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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$25.53 -0.01 (-0.04%)
Closing price 08/14/2025 04:10 PM Eastern
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$25.56 +0.04 (+0.14%)
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Institutional Ownership Changes (13F Filings) for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Number of
Institutional Buyers
(last 12 months)
1368
Total
Institutional Inflows
(last 12 months)
$17.67B
Number of
Institutional Sellers
(last 12 months)
646
Total
Institutional Outflows
(last 12 months)
$1.49B
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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
8/15/2025Bank of America Corp DE7,724,173$188.78M0.0%+6.0%0.336%
8/15/2025Ameriprise Financial Inc.3,325,833$81.21M0.0%-1.1%0.145%
8/15/2025AQR Capital Management LLC947,768$23.16M0.0%+15.7%0.041%
8/14/2025Connecticut Wealth Management LLC26,357$644K0.0%+49.3%0.001%
8/14/2025Jane Street Group LLC532,143$13.01M0.0%N/A0.023%
8/14/2025Ausdal Financial Partners Inc.223,710$5.47M0.4%+22.6%0.010%
8/14/2025Raymond James Financial Inc.2,097,527$51.26M0.0%-7.9%0.091%
8/14/2025Transamerica Financial Advisors LLC868,268$21.22M2.0%+3.4%0.038%
8/14/2025Betterment LLC18,749,171$458.23M1.0%+41.8%0.817%
8/14/2025Quantinno Capital Management LP1,212,311$29.63M0.1%-6.2%0.053%
8/14/2025Diversify Advisory Services LLC154,716$3.94M0.2%+23.9%0.007%
8/14/2025Peapack Gladstone Financial Corp551,647$13.48M0.2%+13.0%0.024%
8/14/2025Vivaldi Capital Management LP524,647$12.82M1.9%-2.8%0.023%
8/14/2025Operose Advisors LLC5,740$140K0.0%+231.0%0.000%
8/14/2025HUB Investment Partners LLC47,515$1.16M0.0%+2.5%0.002%
8/14/2025Ieq Capital LLC247,992$6.06M0.0%+9.1%0.011%
8/14/2025Main Street Financial Solutions LLC1,277,120$31.21M2.3%+3.7%0.056%
8/14/2025Sand Hill Global Advisors LLC159,817$3.91M0.1%-3.7%0.007%
8/14/2025FAS Wealth Partners Inc.93,013$2.27M0.2%-1.1%0.004%
8/14/2025Sei Investments Co.35,969,139$879.09M1.0%+3.4%1.567%
8/14/2025NewEdge Advisors LLC460,623$11.26M0.1%-1.9%0.020%
8/14/2025Qube Research & Technologies Ltd16,580$405K0.0%-44.9%0.001%
8/14/2025Hurley Capital LLC115,248$2.82M2.0%-1.5%0.005%
8/14/2025Sentinus LLC44,977$1.10M0.3%-1.8%0.002%
8/14/2025Gerber Kawasaki Wealth & Investment Management16,207$396K0.0%-59.9%0.001%
8/14/2025Crestmont Private Wealth LLC19,837$485K0.2%+7.0%0.001%
8/14/2025L2 Asset Management LLC257,571$6.30M1.0%+87.1%0.011%
8/14/2025 Baker Avenue Asset Management LP2,534,043$61.93M1.8%+3.7%0.110%
8/14/2025 Balance Wealth LLC545,608$13.34M7.8%+3.5%0.024%
8/14/2025 BlackDiamond Wealth Management LLC26,168$640K0.4%-3.0%0.001%
8/14/2025 Cary Street Partners Financial LLC11,544$282K0.0%-8.0%0.001%
8/14/2025 Cerity Partners LLC18,731,019$457.79M0.8%+0.3%0.816%
8/13/2025 Per Stirling Capital Management LLC.79,281$1.94M0.3%-2.2%0.003%
8/13/2025 PGIM Custom Harvest LLC10,206$249K0.0%-33.5%0.000%
8/13/2025 StoneX Group Inc.39,996$978K0.0%+8.5%0.002%
8/13/2025 Seven Springs Wealth Group LLC10,542$258K0.1%N/A0.000%
8/13/2025 Cresset Asset Management LLC3,050,134$74.55M0.3%-2.2%0.133%
8/13/2025 Strategic Family Wealth Counselors L.L.C.435,237$10.64M3.0%+0.3%0.019%
8/13/2025 Brown Advisory Inc.61,034$1.49M0.0%-4.9%0.003%
8/13/2025 Milestone Investment Advisors LLC1,036,958$25.34M6.6%-4.0%0.045%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
8/13/2025 Baird Financial Group Inc.35,076$857K0.0%+25.1%0.002%
8/13/2025 First Trust Advisors LP25,887$633K0.0%N/A0.001%
8/13/2025 FPC Investment Advisory Inc.1,018,767$25.65M16.0%+6.3%0.044%
8/13/2025 EverSource Wealth Advisors LLC27,801$679K0.0%-4.8%0.001%
8/13/2025 Trek Financial LLC19,762$483K0.0%+10.6%0.001%
8/13/2025 CW Advisors LLC1,361,734$33.28M0.3%+0.0%0.059%
8/13/2025 Elios Financial Group Inc.56,504$1.38M0.6%+12.2%0.002%
8/13/2025 Pinkerton Wealth LLC1,209,607$29.56M3.5%-22.4%0.053%
8/13/2025 Beacon Pointe Advisors LLC6,043,038$147.69M1.5%+0.9%0.263%
8/13/2025 M&T Bank Corp30,773$752K0.0%-11.5%0.001%
8/13/2025 Fisher Asset Management LLC26,275$642K0.0%-34.3%0.001%
8/13/2025 Edgestream Partners L.P.26,688$652K0.0%N/A0.001%
8/13/2025 Everstar Asset Management LLC46,993$1.15M0.7%-21.6%0.002%
8/13/2025 Bernardo Wealth Planning LLC31,661$774K0.2%N/A0.001%
8/13/2025 Lido Advisors LLC209,602$5.12M0.0%+8.9%0.009%
8/13/2025 Meridian Wealth Partners LLC2,949,522$72.09M10.5%+0.3%0.128%
8/13/2025 Rinkey Investments12,508$306K0.1%-3.4%0.001%
8/13/2025 Virtue Capital Management LLC91,407$2.23M0.4%+4.2%0.004%
8/13/2025 Northwestern Mutual Wealth Management Co.27,821,337$679.95M0.5%+13.7%1.212%
8/13/2025 Stevens Capital Partners339,139$8.50M3.1%+83.3%0.015%
8/13/2025 Mayfair Advisory Group LLC99,664$2.51M1.2%+28.7%0.004%
8/13/2025 Elgethun Capital Management87,618$2.14M0.4%-19.4%0.004%
8/13/2025 Farnam Financial LLC573,102$14.01M12.6%-6.3%0.025%
8/13/2025 Choreo LLC1,621,940$39.64M0.5%-25.9%0.071%
8/13/2025 Russell Investments Group Ltd.62,112$1.52M0.0%+33.3%0.003%
8/13/2025 Maia Wealth LLC144,078$3.52M0.7%+3.7%0.006%
8/12/2025 J.W. Cole Advisors Inc.155,532$3.80M0.1%+506.8%0.007%
8/12/2025 North Star Asset Management Inc.487,620$11.92M0.5%-2.0%0.021%
8/12/2025 Associated Banc Corp21,026$514K0.0%-23.6%0.001%
8/12/2025 Financial Advocates Investment Management69,071$1.69M0.1%-4.0%0.003%
8/12/2025 Laurel Wealth Advisors LLC484,915$11.85M0.0%+2,373.3%0.021%
8/12/2025 Steward Partners Investment Advisory LLC26,878$657K0.0%-1.8%0.001%
8/12/2025 Burk Holdings LLC65,014$1.59M1.0%N/A0.003%
8/12/2025 Sherwood Financial Partners LLC1,434,888$35.07M32.1%-1.7%0.062%
8/12/2025 Jaffetilchin Investment Partners LLC2,558,273$62.52M4.1%+0.4%0.111%
8/12/2025 Insigneo Advisory Services LLC12,887$315K0.0%+4.0%0.001%
8/12/2025 CreativeOne Wealth LLC27,340$668K0.0%+8.8%0.001%
8/12/2025 Global Retirement Partners LLC53,842$1.32M0.0%N/A0.002%
8/12/2025 Weik Capital Management18,545$453K0.2%+4.5%0.001%
8/12/2025 Waterloo Capital L.P.185,343$4.53M0.4%-4.8%0.008%
8/12/2025 Coldstream Capital Management Inc.768,166$18.77M0.3%-1.3%0.033%
8/12/2025 Legacy Financial Group Inc.257,657$6.30M1.9%-2.3%0.011%
8/12/2025 Shakespeare Wealth Management LLC16,694$408K0.1%N/A0.001%
8/12/2025 J. L. Bainbridge & Co. Inc.18,834$460K0.0%-8.6%0.001%
8/12/2025 Cynosure Group LLC187,049$4.57M0.5%+0.3%0.008%
8/12/2025 Aspiring Ventures LLC104,618$2.56M1.1%+14.2%0.005%
8/12/2025 WealthBridge Capital Management LLC10,505$257K0.1%N/A0.000%
8/12/2025 Cozad Asset Management Inc.46,967$1.15M0.1%-0.9%0.002%
8/12/2025 Tableaux LLC40,000$978K0.1%N/A0.002%
8/12/2025 AlphaCore Capital LLC319,223$7.80M0.3%+69.8%0.014%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
8/12/2025 Sfmg LLC273,536$6.69M0.5%-12.9%0.012%
8/12/2025 Kohmann Bosshard Financial Services LLC6,335,445$154.84M17.3%+2.5%0.276%
8/12/2025 Cooper Haims Advisors LLC448,281$10.96M5.4%+1.3%0.020%
8/12/2025 Blueprint Investment Partners LLC336,219$8.22M1.5%+46.0%0.015%
8/12/2025 Archer Investment Corp1,041$25K0.0%-82.3%0.000%
8/12/2025 MAI Capital Management1,302,510$31.83M0.2%-0.6%0.057%
8/12/2025 Cadence Wealth Management LLC13,195$322K0.2%+7.3%0.001%
8/12/2025 JPMorgan Chase & Co.2,341,089$57.22M0.0%+1.1%0.102%
8/12/2025 NorthStar Asset Management LLC NJ 9,066$222K0.1%N/A0.000%
8/12/2025 Howe & Rusling Inc.49,631$1.21M0.1%+19.9%0.002%
(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, 1,535 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 ($1.99B), Sei Investments Co. ($879.09M), HBK Sorce Advisory LLC ($819.38M), and Northwestern Mutual Wealth Management Co. ($679.95M).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 1,476 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 ($36.81M), HBK Sorce Advisory LLC ($24.83M), Sei Investments Co. ($24.01M), Sage Financial Group Inc. ($17.20M), Betterment LLC ($16.77M), and Campbell Wealth Management ($15.86M).

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

Institutional investors have bought a total of 763,829,275 shares in the last 24 months. This purchase volume represents approximately $17.67B in transactions.

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

Of the 646 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), Assetmark Inc. ($2.23M), Mercer Global Advisors Inc. ADV ($2.02M), 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 63,484,498 shares in the last 24 months. This volume of shares sold represents approximately $1.49B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 8/15/2025 by MarketBeat.com Staff
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