Skip to main content
Equibles
SCHX logo

SCHX · Schwab U.S. Large-Cap ETF ETF

Alerts for SCHX

Use SCHX with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$30.36 -0.13 (-0.43%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 14
Total Value: $197,529,621
Total Shares: 6,711,846

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 14 13F filers · Δ vs Mar 31, 2026
Top Holder
89.8%
Mar 2020 → Jun 2026 · range 0.0% – 100.0%
+39.1 pts
Top 5
98.2%
Mar 2020 → Jun 2026 · range 0.0% – 100.0%
−1.6 pts
Top 10
99.8%
Mar 2020 → Jun 2026 · range 0.0% – 100.0%
−0.2 pts
HHI
8,093
Mar 2020 → Jun 2026 · range 0 – 10,000
Highly concentrated+4,474

Quarterly Activity

vs Mar 31, 2026
New
10
Increased
3
Decreased
0
Sold Out
2
Unchanged
1
Holder count: +8
Institutional value: +1119.0%
Shares held: +962.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +22,141 342,350
Cornerstone Financial Management LLC +2,139 155,383
Principia Wealth Advisory, LLC +788 9,288

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 6,026,096 $177,348,005
Alternative Investment Advisors, LLC. 34,605 $1,018,425
CITADEL ADVISORS LLC 34,500 $1,015,335
Parkside Financial Bank & Trust 33,839 $995,881
Kirkwood Financial Services 26,183 $770,565

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 135,154 $3,465,348
M&T Bank Corp 13,700 $351,268
Filter: New 10 Increased 3 Reduced 0 Sold out 2 Unchanged 1
Showing 14 of 14
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SCHX $177,348,005 89.78% 6,026,096
Range Advisory, LLC SCHX $10,075,360 5.10% 342,350
Cornerstone Financial Management LLC SCHX $4,572,921 2.32% 155,383
Alternative Investment Advisors, LLC. SCHX $1,018,425 0.52% 34,605
CITADEL ADVISORS LLC SCHX $1,015,335 0.51% 34,500
Parkside Financial Bank & Trust SCHX $995,881 0.50% 33,839
Kirkwood Financial Services SCHX $770,565 0.39% 26,183
TOBIAS FINANCIAL ADVISORS, INC. SCHX $495,718 0.25% 16,844
CAPITAL & PLANNING, LLC SCHX $486,036 0.25% 16,515
Principia Wealth Advisory, LLC SCHX $273,345 0.14% 9,288
Strategic Financial Services, Inc. SCHX $226,346 0.11% 7,691
HORAN Wealth, LLC SCHX $213,867 0.11% 7,267
TUCKER ASSET MANAGEMENT LLC SCHX $34,374 0.02% 1,168
BROWN, LISLE/CUMMINGS, INC. SCHX $3,443 0.00% 117