SCHWAB US LARGE-CAP ETF (SCHX) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $26.88B 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 $4.31B, representing an estimated gain of +15.99% 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, 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
1,512
Total Reported Value
$26.88B
Largest Holder
Us Bancorp \De\
Largest Position
$3.72B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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 | $4,314,120,683 | +$594,774,756 | +15.99% | |
| Creative Planning | 1.43% | 82,270,037 | $2,109,403,739 | $2,446,710,900 | +$337,307,161 | +15.99% | |
| Hbk Sorce Advisory Llc | 20.64% | 34,883,439 | $1,011,619,723 | $1,037,433,476 | +$25,813,753 | +2.55% | |
| Moneta Group Investment Advisors Llc | 7.21% | 37,368,877 | $958,138,006 | $1,111,350,402 | +$153,212,396 | +15.99% | |
| Northwestern Mutual Wealth Management Co | 0.55% | 34,809,568 | $892,517,341 | $1,035,236,552 | +$142,719,211 | +15.99% | |
| Sei Investments Co | 0.77% | 32,528,571 | $834,033,110 | $967,399,702 | +$133,366,592 | +15.99% | |
| Sage Financial Group Inc | 38.55% | 23,108,501 | $592,501,979 | $687,246,820 | +$94,744,841 | +15.99% | |
| Captrust Financial Advisors | 0.91% | 20,183,412 | $517,496,711 | $600,254,673 | +$82,757,962 | +15.99% | |
| Cerity Partners Llc | 0.70% | 19,184,892 | $491,915,416 | $570,558,688 | +$78,643,272 | +15.99% | |
| Diversified Enterprises, Llc | 25.56% | 18,185,644 | $466,279,918 | $540,841,053 | +$74,561,135 | +15.99% | |
| Hightower Advisors, Llc | 0.38% | 14,005,999 | $359,113,697 | $416,538,410 | +$57,424,713 | +15.99% | |
| Janus Henderson Group Plc | 0.16% | 12,327,339 | $316,072,972 | $366,615,062 | +$50,542,090 | +15.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.63% | 11,009,922 | $284,716,574 | $327,435,080 | +$42,718,506 | +15.00% | |
| Koss-Olinger Consulting, Llc | 22.55% | 10,490,753 | $268,982,918 | $311,994,994 | +$43,012,076 | +15.99% | |
| Mariner, Llc | 0.31% | 10,381,527 | $266,152,944 | $308,746,613 | +$42,593,669 | +16.00% | |
| Norinchukin Bank, The | 3.05% | 10,180,000 | $261,015,200 | $302,753,200 | +$41,738,000 | +15.99% | |
| Mcadam, Llc | 11.74% | 10,166,832 | $260,677,575 | $302,361,584 | +$41,684,009 | +15.99% | |
| Bank Of America Corp | 0.02% | 10,076,451 | $258,360,198 | $299,673,653 | +$41,313,455 | +15.99% | |
| Mercer Global Advisors Inc | 0.38% | 9,928,543 | $254,567,833 | $295,274,869 | +$40,707,036 | +15.99% | |
| Ubs Group Ag | 0.04% | 9,547,873 | $244,807,463 | $283,953,743 | +$39,146,280 | +15.99% | |
| Fund Evaluation Group, Llc | 7.31% | 9,274,544 | $237,799,297 | $275,824,939 | +$38,025,642 | +15.99% | |
| Prime Capital Investment Advisors, Llc | 2.64% | 8,900,665 | $228,213,061 | $264,705,777 | +$36,492,716 | +15.99% | |
| Morgan Stanley | 0.01% | 8,606,214 | $220,663,366 | $255,948,804 | +$35,285,438 | +15.99% | |
| Jmg Financial Group, Ltd. | 5.88% | 8,333,483 | $213,670,516 | $247,837,784 | +$34,167,268 | +15.99% | |
| Beacon Pointe Advisors, Llc | 1.06% | 7,768,711 | $199,189,763 | $231,041,465 | +$31,851,702 | +15.99% | |
| Lpl Financial Llc | 0.05% | 7,538,416 | $193,284,967 | $224,192,492 | +$30,907,525 | +15.99% | |
| Vantagepoint Investment Advisers Llc | 1.62% | 7,457,977 | $191,222,530 | $221,800,236 | +$30,577,706 | +15.99% | |
| Kohmann Bosshard Financial Services, Llc | 16.89% | 7,365,395 | $189,017,033 | $219,046,847 | +$30,029,814 | +15.89% | |
| Assetmark, Inc | 0.34% | 6,516,389 | $167,080,214 | $193,797,409 | +$26,717,195 | +15.99% | |
| Corient Private Wealth Llc | 0.24% | 6,725,389 | $165,019,600 | $200,013,069 | +$34,993,469 | +21.21% | |
| Apriem Advisors | 13.78% | 5,632,258 | $144,411,093 | $167,503,353 | +$23,092,260 | +15.99% | |
| Northwest Quadrant Wealth Management, Llc | 28.22% | 5,294,584 | $135,753,131 | $157,460,928 | +$21,707,797 | +15.99% | |
| Financial Consulate, Inc | 16.59% | 5,192,173 | $133,127,319 | $154,415,225 | +$21,287,906 | +15.99% | |
| Johnson Investment Counsel Inc | 1.06% | 5,134,222 | $131,641,446 | $152,691,762 | +$21,050,316 | +15.99% | |
| Farther Finance Advisors, Llc | 1.20% | 4,924,387 | $127,245,759 | $146,451,269 | +$19,205,510 | +15.09% | |
| Bluesky Wealth Advisors, Llc | 16.13% | 4,885,976 | $125,276,413 | $145,308,926 | +$20,032,513 | +15.99% | |
| Charles Schwab Trust Co | 6.96% | 4,238,294 | $124,732,985 | $126,046,864 | +$1,313,879 | +1.05% | |
| Orgel Wealth Management, Llc | 2.59% | 4,691,102 | $120,279,850 | $139,513,373 | +$19,233,523 | +15.99% | |
| Evermay Wealth Management Llc | 12.42% | 4,368,968 | $112,020,333 | $129,933,108 | +$17,912,775 | +15.99% | |
| Envestnet Asset Management Inc | 0.03% | 4,161,626 | $106,704,087 | $123,766,757 | +$17,062,670 | +15.99% | |
| Steele Capital Management, Inc. | 4.34% | 4,082,829 | $104,790,133 | $121,423,334 | +$16,633,201 | +15.87% | |
| Aqr Capital Management Llc | 0.05% | 3,987,666 | $102,243,748 | $118,593,187 | +$16,349,439 | +15.99% | |
| Fsa Investment Group, Llc | 39.21% | 3,798,994 | $97,406,212 | $112,982,082 | +$15,575,870 | +15.99% | |
| Curi Capital, Llc | 1.66% | 3,627,186 | $93,001,043 | $107,872,512 | +$14,871,469 | +15.99% | |
| Greenwood Gearhart Llc | 4.88% | 3,521,321 | $90,286,671 | $104,724,087 | +$14,437,416 | +15.99% | |
| Meridian Wealth Partners, Llc | 12.32% | 3,500,440 | $89,751,270 | $104,103,086 | +$14,351,816 | +15.99% | |
| Integrated Wealth Concepts Llc | 0.71% | 3,487,726 | $89,425,291 | $103,724,971 | +$14,299,680 | +15.99% | |
| Choreo, Llc | 1.05% | 3,338,839 | $85,607,829 | $99,297,072 | +$13,689,243 | +15.99% | |
| Osaic Holdings, Inc. | 0.12% | 3,321,973 | $85,176,293 | $98,795,477 | +$13,619,184 | +15.99% | |
| Sims Investment Management, Llc | 31.15% | 3,306,092 | $84,768,198 | $98,323,176 | +$13,554,978 | +15.99% |
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.