13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SCHX

SCHWAB US LARGE-CAP ETF

1,693 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·1,693 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$15.2B
visible holders
Holders
1,693
filers reporting
Concentration
24.39%
US BANCORP \DE\ #1
top holder share
AI Holders Summary · Q1 2026

1,693 institutions reported SCHX in Q1 2026. US BANCORP \DE\ leads at 24.4% of the visible book.

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
$1.1B35.2M20.27%Q2 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
Betterment LLC
CIK 0001633901
$733M28.6M1.39%Q1 202608
SAGE FINANCIAL GROUP INC
CIK 0000882119
$677M23.0M37.50%Q2 202609
Diversified Enterprises, LLC
CIK 0002037264
$554M18.8M26.79%Q2 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$517M20.2M0.90%Q1 202611
Cerity Partners LLC
CIK 0001566475
$492M19.2M0.69%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$411M14.0M0.40%Q2 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$334M11.2M0.56%Q2 202614
McAdam, LLC
CIK 0001695490
$321M10.9M12.42%Q2 202615
JANUS HENDERSON GROUP PLC
CIK 0001274173
$316M12.3M0.15%Q1 202616
Koss-Olinger Consulting, LLC
CIK 0001861163
$269M10.5M22.55%Q1 202617
Mariner, LLC
CIK 0001373442
$266M10.4M0.31%Q1 202618
Norinchukin Bank, The
CIK 0001496637
$261M10.2M3.05%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$258M10.1M0.02%Q1 202620
Prime Capital Investment Advisors, LLC
CIK 0001731446
$256M8.7M2.48%Q2 2026
Page 1 of 85
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