Guru Ownership Trend
Guru Analysis for Schwab U.S. Large-Cap ETF (SCHX)
Schwab U.S. Large-Cap ETF (SCHX), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $68.7 M.
Top institutional holders include Cliff Asness and Paul Tudor Jones.
Institutional sentiment is currently Bullish. This is evidenced by a $14.93 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 128.3%. Conversely, Paul Tudor Jones reduced exposure by 70.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.04% | Add 128.3% | 2,163,795 | $56.99 M | Q3 2025 | |
| 0.01% | Reduce -70.0% | 245,025 | $6.45 M | Q3 2025 | |
| 0.01% | 60,288 | $1.59 M | Q3 2025 | ||
| 0.00% | Add 60.0% | 42,046 | $1.11 M | Q3 2025 | |
| 0.00% | Add 31.4% | 1,693 | $44,594 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Schwab U.S. Large-Cap ETF (SCHX)
Major holders include Cliff Asness ($56.99 M), Paul Tudor Jones ($6.45 M), Jefferies Group ($1.59 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.51 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $14.93 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited SCHX. The total reported sell value was $17.52 M.
Yes, 0 managers opened new positions in SCHX, and 3 increased their existing holdings. The total reported buy value was $32.46 M.