13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
SCHX

SCHWAB US LARGE-CAP ETF

1,644 institutions still hold SCHWAB US LARGE-CAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524201·Exchange Traded Fund·1,644 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.6%
vs prior quarter
13F value held
$14.4B
76.0% inst. owned
of float
Holders
1,644
+65 QoQ
filers reporting
Activity
+40 / −36
+816 added · −782 reduced
this quarter
Concentration
25.90%
US BANCORP \DE\ #1
top holder share
AI Holders Summary · Q1 2026

1,644 institutions reported SCHX in Q1 2026. US BANCORP \DE\ leads at 25.9% of the visible book. +65 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
US BANCORP \DE\
CIK 0000036104
$3.7B145.1M4.51%Q1 202602
Creative Planning
CIK 0001540235
$2.1B82.3M1.43%Q1 202603
HBK Sorce Advisory LLC
CIK 0001379995
$1.0B34.9M20.05%Q1 202604
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$958M37.4M7.21%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$893M34.8M0.55%Q1 202606
SEI INVESTMENTS CO
CIK 0000350894
$834M32.5M0.77%Q1 202607
SAGE FINANCIAL GROUP INC
CIK 0000882119
$593M23.1M38.55%Q1 202608
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$517M20.2M0.90%Q1 202609
Cerity Partners LLC
CIK 0001566475
$492M19.2M0.69%Q1 202610
Diversified Enterprises, LLC
CIK 0002037264
$456M17.0M27.15%Q4 202511
HighTower Advisors, LLC
CIK 0001462245
$359M14.0M0.38%Q1 202612
JANUS HENDERSON GROUP PLC
CIK 0001274173
$316M12.3M0.15%Q1 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$285M11.0M0.58%Q1 202614
Koss-Olinger Consulting, LLC
CIK 0001861163
$269M10.5M22.55%Q1 202615
Mariner, LLC
CIK 0001373442
$266M10.4M0.31%Q1 202616
Norinchukin Bank, The
CIK 0001496637
$261M10.2M3.05%Q1 202617
McAdam, LLC
CIK 0001695490
$261M10.2M11.74%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$258M10.1M0.02%Q1 202619
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$255M9.9M0.38%Q1 202620
UBS Group AG
CIK 0001610520
$245M9.5M0.04%Q1 2026
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