SCHX · Insider trading · 13F holders · Congress trades
Schwab U.S. Large-Cap ETF (SCHX)
Who is buying and selling SCHX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 612
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
SCHX at a glance
- No open-market insider purchases or sales of SCHX were filed in the last 90 days.
- 612 13F filers hold SCHX among their 50 largest positions, worth $28.3B combined. The biggest bets by portfolio weight are FSA Investment Group, LLC (39.0%), Sage Financial Group Inc (37.9%) and Sims Investment Management, LLC (31.6%). In their latest 13Fs, 10 managers opened a new position and 62 added to one.
- Members of Congress have disclosed 5 SCHX trades since 2014, 2 purchases and 0 sales in the past year; the latest was Virginia Foxx (R-NC), buying $1K–15K on Jan 17, 2024.
- SCHX last closed at $29.88 on Oct 30, 2026.
SCHX insider trading
No open-market insider purchases or sales of SCHX were filed in the last 90 days.
Who owns SCHX? Hedge funds and superinvestors
612 13F filers hold SCHX among their 50 largest positions, worth $28.3B combined. The biggest bets by portfolio weight are FSA Investment Group, LLC (39.0%), Sage Financial Group Inc (37.9%) and Sims Investment Management, LLC (31.6%). In their latest 13Fs, 10 managers opened a new position and 62 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| US Bancorp \de\Bank & trust | 5.5% | $5.1B | 172,215,422 | +18.7% shares | Q2 2026 |
| Creative PlanningWealth manager | 1.4% | $2.4B | 81,513,814 | -0.9% shares | Q2 2026 |
| Moneta Group Investment Advisors LLCWealth manager | 8.4% | $1.1B | 38,698,661 | +3.6% shares | Q2 2026 |
| Northwestern Mutual Wealth Management CoWealth manager | 0.6% | $1.1B | 37,819,350 | +8.6% shares | Q2 2026 |
| HBK Sorce Advisory LLCWealth manager | 20.8% | $1.1B | 35,214,246 | +0.9% shares | Q2 2026 |
| Sei Investments CoBroker-dealer | 0.8% | $950.6M | 32,299,151 | -0.7% shares | Q2 2026 |
| Betterment LLCWealth manager | 1.4% | $842.5M | 28,627,429 | +0.1% shares | Q2 2026 |
| Sage Financial Group IncWealth manager | 37.9% | $684.8M | 22,826,110 | -0.8% shares | Q3 2026 |
| Captrust Financial AdvisorsWealth manager | 0.9% | $599.3M | 20,363,006 | +0.9% shares | Q2 2026 |
| Diversified Enterprises, LLCWealth manager | 26.9% | $581.5M | 19,381,801 | +3.0% shares | Q3 2026 |
| Cerity Partners LLCWealth manager | 0.7% | $544.6M | 18,504,081 | -3.5% shares | Q2 2026 |
| HighTower Advisors, LLCWealth manager | 0.4% | $410.6M | 13,950,292 | -0.4% shares | Q2 2026 |
| Koss-Olinger Consulting, LLCWealth manager | 29.0% | $377.0M | 12,808,366 | +22.1% shares | Q2 2026 |
| Wealth Enhancement Advisory Services, LLCWealth manager | 0.5% | $346.8M | 11,380,196 | +1.3% shares | Q3 2026 |
| McAdam, LLCWealth manager | 12.6% | $335.7M | 11,188,760 | +2.4% shares | Q3 2026 |
| Norinchukin Bank, TheBank & trust | 2.9% | $299.6M | 10,180,000 | +0.0% shares | Q2 2026 |
| Mercer Global Advisors Inc /advInvestment manager | 0.4% | $284.7M | 9,672,309 | -2.6% shares | Q2 2026 |
| Fund Evaluation Group, LLCInstitutional asset manager | 6.7% | $247.4M | 8,405,541 | -9.4% shares | Q2 2026 |
| Prime Capital Investment Advisors, LLCAsset manager | 2.4% | $246.5M | 8,218,139 | -5.6% shares | Q3 2026 |
| JMG Financial Group, Ltd.Wealth manager | 5.9% | $245.3M | 8,334,300 | +0.0% shares | Q2 2026 |
| Kohmann Bosshard Financial Services, LLCWealth manager | 19.7% | $232.6M | 7,904,940 | +4.2% shares | Q2 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 1.1% | $229.9M | 7,813,084 | +0.6% shares | Q2 2026 |
| Farther Finance Advisors, LLCWealth manager | 1.6% | $223.8M | 7,460,996 | +25.6% shares | Q3 2026 |
| Vantagepoint Investment Advisers LLCHedge fund | 1.6% | $217.5M | 7,250,850 | -1.1% shares | Q3 2026 |
| SigFig Wealth Management, LLCWealth manager | 5.1% | $205.1M | 6,835,181 | +226.8% shares | Q3 2026 |
| Johnson Investment Counsel IncWealth manager | 1.2% | $161.6M | 5,492,353 | +7.0% shares | Q2 2026 |
| Apriem AdvisorsWealth manager | 13.8% | $159.5M | 5,419,045 | -3.8% shares | Q2 2026 |
| Northwest Quadrant Wealth Management, LLCWealth manager | 29.2% | $157.9M | 5,365,862 | +1.3% shares | Q2 2026 |
| Financial Consulate, IncWealth manager | 17.5% | $157.0M | 5,233,659 | -0.6% shares | Q3 2026 |
| BlueSky Wealth Advisors, LLCWealth manager | 16.4% | $141.8M | 4,725,791 | -2.6% shares | Q3 2026 |
The 30 largest of 612 positions, by value. Each manager counts with its latest 13F (Q3 2026: 336, Q2 2026: 271, Q1 2026: 5). Screen SCHX in the grand portfolio →
SCHX stock trades by members of Congress
Members of Congress have disclosed 5 SCHX trades since 2014, 2 purchases and 0 sales in the past year; the latest was Virginia Foxx (R-NC), buying $1K–15K on Jan 17, 2024.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Feb 5, 2024 | Virginia FoxxR-NC · House | Buy | $1K–15K | Jan 17, 2024 | +60.2% |
| Feb 5, 2024 | Virginia FoxxR-NC · House | Buy | $1K–15K | Jan 8, 2024 | +59.2% |
| Mar 7, 2018 | Virginia FoxxR-NC · House | Sale | $15K–50K | Feb 8, 2018 | +190.8% |
| Jan 5, 2017 | Virginia FoxxR-NC · House | Buy | $15K–50K | Dec 9, 2016 | +231.6% |
| Nov 6, 2014 | Virginia FoxxR-NC · House | Sale | $100K–250K | Oct 10, 2014 | +294.7% |
SCHX questions and answers
Are insiders buying SCHX stock?
No open-market insider purchases or sales of SCHX were filed in the last 90 days.
Which hedge funds own SCHX?
612 13F filers hold SCHX among their 50 largest positions, worth $28.3B combined. The biggest bets by portfolio weight are FSA Investment Group, LLC (39.0%), Sage Financial Group Inc (37.9%) and Sims Investment Management, LLC (31.6%). In their latest 13Fs, 10 managers opened a new position and 62 added to one.
Has Congress traded SCHX?
Members of Congress have disclosed 5 SCHX trades since 2014, 2 purchases and 0 sales in the past year; the latest was Virginia Foxx (R-NC), buying $1K–15K on Jan 17, 2024.
Who is the largest holder of SCHX?
Among 13F filers, US Bancorp \de\ reports the largest SCHX position, $5.1B (172,215,422 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is FSA Investment Group, LLC's: 39.0% of its portfolio.
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