 2,547,563 | $68.6M |
| Jones Financial Companies LLLP | 0.04% | Add +9.4% | 2,530,291 | $68.1M |
| Bangor Savings Bank | 5.35% | Reduce -2.5% | 2,472,943 | $66.5M |
| Savant Capital, LLC | 0.38% | Reduce -1.3% | 2,464,660 | $66.3M |
| Berger Financial Group, Inc | 3.65% | Reduce -1.1% | 2,337,749 | $62.9M |
| CacheTech Inc. | 11.47% | Add +1.5% | 2,300,000 | $61.9M |
| NewSquare Capital LLC | 5.40% | Reduce -10.9% | 2,276,685 | $61.3M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 2,243,444 | $60.4M |
| Alliance Wealth Management Group | 13.06% | Reduce -1.5% | 2,212,231 | $59.5M |
| Towercrest Capital Management | 9.39% | Reduce -1.5% | 2,212,231 | $59.5M |
| Legacy Wealth Management, LLC | 3.42% | Reduce -3.3% | 2,206,176 | $59.4M |
| Financial Management Professionals, Inc. | 6.11% | Reduce -3.9% | 2,200,040 | $59.2M |
| RKL Wealth Management LLC | 4.74% | Reduce -0.9% | 2,147,814 | $57.8M |
| McGlone Suttner Wealth Management, Inc. | 7.67% | Add +1.5% | 2,119,924 | $57.0M |
| Adams Wealth Management | 12.14% | Reduce -2.3% | 2,115,264 | $56.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +96.3% | 2,072,279 | $55.8M |
| Raymond James Financial Inc. | 0.02% | Add +5.2% | 2,049,310 | $55.1M |
| Modern Wealth Management, LLC | 0.98% | Add +10.2% | 2,000,358 | $53.8M |
| Red Door Wealth Management, LLC | 5.56% | Add +3.6% | 1,985,532 | $53.4M |
| Northeast Financial Group, Inc. | 13.39% | Add +3.0% | 1,983,561 | $53.4M |
| Pure Financial Advisors, LLC | 0.80% | Add +0.8% | 1,975,566 | $53.2M |
| Valley National Advisers Inc. | 7.35% | Add +4.5% | 1,971,052 | $53.0M |
| United Capital Financial Advisors, LLC | 0.31% | Reduce -1.7% | 1,903,988 | $51.2M |
| Bleakley Financial Group, LLC | 0.88% | Add +5.3% | 1,891,079 | $50.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -55.1% | 1,850,090 | $49.8M |
| Appleton Partners Inc. | 3.27% | Reduce -0.9% | 1,846,376 | $49.7M |
| IMA Advisory Services, Inc. | 4.62% | Reduce -1.0% | 1,788,112 | $48.1M |
| Harbour Investments, Inc. | 0.97% | Reduce -15.4% | 1,775,672 | $47.8M |
| Royal Bank of Canada | 0.01% | Reduce -12.5% | 1,763,659 | $47.5M |
| Chicago Partners Investment Group LLC | 1.16% | Add +6.4% | 1,735,246 | $47.2M |
| Visionary Wealth Advisors | 2.13% | Add +3.2% | 1,751,872 | $47.1M |
| Richardson Capital Management LLC | 23.60% | Reduce -7.3% | 1,747,876 | $47.0M |
| Courage Miller Partners, LLC | 14.14% | Reduce -3.3% | 1,745,021 | $47.0M |
| World Investment Advisors | 0.75% | Add +3.0% | 1,695,498 | $45.6M |
| Kavar Capital Partners Group, LLC | 6.18% | Add +2.2% | 1,666,797 | $44.9M |
| Quantinno Capital Management LP | 0.09% | Add +14.9% | 1,607,504 | $43.3M |
| SigFig Wealth Management, LLC | 1.24% | Add +17.2% | 1,546,940 | $41.7M |
| Newman Dignan & Sheerar, Inc. | 8.63% | Reduce -0.4% | 1,538,425 | $41.4M |
| Wilmington Savings Fund Society, FSB | 0.97% | Add +1.8% | 1,537,906 | $41.4M |
"% 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.