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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)
$17.36B
Number of
Institutional Sellers
(last 12 months)
581
Total
Institutional Outflows
(last 12 months)
$702.04M
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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
6/2/2025 Modern Wealth Management LLC56,880$1.26M0.0%N/A0.002%
5/28/2025 GK Wealth Management LLC13,471$297K0.3%N/A0.001%
5/28/2025 Intrua Financial LLC10,239$226K0.0%-7.5%0.000%
5/27/2025 Jacobi 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%
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5/16/2025 AlTi Global Inc.75,888$1.68M0.0%-2.6%0.003%
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%
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5/14/2025 Heritage Financial Services LLC22,274$492K0.0%-28.7%0.001%
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%
(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 829,398,634 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 6/2/2025 by MarketBeat.com Staff
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