Schwab U.S. Large-Cap ETF (SCHX) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SCHX?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Schwab U.S. Large-Cap ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SCHX?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Schwab U.S. Large-Cap ETF.

Is institutional money flowing into SCHX?

131 institutional investors hold Schwab U.S. Large-Cap ETF (SCHX). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SCHX?

Track institutional sentiment and conviction scores for Schwab U.S. Large-Cap ETF (SCHX) including Smart Money Verdict and position changes on HoldingsIntel.

Schwab U.S. Large-Cap ETF

SCHX·808524201·US·etf·Unknown - Unknown

US LRG CAP ETF

SCHX (Schwab U.S. Large-Cap ETF) is held by 131 institutional investors as of Q4 2025. Largest holders: US BANCORP \DE\ ($5.4B), Creative Planning ($2.3B), MONETA GROUP INVESTMENT ADVISORS LLC ($964.2M). Net institutional sentiment: Mixed.

131

Holders

Avg rating(17 Elite)

$16.8B

Total Value

59% (137)

Fund Consensus

76 buying - 52 selling

Smart Money VerdictView all

66Positive Momentum (Unconfirmed)Single Source

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See how SCHX's score breaks down across 4 SEC sources

Held by 131 funds

17 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
US BANCORP \DE\	Decreased	201.1M(-2.2%)	$5.4B	6.3%	+17.76%	0
Creative Planning	Increased	83.8M(+3.8%)	$2.3B	1.6%	+32.27%	52
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	35.8M(+3.0%)	$964.2M	7.3%	+26.70%	64
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	31M(+5.3%)	$833.8M	0.5%	+22.02%	47
SEI INVESTMENTS CO	Decreased	31M(-1.3%)	$833.5M	0.8%	+35.63%	0
CAPTRUST FINANCIAL ADVISORS	Increased	19.5M(+5.6%)	$525.4M	1.0%	+22.05%	47
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	19.1M(-1.7%)	$521.8M	0.7%	+27.16%	0
Cerity Partners LLC	Increased	19M(+0.7%)	$511M	0.7%	+24.43%	44
HighTower Advisors, LLC	Decreased	14.1M(-0.4%)	$380.5M	0.4%	+27.34%	0
JANUS HENDERSON GROUP PLC	Increased	12.4M(+8.6%)	$334M	0.1%	+27.49%	40
MERCER GLOBAL ADVISORS INC /ADV	Increased	10.4M(+0.4%)	$283M	0.4%	+34.07%	37
Mariner, LLC	Increased	10.2M(+6.8%)	$275.4M	0.3%	+31.56%	39
BANK OF AMERICA CORP /DE/	Decreased	9M(-2.0%)	$242.8M	0.0%	+14.34%	0
LPL Financial LLC	Decreased	7.7M(-6.4%)	$207.1M	0.1%	+26.45%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Unchanged	7.6M	$204.3M	1.6%	+2.44%	0
ASSETMARK, INC	Decreased	6.5M(-14.5%)	$175.3M	0.4%	+23.80%	0
Beacon Pointe Advisors, LLC	Increased	6.5M(+7.8%)	$173.9M	1.2%	+27.08%	52
MORGAN STANLEY	Increased	6M(+5.4%)	$161.6M	0.0%	+18.11%	32
JOHNSON INVESTMENT COUNSEL INC	Increased	5.1M(+1.0%)	$136.6M	1.1%	+26.29%	48
Corient Private Wealth LLC	Decreased	4M(-26.6%)	$108.4M	0.1%	+17.72%	0
Farther Finance Advisors, LLC	Increased	4M(+37.4%)	$106.9M	1.1%	+3.27%	62
AMERIPRISE FINANCIAL INC	Increased	3.5M(+0.9%)	$93.8M	0.0%	+27.27%	30
EP Wealth Advisors, LLC	Increased	3.2M(+2.4%)	$86.6M	0.4%	+11.94%	36
Focus Partners Wealth	Increased	3.2M(+21.7%)	$86.2M	0.1%	+15.62%	36
Integrated Wealth Concepts LLC	Increased	3.2M(+0.5%)	$84.8M	1.0%	+30.13%	47
HB Wealth Management, LLC	Decreased	3M(-0.4%)	$81.6M	0.5%	+30.67%	0
Cresset Asset Management, LLC	Decreased	2.8M(-2.4%)	$76.1M	0.3%	+40.24%	0
Wealthspire Advisors, LLC	Decreased	2.8M(-50.9%)	$75.8M	0.6%	+26.95%	0
OSAIC HOLDINGS, INC.	Increased	2.8M(+5.1%)	$75.3M	0.1%	+11.97%	37
AQR CAPITAL MANAGEMENT LLC	Increased	2.8M(+28.2%)	$74.6M	0.0%	+6.69%	37
Aptus Capital Advisors, LLC	Increased	2.7M(+4.1%)	$72M	0.5%	+26.32%	44
JPMORGAN CHASE & CO	Increased	2.5M(+9.4%)	$68.6M	0.0%	+15.10%	32
JONES FINANCIAL COMPANIES LLLP	Increased	2.5M(+9.4%)	$68.1M	0.0%	+16.65%	32
Savant Capital, LLC	Decreased	2.5M(-1.3%)	$66.3M	0.4%	+27.34%	0
WELLS FARGO & COMPANY/MN	Increased	2.2M(+3.0%)	$60.4M	0.0%	+23.78%	30
GOLDMAN SACHS GROUP INC	Increased	2.1M(+96.3%)	$55.8M	0.0%	+6.33%	47
RAYMOND JAMES FINANCIAL INC	Increased	2M(+5.2%)	$55.1M	0.0%	+15.83%	31
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	1.9M(-1.7%)	$51.2M	0.3%	+35.28%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.9M(-55.1%)	$49.8M	0.0%	+31.58%	0
ROYAL BANK OF CANADA	Decreased	1.8M(-12.5%)	$47.5M	0.0%	+15.12%	0
Quantinno Capital Management LP	Increased	1.6M(+14.9%)	$43.3M	0.1%	+15.58%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.5M(-14.3%)	$40.8M	0.1%	+28.64%	0
FMR LLC	Increased	1.4M(+5.7%)	$38.5M	0.0%	+14.42%	31
Sequoia Financial Advisors, LLC	Increased	1.4M(+0.7%)	$38.2M	0.2%	+29.79%	35
Cetera Investment Advisers	Increased	1.4M(+22.8%)	$36.7M	0.0%	+12.42%	35
UBS Group AG	Increased	1.2M(+2.0%)	$33.3M	0.0%	+32.54%	29
MAI Capital Management	Increased	1.2M(+0.0%)	$32.9M	0.2%	+24.99%	34
STIFEL FINANCIAL CORP	Decreased	1.2M(-3.4%)	$31.9M	0.0%	+27.62%	0
BlackRock, Inc.	Increased	1.2M(+130.4%)	$31.4M	0.0%	+1.37%	47
OneDigital Investment Advisors LLC	Decreased	1.1M(-10.0%)	$30.8M	0.3%	+23.50%	0
Allworth Financial LP	Decreased	998,682(-1.6%)	$26.9M	0.1%	+31.85%	0
Orion Porfolio Solutions, LLC	Decreased	914,622(-4.2%)	$24.6M	0.2%	+31.89%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	751,790(-1.4%)	$20.2M	0.0%	+16.96%	0
TRUIST FINANCIAL CORP	Decreased	743,457(-0.7%)	$20M	0.0%	+29.33%	0
Merit Financial Group, LLC	Increased	725,392(+71.3%)	$19.5M	0.2%	+10.72%	51
Sanctuary Advisors, LLC	Increased	714,911(+14.8%)	$19.2M	0.1%	+17.76%	39
Rockefeller Capital Management L.P.	Increased	673,645(+1.8%)	$18.1M	0.0%	+22.09%	29
NORTHERN TRUST CORP	Decreased	596,721(-36.8%)	$16.1M	0.0%	+22.01%	0
Equitable Holdings, Inc.	Increased	579,346(+2.7%)	$15.6M	0.1%	+20.85%	35
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	562,212	$15.1M	0.0%	-1.07%	39
Waverly Advisors, LLC	Increased	514,916(+4.4%)	$13.9M	0.1%	+23.17%	35
SCS Capital Management LLC	Decreased	460,431(-0.9%)	$12.4M	0.1%	+23.24%	0
NewEdge Advisors, LLC	Decreased	446,335(-2.5%)	$12M	0.0%	+23.27%	0
MML INVESTORS SERVICES, LLC	Increased	396,335(+6.5%)	$10.7M	0.0%	+25.25%	30
RENAISSANCE TECHNOLOGIES LLC	New	385,900	$10.4M	0.0%	-1.07%	38
IEQ CAPITAL, LLC	Decreased	375,238(-1.0%)	$10.1M	0.0%	+16.63%	0
Lido Advisors, LLC	Increased	344,030(+1.9%)	$9.2M	0.0%	+11.48%	28
Private Advisor Group, LLC	Decreased	330,827(-12.4%)	$8.9M	0.0%	+28.38%	0
Bank of New York Mellon Corp	Increased	304,729(+34.9%)	$8.2M	0.0%	+15.14%	36
AE Wealth Management LLC	Increased	267,933(+185.2%)	$7.2M	0.0%	+4.09%	44
CITIGROUP INC	Increased	244,451(+3.1%)	$6.6M	0.0%	+13.05%	28
TUDOR INVESTMENT CORP ET AL	Decreased	243,483(-0.6%)	$6.6M	0.0%	+11.67%	0
BLAIR WILLIAM & CO/IL	Increased	237,237(+3.4%)	$6.4M	0.0%	+16.57%	28
Vanguard Personalized Indexing Management, LLC	Unchanged	218,496	$5.9M	0.1%	+30.48%	0
Kestra Advisory Services, LLC	Increased	203,961(+9.3%)	$5.5M	0.0%	+25.91%	30
Pathstone Holdings, LLC	Increased	202,715(+1.0%)	$5.5M	0.0%	+21.32%	27
BANK OF MONTREAL /CAN/	Decreased	196,651(-4.4%)	$5.3M	0.0%	+16.04%	0
AXXCESS WEALTH MANAGEMENT, LLC	Increased	187,363(+37.4%)	$5M	0.1%	+18.45%	35
Financial Engines Advisors L.L.C.	Decreased	181,894(-1.4%)	$4.9M	0.0%	+28.51%	0
CIBC Private Wealth Group LLC	Increased	166,304(+0.5%)	$4.5M	0.0%	+19.99%	27
RWA WEALTH PARTNERS, LLC	Increased	162,412(+15.2%)	$4.4M	0.0%	+23.47%	31
NewEdge Wealth, LLC	Unchanged	151,399	$4.1M	0.0%	+13.93%	0
COMMERCE BANK	Increased	137,349(+3.9%)	$3.7M	0.0%	+25.56%	28
EXCHANGE TRADED CONCEPTS, LLC	Increased	127,650(+2454x)	$3.4M	0.0%	-1.06%	43
LAZARD ASSET MANAGEMENT LLC	Unchanged	126,942	$3.4M	0.0%	+33.17%	0
TIAA TRUST, NATIONAL ASSOCIATION	Increased	123,284(+0.5%)	$3.3M	0.0%	+22.73%	27
ZACKS INVESTMENT MANAGEMENT	Decreased	117,203	$3.2M	0.0%	+28.17%	0
BROWN BROTHERS HARRIMAN & CO	Increased	93,745(+10.4%)	$2.5M	0.0%	+13.36%	29
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	84,589(-4.8%)	$2.3M	0.0%	+18.32%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	78,537	$2.1M	0.0%	-1.07%	36
KEYBANK NATIONAL ASSOCIATION/OH	Increased	77,149(+27.2%)	$2.1M	0.0%	+13.09%	32
BROWN ADVISORY INC	Increased	74,071(+21.4%)	$2M	0.0%	+26.24%	31
&PARTNERS	Increased	67,828(+7.5%)	$1.9M	0.0%	+16.14%	28
Empowered Funds, LLC	New	69,218	$1.9M	0.0%	-1.07%	36
Russell Investments Group, Ltd.	Decreased	65,365(-7.2%)	$1.8M	0.0%	+15.59%	0
FIFTH THIRD BANCORP	Increased	64,666(+218.7%)	$1.7M	0.0%	+3.95%	41
VANGUARD GROUP INC	Increased	62,486(+41.0%)	$1.7M	0.0%	+11.69%	23
Empower Advisory Group, LLC	Decreased	62,185(-35.8%)	$1.7M	0.0%	+17.12%	0
Jefferies Financial Group Inc.	Unchanged	60,288	$1.6M	0.0%	+16.65%	0
GLENMEDE TRUST CO NA	Decreased	57,177(-9.6%)	$1.5M	0.0%	+17.54%	0
Baird Financial Group, Inc.	Increased	49,538(+32.7%)	$1.3M	0.0%	+13.06%	32
COMERICA BANK	Decreased	46,715(-1.4%)	$1.3M	0.0%	+28.92%	0
HUNTINGTON NATIONAL BANK	Increased	45,923(+171.8%)	$1.2M	0.0%	+7.04%	41
Neuberger Berman Group LLC	Increased	41,613(+12.4%)	$1.1M	0.0%	+7.55%	28
FRANKLIN RESOURCES INC	Increased	40,439(+6.5%)	$1.1M	0.0%	+23.25%	27
Clark Capital Management Group, Inc.	Increased	37,283(+74.7%)	$1M	0.0%	+5.28%	38
XTX Topco Ltd	Increased	36,776(+131.1%)	$989,642	0.0%	+0.42%	40
Steward Partners Investment Advisory, LLC	Increased	35,648(+17.9%)	$959,288	0.0%	+17.89%	29
Qube Research & Technologies Ltd	Decreased	33,565(-53.4%)	$903,234	0.0%	+5.79%	0
ALLIANCEBERNSTEIN L.P.	New	32,450	$873,230	0.0%	-1.07%	34
D.A. DAVIDSON & CO.	Increased	31,485(+58.7%)	$847,261	0.0%	+13.74%	36
Williams Jones Wealth Management, LLC.	Increased	30,272(+8.3%)	$814,620	0.0%	+26.22%	27
GREENLEAF TRUST	Unchanged	29,724	$799,873	0.0%	+19.32%	0
FIRST MANHATTAN CO. LLC.	Decreased	22,986(-5.2%)	$618,553	0.0%	+28.60%	0
Vident Advisory, LLC	Increased	22,124(+21.2%)	$595,361	0.0%	+21.87%	29
Fisher Asset Management, LLC	Decreased	18,474(-56.1%)	$497,137	0.0%	+14.52%	0
DAVENPORT & Co LLC	Decreased	17,478(-3.9%)	$470,333	0.0%	+18.30%	0
FIRST TRUST ADVISORS LP	Decreased	16,956(-49.2%)	$456,288	0.0%	+8.90%	0
PRINCIPAL FINANCIAL GROUP INC	Decreased	15,983(-1.5%)	$430,103	0.0%	+21.80%	0
TWO SIGMA INVESTMENTS, LP	Unchanged	15,536	$418,074	0.0%	+11.63%	0
QRG CAPITAL MANAGEMENT, INC.	Increased	12,214(+28.4%)	$328,679	0.0%	+16.72%	29
MATHER GROUP, LLC.	Increased	11,883(+42.1%)	$319,764	0.0%	+17.45%	31
BENJAMIN EDWARDS INC	Increased	11,312(+0.0%)	$304,402	0.0%	+9.71%	23
Wealthfront Advisers LLC	Decreased	10,961(-42.4%)	$294,961	0.0%	+2.44%	0
Capital Wealth Planning, LLC	Decreased	9,616(-0.9%)	$258,767	0.0%	+29.62%	0
Boston Partners	Decreased	9,409(-11.8%)	$253,204	0.0%	+2.44%	0
First Command Advisory Services, Inc.	Increased	6,445(+298.8%)	$173,435	0.0%	-0.21%	36
Federation des caisses Desjardins du Quebec	Unchanged	900	$24,210	0.0%	+23.24%	0
TD Waterhouse Canada Inc.	Unchanged	300	$8,070	0.0%	+22.55%	0
M&T BANK CORP	Decreased	680(-97.5%)	$7,086	0.0%	+29.56%	0
SIMPLEX TRADING, LLC	New	82	$2,206	0.0%	-1.07%	18
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$594,020	0.0%	+15.27%	0
CULLEN/FROST BANKERS, INC.	Exited	0(-100.0%)	$78,862	0.0%	+3.55%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$1,562	0.0%	+12.11%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$6M	0.0%	+22.15%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$3.2M	0.0%	+12.11%	0
WELLINGTON MANAGEMENT GROUP LLP	Exited	0(-100.0%)	$21.1M	0.0%	+3.55%	0

Schwab U.S. Large-Cap ETF

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