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Who Owns Schwab U.S. Large-Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab U.S. Large-Cap ETF.
Who crossed 5% of SCHX →Managers holding
87
as of 2026-09-30
Reported value
$1B
summed across filings
Shares held
34.3M
Added vs trimmed
37 / 31
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF7.5M shadded | $223.8M |
| SigFig Wealth Management, LLCUS LRG CAP ETF6.8M shadded | $205.1M |
| FSA Investment Group, LLCUS LRG CAP ETF4.1M shadded | $122.4M |
| Bangor Savings BankUS LRG CAP ETF1.8M shtrimmed | $55.2M |
| Apella Capital, LLCUS LRG CAP ETF1.4M shadded | $44.4M |
| Matrix Trust CoUS LRG CAP ETF1.5M shtrimmed | $43.9M |
| Investors Research CorpUS LRG CAP ETF851.4K shadded | $25.5M |
| Sprinkle Financial Consultants LLCUS LRG CAP ETF832.5K shadded | $25M |
| MFA WEALTH ADVISORS, LLCUS LRG CAP ETF808.9K shadded | $24.3M |
| Family Legacy Financial Solutions, LLCCOM784.3K shadded | $23.5M |
| Leverty Financial Group, LLCUS LRG CAP ETF590.2K shadded | $17.7M |
| CoreCap Advisors, LLCETF496.8K shtrimmed | $14.9M |
| Councilor Wealth, LLCUS LRG CAP ETF492.5K shtrimmed | $14.8M |
| Frisco Financial Planning LLCExchange Traded Fund423.2K shtrimmed | $12.7M |
| Avidian Wealth Enterprises, LLCUS LRG CAP ETF420.3K shtrimmed | $12.6M |
| ELEVATION WEALTH PARTNERS, LLCUS LRG CAP ETF388.2K shtrimmed | $11.6M |
| Legacy Private Trust Co.US LRG CAP ETF360.8K shadded | $10.8M |
| Attessa Capital LLCUS LRG CAP ETF354.2K shtrimmed | $10.6M |
| RTD Financial Advisors, Inc.US LRG CAP ETF348.5K shtrimmed | $10.5M |
| Wealth Enhancement Trust Services, Inc.US LRG CAP ETF328.2K shtrimmed | $9.8M |
| Barden Capital Management, Inc.US LRG CAP ETF281.1K shtrimmed | $8.4M |
| Gradient Investments LLCUS LRG CAP ETF274.8K shtrimmed | $8.2M |
| Rosenberg Matthew HamiltonETF261K shtrimmed | $7.8M |
| YHB Investment Advisors, Inc.US LRG CAP ETF254.8K shadded | $7.6M |
| Dorato Capital ManagementUS LRG CAP ETF210.2K shadded | $6.4M |
| DAVIDSON TRUST COEquities182.3K shheld | $5.5M |
| Wedmont Private CapitalUS LRG CAP ETF136.5K shadded | $4.2M |
| Wealth Group LtdUS LRG CAP ETF132.9K shtrimmed | $4M |
| S.E.E.D. Planning Group LLCUS LRG CAP ETF130.2K shadded | $3.9M |
| Cooper Financial GroupUS LRG CAP ETF123.5K shadded | $3.7M |
| Retireful, LLCUS LRG CAP ETF100.3K shadded | $3M |
| Successful Portfolios LLCUS LRG CAP ETF89.7K shadded | $2.7M |
| Cambridge Financial Group, LLCUS LRG CAP ETF91.4K shheld | $2.7M |
| Valeo Financial Advisors, LLCETF86.5K shtrimmed | $2.6M |
| Heartwood Wealth Advisors LLCETF84.7K shtrimmed | $2.5M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUS LRG CAP ETF73.7K shtrimmed | $2.2M |
| Everhart Financial Group, Inc.US LRG CAP ETF71.7K shtrimmed | $2.2M |
| Emergent Wealth Advisors, LLCUS LRG CAP ETF68.4K shtrimmed | $2.1M |
| Worth Asset Management, LLCETF60.7K shtrimmed | $1.8M |
| Hardin Capital Partners, LLCUS LRG CAP ETF59.2K shtrimmed | $1.8M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF56.7K shadded | $1.7M |
| ARMSTRONG ADVISORY GROUP, INCUS LRG CAP ETF56K shtrimmed | $1.7M |
| TILIA FIDUCIARY PARTNERS, INC.ETF54.8K shtrimmed | $1.6M |
| Veery Capital, LLCUS LRG CAP ETF52.8K shadded | $1.6M |
| Gainplan LLCUS LRG CAP ETF47.9K shadded | $1.4M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCUS LRG CAP ETF47.4K shtrimmed | $1.4M |
| Tactive Advisors, LLCUS LRG CAP ETF40.2K shtrimmed | $1.2M |
| Mirador Capital Partners LPUS LRG CAP ETF36.3K shtrimmed | $1.1M |
| Venture Visionary Partners LLCUS LRG CAP ETF31.9K shtrimmed | $956.2K |
| Plan A Wealth LLCUS LRG CAP ETF31.3K shadded | $938.4K |
| TrueWealth Advisors, LLCUS LRG CAP ETF26.6K shheld | $796.7K |
| Acropolis Investment Management, LLCUS LRG CAP ETF25.1K shadded | $753.3K |
| Williams & Novak Wealth Management, LLCUS LRG CAP ETF24.7K shadded | $740.8K |
| FINANCIAL MANAGEMENT NETWORK INCUS LRG CAP ETF23.3K shadded | $706.7K |
| TITLEIST ASSET MANAGEMENT, LLCUS LRG CAP ETF23.3K shadded | $698.6K |
| Taylor & Morgan Wealth Management, LLCUS LRG CAP ETF20.5K shadded | $613.6K |
| City Center Advisors, LLCUS LRG CAP ETF20.4K shadded | $612.4K |
| CYPRESS FINANCIAL PLANNING LLCUS LRG CAP ETF20.3K shtrimmed | $609K |
| COLTON GROOME FINANCIAL ADVISORS, LLCUS LRG CAP ETF19.9K shheld | $595.7K |
| Cadent Capital Advisors, LLCUS LRG CAP ETF18.8K shadded | $564.3K |
| Nautilus Advisors LLCUS LRG CAP ETF17K shheld | $508.5K |
| GK Wealth Management LLCUS LRG CAP ETF16.2K shtrimmed | $487.4K |
| Pathway Financial Advisors LLCUS LRG CAP ETF16.2K shheld | $484.7K |
| Aventus Investment Advisors, Inc.ETF14.6K shtrimmed | $436.5K |
| GILPIN WEALTH MANAGEMENT, LLCUS LRG CAP ETF13.7K shadded | $410.3K |
| FC Advisory LLCUS LRG CAP ETF13.7K shadded | $409.9K |
| Financial Designs CorpUS LRG CAP ETF12K shtrimmed | $361.2K |
| EASTERN BANKUS LRG CAP ETF12K shheld | $358.6K |
| MKD WEALTH COACHES, LLCUS LRG CAP ETF11.9K shadded | $356.6K |
| Dickmeyer Boyce Financial Management, Inc.US LRG CAP ETF11.5K shadded | $345.3K |
| Intelligence Driven Advisers, LLCUS LRG CAP ETF11K shheld | $330K |
| COLLECTIVE FAMILY OFFICE LLCUS LRG CAP ETF10.9K shadded | $326.9K |
| Shira Ridge Wealth ManagementUS LRG CAP ETF9.7K shheld | $292.1K |
| GAMMA Investing LLCETF9.4K shadded | $283.3K |
| Roan Capital PartnersUS LRG CAP ETF8.7K shadded | $260.2K |
| LAWOOD & COExchange Traded Fund7.8K shheld | $234K |
| CHAPIN DAVIS, INC.US LRG CAP ETF7.8K shheld | $233.5K |
| McAlister, Sweet & Associates, Inc.US LRG CAP ETF7.3K shheld | $220.3K |
| Canandaigua National Trust Co of FloridaCom7.2K sh— | $215K |
| Whitcomb & Hess, Inc.US LRG CAP ETF6.7K sh— | $200.4K |
| Trust CoETF5.8K shadded | $175.3K |
| Olistico Wealth, LLCETF4.9K shheld | $147.2K |
| TOMPKINS FINANCIAL CORPUS LRG CAP ETF3.5K shadded | $103.9K |
| Davis Capital ManagementETF1.9K shheld | $57.3K |
| TOTH FINANCIAL ADVISORY CORPUS LRG CAP ETF902 shheld | $27.1K |
| Horrell Capital Management, Inc.US LRG CAP ETF606 shheld | $18.2K |
| ATMOS ADVISORY, LLCUS LRG CAP ETF296 shheld | $8.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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