Schwab US Large-Cap ETFSCHXETF
13F holders, Q1 2026 (March 31)1,545holders −12
74new positions
79sold out
4famous investors
$25.77avg. 13F price*
At the end of Q1 2026, 1,545 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, down 12 from Q4 2025. 74 opened new positions and 79 sold out. The largest holders were US Bancorp \de ($3.7B), Creative Planning ($2.1B) and HBK Sorce Advisory LLC ($1.0B). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $113.5M |
| Exits | 79 | $48.1M |
All 13F filers, Q4 2025 → Q1 2026: 64,123,227 shares bought and 88,293,517 shares sold, net −24,170,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,545 holders
| US Bancorp \de | 4.51% | Reduce -27.9% | 145,061,220 | $3.7B |
| Creative Planning | 1.43% | Reduce -1.8% | 82,270,037 | $2.1B |
| HBK Sorce Advisory LLC | 20.64% | Add +1.2% | 34,883,439 | $1.0B |
| Moneta Group Investment Advisors LLC | 7.21% | Add +4.3% | 37,368,877 | $958.1M |
| Northwestern Mutual Wealth Management Co. | 0.55% | Add +12.3% | 34,809,568 | $892.5M |
| Sei Investments Co. | 0.77% | Add +5.0% | 32,528,571 | $834.0M |
| Betterment LLC | 1.39% | Add +57.6% | 28,599,516 | $733.3M |
| Sage Financial Group Inc. | 38.55% | Reduce -3.0% | 23,108,501 | $592.5M |
| Captrust Financial Advisors | 0.91% | Add +3.4% | 20,183,412 | $517.5M |
| Cerity Partners LLC | 0.70% | Add +1.0% | 19,184,892 | $491.9M |
| Diversified Enterprises, LLC | 25.56% | Add +7.2% | 18,185,644 | $466.3M |
| HighTower Advisors, LLC | 0.38% | Reduce -1.0% | 14,005,999 | $359.1M |
| Janus Henderson Group PLC | 0.15% | Reduce -0.7% | 12,327,339 | $316.1M |
| Wealth Enhancement Advisory Services, LLC | 0.63% | Reduce -42.3% | 11,009,922 | $284.7M |
| Koss-Olinger Consulting, LLC | 22.55% | Add +4.9% | 10,490,753 | $269.0M |
| Mariner, LLC | 0.31% | Add +1.4% | 10,381,527 | $266.2M |
| Norinchukin Bank, The | 3.05% | No change | 10,180,000 | $261.0M |
| McAdam, LLC | 11.74% | Add +2.3% | 10,166,832 | $260.7M |
| Bank of America Corp. | 0.02% | Add +11.7% | 10,076,451 | $258.4M |
| Mercer Global Advisors Inc. | 0.38% | Reduce -4.4% | 9,928,543 | $254.6M |
| UBS Group AG | 0.04% | Add +672.2% | 9,547,873 | $244.8M |
| Fund Evaluation Group, LLC | 7.31% | Reduce -2.3% | 9,274,544 | $237.8M |
| Prime Capital Investment Advisors, LLC | 2.64% | Reduce -11.1% | 8,900,665 | $228.2M |
| Morgan Stanley | 0.01% | Add +43.3% | 8,606,214 | $220.7M |
| JMG Financial Group, Ltd. | 5.88% | Reduce -1.3% | 8,333,483 | $213.7M |
| Beacon Pointe Advisors, LLC | 1.06% | Add +20.2% | 7,768,711 | $199.2M |
| Kohmann Bosshard Financial Services, LLC | 18.92% | Add +6.4% | 7,583,229 | $194.4M |
| LPL Financial LLC | 0.05% | Reduce -2.1% | 7,538,416 | $193.3M |
| Vantagepoint Investment Advisers LLC | 1.62% | Reduce -1.8% | 7,457,977 | $191.2M |
| Assetmark, Inc. | 0.34% | Add +0.0% | 6,516,389 | $167.1M |
| Corient Private Wealth LP | 0.24% | Reduce -4.8% | 6,725,389 | $165.0M |
| Apriem Advisors | 13.78% | Reduce -8.7% | 5,632,258 | $144.4M |
| Northwest Quadrant Wealth Management, LLC | 28.22% | Reduce -0.1% | 5,294,584 | $135.8M |
| Financial Consulate, Inc. | 16.59% | Reduce -0.2% | 5,192,173 | $133.1M |
| Johnson Investment Counsel Inc. | 1.06% | Add +1.1% | 5,134,222 | $131.6M |
| Farther Finance Advisors, LLC | 1.20% | Add +24.0% | 4,924,387 | $127.2M |
| BlueSky Wealth Advisors, LLC | 16.13% | Reduce -21.4% | 4,885,976 | $125.3M |
| Orgel Wealth Management, LLC | 2.59% | Add +0.3% | 4,691,102 | $120.3M |
| Evermay Wealth Management LLC | 12.42% | Reduce -1.5% | 4,368,968 | $112.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +124.9% | 4,161,626 | $106.7M |
| Charles Schwab Trust Co | 6.92% | Reduce -1.3% | 4,160,348 | $106.7M |
| Steele Capital Management, Inc. | 4.34% | Add +2.5% | 4,082,829 | $104.8M |
| AQR Capital Management | 0.05% | Add +43.8% | 3,987,666 | $102.2M |
| FSA Investment Group, LLC | 39.21% | Add +7.2% | 3,798,994 | $97.4M |
| Curi Capital, LLC | 1.66% | Add +1.8% | 3,627,186 | $93.0M |
| Greenwood Gearhart LLC | 4.88% | Reduce -25.8% | 3,521,321 | $90.3M |
| Meridian Wealth Partners, LLC | 12.32% | Add +2.8% | 3,500,440 | $89.8M |
| Integrated Wealth Concepts LLC | 0.71% | Add +10.7% | 3,487,726 | $89.4M |
| Choreo, LLC | 1.05% | Add +157.6% | 3,338,839 | $85.6M |
| Osaic Holdings, Inc. | 0.12% | Add +18.7% | 3,321,973 | $85.2M |
| Sims Investment Management, LLC | 31.15% | Reduce -3.3% | 3,306,092 | $84.8M |
| Jones Financial Companies LLLP | 0.04% | Add +32.6% | 3,356,239 | $84.1M |
| Focus Partners Wealth | 0.09% | Reduce -0.1% | 3,199,988 | $82.2M |
| BlackRock, Inc. | 0.00% | Add +174.0% | 3,196,324 | $82.0M |
| EP Wealth Advisors, LLC | 0.40% | Reduce -1.0% | 3,184,837 | $81.7M |
| HB Wealth Management, LLC | 0.51% | Add +1.2% | 3,067,334 | $78.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.8% | 3,004,368 | $77.0M |
| Cornerstone Advisors Asset Management, LLC | 11.85% | Add +2.7% | 2,994,436 | $76.8M |
| Aptus Capital Advisors, LLC | 0.61% | Add +5.8% | 2,831,944 | $72.6M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +3.6% | 2,826,364 | $72.5M |
| Wealthspire Advisors, LLC | 0.57% | Add +0.2% | 2,822,930 | $72.4M |
| Cresset Asset Management, LLC | 0.31% | Reduce -0.8% | 2,805,728 | $71.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.8% | 2,873,728 | $71.6M |
| Guardian Wealth Advisors, LLC / NC | 4.52% | Add +5.7% | 2,772,378 | $71.1M |
| Financial Solutions Advisory Group, Inc. | 9.78% | — | 2,760,441 | $70.8M |
| Baker Avenue Asset Management, LP | 1.59% | Add +1.1% | 2,724,434 | $69.9M |
| Jaffetilchin Investment Partners, LLC | 3.93% | Add +0.3% | 2,576,470 | $66.1M |
| Standpoint Asset Management, LLC | 15.95% | Reduce -3.5% | 2,564,300 | $65.7M |
| Savant Capital, LLC | 0.31% | Add +1.5% | 2,500,836 | $64.1M |
| Bangor Savings Bank | 4.97% | Reduce -1.9% | 2,426,254 | $62.2M |
| Berger Financial Group, Inc | 3.40% | Add +1.2% | 2,366,564 | $60.7M |
| Scarborough Advisors, LLC | 6.62% | New | 2,359,231 | $60.5M |
| NewSquare Capital LLC | 5.25% | Add +3.3% | 2,351,837 | $60.3M |
| Legacy Wealth Management, LLC | 3.41% | Add +3.5% | 2,283,449 | $58.5M |
| CacheTech Inc. | 11.15% | Reduce -1.9% | 2,256,916 | $57.9M |
| Financial Management Professionals, Inc. | 6.43% | Add +1.6% | 2,234,687 | $57.3M |
| Alliance Wealth Management Group | 12.21% | Reduce -1.6% | 2,176,358 | $55.8M |
| Towercrest Capital Management | 8.69% | Reduce -1.6% | 2,176,358 | $55.8M |
| Northeast Financial Group, Inc. | 14.61% | Add +8.0% | 2,141,313 | $54.9M |
| Adams Wealth Management | 11.87% | Reduce -0.3% | 2,108,404 | $54.1M |
| Modern Wealth Management, LLC | 0.93% | Add +4.4% | 2,088,892 | $54.0M |
| McGlone Suttner Wealth Management, Inc. | 7.12% | Reduce -1.1% | 2,097,595 | $53.8M |
| Wells Fargo & Company | 0.01% | Reduce -6.5% | 2,097,360 | $53.8M |
| Valley National Advisers Inc. | 6.79% | Add +3.8% | 2,045,472 | $52.4M |
| Chicago Partners Investment Group LLC | 1.15% | Add +5.8% | 1,835,007 | $51.5M |
| Pure Financial Advisors, LLC | 0.74% | Add +0.7% | 1,989,152 | $51.0M |
| Red Door Wealth Management, LLC | 5.15% | Reduce -2.7% | 1,931,755 | $49.5M |
| Royal Bank of Canada | 0.01% | Add +9.0% | 1,922,851 | $49.3M |
| Bleakley Financial Group, LLC | 0.77% | Add +1.1% | 1,911,179 | $49.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +238.1% | 1,900,806 | $48.7M |
| United Capital Financial Advisors, LLC | 0.29% | Reduce -2.2% | 1,861,938 | $47.8M |
| RKL Wealth Management LLC | 4.30% | Reduce -13.3% | 1,861,871 | $47.7M |
| IMA Advisory Services, Inc. | 4.64% | Add +3.6% | 1,851,852 | $47.5M |
| Appleton Partners Inc. | 3.30% | Add +0.0% | 1,846,870 | $47.4M |
| SigFig Wealth Management, LLC | 1.38% | Add +18.5% | 1,833,652 | $47.0M |
| Visionary Wealth Advisors | 2.07% | Add +4.0% | 1,822,755 | $46.7M |
| Richardson Capital Management LLC | 22.23% | Add +2.8% | 1,795,988 | $46.0M |
| Harbour Investments, Inc. | 0.71% | Add +0.3% | 1,781,564 | $45.7M |
| Courage Miller Partners, LLC | 12.56% | Reduce -0.6% | 1,735,166 | $44.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.8% | 1,726,629 | $44.3M |
"% 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.