Who owns SCHX?
Schwab U.S. Large-Cap ETF · Schwab
1,602 institutions reported holding SCHX, worth $33.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCHX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| US Bancorp | Minneapolis, MN | $5.1B | 172,215,422 | +27,154,202 shares |
| Creative Planning | Overland Park, KS | $2.4B | 81,513,814 | −756,223 shares |
| Moneta Group Investment Advisors LLC | St Louis, MO | $1.1B | 38,698,661 | +1,329,784 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $1.1B | 37,819,350 | +3,009,782 shares |
| HBK Sorce Advisory LLC | Erie, PA | $1.1B | 35,214,246 | +330,807 shares |
| SEI Investments Co | Oaks, PA | $950.6M | 32,299,151 | −229,420 shares |
| Betterment LLC | New York, NY | $842.5M | 28,627,429 | +27,913 shares |
| Sage Financial Group Inc. | W. Conshohocken, PA | $677.0M | 23,002,052 | −106,449 shares |
| Captrust Financial Advisors | Raleigh, NC | $599.3M | 20,363,006 | +179,594 shares |
| Diversified Enterprises, LLC | Wilmington, DE | $553.8M | 18,816,940 | +631,296 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: SCHX vs SCHG, SCHX vs VONG, SCHX vs VV, SCHX vs SPYV.
Frequently asked questions
Who owns SCHX?
1,602 institutional managers reported holding SCHX in Form 13F filings for June 30, 2026, worth $33.4B in total. The largest reported position was held by US Bancorp, at $5.1B.
Did institutions buy or sell SCHX last quarter?
Reported 13F value rose 21.4% from March 31, 2026, which includes price moves as well as buying and selling. 160 firms reported a new position and 55 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCHX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.