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 $63.93M 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
$63.93M
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 all- Sequoia Financial Advisors$40.75M
- Renaissance Technologies LLC$23.17M
- Eagle Capital Management$6,512
schx News
All news- Jacobs Equity Llc Investment Activity Analysis: Q2 2026 Portfolio Changes
Aug 23, 2026 · valut.ai
- Asset Allocation Strategies Llc Portfolio Shifts in Q3 2026
Aug 23, 2026 · valut.ai
- Bernard Wealth Management Corp Portfolio Shifts in Q2 2026
Aug 23, 2026 · valut.ai
- Apriem Advisors Investment Activity in Second Quarter of 2026
Aug 20, 2026 · valut.ai
- Moneta Group Investment Advisors Llc: Q2 2026 Portfolio Activity Analysis
Aug 18, 2026 · valut.ai
- Us Bancorp De Investment Activity Analysis: Q3 2026 Portfolio Shifts
Aug 17, 2026 · valut.ai
- Koss-Olinger Consulting LLC Investment Activity Analysis: Q3 Insights
Aug 11, 2026 · valut.ai
- Adams Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in ETF Holdings
Aug 11, 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
- SCHX Articles
- Top Institutional Investor Stock Rankings