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Public ownership evidence

Schwab U.S. Large- Cap ETF (SCHX) Ownership Disclosures

Read SCHX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Alternative Investment Advisors, LLC.2026-06-302026-09-0134,605$1,018,426None
Cornerstone Financial Management LLC2026-06-302026-08-29155,383$4,572,936None
Cornerstone Financial Management LLC2026-03-312026-08-29153,244$3,929,185None
Cornerstone Financial Management LLC2025-12-312026-08-29141,622$3,811,047None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29285,368$6,300,916None
Corient Private Wealth LP2026-06-302026-08-286,026,096$177,347,995None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,168$34,374None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,168$29,948None
HORAN Wealth, LLC2026-06-302026-08-277,267$213,866None
Principia Wealth Advisory, LLC2026-06-302026-08-279,288$273,346None
Principia Wealth Advisory, LLC2026-03-312026-08-278,500$217,940None
Dakota Wealth Management2025-09-302026-08-27132,302$3,484,845None
Dakota Wealth Management2025-12-312026-08-27315,026$8,477,338None
Dakota Wealth Management2026-03-312026-08-27135,154$3,465,339None
Kirkwood Financial Services2026-06-302026-08-2626,183$770,554None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2616,844$495,719None
Strategic Financial Services, Inc.2026-06-302026-08-257,691$226,346None
Bernard Wealth Management Corp.2026-06-302026-08-221,323,557$38,952,282None
Rehmann Capital Advisory Group2026-06-302026-08-2123,865$702,346None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2117,712$521,264None
Kingsview Wealth Management, LLC2026-06-302026-08-2069,869$2,056,232None
Archer Investment Corp2026-06-302026-08-201,053$30,979None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,672,309$284,656,070None
Beacon Pointe Advisors, LLC2026-06-302026-08-197,813,084$229,939,077None
JDM Financial Group LLC2026-06-302026-08-196,536$192,360None
Leo H. Evart, Inc.2026-06-302026-08-19199$5,860None
Capasso Planning Partners LLC2026-06-302026-08-1921,465$631,715None
TILIA FIDUCIARY PARTNERS, INC.2026-06-302026-08-1955,097$1,621,507None
Orion Capital Management LLC2026-06-302026-08-191,214$35,728None
Denver PWM, LLC2026-06-302026-08-19168,888$5,174,722None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-198,457$249,000None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-19507,326$14,930,604None
Jacobs Equity LLC2026-06-302026-08-18265,723$7,820,228None
Strive Financial Group ,LLC2026-06-302026-08-182$59None
Yukon Wealth Management, Inc.2026-06-302026-08-186,878$202,436None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1818,015$530,181None
Caitlin John, LLC2026-06-302026-08-182,739$80,609None
Corient Private Wealth LP2026-06-302026-08-186,456,205$190,006,077None
Asset Allocation Strategies LLC2026-06-302026-08-18889,541$26,179,199None
Empowered Funds, LLC2026-06-302026-08-189,809$288,679None
Pure Financial Advisors, LLC2026-06-302026-08-181,949,461$57,372,634None
Transamerica Financial Advisors, LLC2026-06-302026-08-18634,091$18,661,370None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,820,534$53,596,524None
Wiser Advisor Group LLC2026-06-302026-08-1876,743$2,258,549None
Equitable Holdings, Inc.2026-06-302026-08-18640,469$18,849,001None
Jefferies Financial Group Inc.2026-06-302026-08-1872,929$2,146,300None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1818,190$535,000None
GTS FINANCIAL, LLC2026-06-302026-08-15628,616$15,363,375None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-153,790$111,533None
Womack Financial LLC2026-06-302026-08-1585,345$2,511,703None

90-day public filing window, up to 50 source positions.

Alternative Investment Advisors, LLC. ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗HORAN Wealth, LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.