Who owns Schwab U.S. Large-Cap ETF (SCHX)
Which tracked institutional funds hold SCHX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SCHX is one-sided between 2026-Q1 and 2026-Q2: 614 added or opened and 120 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCHX’s largest tracked holder by dollar value, US BANCORP \DE\, sizes it at 5.5% of its own reported 13F book, while the median holder sizes it at 2.3% of theirs — a 3.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1548 tracked filers holding SCHX, 728 increased or opened the position and 686 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCHX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- Jupiter Topco LLC$376M
- NATIONAL BANK OF CANADA /FI/$19M
- SAGESPRING WEALTH PARTNERS, LLC$18M
- Copper Harbor Investment Advisors, LLC$16M
- GTS FINANCIAL, LLC$15M
- J.W. COLE ADVISORS, INC.$8M
Full exits 70
- Betterment LLC$733M
- HighTower Advisors, LLC$359M
- JANUS HENDERSON GROUP PLC$316M
- Cambridge Investment Research Advisors, Inc.$72M
- Jaffetilchin Investment Partners, LLC$66M
- Northeast Financial Group, Inc.$55M
Largest adds
- US BANCORP \DE\$1.3B
- Creative Planning$290M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$221M
- MONETA GROUP INVESTMENT ADVISORS LLC$181M
- SEI INVESTMENTS CO$117M
- Koss-Olinger Consulting, LLC$108M
Largest trims
- St. Louis Trust Co$27M
- L2 Asset Management, LLC$14M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12M
- TWO SIGMA INVESTMENTS, LP$6M
- Leisure Capital Management$6M
- Almanack Investment Partners, LLC.$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| US BANCORP \DE\ added | 172,215,422 | $5.1B | 19.9% | 2026-Q2 |
| Creative Planning trimmed | 81,513,814 | $2.4B | 9.4% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 38,698,661 | $1.1B | 4.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 37,819,350 | $1.1B | 4.4% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 35,214,246 | $1.1B | 4.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 32,299,151 | $951M | 3.7% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC trimmed | 23,002,052 | $677M | 2.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 20,363,006 | $599M | 2.4% | 2026-Q2 |
| Diversified Enterprises, LLC added | 18,816,940 | $554M | 2.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 18,504,081 | $545M | 2.1% | 2026-Q2 |
| Koss-Olinger Consulting, LLC added | 12,808,366 | $377M | 1.5% | 2026-Q2 |
| Jupiter Topco LLC new | 12,782,146 | $376M | 1.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 11,231,423 | $334M | 1.3% | 2026-Q2 |
| McAdam, LLC added | 10,922,591 | $321M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 10,429,473 | $307M | 1.2% | 2026-Q2 |
| Mariner, LLC trimmed | 10,313,474 | $304M | 1.2% | 2026-Q2 |
| Norinchukin Bank, The | 10,180,000 | $300M | 1.2% | 2026-Q2 |
| UBS Group AG added | 9,978,048 | $294M | 1.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 9,672,309 | $285M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 8,847,214 | $260M | 1.0% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 8,704,919 | $256M | 1.0% | 2026-Q2 |
| LPL Financial LLC added | 8,562,609 | $252M | 1.0% | 2026-Q2 |
| Fund Evaluation Group, LLC trimmed | 8,405,541 | $247M | 1.0% | 2026-Q2 |
| JMG Financial Group, Ltd. added | 8,334,300 | $245M | 1.0% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC added | 7,904,940 | $233M | 0.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 7,813,084 | $230M | 0.9% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 7,333,245 | $216M | 0.8% | 2026-Q2 |
| ASSETMARK, INC added | 6,626,112 | $195M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 6,456,204 | $190M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 5,939,378 | $175M | 0.7% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 5,492,353 | $162M | 0.6% | 2026-Q2 |
| Apriem Advisors trimmed | 5,419,045 | $159M | 0.6% | 2026-Q2 |
| Northwest Quadrant Wealth Management, LLC added | 5,365,862 | $158M | 0.6% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 5,266,972 | $155M | 0.6% | 2026-Q2 |
| Savant Capital, LLC added | 5,054,516 | $139M | 0.5% | 2026-Q2 |
| BlueSky Wealth Advisors, LLC trimmed | 4,853,947 | $143M | 0.6% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 4,658,623 | $137M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,524,404 | $130M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,515,858 | $133M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 4,400,316 | $130M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,324,345 | $127M | 0.5% | 2026-Q2 |
| Charles Schwab Trust Co added | 4,238,294 | $125M | 0.5% | 2026-Q2 |
| BlackRock, Inc. added | 4,231,409 | $125M | 0.5% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC trimmed | 4,135,021 | $122M | 0.5% | 2026-Q2 |
| Steele Capital Management, Inc. added | 4,110,047 | $121M | 0.5% | 2026-Q2 |
| FSA Investment Group, LLC added | 4,058,096 | $119M | 0.5% | 2026-Q2 |
| GREENWOOD GEARHART LLC added | 3,709,621 | $109M | 0.4% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 3,695,022 | $109M | 0.4% | 2026-Q2 |
| Meridian Wealth Partners, LLC added | 3,567,346 | $105M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,508,251 | $103M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,438,152 | $100M | 0.4% | 2026-Q2 |
| SIMS INVESTMENT MANAGEMENT, LLC added | 3,349,904 | $99M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 3,325,591 | $98M | 0.4% | 2026-Q2 |
| CHOREO, LLC trimmed | 3,302,982 | $97M | 0.4% | 2026-Q2 |
| HB Wealth Management, LLC added | 3,146,255 | $93M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 3,142,065 | $92M | 0.4% | 2026-Q2 |
| Curi Capital, LLC trimmed | 3,116,813 | $92M | 0.4% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 2,915,059 | $86M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 2,883,294 | $85M | 0.3% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 2,849,825 | $84M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 2,840,786 | $84M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 2,810,536 | $83M | 0.3% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. trimmed | 2,684,047 | $80M | 0.3% | 2026-Q2 |
| Baker Avenue Asset Management, LP trimmed | 2,679,586 | $79M | 0.3% | 2026-Q2 |
| Standpoint Asset Management, LLC | 2,564,300 | $75M | 0.3% | 2026-Q2 |
| NewSquare Capital LLC added | 2,448,108 | $72M | 0.3% | 2026-Q2 |
| CacheTech Inc. added | 2,417,905 | $71M | 0.3% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 2,326,585 | $68M | 0.3% | 2026-Q2 |
| Towercrest Capital Management added | 2,222,715 | $65M | 0.3% | 2026-Q2 |
| Alliance Wealth Management Group added | 2,222,715 | $65M | 0.3% | 2026-Q2 |
| Adams Wealth Management added | 2,205,832 | $65M | 0.3% | 2026-Q2 |
| Legacy Wealth Management, LLC trimmed | 2,158,489 | $64M | 0.2% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC added | 2,110,527 | $62M | 0.2% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. added | 2,101,313 | $62M | 0.2% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 2,091,615 | $61M | 0.2% | 2026-Q2 |
| Bangor Savings Bank trimmed | 2,083,081 | $61M | 0.2% | 2026-Q2 |
| Financial Management Professionals, Inc. trimmed | 2,059,466 | $61M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 2,055,084 | $60M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,977,125 | $58M | 0.2% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 1,949,461 | $57M | 0.2% | 2026-Q2 |
| Scarborough Advisors, LLC trimmed | 1,938,737 | $57M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 1,926,721 | $56M | 0.2% | 2026-Q2 |
| Red Door Wealth Management, LLC trimmed | 1,920,120 | $57M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,890,475 | $56M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 1,890,085 | $56M | 0.2% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 1,869,009 | $55M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors added | 1,845,188 | $54M | 0.2% | 2026-Q2 |
| RKL Wealth Management LLC trimmed | 1,839,227 | $54M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,820,534 | $54M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,819,857 | $54M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,806,061 | $53M | 0.2% | 2026-Q2 |
| Richardson Capital Management LLC trimmed | 1,791,575 | $53M | 0.2% | 2026-Q2 |
| KAVAR CAPITAL PARTNERS GROUP, LLC added | 1,766,011 | $52M | 0.2% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 1,731,183 | $51M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 1,695,460 | $50M | 0.2% | 2026-Q2 |
| FIDELIS iM, LLC added | 1,620,780 | $48M | 0.2% | 2026-Q2 |
| Fortis Capital Management LLC added | 1,582,395 | $47M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,581,714 | $47M | 0.2% | 2026-Q2 |
| Ascension Capital Advisors, Inc. trimmed | 1,562,090 | $46M | 0.2% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. trimmed | 1,559,413 | $46M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.