Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) Institutional Ownership
CUSIP: 808524201
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
1,534
Shares (Excl. Options)
1,090,547,274
Price
$25.64
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- Security type / class
- Equity / US LRG CAP ETF
- Symbol
- SCHX
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,090,547,274
- Total 13F value
- $28,100,281,191
- Portfolio coverage rank
- 0.21%
- Share change
- -24,349,024
- Value change
- -$626,573,214
- Number of holders
- 1,534
- SEC-reported price per share
- $29.43
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF is tracked under CUSIP 808524201.
- 1534 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1,534 to 161 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $28,100,281,191 to $1,304,536,793.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1534 institutions filings for Q1 2026.
Security key
808524201
Latest holder period
Q1 2026
13F holders
1,534
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524201:
As of 31 Mar 2026, 1,534 institutional investors reported holding 1,090,547,274 shares of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 44,338,194 | $1,304,536,793 | -$6,574,979 | $29.43 | 161 |
| 2026 Q1 | 1,090,547,274 | $28,100,281,191 | -$626,573,214 | $25.64 | 1,534 |
| 2025 Q4 | 1,116,147,977 | $30,060,748,514 | +$580,577,526 | $26.91 | 1,547 |
| 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 |