SCHWAB US LARGE-CAP ETF (SCHX) Institutional Ownership Changes & 13F Activity

SCHWAB US LARGE-CAP ETF (SCHX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Integrated Wealth Concepts Llc, Mercer Global Advisors Inc, Equitable Holdings, Inc., and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+162,719+3.9%4,324,345$127.27MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+3,402+16.6%23,931$704.29KQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+398+0.6%72,572$2.14MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+265+0.0%1,193,627$35.13MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+479,547+13.7%3,967,273$116.76MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+3,261+10.7%33,839$995.89KQ2 2026Sep 04, 2026
Capital & Planning, LlcBuy+16,515—16,515$486.04KQ2 2026Sep 02, 2026
Alternative Investment Advisors, Llc.Sell-1,922-5.3%34,605$1.02MQ2 2026Aug 31, 2026
Cornerstone Financial Management LlcBuy+2,139+1.4%155,383$4.57MQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-699,293-10.4%6,026,096$177.35MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+7,267—7,267$213.87KQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-37-0.2%16,844$495.72KQ2 2026Aug 25, 2026
Strategic Financial Services, Inc.Buy+7,691—7,691$226.35KQ2 2026Aug 24, 2026
Bernard Wealth Management Corp.Buy+20,160+1.5%1,323,557$38.95MQ2 2026Aug 21, 2026
Gill Capital Partners, LlcSell-5,534-23.8%17,712$521.26KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-256,234-2.6%9,672,309$284.66MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+6,146+9.6%69,869$2.06MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+3+0.3%1,053$30.98KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+44,373+0.6%7,813,084$229.94MQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+23,068+4.8%507,326$14.93MQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+21,465—21,465$631.72KQ2 2026Aug 18, 2026
Denver Pwm, LlcSell-16,057-8.7%168,888$5.17MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+6,536—6,536$192.36KQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Sell-985-83.2%199$5.86KQ2 2026Aug 18, 2026
Tilia Fiduciary Partners, Inc.Buy+116+0.2%55,097$1.62MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+168,236+35.6%640,469$18.85MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-96,494-13.2%634,091$18.66MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-41,404-2.2%1,820,534$53.60MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-39,691-2.0%1,949,461$57.37MQ2 2026Aug 17, 2026
Jacobs Equity LlcBuy+22,103+9.1%265,723$7.82MQ2 2026Aug 17, 2026
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Frequently asked questions about SCHX activity

  • Which institutional owners are buying SCHX?

    Institutional owners buying SCHX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHX activity?

    "Buy" means an investor increased their reported position in SCHX compared to the prior reporting period. This reflects growing exposure to SCHWAB US LARGE-CAP ETF (SCHX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHX increasing?

    Institutional interest in SCHX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.