Security record · archived quarter
SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
70Tracked holders
-1Δ holders
536.13MShares held
$14.44BReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -1.4% ·
share flow 0.0% ·
net new positions -1.4%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 201.09M | n/a | $5.41B | 6.3% | n/c | 1 | SEC ↗ ×4 |
| 2 | Creative Planning | 83.81M | n/a | $2.26B | 1.6% | n/c | 1 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 30.98M | n/a | $833.81M | 0.5% | n/c | 1 | SEC ↗ |
| 4 | Sei Investments Co | 30.97M | n/a | $833.50M | 0.8% | n/c | 1 | SEC ↗ |
| 5 | Captrust Financial Advisors | 19.52M | n/a | $525.35M | 1.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 19.09M | n/a | $521.82M | 0.7% | n/c | 1 | SEC ↗ |
| 7 | Cerity Partners LLC | 18.99M | n/a | $511.04M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 14.14M | n/a | $380.54M | 0.4% | n/c | 1 | SEC ↗ |
| 9 | Janus Henderson Group Plc | 12.41M | n/a | $333.97M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 11.09M | n/a | $298.52M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 11 | Mercer Global Advisors Inc /Adv | 10.39M | n/a | $283.04M | 0.4% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 10.24M | n/a | $275.44M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 13 | Bank Of America Corp /De/ | 9.02M | n/a | $242.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | LPL Financial LLC | 7.70M | n/a | $207.12M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 6.51M | n/a | $175.29M | 0.4% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 6.01M | +5.4% | $161.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Ameriprise Financial Inc | 3.48M | n/a | $93.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Focus Partners Wealth | 3.20M | n/a | $86.23M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.80M | n/a | $75.29M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 20 | AQR Capital Management ✦ | 2.77M | +28.2% | $74.64M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 21 | JPMorgan Chase ✦ | 2.55M | -45.3% | $68.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 22 | Jones Financial Companies Lllp | 2.53M | n/a | $68.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Wells Fargo & Company/Mn | 2.24M | n/a | $60.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Goldman Sachs Group ✦ | 2.07M | +96.3% | $55.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Raymond James Financial Inc | 2.05M | n/a | $55.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Envestnet Asset Management Inc | 1.85M | n/a | $49.79M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.76M | n/a | $47.46M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 28 | Quantinno Capital Management LP | 1.61M | n/a | $43.26M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 1.51M | n/a | $40.77M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.43M | +5.7% | $38.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 1.36M | n/a | $36.68M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 1.24M | n/a | $33.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Stifel Financial Corp | 1.18M | n/a | $31.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | BlackRock ✦ (passive) | 1.17M | +130.4% | $31.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Pnc Financial Services Group, Inc. | 751.79K | n/a | $20.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Truist Financial Corp | 743.46K | n/a | $20.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Rockefeller Capital Management L.P. | 669.80K | n/a | $18.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Cwm, Llc | 641.48K | n/a | $17.26M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northern Trust Corp | 596.72K | n/a | $16.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | UBS AM, a distinct business unit of… | 562.21K | n/a | $15.13M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 396.33K | n/a | $10.67M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Renaissance Technologies ✦ | 385.90K | New | $10.38M | 0.0% | New | 1 | SEC ↗ |
| 43 | Lido Advisors, LLC | 344.03K | n/a | $9.15M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 304.73K | n/a | $8.20M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 45 | Citigroup Inc | 244.45K | n/a | $6.58M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Tudor Investment Corp Et Al | 243.48K | n/a | $6.55M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Blair William & Co/Il | 237.24K | n/a | $6.38M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 196.65K | n/a | $5.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Financial Engines Advisors L.L.C. | 181.89K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Lazard Asset Management Llc | 126.94K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 78.54K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Brown Advisory Inc | 74.07K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Russell Investments Group, Ltd. | 65.36K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fifth Third Bancorp | 64.67K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | The Vanguard Group ✦ (passive) | 62.49K | +41.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Empower Advisory Group, LLC | 62.19K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 49.54K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Neuberger Berman Group LLC | 41.61K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Franklin Resources Inc | 40.44K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Qube Research & Technologies Ltd | 33.56K | n/a | $903,234 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Alliancebernstein L.P. | 32.45K | n/a | $873,230 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | First Manhattan Co. Llc. | 22.99K | n/a | $618,553 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Fisher Asset Management ✦ | 18.47K | -56.1% | $497,137 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | First Trust Advisors Lp | 16.96K | n/a | $456,288 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Principal Financial Group Inc | 15.98K | n/a | $430,103 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Two Sigma Investments ✦ | 15.54K | 0.0% | $418,074 | 0.0% | Held | 5 | SEC ↗ |
| 67 | Wealthfront Advisers LLC | 10.96K | n/a | $294,961 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Boston Partners | 9.41K | n/a | $253,204 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | TD Waterhouse Canada Inc. | 300 | n/a | $8,070 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Simplex Trading, Llc | 82 | n/a | $2,206 | 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
| Renaissance Technologies | $10.38M | 0.0% |
Exited
| Wellington Management | $21.05M | was 0.0% |
| Citadel Advisors | $594,020 | 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.
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: Q4 2025 ·
Methodology ·
Get this via the API