SCHX
ETF

Schwab U.S. Large-Cap ETF

US LRG CAP ETF As of Jun 30, 2026 CUSIP 808524201
Institutional Holders
1,639
Total Held Value
$33.65B
Total Exact Shares
1.14B
Largest Holder
US Bancorp \DE\
172.22M shares • $5.07B
Reported Holders1,639
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 US Bancorp \DE\ $5.07B 5.5% +18.7% 172.22M Jun 30, 2026
2 Creative Planning $2.40B 1.4% -0.9% 81.51M Jun 30, 2026
3 Moneta Group Investment Advisors $1.14B 8.4% +3.6% 38.70M Jun 30, 2026
4 Northwestern Mutual Wealth Management $1.11B 0.6% +8.6% 37.82M Jun 30, 2026
5 HBK Sorce Advisory $1.07B 20.3% +0.9% 35.21M Jun 30, 2026
6 SEI Investments $950.6M 0.8% -0.7% 32.30M Jun 30, 2026
7 Betterment $842.5M 1.4% +0.1% 28.63M Jun 30, 2026
8 Sage Financial Group
Filing dated Sep 30, 2026
 $684.8M 37.9% -0.8% 22.83M Sep 30, 2026
9 Captrust Financial Advisors $599.3M 0.9% +0.9% 20.36M Jun 30, 2026
10 Diversified Enterprises
Filing dated Sep 30, 2026
 $581.5M 26.9% +3.0% 19.38M Sep 30, 2026
11 Cerity Partners $544.6M 0.7% -3.5% 18.50M Jun 30, 2026
12 HighTower Advisors $410.6M 0.4% -0.4% 13.95M Jun 30, 2026
13 Koss-Olinger Consulting $377.0M 29.0% +22.1% 12.81M Jun 30, 2026
14 Jupiter Topco $376.2M 0.2% — 12.78M Jun 30, 2026
15 Wealth Enhancement Advisory Services
Filing dated Sep 30, 2026
 $346.8M 0.5% +1.3% 11.38M Sep 30, 2026
16 McAdam
Filing dated Sep 30, 2026
 $335.7M 12.6% +2.4% 11.19M Sep 30, 2026
17 Bank of America $306.9M <0.1% +3.5% 10.43M Jun 30, 2026
18 Mariner $303.5M 0.3% -0.7% 10.31M Jun 30, 2026
19 Norinchukin Bank, The $299.6M 2.9% — 10.18M Jun 30, 2026
20 UBS Group $293.7M <0.1% +4.5% 9.98M Jun 30, 2026
Exited in Latest Filing49
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.