13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCHX

SCHWAB US LARGE-CAP ETF

1,718 institutions still hold SCHWAB US LARGE-CAP ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524201·Exchange Traded Fund·1,718 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$17.9B
visible holders
Holders
1,718
filers reporting
Concentration
28.33%
US BANCORP \DE\ #1
top holder share
AI Holders Summary · Q2 2026

1,718 institutions reported SCHX in Q2 2026. US BANCORP \DE\ leads at 28.3% 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
$5.1B172.2M5.53%Q2 202602
Creative Planning
CIK 0001540235
$2.4B81.5M1.40%Q2 202603
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$1.1B38.7M8.43%Q2 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1.1B37.8M0.59%Q2 202605
HBK Sorce Advisory LLC
CIK 0001379995
$1.1B35.2M20.27%Q2 202606
SEI INVESTMENTS CO
CIK 0000350894
$951M32.3M0.84%Q2 202607
Betterment LLC
CIK 0001633901
$733M28.6M1.39%Q1 202608
SAGE FINANCIAL GROUP INC
CIK 0000882119
$677M23.0M37.50%Q2 202609
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$599M20.4M0.92%Q2 202610
Diversified Enterprises, LLC
CIK 0002037264
$554M18.8M26.79%Q2 202611
Cerity Partners LLC
CIK 0001566475
$545M18.5M0.66%Q2 202612
HighTower Advisors, LLC
CIK 0001462245
$411M14.0M0.39%Q2 202613
Koss-Olinger Consulting, LLC
CIK 0001861163
$377M12.8M29.03%Q2 202614
Jupiter Topco LLC
CIK 0002146052
$376M12.8M0.15%Q2 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$334M11.2M0.56%Q2 202616
McAdam, LLC
CIK 0001695490
$321M10.9M12.42%Q2 202617
JANUS HENDERSON GROUP PLC
CIK 0001274173
$316M12.3M0.15%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$307M10.4M0.02%Q2 202619
Mariner, LLC
CIK 0001373442
$304M10.3M0.32%Q2 202620
Norinchukin Bank, The
CIK 0001496637
$300M10.2M2.92%Q2 2026
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