SCHWAB US LARGE-CAP ETF SCHX
$29.40
+0.0% 52w: $23.28 – $29.84
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data23.2826.5629.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.5K
-17 QoQ
13F value
$28.10B
-6.9% QoQ
Smart-money holders
65
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
2.5×
$1.6M calls / $626K puts
Institutional value by quarter
Number of holders
Who owns SCHX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| US BANCORP \DE\ | Wealth advisor | 145.1M | $3.72B | 4.5% | -27.9% |
| Creative Planning | Wealth advisor | 82.3M | $2.11B | 1.4% | -1.8% |
| HBK Sorce Advisory LLC | Wealth advisor | 34.9M | $1.01B | 20.6% | +1.2% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 37.4M | $958.1M | 7.2% | +4.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 34.8M | $892.5M | 0.5% | +12.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 32.5M | $834.0M | 0.8% | +5.0% |
| Betterment LLC | Wealth advisor | 28.6M | $733.3M | 1.4% | +57.6% |
| SAGE FINANCIAL GROUP INC | Wealth advisor | 23.1M | $592.5M | 38.5% | -3.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 20.2M | $517.5M | 0.9% | +3.4% |
| Cerity Partners LLC | Diversified mechanical | 19.2M | $491.9M | 0.7% | +1.0% |
| Diversified Enterprises, LLC | Wealth advisor | 18.2M | $466.3M | 25.6% | +7.2% |
| HighTower Advisors, LLC | Diversified mechanical | 14.0M | $359.1M | 0.4% | -1.0% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 12.3M | $316.1M | 0.2% | -0.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 11.0M | $284.7M | 0.6% | -42.3% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 10.5M | $269.0M | 22.5% | +4.9% |
| Mariner, LLC | Diversified mechanical | 10.4M | $266.2M | 0.3% | +1.4% |
| Norinchukin Bank, The | Other | 10.2M | $261.0M | 3.0% | Held |
| McAdam, LLC | Wealth advisor | 10.2M | $260.7M | 11.7% | +2.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.1M | $258.4M | 0.0% | +11.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 9.9M | $254.6M | 0.4% | -4.4% |
| UBS Group AG | Bank broker | 9.5M | $244.8M | 0.0% | +672.2% |
| Fund Evaluation Group, LLC | Wealth advisor | 9.3M | $237.8M | 7.3% | -2.3% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 8.9M | $228.2M | 2.6% | -11.0% |
| MORGAN STANLEY | Bank broker | 8.6M | $220.7M | 0.0% | +43.3% |
| JMG Financial Group, Ltd. | Wealth advisor | 8.3M | $213.7M | 5.9% | -1.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 7.8M | $199.2M | 1.1% | +20.2% |
| Kohmann Bosshard Financial Services, LLC | Wealth advisor | 7.6M | $194.4M | 18.9% | +6.4% |
| LPL Financial LLC | Bank broker | 7.5M | $193.3M | 0.1% | -2.1% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 7.5M | $191.2M | 1.6% | -1.8% |
| ASSETMARK, INC | Wealth advisor | 6.5M | $167.1M | 0.3% | 0.0% |
| Corient Private Wealth LLC | Diversified mechanical | 6.7M | $165.0M | 0.2% | -39.4% |
| Apriem Advisors | Wealth advisor | 5.6M | $144.4M | 13.8% | -8.7% |
| Northwest Quadrant Wealth Management, LLC | Wealth advisor | 5.3M | $135.8M | 28.2% | -0.1% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 5.2M | $133.1M | 16.6% | -0.2% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 5.1M | $131.6M | 1.1% | +1.2% |
| Farther Finance Advisors, LLC | Wealth advisor | 4.9M | $127.2M | 1.2% | +24.0% |
| BlueSky Wealth Advisors, LLC | Wealth advisor | 4.9M | $125.3M | 16.1% | -21.4% |
| Orgel Wealth Management, LLC | Wealth advisor | 4.7M | $120.3M | 2.6% | +0.3% |
| EVERMAY WEALTH MANAGEMENT LLC | Wealth advisor | 4.4M | $112.0M | 12.4% | -1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.2M | $106.7M | 0.0% | +124.9% |
| Charles Schwab Trust Co | Wealth advisor | 4.2M | $106.7M | 6.9% | -1.3% |
| Steele Capital Management, Inc. | Wealth advisor | 4.1M | $104.8M | 4.3% | +2.5% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 4.0M | $102.2M | 0.0% | +43.8% |
| FSA Investment Group, LLC | Wealth advisor | 3.8M | $97.4M | 39.2% | +7.2% |
| Curi Capital, LLC | Other | 3.6M | $93.0M | 1.7% | +1.8% |
| GREENWOOD GEARHART LLC | Wealth advisor | 3.5M | $90.3M | 4.9% | -25.8% |
| Meridian Wealth Partners, LLC | Wealth advisor | 3.5M | $89.8M | 12.3% | +2.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 3.5M | $89.4M | 0.7% | +10.7% |
| CHOREO, LLC | Wealth advisor | 3.3M | $85.6M | 1.1% | +157.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.3M | $85.2M | 0.1% | +18.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.