Security record · archived quarter
SCHX
Schwab U.S. Large-Cap ETF · Financial Services · Asset Management
70Tracked holders
+1Δ holders
512.38MShares held
$15.08BReported value
+4New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +1.4% ·
share flow +7.2% ·
net new positions +1.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −3 |
| Q2 2024 | 6 | — | 331.54K | $21.30M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 172.22M | +18.7% | $5.07B | 5.5% | ▲ Add | 3 | SEC ↗ |
| 2 | Us Bancorp \De\ | 172.22M | +18.7% | $5.07B | 5.5% | ▲ Add | 3 | SEC ↗ |
| 3 | Us Bancorp \De\ | 172.22M | +18.7% | $5.07B | 5.5% | ▲ Add | 3 | SEC ↗ |
| 4 | Creative Planning | 81.51M | -0.9% | $2.40B | 1.4% | ▼ Trim | 3 | SEC ↗ |
| 5 | Creative Planning | 81.51M | -0.9% | $2.40B | 1.4% | ▼ Trim | 3 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 37.82M | +8.7% | $1.11B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 7 | Sei Investments Co | 32.30M | -0.7% | $950.56M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 8 | Captrust Financial Advisors | 20.36M | +0.9% | $599.28M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 18.50M | -3.5% | $544.58M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 18.50M | -3.5% | $544.58M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 18.50M | -3.5% | $544.58M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 18.50M | -3.5% | $544.58M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cerity Partners LLC | 18.50M | -3.5% | $544.58M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 13.95M | -0.4% | $410.56M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 11.23M | +2.0% | $334.02M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 10.43M | +3.5% | $306.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 10.43M | +3.5% | $306.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 10.43M | +3.5% | $306.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 10.31M | -0.7% | $303.53M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mariner, LLC | 10.31M | -0.7% | $303.53M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 9.98M | +4.5% | $293.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 9.98M | +4.5% | $293.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 9.98M | +4.5% | $293.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 9.67M | -2.6% | $284.66M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 8.85M | +2.8% | $260.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 8.85M | +2.8% | $260.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 8.85M | +2.8% | $260.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 8.85M | +2.8% | $260.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | LPL Financial LLC | 8.56M | +13.6% | $252.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Assetmark, Inc | 6.63M | +1.7% | $195.01M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 6.46M | -4.0% | $190.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 4.52M | +13.2% | $132.90M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 4.52M | +13.2% | $132.90M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 4.52M | +34.8% | $130.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 4.52M | +34.8% | $130.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 4.32M | +3.9% | $127.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 4.23M | +32.4% | $124.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 4.23M | +32.4% | $124.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 4.23M | +32.4% | $124.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 3.51M | +5.6% | $103.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 3.51M | +5.6% | $103.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 3.51M | +5.6% | $103.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 3.51M | +5.6% | $103.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 3.44M | +19.6% | $100.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 3.44M | +19.6% | $100.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 3.44M | +19.6% | $100.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 3.44M | +19.6% | $100.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 3.44M | +19.6% | $100.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 3.44M | +19.6% | $100.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 3.44M | +19.6% | $100.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Focus Partners Wealth | 3.33M | +3.9% | $97.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 2.88M | -4.0% | $84.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 2.88M | -4.0% | $84.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Royal Bank Of Canada | 1.98M | +2.8% | $58.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Royal Bank Of Canada | 1.98M | +2.8% | $58.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Royal Bank Of Canada | 1.98M | +2.8% | $58.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Royal Bank Of Canada | 1.98M | +2.8% | $58.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Royal Bank Of Canada | 1.98M | +2.8% | $58.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Royal Bank Of Canada | 1.98M | +2.8% | $58.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Royal Bank Of Canada | 1.98M | +2.8% | $58.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Wells Fargo & Company/Mn | 1.89M | -9.9% | $55.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Wells Fargo & Company/Mn | 1.89M | -9.9% | $55.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Wells Fargo & Company/Mn | 1.89M | -9.9% | $55.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Quantinno Capital Management LP | 1.81M | +8.2% | $53.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Cetera Investment Advisers | 1.70M | +6.7% | $49.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Goldman Sachs Group ✦ | 1.58M | +40.6% | $46.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 1.58M | +40.6% | $46.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Goldman Sachs Group ✦ | 1.58M | +40.6% | $46.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 1.56M | +5.4% | $45.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 70 | Fidelity (FMR) ✦ | 1.56M | +5.4% | $45.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 71 | Fidelity (FMR) ✦ | 1.56M | +5.4% | $45.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 72 | Raymond James Financial Inc | 1.48M | -14.2% | $43.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Raymond James Financial Inc | 1.48M | -14.2% | $43.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Raymond James Financial Inc | 1.48M | -14.2% | $43.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Commonwealth Equity Services, Llc | 1.41M | -3.1% | $41.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 1.25M | -34.1% | $36.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Stifel Financial Corp | 1.22M | +0.3% | $35.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Stifel Financial Corp | 1.22M | +0.3% | $35.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Stifel Financial Corp | 1.22M | +0.3% | $35.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Renaissance Technologies ✦ | 787.20K | +822.9% | $23.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Truist Financial Corp | 759.47K | +0.1% | $22.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Truist Financial Corp | 759.47K | +0.1% | $22.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Mml Investors Services, Llc | 675.88K | +45.7% | $19.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 671.66K | -2.0% | $19.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 671.66K | -2.0% | $19.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 665.05K | -2.5% | $19.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Rockefeller Capital Management L.P. | 665.05K | -2.5% | $19.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | National Bank Of Canada /Fi/ | 629.52K | New | $18.51M | 0.0% | New | 1 | SEC ↗ |
| 89 | Northern Trust Corp | 620.59K | +0.2% | $18.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Northern Trust Corp | 620.59K | +0.2% | $18.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Lido Advisors, LLC | 321.28K | -11.7% | $9.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Blair William & Co/Il | 253.19K | +6.9% | $7.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 236.22K | -17.4% | $6.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 236.22K | -17.4% | $6.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 236.22K | -17.4% | $6.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 236.22K | -17.4% | $6.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Citigroup Inc | 220.54K | -0.1% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | CIBC Bancorp USA Inc. | 169.85K | +11.6% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | CIBC Bancorp USA Inc. | 169.85K | +11.6% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 158.05K | -16.3% | $4.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| National Bank Of Canada /Fi/ | $18.51M | 0.0% |
Exited
| Tudor Investment Corp Et Al | $7.56M | was 0.0% |
| Susquehanna International… | $422,496 | was 0.0% |
| Invesco Ltd. | $310,065 | 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: Q2 2026 ·
Methodology ·
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