Stock ownership · SEC 13F · Q4 2025
SCHWAB US LARGE CAP ETF
Institutional ownership of SCHWAB US LARGE CAP ETF (CUSIP 808524201) - who holds it, how concentrated it is, and what moved last quarter.
- $71.8M
- Reported value
- 11
- Institutions
- 94%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SCHWAB US LARGE CAP ETF ranks #181 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $71.8M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 11
- institutions hold it
- $71.8M
- reported 13F value
- 94%
- held by top 5
- #181
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SCHWAB US LARGE CAP ETF ranks #181 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 808524201 · Q4 2025 $72M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-HEAVY #181/775
- HOLDERS-NARROW 11 filers
- CONC-DOM 94% top-5
- PHOTO-FINISH ISHARES TR
- ACTIVITY-HOT 10 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ISHARES TR
Read with: Ownership concentration guide - SCHWAB US LARGE CAP ETF's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SCHWAB US LARGE CAP ETF
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
SCHWAB US LARGE CAP ETF vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
11 Top 67% higher than 33% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a SCHWAB US LARGE CAP ETF position has risen from 6 to 11 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Anchor Investment Management, LLC | 1,172,583 | $31.6M | 44.0% |
| 2 | Bell Investment Advisors, Inc | 887,608 | $23.9M | 33.3% |
| 3 | FLOYD FINANCIAL GROUP LLC | 248,078 | $6.7M | 9.4% |
| 4 | WLTH Capital Management, LLC | 97,040 | $2.6M | 3.6% |
| 5 | Coastline Complete Wealth LLC | 88,735 | $2.4M | 3.3% |
| 6 | Cross Staff Investments Inc | 76,533 | $2.1M | 2.9% |
| 7 | Alternative Investment Advisors, LLC. | 39,292 | $1.1M | 1.5% |
| 8 | Nolet Wealth Management, LLC | 20,860 | $561K | 0.8% |
| 9 | KW WEALTH MANAGEMENT LLC | 20,585 | $554K | 0.8% |
| 10 | Westshore Wealth, LLC | 13,953 | $375K | 0.5% |
| 11 | Strategic Investment Solutions, Inc. /IL | 53 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SCHWAB US LARGE CAP ETF's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (10)
Complete exits (11)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SCHWAB US LARGE CAP ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($71.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (11 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.