SCHWAB US LARGE-CAP ETF
SCHXInstitutional ownership · Q2 2026
Institutional holders
1,613
+64 (+4.1%) vs Q1 2026
Reported value
$33.4B
+18.7% vs Q1 2026
Shares held
1.1B
+43.8M shares
Quarter
Q2 2026
Period ended Jun 30, 2026
1,613 institutional managers reported holding 1,136,830,393 shares worth $33,425,494,132 on Form 13F for Q2 2026, against 1,549 in Q1 2026. Share positions on CUSIP 808524201 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q2 2026
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | US BANCORP DE | 172,215,422 | $5.1B | 5.53% | +27.2M | Position |
| 2 | Creative Planning | 81,513,814 | $2.4B | 1.4% | -756.2K | Position |
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | 38,698,661 | $1.1B | 8.43% | +1.3M | Position |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,819,350 | $1.1B | 0.59% | +3.0M | Position |
| 5 | HBK Sorce Advisory LLC | 35,214,246 | $1.1B | 20.27% | +330.8K | Position |
| 6 | SEI INVESTMENTS COMPANY | 32,299,151 | $950.6M | 0.84% | -229.4K | Position |
| 7 | Betterment LLC | 28,627,429 | $842.5M | 1.42% | +27.9K | Position |
| 8 | SAGE FINANCIAL GROUP INC | 23,002,052 | $677.0M | 38.12% | -106.4K | Position |
| 9 | CAPTRUST FINANCIAL ADVISORS | 20,363,006 | $599.3M | 0.92% | +179.6K | Position |
| 10 | Diversified Enterprises LLC | 18,816,940 | $553.8M | 26.79% | +631.3K | Position |
| 11 | Cerity Partners LLC | 18,504,081 | $544.6M | 0.66% | -680.8K | Position |
| 12 | HighTower Advisors LLC | 13,950,292 | $410.6M | 0.39% | -55.7K | Position |
| 13 | Koss-Olinger Consulting LLC | 12,808,366 | $377.0M | 29.03% | +2.3M | Position |
| 14 | Jupiter Topco LLC | 12,782,146 | $376.2M | 0.15% | — | Position |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES LLC | 11,231,423 | $334.0M | 0.56% | +221.5K | Position |
| 16 | McAdam LLC | 10,922,591 | $321.5M | 12.42% | +755.8K | Position |
| 17 | Bank of America Corporation | 10,429,473 | $306.9M | 0.02% | +353.0K | Position |
| 18 | Mariner LLC | 10,313,474 | $303.5M | 0.32% | -68.1K | Position |
| 19 | Norinchukin Bank The | 10,180,000 | $299.6M | 2.92% | — | Position |
| 20 | UBS Group AG | 9,978,048 | $293.7M | 0.04% | +430.2K | Position |
| 21 | MERCER GLOBAL ADVISORS INC ADV | 9,672,309 | $284.7M | 0.35% | -256.2K | Position |
| 22 | MORGAN STANLEY | 8,847,214 | $260.4M | 0.01% | +241.0K | Position |
| 23 | Prime Capital Investment Advisors LLC | 8,704,919 | $256.2M | 2.48% | -195.7K | Position |
| 24 | LPL Financial LLC | 8,562,609 | $252.0M | 0.06% | +1.0M | Position |
| 25 | Fund Evaluation Group LLC | 8,405,541 | $247.4M | 6.68% | -869.0K | Position |
Values as reported on each manager's Q2 2026 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2026 | 1,613 +64 | 1.1B | $33.4B |
| Q1 2026 | 1,549 -13 | 1.1B | $28.2B |
| Q4 2025 | 1,562 +112 | 1.1B | $30.1B |
| Q3 2025 | 1,450 +42 | 1.1B | $28.7B |
| Q2 2025 | 1,408 +51 | 1.1B | $26.7B |
| Q1 2025 | 1,357 -7 | 1.1B | $24.6B |
| Q4 2024 | 1,364 +117 | 1.1B | $24.9B |
| Q3 2024 | 1,247 +29 | 335.6M | $20.6B |
| Q2 2024 | 1,218 +29 | 435.9M | $28.0B |
| Q1 2024 | 1,189 +24 | 415.2M | $25.8B |
| Q4 2023 | 1,165 +120 | 459.7M | $24.6B |
| Q3 2023 | 1,045 -27 | 418.1M | $21.2B |
| Q2 2023 | 1,072 +33 | 416.6M | $21.8B |
| Q1 2023 | 1,039 +7 | 434.3M | $21.0B |
| Q4 2022 | 1,032 +97 | 444.4M | $20.2B |
| Q3 2022 | 935 +2 | 420.5M | $17.8B |
| Q2 2022 | 933 +1 | 389.9M | $17.4B |
| Q1 2022 | 932 +3 | 409.9M | $22.1B |
| Q4 2021 | 929 +129 | 198.6M | $22.5B |
| Q3 2021 | 800 | 189.3M | $19.6B |
Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
24 funds| Fund | Value | % of fund | As of |
|---|---|---|---|
| Schwab Target 2050 Index Fund | $823.6M | 49.44% | Jun 2026 |
| Schwab Target 2040 Index Fund | $792.4M | 44.19% | Jun 2026 |
| Schwab Target 2060 Index Fund | $695.0M | 51.12% | Jun 2026 |
| Schwab Target 2035 Index Fund | $667.0M | 40.44% | Jun 2026 |
| Schwab Target 2030 Index Fund | $635.0M | 34.49% | Jun 2026 |
| Schwab Target 2055 Index Fund | $588.6M | 50.48% | Jun 2026 |
| Schwab Target 2045 Index Fund | $586.3M | 47.41% | Jun 2026 |
| First American Multi-Manager Domestic Equity Fund | $490.7M | 39.87% | Jun 2026 |
| Schwab Target 2065 Index Fund | $242.1M | 51.62% | Jun 2026 |
| GuidePath Growth Allocation Fund | $193.7M | 11.63% | Jun 2026 |
24 funds reported holding $6,302,662,453 in total on their latest public Form N-PORT reports, the most recent dated August 2026.
Ownership explorer
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Security Details
| CUSIP | 808524201 |
|---|---|
| FIGI | BBG001T5XQV6 |
| Symbol | SCHX |
| Type | Etf |
| Class | US LRG CAP ETF as filed on 13F |
| Exchange | NYSE Arca |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| SERIES_ID | S000026632 | 2026-03-05 | Current |
| FIGI | BBG001T5XQV6 | 2026-02-07 | Current |
| CUSIP | 808524201 | 2009-12-01 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| SCHX | NYSE Arca | 2009-12-01 | Current |