SCHWAB US LARGE-CAP ETF (SCHX) Institutional Ownership

SCHX is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $38.44M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $36.25M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's SCHX position is now estimated to be worth approximately $40.98M, representing an estimated gain of +13.07% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, Eagle Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SCHWAB US LARGE-CAP ETF (SCHX).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$38,440,7751,718,398
Q4 20253$48,607,4922,027,662
Q3 20252$37,156,1081,628,053
Q2 20253$36,921,7471,723,624
Q1 20252$55,965,4072,720,808
Q4 20243$59,708,1782,760,713
Q3 20242$59,283,880935,111
Q2 20243$58,339,385969,428
Q1 20242$62,285,5711,065,815
Q4 20232$58,264,2291,093,814
Q3 20232$52,798,0391,093,419
Q2 20233$56,226,0271,131,216