Security Snapshot

SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) Institutional Ownership

CUSIP: 808524201

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

1,501

Shares (Excl. Options)

1,084,888,022

Price

$25.64

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
Type / Class
Equity / US LRG CAP ETF
Symbol
SCHX
Price per share
$28.02
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
1,084,888,022
Total reported value
$27,955,114,026
% of total 13F portfolios
0.22%
Share change
-24,421,831
Value change
-$628,790,282
Number of holders
1,501
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF is tracked under CUSIP 808524201.
  • 1501 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 1,543 to 1,501 between Q4 2025 and Q1 2026.
  • Reported value moved from $30,055,623,995 to $27,955,114,026.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 1501 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 808524201?
CUSIP 808524201 identifies SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

As of 31 Mar 2026, 1,501 institutional investors reported holding 1,084,888,022 shares of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX).

Institutional Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,084,888,022 $27,955,114,026 -$628,790,282 $25.64 1,501
2025 Q4 1,115,957,546 $30,055,623,995 +$580,577,364 $26.91 1,543
2025 Q3 1,086,678,990 $28,610,685,236 +$122,885,009 $26.34 1,427
2025 Q2 1,088,258,947 $26,606,151,205 -$367,828,944 $24.44 1,383
2025 Q1 1,110,706,411 $24,518,154,065 +$1,263,109,275 $22.08 1,335
2024 Q4 1,071,800,322 $24,839,998,741 +$16,660,867,604 $23.18 1,341
2024 Q3 288,451,180 $19,565,446,469 -$8,666,284,198 $67.85 1,207
2024 Q2 435,304,696 $27,964,082,471 +$1,491,346,655 $64.25 1,212
2024 Q1 414,853,453 $25,752,881,592 -$1,120,368,709 $62.06 1,183
2023 Q4 431,404,897 $24,324,153,468 +$638,763,447 $56.40 1,160
2023 Q3 418,172,154 $21,161,151,410 +$370,434,407 $50.60 1,043
2023 Q2 416,558,599 $21,807,213,205 -$941,261,523 $52.37 1,067
2023 Q1 434,156,604 $20,997,089,516 -$518,159,679 $48.37 1,035
2022 Q4 442,859,573 $20,024,556,574 +$932,138,284 $45.15 1,024
2022 Q3 421,152,892 $17,845,466,735 +$1,309,477,959 $42.35 952
2022 Q2 392,014,845 $17,519,852,962 -$968,294,981 $44.66 954
2022 Q1 410,532,870 $22,098,304,853 +$11,305,322,465 $53.85 964
2021 Q4 200,161,878 $22,763,296,284 +$633,586,004 $113.82 978
2021 Q3 193,526,801 $20,150,398,193 +$518,167,692 $104.03 857
2021 Q2 190,175,025 $19,776,508,526 +$741,615,585 $103.97 861
2021 Q1 183,769,568 $17,579,482,433 +$476,664,709 $96.03 825
2020 Q4 179,306,412 $16,312,848,608 +$181,945,334 $90.95 803
2020 Q3 175,228,991 $14,142,848,161 +$299,449,213 $80.63 730
2020 Q2 172,168,618 $12,767,022,229 +$1,034,821,538 $74.10 724
2020 Q1 158,014,723 $9,703,445,472 +$178,204,884 $61.25 694
2019 Q4 154,489,766 $11,868,741,515 -$125,532,636 $76.81 722
2019 Q3 153,050,076 $10,856,863,589 +$1,047,490,291 $70.93 624
2019 Q2 138,131,590 $9,698,643,883 +$919,202,803 $70.19 603
2019 Q1 126,986,253 $8,587,383,157 -$33,258,502 $67.61 589
2018 Q4 128,959,183 $7,708,506,648 +$467,268,179 $59.70 577
2018 Q3 117,925,894 $8,186,792,607 +$1,316,556,379 $69.56 507
2018 Q2 98,259,458 $6,388,379,154 +$285,106,900 $64.99 482
2018 Q1 93,883,160 $5,921,454,056 +$295,044,512 $63.08 455
2017 Q4 88,897,130 $5,672,226,820 +$306,493,525 $63.78 447
2017 Q3 80,218,410 $4,819,103,006 +$514,316,866 $60.04 374
2017 Q2 71,164,034 $4,109,053,683 +$408,579,808 $57.77 358
2017 Q1 64,575,804 $3,633,892,172 +$383,209,295 $56.27 335
2016 Q4 57,710,816 $3,074,466,351 +$377,549,196 $53.26 319
2016 Q3 47,231,032 $2,437,823,744 +$220,145,980 $51.62 273
2016 Q2 42,873,674 $2,133,477,176 +$102,549,053 $49.77 266
2016 Q1 40,716,622 $1,988,504,184 +$206,385,595 $48.84 251
2015 Q4 36,219,307 $1,759,068,754 +$216,408,395 $48.57 246
2015 Q3 30,351,601 $1,389,744,260 +$103,691,035 $45.76 204
2015 Q2 27,952,452 $1,378,474,343 +$257,614,974 $49.31 201
2015 Q1 22,720,871 $1,126,245,484 +$30,509,438 $49.57 193
2014 Q4 22,062,919 $1,082,060,174 +$95,252,940 $49.05 182
2014 Q3 19,135,928 $899,022,736 +$37,450,197 $46.99 151
2014 Q2 18,419,325 $862,577,288 +$79,599,578 $46.83 148
2014 Q1 16,653,701 $744,630,398 +$65,489,054 $44.71 134
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .