§ EQUITY
USDSCHX
SCHWAB US LARGE-CAP ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
764 increased/new, 580 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| US BANCORP \DE\ | 145.1M | 4.5% | −28% |
| Creative Planning | 82.3M | 1.4% | −2% |
| HBK Sorce Advisory LLC | 34.9M | 20.1% | +1% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 37.4M | 7.2% | +4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34.8M | 0.5% | n/a |
| SEI INVESTMENTS CO | 32.5M | 0.8% | +5% |
◇ AC INTELLIGENCE
Top institutional owners for SCHX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER75.7% · 1,446 holders
DEALER / BANK17.8% · 49 holders
INCOME / DEFENSIVE3.3% · 11 holders
QUALITY / COMPOUNDER2.7% · 9 holders
PASSIVE / INDEX0.3% · 6 holders
SYSTEMATIC / QUANT0.2% · 2 holders
TACTICAL / MACRO0.0% · 2 holders
DEEP VALUE0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCHX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCHX yet.