SCHWAB US LARGE-CAP ETF (SCHX) Institutional Shareholders
SCHWAB US LARGE-CAP ETF (SCHX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $28.30B in SCHX holdings during the latest filing period.
Us Bancorp \De\ is currently the largest disclosed institutional shareholder of SCHX tracked by InsiderSet, reporting ownership valued at approximately $3.72B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.41B, representing an estimated gain of +18.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed SCHX value among the investors covered in this analysis. Major shareholders include Us Bancorp \De\, Creative Planning, Hbk Sorce Advisory Llc, and several other long-term asset managers with concentrated positions in SCHWAB US LARGE-CAP ETF (SCHX).
This page ranks the largest institutional SCHX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,553
Total Reported Value
$28.30B
Largest Holder
Us Bancorp \De\
Largest Position
$3.72B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Us Bancorp \De\ | 4.51% | 145,061,220 | $3,719,345,927 | $4,412,762,312 | +$693,416,385 | +18.64% | |
| Creative Planning | 1.43% | 82,270,037 | $2,109,403,739 | $2,502,654,526 | +$393,250,787 | +18.64% | |
| Hbk Sorce Advisory Llc | 20.64% | 34,883,439 | $1,011,619,723 | $1,061,154,214 | +$49,534,491 | +4.90% | |
| Moneta Group Investment Advisors Llc | 7.21% | 37,368,877 | $958,138,006 | $1,136,761,238 | +$178,623,232 | +18.64% | |
| Northwestern Mutual Wealth Management Co | 0.55% | 34,809,568 | $892,517,341 | $1,058,907,059 | +$166,389,718 | +18.64% | |
| Sei Investments Co | 0.77% | 32,528,571 | $834,033,110 | $989,519,130 | +$155,486,020 | +18.64% | |
| Sage Financial Group Inc | 37.50% | 23,002,052 | $676,950,386 | $699,722,422 | +$22,772,036 | +3.36% | |
| Diversified Enterprises, Llc | 26.79% | 18,816,940 | $553,782,534 | $572,411,315 | +$18,628,781 | +3.36% | |
| Captrust Financial Advisors | 0.91% | 20,183,412 | $517,496,711 | $613,979,393 | +$96,482,682 | +18.64% | |
| Cerity Partners Llc | 0.70% | 19,184,892 | $491,915,416 | $583,604,415 | +$91,688,999 | +18.64% | |
| Hightower Advisors, Llc | 0.40% | 13,950,292 | $410,557,084 | $424,367,883 | +$13,810,799 | +3.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.56% | 11,231,423 | $334,022,518 | $341,659,888 | +$7,637,370 | +2.29% | |
| Mcadam, Llc | 12.42% | 10,922,591 | $321,451,859 | $332,265,218 | +$10,813,359 | +3.36% | |
| Janus Henderson Group Plc | 0.16% | 12,327,339 | $316,072,972 | $374,997,652 | +$58,924,680 | +18.64% | |
| Koss-Olinger Consulting, Llc | 22.55% | 10,490,753 | $268,982,918 | $319,128,706 | +$50,145,788 | +18.64% | |
| Mariner, Llc | 0.31% | 10,381,527 | $266,152,944 | $315,806,051 | +$49,653,107 | +18.66% | |
| Norinchukin Bank, The | 3.05% | 10,180,000 | $261,015,200 | $309,675,600 | +$48,660,400 | +18.64% | |
| Bank Of America Corp | 0.02% | 10,076,451 | $258,360,198 | $306,525,639 | +$48,165,441 | +18.64% | |
| Prime Capital Investment Advisors, Llc | 2.49% | 8,704,919 | $256,185,778 | $264,803,636 | +$8,617,858 | +3.36% | |
| Mercer Global Advisors Inc | 0.38% | 9,928,543 | $254,567,833 | $302,026,278 | +$47,458,445 | +18.64% | |
| Jmg Financial Group, Ltd. | 5.93% | 8,334,300 | $245,278,438 | $253,529,406 | +$8,250,968 | +3.36% | |
| Ubs Group Ag | 0.04% | 9,547,873 | $244,807,463 | $290,446,297 | +$45,638,834 | +18.64% | |
| Fund Evaluation Group, Llc | 7.31% | 9,274,544 | $237,799,297 | $282,131,628 | +$44,332,331 | +18.64% | |
| Kohmann Bosshard Financial Services, Llc | 19.74% | 7,904,940 | $232,642,382 | $240,468,275 | +$7,825,893 | +3.36% | |
| Morgan Stanley | 0.01% | 8,606,214 | $220,663,366 | $261,801,030 | +$41,137,664 | +18.64% | |
| Vantagepoint Investment Advisers Llc | 1.61% | 7,333,245 | $215,817,400 | $223,077,313 | +$7,259,913 | +3.36% | |
| Beacon Pointe Advisors, Llc | 1.06% | 7,768,711 | $199,189,763 | $236,324,189 | +$37,134,426 | +18.64% | |
| Assetmark, Inc | 0.34% | 6,626,112 | $195,006,476 | $201,566,327 | +$6,559,851 | +3.36% | |
| Lpl Financial Llc | 0.05% | 7,538,416 | $193,284,967 | $229,318,615 | +$36,033,648 | +18.64% | |
| Farther Finance Advisors, Llc | 1.37% | 5,939,378 | $174,792,429 | $180,675,879 | +$5,883,450 | +3.37% | |
| Corient Private Wealth Llc | 0.24% | 6,725,389 | $165,019,600 | $204,586,333 | +$39,566,733 | +23.98% | |
| Johnson Investment Counsel Inc | 1.18% | 5,492,353 | $161,639,953 | $167,077,378 | +$5,437,425 | +3.36% | |
| Financial Consulate, Inc | 17.25% | 5,266,972 | $155,006,976 | $160,221,288 | +$5,214,312 | +3.36% | |
| Apriem Advisors | 13.78% | 5,632,258 | $144,411,093 | $171,333,288 | +$26,922,195 | +18.64% | |
| Bluesky Wealth Advisors, Llc | 16.55% | 4,853,947 | $142,851,674 | $147,657,068 | +$4,805,394 | +3.36% | |
| Orgel Wealth Management, Llc | 2.60% | 4,658,623 | $137,103,268 | $141,715,312 | +$4,612,044 | +3.36% | |
| Northwest Quadrant Wealth Management, Llc | 28.22% | 5,294,584 | $135,753,131 | $161,061,245 | +$25,308,114 | +18.64% | |
| Envestnet Asset Management Inc | 0.03% | 4,324,345 | $127,265,466 | $131,546,575 | +$4,281,109 | +3.36% | |
| Charles Schwab Trust Co | 6.96% | 4,238,294 | $124,732,985 | $128,928,903 | +$4,195,918 | +3.36% | |
| Evermay Wealth Management Llc | 12.53% | 4,135,021 | $121,693,658 | $125,787,339 | +$4,093,681 | +3.36% | |
| Steele Capital Management, Inc. | 4.46% | 4,110,047 | $121,070,510 | $125,027,630 | +$3,957,120 | +3.27% | |
| Fsa Investment Group, Llc | 38.79% | 4,058,096 | $119,429,760 | $123,447,280 | +$4,017,520 | +3.36% | |
| Greenwood Gearhart Llc | 5.08% | 3,709,621 | $109,174,140 | $112,846,671 | +$3,672,531 | +3.36% | |
| Aqr Capital Management Llc | 0.05% | 3,987,666 | $102,243,748 | $121,304,800 | +$19,061,052 | +18.64% | |
| Sims Investment Management, Llc | 30.48% | 3,349,904 | $98,587,665 | $101,904,080 | +$3,316,415 | +3.36% | |
| Choreo, Llc | 1.07% | 3,302,982 | $97,206,762 | $100,476,712 | +$3,269,950 | +3.36% | |
| Curi Capital, Llc | 1.66% | 3,627,186 | $93,001,043 | $110,338,998 | +$17,337,955 | +18.64% | |
| Hb Wealth Management, Llc | 0.52% | 3,146,255 | $92,594,294 | $95,709,077 | +$3,114,783 | +3.36% | |
| Meridian Wealth Partners, Llc | 12.32% | 3,500,440 | $89,751,270 | $106,483,385 | +$16,732,115 | +18.64% | |
| Integrated Wealth Concepts Llc | 0.71% | 3,487,726 | $89,425,291 | $106,096,625 | +$16,671,334 | +18.64% |
Frequently asked questions about SCHX
Who owns the most SCHX stock?
The largest holders of SCHX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB US LARGE-CAP ETF (SCHX).
Is SCHX widely held by superinvestors?
Many widely followed stocks like SCHX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.