SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -22.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 17.71M | $536.56M | n/a | n/a |
| Q2 2026 | 70 | +1 | 512.38M | $15.08B | +4 | −3 |
| 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 |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | AQR Capital Management ✦ | 818.85K | +12.1% | $18.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Fisher Asset Management ✦ | 40.00K | New | $883,188 | 0.0% | New | 1 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 30.94K | -92.2% | $683,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Millennium Management ✦ | 25.82K | +76.7% | $570,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 16.52K | 0.0% | $364,717 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $883,188 | 0.0% |
Exited
| Renaissance Technologies | $1.03M | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.