Schwab US Large-cap ETF (SCHX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
6 concentrated managers hold it with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (6 → 6): 0 opened · 0 exited = 0
Net flow in the quarter: −$122K (−4 K shares) · bought $0 and sold $122KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 5 held it last quarter (the chart point); with today's set, 6 (the base for the change).
Concentrated managers holding it
- Covington Investment Advisors$887K0.1%
- Bennett Selby Investments$705K0.2%
- Weik Capital Management$594K0.2%
- Barton Investment Management$496K0.1%
- Pegasus Asset ManagementReduced$309K0.1%−0.0 pp
- NWK GroupReduced$165K0.1%−0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of SCHX (all 13F filers)
- US Bancorp172.2 MBank or trading desk+27.2 M
- Creative Planning81.5 MWealth adviser−756 K
- Moneta Group Investment Advisors38.7 MType not verified+1.3 M
- Northwestern Mutual Wealth Management37.8 MWealth adviser+3.0 M
- HBK Sorce Advisory35.2 MType not verified+331 K
- SEI Investments32.3 MInvestment firm−229 K
- Betterment28.6 MWealth adviser+28 K
- Sage Financial Group23.0 MType not verified−106 K
- Captrust Financial Advisors20.4 MWealth adviser+180 K
- Diversified Enterprises18.8 MType not verified+631 K
- Shares
- 172.2 M
- Change
- +27.2 M
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- Type
- Bank or trading desk
- Value
- $5.1 bn
- Shares
- 81.5 M
- Change
- −756 K
See more
- Type
- Wealth adviser
- Value
- $2.4 bn
- Shares
- 38.7 M
- Change
- +1.3 M
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- Type
- Type not verified
- Value
- $1.1 bn
- Shares
- 37.8 M
- Change
- +3.0 M
See more
- Type
- Wealth adviser
- Value
- $1.1 bn
- Shares
- 35.2 M
- Change
- +331 K
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- Type
- Type not verified
- Value
- $1.1 bn
- Shares
- 32.3 M
- Change
- −229 K
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- Type
- Investment firm
- Value
- $951M
- Shares
- 28.6 M
- Change
- +28 K
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- Type
- Wealth adviser
- Value
- $843M
- Shares
- 23.0 M
- Change
- −106 K
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- Type
- Type not verified
- Value
- $677M
- Shares
- 20.4 M
- Change
- +180 K
See more
- Type
- Wealth adviser
- Value
- $599M
- Shares
- 18.8 M
- Change
- +631 K
See more
- Type
- Type not verified
- Value
- $554M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗