Security record · archived quarter
SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
6Tracked holders
n/aΔ holders
331.54KShares held
$21.30MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 11.38M | $346.83M | n/a | −1 |
| Q2 2026 | 69 | +1 | 498.43M | $14.67B | +4 | −4 |
| Q1 2026 | 71 | +1 | 490.96M | $12.58B | +2 | −1 |
| Q4 2025 | 70 | -1 | 536.13M | $14.44B | +1 | −2 |
| Q3 2025 | 11 | 0 | 16.35M | $430.78M | +1 | −1 |
| Q2 2025 | 8 | 0 | 2.78M | $67.94M | +1 | −1 |
| Q1 2025 | 5 | 0 | 932.13K | $20.58M | +1 | −1 |
| Q4 2024 | 5 | +2 | 1.21M | $27.95M | +3 | −1 |
| Q3 2024 | 3 | -3 | 205.76K | $13.96M | n/a | −3 |
| Q2 2024 | 6 | n/a | 331.54K | $21.30M | n/a | n/a |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | AQR Capital Management ✦ | 174.05K | n/a | $11.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Citadel Advisors ✦ | 99.55K | n/a | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Millennium Management ✦ | 20.49K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 16.05K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 15.70K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 5.71K | n/a | $366,610 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,518 holders, 1.08B shares, $26.77B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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