Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks

Schwab US Large-Cap ETF

Held by 4 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 808524201 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 4 of the investors we track own this stock. In the latest quarter, 2 of them bought more of it and 1 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
4
0 vs last quarter (like-for-like)
Total value held
$24.93M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.0%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$15.36M
+160.5% vs last quarter
Net shares bought
+474.0K
Est. net flow +$13.95M
Quarter activity
2 bought · 1 sold
0 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SCHX?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns SCHX? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Jim Simons Renaissance Technologies 787.20K $23.17M 0.0% Added +701.9K +822.9% +$20.66M
2 Two Sigma Two Sigma Investments 33.34K $981.08K 0.0% Reduced -237.0K -87.7% -$6.97M
3 Ken Fisher Fisher Asset Management 17.27K $508.26K 0.0% Added +9.1K +110.2% +$266.49K
4 Boston Partners Boston Partners Global Investors 9.41K $276.92K 0.0% Held 0 0.0% $0

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in SCHX

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Virginia Foxx Politician Jan 8, 2024 SCHX Schwab U.S. Large-Cap ETF (SCHX) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint — Feb 5, 2024 28 days PTR ↗
Virginia Foxx Politician Jan 17, 2024 SCHX Schwab U.S. Large-Cap ETF (SCHX) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint — Feb 5, 2024 19 days PTR ↗