Who owns Schwab U.S. Large-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHX from SEC Form 13F filings across 1,608 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,608 institutions disclosed 1.13B shares of Schwab U.S. Large-Cap ETF worth $33.33B — about 46.6% of shares outstanding; the largest disclosed holder is US BANCORP \DE\. Source: SEC Form 13F filings, parsed by EvidInvest.
1,608
13F holders
$33.33B
value, 2026 filers
46.6%
of shares outstanding (1.13B sh)
162
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | US BANCORP \DE\ | 172.2M | $5.07B | 5.5% | 7.1% | +18.7% |
| 2 | Creative Planning | 81.5M | $2.40B | 1.4% | 3.3% | -0.9% |
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | 38.7M | $1.14B | 8.4% | 1.6% | +3.6% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37.8M | $1.11B | 0.6% | 1.6% | +8.6% |
| 5 | HBK Sorce Advisory LLC | 35.2M | $1.07B | 20.3% | 1.4% | +0.9% |
| 6 | SEI INVESTMENTS CO | 32.3M | $950.6M | 0.8% | 1.3% | -0.7% |
| 7 | Betterment LLC | 28.6M | $842.5M | 1.4% | 1.2% | +0.1% |
| 8 | SAGE FINANCIAL GROUP INC | 23.0M | $677.0M | 37.5% | 0.9% | -0.5% |
| 9 | CAPTRUST FINANCIAL ADVISORS | 20.4M | $599.3M | 0.9% | 0.8% | +0.9% |
| 10 | Diversified Enterprises, LLC | 18.8M | $553.8M | 26.8% | 0.8% | +3.5% |
| 11 | Cerity Partners LLC | 18.5M | $544.6M | 0.7% | 0.8% | -3.5% |
| 12 | HighTower Advisors, LLC | 14.0M | $410.6M | 0.4% | 0.6% | -0.4% |
| 13 | Koss-Olinger Consulting, LLC | 12.8M | $377.0M | 29.0% | 0.5% | +22.1% |
| 14 | Jupiter Topco LLCNEW | 12.8M | $376.2M | 0.2% | 0.5% | new |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.2M | $334.0M | 0.6% | 0.5% | +2.0% |
| 16 | McAdam, LLC | 10.9M | $321.5M | 12.4% | 0.4% | +7.4% |
| 17 | BANK OF AMERICA CORP /DE/ | 10.4M | $306.9M | 0.0% | 0.4% | +3.5% |
| 18 | Mariner, LLC | 10.3M | $303.5M | 0.3% | 0.4% | -0.7% |
| 19 | Norinchukin Bank, The | 10.2M | $299.6M | 2.9% | 0.4% | 0.0% |
| 20 | UBS Group AG | 10.0M | $293.7M | 0.0% | 0.4% | +4.5% |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | 9.7M | $284.7M | 0.4% | 0.4% | -2.6% |
| 22 | MORGAN STANLEY | 8.8M | $260.4M | 0.0% | 0.4% | +2.8% |
| 23 | Prime Capital Investment Advisors, LLC | 8.7M | $256.2M | 2.5% | 0.4% | -2.2% |
| 24 | LPL Financial LLC | 8.6M | $252.0M | 0.1% | 0.4% | +13.6% |
| 25 | Fund Evaluation Group, LLC | 8.4M | $247.4M | 6.7% | 0.3% | -9.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.