SCHX Institutional Ownership & Shareholders
SCHWAB US LARGE-CAP ETF (SCHX) is currently held by 1,619 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.98B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Us Bancorp \De\ is currently the largest disclosed institutional shareholder of SCHX tracked by InsiderSet, reporting ownership valued at approximately $5.07B in its June 30, 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 $5.10B, representing an estimated gain of +0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed SCHX value among the investors covered in this analysis. Major shareholders include Us Bancorp \De\, Creative Planning, Moneta Group Investment Advisors 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
1,619
Total Reported Value
$31.98B
Largest Holder
Us Bancorp \De\
Largest Position
$5.07B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Us Bancorp \De\ | 5.53% | 172,215,422 | $5,068,299,870 | $5,095,854,337 | +$27,554,467 | +0.54% | |
| Creative Planning | 1.35% | 80,700,378 | $2,421,011,330 | $2,387,924,185 | -$33,087,145 | -1.37% | |
| Moneta Group Investment Advisors Llc | 8.43% | 38,698,661 | $1,138,901,586 | $1,145,093,379 | +$6,191,793 | +0.54% | |
| Hbk Sorce Advisory Llc | 20.85% | 35,214,246 | $1,069,104,515 | $1,041,989,539 | -$27,114,976 | -2.54% | |
| Sei Investments Co | 0.84% | 32,299,151 | $950,564,660 | $955,731,878 | +$5,167,218 | +0.54% | |
| Betterment Llc | 1.42% | 28,627,429 | $842,505,000 | $847,085,624 | +$4,580,624 | +0.54% | |
| Sage Financial Group Inc | 37.86% | 22,826,110 | $684,783,291 | $675,424,595 | -$9,358,696 | -1.37% | |
| Captrust Financial Advisors | 0.92% | 20,363,006 | $599,283,274 | $602,541,348 | +$3,258,074 | +0.54% | |
| Diversified Enterprises, Llc | 26.92% | 19,381,801 | $581,454,043 | $573,507,492 | -$7,946,551 | -1.37% | |
| Cerity Partners Llc | 0.67% | 18,495,653 | $544,328,955 | $547,286,372 | +$2,957,417 | +0.54% | |
| Koss-Olinger Consulting, Llc | 29.03% | 12,808,366 | $376,950,207 | $378,999,550 | +$2,049,343 | +0.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.52% | 11,380,196 | $346,754,568 | $336,740,000 | -$10,014,568 | -2.89% | |
| Mcadam, Llc | 12.63% | 11,188,760 | $335,662,788 | $331,075,408 | -$4,587,380 | -1.37% | |
| Janus Henderson Group Plc | 0.16% | 12,327,339 | $316,072,972 | $364,765,961 | +$48,692,989 | +15.41% | |
| Bank Of America Corp | 0.02% | 10,429,473 | $306,939,391 | $308,608,106 | +$1,668,715 | +0.54% | |
| Mariner, Llc | 0.32% | 10,313,474 | $303,525,476 | $305,175,696 | +$1,650,220 | +0.54% | |
| Norinchukin Bank, The | 2.92% | 10,180,000 | $299,597,400 | $301,226,200 | +$1,628,800 | +0.54% | |
| Ubs Group Ag | 0.05% | 9,978,048 | $293,653,952 | $295,250,440 | +$1,596,488 | +0.54% | |
| Mercer Global Advisors Inc | 0.35% | 9,672,309 | $284,656,070 | $286,203,623 | +$1,547,553 | +0.54% | |
| Morgan Stanley | 0.01% | 8,847,214 | $260,373,548 | $261,789,062 | +$1,415,514 | +0.54% | |
| Lpl Financial Llc | 0.06% | 8,562,609 | $251,997,574 | $253,367,600 | +$1,370,026 | +0.54% | |
| Fund Evaluation Group, Llc | 6.68% | 8,405,541 | $247,375,084 | $248,719,958 | +$1,344,874 | +0.54% | |
| Prime Capital Investment Advisors, Llc | 2.42% | 8,218,139 | $246,544,185 | $243,174,733 | -$3,369,452 | -1.37% | |
| Jmg Financial Group, Ltd. | 5.93% | 8,334,300 | $245,278,438 | $246,611,937 | +$1,333,499 | +0.54% | |
| Kohmann Bosshard Financial Services, Llc | 19.74% | 7,904,940 | $232,642,382 | $233,907,175 | +$1,264,793 | +0.54% | |
| Beacon Pointe Advisors, Llc | 1.07% | 7,813,084 | $229,939,077 | $231,189,156 | +$1,250,079 | +0.54% | |
| Farther Finance Advisors, Llc | 1.58% | 7,460,996 | $223,829,879 | $220,770,872 | -$3,059,007 | -1.37% | |
| Vantagepoint Investment Advisers Llc | 1.64% | 7,250,850 | $217,525,500 | $214,552,652 | -$2,972,849 | -1.37% | |
| Sigfig Wealth Management, Llc | 5.12% | 6,835,181 | $205,055,432 | $202,253,006 | -$2,802,426 | -1.37% | |
| Assetmark, Inc | 0.32% | 6,324,420 | $189,732,603 | $187,139,588 | -$2,593,015 | -1.37% | |
| Corient Private Wealth Llc | 0.25% | 6,026,096 | $177,347,995 | $178,312,181 | +$964,186 | +0.54% | |
| Johnson Investment Counsel Inc | 1.18% | 5,492,353 | $161,639,953 | $162,518,725 | +$878,772 | +0.54% | |
| Apriem Advisors | 13.81% | 5,419,045 | $159,482,482 | $160,349,542 | +$867,060 | +0.54% | |
| Northwest Quadrant Wealth Management, Llc | 29.24% | 5,365,862 | $157,917,320 | $158,775,857 | +$858,537 | +0.54% | |
| Financial Consulate, Inc | 17.47% | 5,233,659 | $157,009,767 | $154,863,970 | -$2,145,797 | -1.37% | |
| Bluesky Wealth Advisors, Llc | 16.40% | 4,725,791 | $141,773,725 | $139,836,156 | -$1,937,569 | -1.37% | |
| Orgel Wealth Management, Llc | 2.63% | 4,649,120 | $139,473,593 | $137,567,461 | -$1,906,132 | -1.37% | |
| Savant Capital, Llc | 0.41% | 5,054,516 | $139,444,766 | $149,563,128 | +$10,118,362 | +7.26% | |
| Aqr Capital Management Llc | 0.05% | 4,515,858 | $132,901,688 | $133,624,238 | +$722,550 | +0.54% | |
| Jones Financial Companies Lllp | 0.05% | 4,524,404 | $130,431,552 | $133,877,114 | +$3,445,562 | +2.64% | |
| Envestnet Asset Management Inc | 0.03% | 4,324,345 | $127,265,466 | $127,957,369 | +$691,903 | +0.54% | |
| Blackrock, Inc. | 0.00% | 4,231,409 | $124,530,353 | $125,207,392 | +$677,039 | +0.54% | |
| Steele Capital Management, Inc. | 4.61% | 4,138,748 | $124,282,922 | $122,465,553 | -$1,817,369 | -1.46% | |
| Fsa Investment Group, Llc | 38.96% | 4,079,255 | $122,377,659 | $120,705,155 | -$1,672,504 | -1.37% | |
| Evermay Wealth Management Llc | 12.53% | 4,135,021 | $121,693,658 | $122,355,271 | +$661,613 | +0.54% | |
| Integrated Wealth Concepts Llc | 0.76% | 3,967,273 | $116,756,833 | $117,391,608 | +$634,775 | +0.54% | |
| Greenwood Gearhart Llc | 5.27% | 3,880,230 | $116,406,889 | $114,816,006 | -$1,590,883 | -1.37% | |
| Hb Wealth Management, Llc | 0.56% | 3,651,136 | $109,534,070 | $108,037,114 | -$1,496,956 | -1.37% | |
| Cornerstone Advisors Asset Management, Llc | 14.22% | 3,695,022 | $108,744,487 | $109,335,701 | +$591,214 | +0.54% | |
| Charles Schwab Trust Co | 6.22% | 3,593,114 | $107,793,412 | $106,320,243 | -$1,473,169 | -1.37% |
Frequently asked questions about SCHX
Who are the largest institutional holders of SCHX?
The largest institutional holders of SCHX reported in the latest SEC Form 13F filings include Us Bancorp \De\, Creative Planning, Moneta Group Investment Advisors Llc, Hbk Sorce Advisory Llc, and Sei Investments Co. InsiderSet ranks institutional holders by their latest reported SCHX position.
What is SCHX institutional ownership?
This page tracks SCHX positions reported by institutional investment managers through SEC Form 13F. SCHWAB US LARGE-CAP ETF (SCHX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHX?
InsiderSet currently tracks 1,619 institutional managers reporting SCHX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHX shareholders.
How much SCHX stock do institutions own?
Institutional investment managers disclosed approximately $31.98B in SCHX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHX institutional ownership last updated?
The latest SCHX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHX position after the reporting date.
Are institutions buying or selling SCHX?
Institutional buying and selling can be analyzed by comparing SCHX positions across consecutive 13F reporting periods. InsiderSet's SCHX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHX ownership changes.
How has SCHX institutional ownership changed over time?
InsiderSet tracks SCHX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.