SCHWAB US LARGE-CAP ETF (SCHX) Institutional Ownership and Insiders Activity
SCHWAB US LARGE-CAP ETF (SCHX) is widely held by institutional investors, with 3 tracked firms reporting positions valued at approximately $42.95M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $40.75M in SCHX holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
3
Total Reported Value
$42.95M
Largest Holder
Sequoia Financial Advisors
Largest Position
$40.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allSCHX News
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Aug 10, 2026 · valut.ai
- Fund Evaluation Group LLC Focuses on Equities in Q2 2026
Aug 10, 2026 · valut.ai
- Valley Forge Investment Consultants Inc Adv Portfolio Activity in Q3 2026
Aug 10, 2026 · valut.ai
- Berger Financial Group Inc Portfolio Shifts in Q2 2026: Strategic ETF Purchases and Technology Sales Observed
Aug 9, 2026 · valut.ai
- Prime Capital Investment Advisors Q2 2026 Portfolio Activity: Major Purchases & Strategic Sells Observed
Aug 8, 2026 · valut.ai
- St. Johns Investment Management Company Q2 Activity: Major BHP Acquisition and ETF Adjustments
Aug 8, 2026 · valut.ai
- Towercrest Capital Management's Q2 2026 Portfolio Activity
Aug 5, 2026 · valut.ai
- Diversified Enterprises LLC's Q2 2026 Portfolio Activity
Aug 4, 2026 · valut.ai
Related SCHX Institutional Insights:
- SCHX Institutional Ownership & Insiders Activity
- SCHX Institutional Ownership & 13F Activity
- SCHX Top Institutional Shareholders
- SCHX Institutional Buying Activity
- SCHX Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SCHX Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings