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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
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Institutional Ownership Changes (13F Filings) for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Number of
Institutional Buyers
(last 12 months)
1344
Total
Institutional Inflows
(last 12 months)
$17.54B
Number of
Institutional Sellers
(last 12 months)
619
Total
Institutional Outflows
(last 12 months)
$1.34B
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SCHX Institutional Buying and Selling by Quarter

Schwab US Large-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Northwest Capital Management Inc410,182$10.03M5.4%-38.9%0.018%
7/25/2025NorthRock Partners LLC402,523$9.84M0.3%+0.6%0.018%
7/25/2025Atria Wealth Solutions Inc.150,787$3.69M0.1%-13.3%0.007%
7/25/2025FIDELIS iM LLC1,351,106$33.02M14.7%+0.9%0.059%
7/25/2025Concord Wealth Partners1,680$41K0.0%N/A0.000%
7/25/2025Sequoia Financial Advisors LLC1,410,397$34.47M0.2%-44.4%0.062%
7/25/2025Courage Miller Partners LLC1,864,754$45.58M14.4%+3.1%0.081%
7/25/2025Riverpoint Wealth Management Holdings LLC87,369$2.14M0.5%-0.8%0.004%
7/25/2025St. Louis Trust Co1,297,295$31.71M4.2%+23.2%0.057%
7/25/2025MGO One Seven LLC28,848$705K0.0%-10.7%0.001%
7/25/2025Welch Group LLC10,778$263K0.0%+14.9%0.000%
7/25/2025Gordian Advisors LLC1,154,264$28.21M20.2%-2.7%0.050%
7/25/2025RHS Financial LLC90,691$2.22M1.3%-21.4%0.004%
7/25/2025Almanack Investment Partners LLC.1,180,127$28.84M4.6%+3.7%0.051%
7/25/2025Mitchell Capital Management Co.92,240$2.29M0.4%+5.8%0.004%
7/25/2025G2 Capital Management LLC OH471,543$11.53M3.2%-0.3%0.021%
7/25/2025CCG Wealth Management LLC98,810$2.42M1.3%-0.4%0.004%
7/25/2025GW Henssler & Associates Ltd.120,311$2.94M0.2%-1.7%0.005%
7/25/2025Mitchell Sinkler & Starr PA32,648$798K0.4%+15.7%0.001%
7/25/2025Landmark Wealth Management LLC24,347$595K0.3%+26.5%0.001%
7/25/2025Gibson Capital LLC25,599$626K0.1%-32.5%0.001%
7/25/2025CWM LLC743,439$18.17M0.1%-11.6%0.032%
7/25/2025Lawson Kroeker Investment Management Inc. NE41,328$1.01M0.2%N/A0.002%
7/25/2025Lodestar Private Asset Management LLC530,828$12.97M1.5%+3.0%0.023%
7/25/2025Means Investment CO. Inc.18,597$455K0.0%-19.1%0.001%
7/25/2025Vanguard Personalized Indexing Management LLC219,964$5.38M0.1%-1.9%0.010%
7/25/2025Muirfield Wealth Advisors LLC187,747$4.59M3.7%-44.8%0.008%
7/25/2025Sovereign Financial Group Inc.8,580$210K0.0%N/A0.000%
7/25/2025Concurrent Investment Advisors LLC458,386$11.20M0.2%-11.2%0.020%
7/25/2025Johnson Investment Counsel Inc.4,887,034$119.44M1.1%+0.9%0.213%
7/25/2025R. W. Roge & Company Inc.405,292$9.91M5.6%-2.5%0.018%
7/25/2025Apollon Wealth Management LLC276,008$6.75M0.1%-17.9%0.012%
7/25/2025Van Strum & Towne Inc.239,710$5.86M1.8%-0.6%0.010%
7/24/2025 Trust Co. of Toledo NA OH6,078$149K0.0%N/A0.000%
7/24/2025 Bernard Wealth Management Corp.1,297,177$31.70M14.7%-2.8%0.057%
7/24/2025 Summit Place Financial Advisors LLC157,231$3.84M1.9%+6.4%0.007%
7/24/2025 Eastern Bank11,952$292K0.0%-12.1%0.001%
7/24/2025 FinDec Wealth Services Inc.12,906$315K0.3%-47.1%0.001%
7/24/2025 JFS Wealth Advisors LLC73,022$1.79M0.1%+2.6%0.003%
7/24/2025 VanderPol Investments L.L.C.270,486$6.61M13.9%+6.4%0.012%
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7/24/2025 Greenwood Gearhart Inc.4,839,557$118.28M7.4%-23.9%0.211%
7/24/2025 Brucke Financial Inc.111,331$2.72M1.9%+0.9%0.005%
7/24/2025 PDS Planning Inc6,886$168K0.0%-70.2%0.000%
7/24/2025 Aurora Private Wealth Inc.44,899$1.10M0.8%-4.8%0.002%
7/24/2025 L. Roy Papp & Associates LLP28,721$702K0.1%-1.7%0.001%
7/24/2025 Mengis Capital Management Inc.197,229$4.82M1.0%-2.1%0.009%
7/24/2025 Pinion Investment Advisors LLC131,035$3.20M1.1%-50.8%0.006%
7/24/2025 Ulland Investment Advisors LLC48,603$1.19M0.9%-6.8%0.002%
7/24/2025 Moseley Investment Management Inc.23,941$585K0.2%-2.0%0.001%
7/24/2025 Stonebridge Financial Group LLC12,734$311K0.0%+78.0%0.001%
7/24/2025 IFP Advisors Inc592,045$14.47M0.4%+4.6%0.026%
7/24/2025 Ashford Advisors LLC1,421,169$34.73M8.0%-3.9%0.062%
7/24/2025 Lee Financial Co346,728$8.47M1.2%+0.7%0.015%
7/24/2025 Blair William & Co. IL230,325$5.63M0.0%+116.5%0.010%
7/24/2025 Mainstay Capital Management LLC ADV34,008$831K0.0%+96.7%0.001%
7/24/2025 Game Plan Financial Advisors LLC206,214$5.04M2.2%+68.6%0.009%
7/24/2025 Weaver Capital Management LLC67,929$1.66M0.4%-18.8%0.003%
7/24/2025 Leo Wealth LLC19,321$472K0.0%N/A0.001%
7/24/2025 US Bancorp DE206,409,170$5.04B6.3%-5.0%9.020%
7/23/2025 Values Added Financial LLC168,170$4.11M2.0%+30.5%0.007%
7/23/2025 AMI Investment Management Inc.320,492$7.83M2.0%-3.6%0.014%
7/23/2025 Peak Financial Management Inc.196,736$4.81M1.4%-2.0%0.009%
7/23/2025 Capital Management Associates Inc75,937$1.86M0.6%-49.9%0.003%
7/23/2025 Clear Creek Financial Management LLC56,039$1.37M0.1%-2.5%0.002%
7/23/2025 Narwhal Capital Management12,179$298K0.0%-4.3%0.001%
7/23/2025 Ignite Planners LLC207,698$5.16M0.8%+6.5%0.009%
7/23/2025 Richardson Capital Management LLC2,282,477$55.78M29.3%+11.3%0.100%
7/23/2025 Valmark Advisers Inc.206,127$5.04M0.1%+0.9%0.009%
7/23/2025 Gainplan LLC22,842$558K0.3%-37.7%0.001%
7/23/2025 Armbruster Capital Management Inc.134,920$3.30M0.6%+141.7%0.006%
7/23/2025 LifeSteps Financial Inc.14,068$344K0.2%+52.0%0.001%
7/23/2025 Winthrop Advisory Group LLC186,499$4.56M0.4%-1.1%0.008%
7/23/2025 Arcataur Capital Management LLC287,549$7.03M2.2%-0.9%0.013%
7/23/2025 Pure Portfolios Holdings LLC1,304,009$31.87M10.8%-8.0%0.057%
7/23/2025 Madden Advisory Services Inc.278,331$6.80M2.9%-0.2%0.012%
7/23/2025 Sax Wealth Advisors LLC70,305$1.72M0.1%+14.0%0.003%
7/23/2025 Godsey & Gibb Inc.126,876$3.10M0.3%+8.8%0.006%
7/23/2025 Kingswood Wealth Advisors LLC21,726$531K0.0%+2.8%0.001%
7/23/2025 Joel Isaacson & Co. LLC28,682$701K0.0%+77.1%0.001%
7/23/2025 Slow Capital Inc.25,651$627K0.1%-14.2%0.001%
7/23/2025 Roundview Capital LLC127,936$3.13M0.2%+1.5%0.006%
7/23/2025 Arcadia Investment Advisors LLC525,977$12.86M6.7%-3.0%0.023%
7/23/2025 Prime Capital Investment Advisors LLC11,090,995$271.06M3.6%-30.4%0.485%
7/22/2025 D.B. Root & Company LLC1,135,116$27.74M8.2%-1.7%0.050%
7/22/2025 Capital Advisors Inc. OK129,371$3.16M0.1%+7.7%0.006%
7/22/2025 HRC Wealth Management LLC1,248,091$30.50M16.3%+7.3%0.055%
7/22/2025 Evensky & Katz LLC38,188$933K0.1%-5.3%0.002%
7/22/2025 Red Tortoise LLC271,426$6.64M3.2%-19.3%0.012%
7/22/2025 Belpointe Asset Management LLC1,379,250$33.71M1.4%-0.4%0.060%
7/22/2025 Asset Planning Services Inc. LA ADV182,475$4.46M2.1%+3.4%0.008%
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7/22/2025 Berkshire Money Management Inc.1,836$45K0.0%N/A0.000%
7/22/2025 Valley National Advisers Inc.1,849,912$45.21M7.4%+2.6%0.081%
7/22/2025 Appleton Partners Inc. MA1,864,340$45.56M3.2%-1.8%0.081%
7/22/2025 Valeo Financial Advisors LLC114,401$2.80M0.0%-14.8%0.005%
7/22/2025 Joule Financial LLC47,301$1.16M0.4%-2.4%0.002%
7/22/2025 Sage Financial Group Inc.24,810,353$606.37M44.8%-2.1%1.084%
7/22/2025 DAVENPORT & Co LLC13,506$330K0.0%-29.7%0.001%
7/22/2025 David Wealth Management LLC57,775$1.41M1.1%+25.3%0.003%
7/22/2025 Grimes & Company Inc.506,933$12.39M0.3%+18.6%0.022%
7/22/2025 Merit Financial Group LLC465,081$11.37M0.1%+7.7%0.020%
(Data available from 1/1/2016 forward)

SCHX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHX shares?

During the previous two years, 1,523 institutional investors and hedge funds held shares of Schwab US Large-Cap ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($6.06B), US Bancorp DE ($5.04B), Charles Schwab Investment Management Inc. ($2.72B), Creative Planning ($1.89B), Sei Investments Co. ($815.11M), HBK Sorce Advisory LLC ($729.32M), and Sage Financial Group Inc. ($606.37M).Learn more on Schwab US Large-Cap ETF's institutional investors.

Which institutional investors have been buying Schwab US Large-Cap ETF's stock?

Of the 1,460 institutional investors that purchased Schwab US Large-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: US Bancorp DE ($217.13M), Cerity Partners LLC ($37.21M), HBK Sorce Advisory LLC ($24.33M), Sei Investments Co. ($22.81M), Sage Financial Group Inc. ($17.23M), Campbell Wealth Management ($15.97M), and Wealth Enhancement Advisory Services LLC ($15.14M).

How much institutional buying is happening at Schwab US Large-Cap ETF?

Institutional investors have bought a total of 761,022,386 shares in the last 24 months. This purchase volume represents approximately $17.54B in transactions.

Which of Schwab US Large-Cap ETF's major shareholders have been selling company stock?

Of the 619 institutional investors that sold Schwab US Large-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($10.79M), Prime Capital Investment Advisors LLC ($4.97M), Leverty Financial Group LLC ($3.36M), Mercer Global Advisors Inc. ADV ($2.26M), Assetmark Inc. ($2.23M), Apollon Wealth Management LLC ($1.95M), and Wealth Enhancement Advisory Services LLC ($1.93M).

How much institutional selling is happening at Schwab US Large-Cap ETF?

Institutional investors have sold a total of 57,576,150 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 7/25/2025 by MarketBeat.com Staff
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