As of the latest SEC filings, SCHWAB US LARGE-CAP ETF (SCHX) is held by 25 institutional funds. The largest fund shareholder is First American Multi-Manager Domestic Equity Fund (FAEQX), holding an estimated $878,612,136.16 in market value, representing 74.65% of its portfolio.
Funds holding SCHWAB US LARGE-CAP ETF (SCHX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SCHX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FAEQX
First American Multi-Manager Domestic Equity Fund
|
MF | Independent / Boutique | 74.65% | $878,612,136.16 | 34,267,244 | Mar 31, 2026 | May 26, 2026 |
|
SWYMX
Schwab Target 2050 Index Fund
|
MF | Charles Schwab | 50.11% | $716,332,319.92 | 27,938,078 | Mar 31, 2026 | May 22, 2026 |
|
SWYGX
Schwab Target 2040 Index Fund
|
MF | Charles Schwab | 44.72% | $695,940,110.00 | 27,142,750 | Mar 31, 2026 | May 22, 2026 |
|
SWYNX
Schwab Target 2060 Index Fund
|
MF | Charles Schwab | 51.93% | $594,417,606.96 | 23,183,214 | Mar 31, 2026 | May 22, 2026 |
|
SWYFX
Schwab Target 2035 Index Fund
|
MF | Charles Schwab | 40.52% | $583,133,545.52 | 22,743,118 | Mar 31, 2026 | May 22, 2026 |
|
SWYEX
Schwab Target 2030 Index Fund
|
MF | Charles Schwab | 34.50% | $582,230,350.88 | 22,707,892 | Mar 31, 2026 | May 22, 2026 |
|
SWYHX
Schwab Target 2045 Index Fund
|
MF | Charles Schwab | 47.92% | $505,267,096.20 | 19,706,205 | Mar 31, 2026 | May 22, 2026 |
|
SWYJX
Schwab Target 2055 Index Fund
|
MF | Charles Schwab | 51.22% | $504,061,426.48 | 19,659,182 | Mar 31, 2026 | May 22, 2026 |
|
SWYOX
Schwab Target 2065 Index Fund
|
MF | Charles Schwab | 52.55% | $200,773,609.76 | 7,830,484 | Mar 31, 2026 | May 22, 2026 |
|
SWYDX
Schwab Target 2025 Index Fund
|
MF | Charles Schwab | 28.08% | $178,658,417.48 | 6,967,957 | Mar 31, 2026 | May 22, 2026 |
|
GPSTX
GuidePath Growth Allocation Fund
|
MF | Independent / Boutique | 11.47% | $166,226,530.16 | 6,483,094 | Mar 31, 2026 | May 29, 2026 |
|
SWYLX
Schwab Target 2020 Index Fund
|
MF | Charles Schwab | 26.97% | $77,080,455.12 | 3,006,258 | Mar 31, 2026 | May 22, 2026 |
|
BLNDX
STANDPOINT MULTI-ASSET FUND
|
MF | Independent / Boutique | 8.75% | $72,544,047.00 | 2,564,300 | Apr 30, 2026 | Jun 29, 2026 |
|
SWG1Z
Schwab VIT Growth Portfolio
|
MF | Charles Schwab | 39.79% | $68,623,562.64 | 2,676,426 | Mar 31, 2026 | May 22, 2026 |
|
SWC1Z
Schwab VIT Balanced with Growth Portfolio
|
MF | Charles Schwab | 33.87% | $58,652,807.64 | 2,287,551 | Mar 31, 2026 | May 22, 2026 |
|
SWYBX
Schwab Target 2015 Index Fund
|
MF | Charles Schwab | 25.17% | $22,282,031.76 | 869,034 | Mar 31, 2026 | May 22, 2026 |
|
SWB1Z
Schwab VIT Balanced Portfolio
|
MF | Charles Schwab | 25.56% | $19,615,164.08 | 765,022 | Mar 31, 2026 | May 22, 2026 |
|
SWYPX
Schwab Target 2070 Index Fund
|
MF | Charles Schwab | 52.70% | $15,869,672.88 | 618,942 | Mar 31, 2026 | May 22, 2026 |
|
SWYAX
Schwab Target 2010 Index Fund
|
MF | Charles Schwab | 22.34% | $13,411,745.56 | 523,079 | Mar 31, 2026 | May 22, 2026 |
|
DUKQ
Ocean Park Domestic ETF
|
ETF | Independent / Boutique | 47.64% | $5,562,572.36 | 216,949 | Mar 31, 2026 | May 29, 2026 |
|
JRSAX
Janus Henderson Adaptive Risk Managed U.S. Equity Fund
|
MF | Independent / Boutique | 0.19% | $1,074,136.52 | 41,893 | Mar 31, 2026 | May 29, 2026 |
|
XCHG
AB US Equity ETF
|
ETF | Independent / Boutique | 0.13% | $859,155.00 | 31,750 | Feb 28, 2026 | Apr 24, 2026 |
|
MFUL
Mindful Conservative ETF
|
ETF | Independent / Boutique | 4.32% | $327,166.40 | 12,760 | Mar 31, 2026 | May 28, 2026 |
|
USEW
Cambria US EW ETF
|
ETF | Independent / Boutique | 0.16% | $291,382.08 | 10,768 | Feb 27, 2026 | Apr 29, 2026 |
|
AVTM
Avantis Total Equity Markets ETF
|
ETF | American Century | 0.02% | $119,740.50 | 4,425 | Feb 28, 2026 | Apr 29, 2026 |
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