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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)
1319
Total
Institutional Inflows
(last 12 months)
$17.37B
Number of
Institutional Sellers
(last 12 months)
582
Total
Institutional Outflows
(last 12 months)
$702.05M
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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
5/28/2025GK Wealth Management LLC13,471$297K0.3%N/A0.001%
5/28/2025Intrua Financial LLC10,239$226K0.0%-7.5%0.000%
5/27/2025Jacobi Capital Management LLC768,327$16.97M1.3%-2.5%0.033%
5/27/2025 SWS Partners304,725$6.73M2.1%-1.9%0.013%
5/22/2025 Mattson Financial Services LLC12,359$273K0.1%+3,222.3%0.001%
5/21/2025 Westbourne Investments Inc.69,108$1.53M0.9%-0.7%0.003%
5/21/2025 MBL Wealth LLC285,400$6.30M0.6%-0.2%0.012%
5/21/2025 McAdam LLC9,181,848$202.74M12.5%-11.2%0.397%
5/21/2025 Geneos Wealth Management Inc.387,113$8.55M0.3%+236.4%0.017%
5/20/2025 Fortis Capital Advisors LLC1,345,303$29.70M6.0%N/A0.058%
5/20/2025 Belpointe Asset Management LLC1,384,775$30.58M1.6%+10,083.7%0.060%
5/20/2025 Focus Partners Wealth2,669,259$58.94M0.1%+8.6%0.116%
5/20/2025 Integrity Alliance LLC.77,495$1.71M0.1%N/A0.003%
5/20/2025 Anchor Investment Management LLC1,133,017$25.02M2.3%+0.9%0.049%
5/20/2025 Aspen Investment Management Inc75,841$1.68M0.8%+2.4%0.003%
5/19/2025 SageView Advisory Group LLC49,287$1.09M0.0%-11.1%0.002%
5/19/2025 Advisory Alpha LLC10,237$226K0.0%N/A0.000%
5/19/2025 Game Plan Financial Advisors LLC122,314$2.70M1.3%-37.8%0.005%
5/19/2025 SCS Capital Management LLC464,556$10.26M0.1%N/A0.020%
5/16/2025 Ascent Group LLC28,911$638K0.0%+1.7%0.001%
5/16/2025 Coppell Advisory Solutions LLC74,561$1.63M0.1%+255.8%0.003%
5/16/2025 Bell Investment Advisors Inc999,350$22.07M4.1%+2.0%0.043%
5/16/2025 Signature Estate & Investment Advisors LLC238,674$5.27M0.1%-1.9%0.010%
5/16/2025 Hamilton Capital LLC68,460$1.51M0.1%-1.6%0.003%
5/16/2025 Everstar Asset Management LLC18,127$400K0.1%-72.6%0.001%
5/16/2025 Ashton Thomas Private Wealth LLC1,433,292$31.65M1.2%-0.9%0.062%
5/16/2025 Goldman Sachs Group Inc.1,050,818$23.20M0.0%-23.9%0.045%
5/16/2025 Cape Investment Advisory Inc.25,630$566K0.2%-10.0%0.001%
5/16/2025 Jones Financial Companies Lllp725,795$16.44M0.0%-27.5%0.031%
5/16/2025 U S Wealth Group LLC.221,739$4.90M3.9%-1.9%0.010%
5/16/2025 Pinnacle Family Advisors LLC80,260$1.77M1.0%+6.7%0.003%
5/16/2025 Plancorp LLC132,809$2.93M0.1%+16.2%0.006%
5/16/2025 Plotkin Financial Advisors LLC78,452$1.73M1.1%+13.2%0.003%
5/16/2025 National Wealth Management Group LLC22,046$487K0.3%+23.2%0.001%
5/16/2025 NewEdge Advisors LLC469,346$10.36M0.1%-3.6%0.020%
5/16/2025 Integrated Wealth Concepts LLC3,011,806$66.50M0.8%-1.7%0.130%
5/16/2025 Greenline Partners LLC24,608$543K0.1%+334.5%0.001%
5/16/2025 Curi RMB Capital LLC3,838,149$84.75M2.1%+0.2%0.166%
5/16/2025 AQR Capital Management LLC818,854$18.08M0.0%+12.0%0.035%
5/16/2025 AlTi Global Inc.75,888$1.68M0.0%-2.6%0.003%
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5/16/2025 AlphaQ Advisors LLC21,954$485K1.2%-2.7%0.001%
5/16/2025 Ancora Advisors LLC851,606$18.80M0.4%-0.4%0.037%
5/15/2025 EP Wealth Advisors LLC292,036$6.45M0.1%+0.4%0.013%
5/15/2025 GW Henssler & Associates Ltd.122,437$2.70M0.2%+192.5%0.005%
5/15/2025 Capital Investment Counsel LLC15,849$350K0.1%-16.2%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC34,085$753K0.0%-4.0%0.001%
5/15/2025 Flputnam Investment Management Co.407,230$8.99M0.2%+6.9%0.018%
5/15/2025 Royal Bank of Canada1,620,400$35.78M0.0%+5.4%0.070%
5/15/2025 Betterment LLC13,225,086$292.01M0.7%+119.6%0.573%
5/15/2025 MAI Capital Management1,310,049$28.93M0.2%-0.4%0.057%
5/15/2025 Calton & Associates Inc.215,453$4.76M1.1%N/A0.009%
5/15/2025 Connecticut Wealth Management LLC17,659$390K0.0%N/A0.001%
5/15/2025 Certior Financial Group LLC15,518$343K0.3%-20.1%0.001%
5/15/2025 Baird Financial Group Inc.28,031$619K0.0%-22.7%0.001%
5/15/2025 Activest Wealth Management65,658$1.45M0.4%N/A0.003%
5/15/2025 Vident Advisory LLC18,188$402K0.0%+4.2%0.001%
5/15/2025 Evergreen Capital Management LLC49,354$1.09M0.0%+21.6%0.002%
5/15/2025 WPG Advisers LLC17,829$394K0.4%N/A0.001%
5/15/2025 Tortoise Investment Management LLC722,818$15.96M1.7%+12.9%0.031%
5/15/2025 Trexquant Investment LP13,412$296K0.0%N/A0.001%
5/15/2025 Gerber Kawasaki Wealth & Investment Management40,373$891K0.0%+29.3%0.002%
5/15/2025 Oarsman Capital Inc.27,676$611K0.1%+4.0%0.001%
5/14/2025 Transamerica Financial Advisors LLC839,437$18.54M1.9%+3.0%0.036%
5/14/2025 Delta Investment Management LLC10,834$239K0.0%+7.4%0.000%
5/14/2025 CreativeOne Wealth LLC25,129$555K0.0%+14.7%0.001%
5/14/2025 Ieq Capital LLC227,234$5.02M0.0%+29.5%0.010%
5/14/2025 Per Stirling Capital Management LLC.81,058$1.79M0.3%+5.6%0.004%
5/14/2025 Orion Capital Management LLC1,214$27K0.0%N/A0.000%
5/14/2025 Comerica Bank59,854$1.32M0.0%+1.1%0.003%
5/14/2025 Southeast Asset Advisors LLC15,366$339K0.0%+9.6%0.001%
5/14/2025 Smartleaf Asset Management LLC42,868$941K0.1%+43.4%0.002%
5/14/2025 Northwestern Mutual Wealth Management Co.24,479,012$540.50M0.4%+17.8%1.060%
5/14/2025 Trinity Legacy Partners LLC602,490$14.00M3.6%+1.7%0.026%
5/14/2025 Sax Wealth Advisors LLC61,663$1.36M0.1%+395.0%0.003%
5/14/2025 Kestra Advisory Services LLC171,923$3.80M0.0%-41.4%0.007%
5/14/2025 Broadview Financial Management LLC132,099$2.92M2.2%-0.4%0.006%
5/14/2025 Circle Wealth Management LLC310,300$6.85M0.2%+0.2%0.013%
5/14/2025 D.B. Root & Company LLC1,154,808$25.50M8.2%+3.1%0.050%
5/14/2025 Compound Planning Inc.34,244$756K0.0%+8.6%0.001%
5/14/2025 Ameriprise Financial Inc.3,363,360$74.71M0.0%-3.4%0.146%
5/14/2025 CW Advisors LLC1,361,342$30.08M0.4%-0.1%0.059%
5/14/2025 Capital Wealth Alliance LLC10,093$223K0.1%N/A0.000%
5/14/2025 Summit Financial LLC421,012$9.30M0.3%+56.2%0.018%
5/14/2025 PGIM Custom Harvest LLC15,342$339K0.0%-7.6%0.001%
5/14/2025 VanderPol Investments L.L.C.254,150$5.61M11.9%+17.7%0.011%
5/14/2025 Joseph P. Lucia & Associates LLC106,985$2.36M1.1%-3.3%0.005%
5/14/2025 Asset Management Group Inc.175,006$3.86M0.7%+0.3%0.008%
5/14/2025 Capital Analysts LLC46,988$1.04M0.0%-1.0%0.002%
5/14/2025 Tradition Wealth Management LLC12,230$270K0.0%-6.1%0.001%
5/14/2025 Heritage Financial Services LLC22,274$492K0.0%-28.7%0.001%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
5/14/2025 Venture Visionary Partners LLC35,348$780K0.0%+1.8%0.002%
5/14/2025 Berkshire Asset Management LLC PA269,581$6.02M0.3%+4.2%0.012%
5/14/2025 Lee Financial Co344,273$7.60M1.2%-1.4%0.015%
5/14/2025 RWA Wealth Partners LLC142,062$3.14M0.0%-14.3%0.006%
5/14/2025 Voisard Asset Management Group Inc.211,432$4.67M1.4%-17.7%0.009%
5/13/2025 Northern Trust Corp650,337$14.36M0.0%+6.9%0.028%
5/13/2025 Aptus Capital Advisors LLC2,456,151$54.23M0.6%+2.5%0.106%
5/13/2025 Brooklyn Investment Group24,771$547K0.1%+1,688.5%0.001%
5/13/2025 Freestone Capital Holdings LLC84,846$1.87M0.1%-13.9%0.004%
5/13/2025 Spreng Capital Management Inc.20,677$457K0.2%-18.6%0.001%
(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, 1,507 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 ($4.80B), 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. ($559.62M).Learn more on SCHX's institutional investors.

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

Of the 1,440 institutional investors that purchased Schwab US Large-Cap ETF 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 ($12.19M).

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

Institutional investors have bought a total of 829,362,193 shares in the last 24 months. This purchase volume represents approximately $18.75B in transactions.

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

Of the 834 institutional investors that sold Schwab US Large-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($17.37M), Envestnet Asset Management Inc. ($12.73M), Mercer Global Advisors Inc. ADV ($12.26M), HBK Sorce Advisory LLC ($9.19M), Wealth Enhancement Advisory Services LLC ($2.86M), Assetmark Inc. ($2.31M), and Apollon Wealth Management LLC ($1.99M).

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

Institutional investors have sold a total of 99,149,148 shares in the last 24 months. This volume of shares sold represents approximately $1.93B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 5/28/2025 by MarketBeat.com Staff
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