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SCHX · Schwab U.S. Large-Cap ETF ETF

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$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

9 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
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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