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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$29.41 +0.24 (+0.82%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1022
Total
Institutional Inflows
(last 12 months)
$3.81B
Number of
Institutional Sellers
(last 12 months)
812
Total
Institutional Outflows
(last 12 months)
$2.52B
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SCHX Institutional Buying and Selling by Quarter

Schwab US Large-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Renaissance Technologies LLC85,300$2.19M0.0%-77.9%0.004%
5/14/2026Compound Planning Inc.54,259$1.39M0.0%+6.6%0.002%
5/14/2026Modern Wealth Management LLC2,088,892$53.98M0.9%+4.4%0.087%
5/14/2026RMG Wealth Management LLC2,367$61K0.0%-98.8%0.000%
5/14/2026 Dickmeyer Boyce Financial Management Inc.9,405$241K0.1%N/A0.000%
5/14/2026 American Financial Advisors LLC87,475$2.24M0.3%+11.7%0.004%
5/14/2026 Sei Investments Co.32,528,571$834.03M0.8%+5.0%1.349%
5/14/2026 Ascension Capital Advisors Inc.1,569,703$40.25M12.7%+27.3%0.065%
5/14/2026 Lido Advisors LLC363,701$9.33M0.0%+5.7%0.015%
5/13/2026 Cetera Investment Advisers1,589,316$40.75M0.0%+16.6%0.066%
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5/13/2026 Wealthspire Retirement LLC199,959$5.13M0.3%-10.9%0.008%
5/13/2026 American Investment Services Inc.85,125$2.18M0.5%-0.5%0.004%
5/13/2026 Clearwater Capital Advisors LLC958,308$24.57M2.0%+5.6%0.040%
5/13/2026 NewEdge Wealth LLC150,844$3.87M0.0%-0.4%0.006%
5/13/2026 First Trust Advisors LP19,809$508K0.0%+16.8%0.001%
5/12/2026 Millennium Capital Advisors LLC59,807$1.53M0.9%-2.8%0.002%
5/12/2026 Fortis Capital Management LLC1,505,206$38.59M4.0%+12.3%0.062%
5/12/2026 CacheTech Inc.2,256,916$57.87M11.2%-1.9%0.094%
5/8/2026 PNC Financial Services Group Inc.685,095$17.57M0.0%-8.9%0.028%
5/8/2026 Cassaday & Co Wealth Management LLC40,974$1.05M0.0%-5.1%0.002%
5/8/2026 JMG Financial Group Ltd.8,333,483$213.67M5.9%-1.3%0.346%
5/8/2026 Alpha Zero LLC791,788$20.30M10.3%+3.9%0.033%
5/8/2026 Cannon Capital Management Inc.251,099$6.44M5.2%-0.1%0.010%
5/7/2026 Van Strum & Towne Inc.260,829$6.69M2.0%+7.3%0.011%
5/7/2026 Earned Wealth Advisors LLC59,112$1.52M0.1%+18.4%0.002%
5/7/2026 Grant Street Asset Management Inc.384,951$9.87M1.9%+2.8%0.016%
5/7/2026 Cornerstone Advisors Asset Management LLC2,994,436$76.78M11.8%+2.7%0.124%
5/7/2026 Lowe Brockenbrough & Co. Inc.926,419$23.75M1.2%-2.0%0.038%
5/7/2026 Human Investing LLC63,828$1.64M0.2%+1.7%0.003%
5/7/2026 Scarborough Advisors LLC2,359,231$60.49M6.6%N/A0.098%
5/7/2026 Parallel Advisors LLC148,073$3.80M0.1%-6.7%0.006%
5/7/2026 Ironwood Investment Counsel LLC22,852$586K0.1%+5.6%0.001%
5/7/2026 Planning Alternatives Ltd. ADV342,298$8.78M1.1%-3.4%0.014%
5/7/2026 Greenwood Gearhart LLC3,521,321$90.29M4.9%-25.8%0.146%
5/7/2026 Koss Olinger Consulting LLC10,490,753$268.98M22.5%+4.9%0.435%
5/7/2026 Next Capital Management LLC114,110$2.93M0.9%+0.4%0.005%
5/7/2026 Regimen Wealth LLC17,314$444K0.1%+3.2%0.001%
5/7/2026 True North Advisors LLC220,341$5.65M0.6%N/A0.009%
5/7/2026 Hanseatic Management Services Inc.169,320$4.34M4.2%N/A0.007%
5/7/2026 Spartan Wealth Advisory Services LLC133,145$3.41M0.3%N/A0.006%
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5/7/2026 White & Co Financial Planning Inc808,391$20.73M14.6%-0.3%0.034%
5/6/2026 GatePass Capital LLC37,778$969K0.5%N/A0.002%
5/6/2026 IMA Advisory Services Inc.1,851,852$47.48M4.6%+3.6%0.077%
5/6/2026 Quadrant Private Wealth Management LLC32,579$835K0.1%+96.8%0.001%
5/6/2026 Zhang Financial LLC103,728$2.66M0.1%-2.0%0.004%
5/6/2026 Simon Quick Advisors LLC88,518$2.27M0.1%+15.8%0.004%
5/6/2026 Modera Wealth Management LLC1,446,603$37.09M0.4%-3.3%0.060%
5/6/2026 Townsend Asset Management Corp NC ADV60,097$1.54M0.6%-1.1%0.002%
5/6/2026 Morling Financial Advisors LLC446,063$11.44M3.5%-2.8%0.018%
5/6/2026 Assetmark Inc.6,516,389$167.08M0.3%+0.0%0.270%
5/6/2026 Angeles Wealth Management LLC11,693$300K0.0%+1,764.9%0.000%
5/6/2026 Gerald Baker Financial Group LLC11,621$298K0.1%N/A0.000%
5/6/2026 Ashford Advisors LLC1,327,249$34.03M7.9%-2.1%0.055%
5/6/2026 Independent Financial Group LLC82,591$2.12M0.1%N/A0.003%
5/5/2026 Quartz Partners LLC11,480$294K0.1%+7.2%0.000%
5/5/2026 Evergreen Advisors LLC1,753$45K0.0%N/A0.000%
5/5/2026 Wealthfront Advisers LLC29,379$753K0.0%+168.0%0.001%
5/5/2026 D.A. Davidson & CO.20,320$521K0.0%-35.5%0.001%
5/5/2026 Bank of New York Mellon Corp285,839$7.33M0.0%-6.2%0.012%
5/5/2026 Milestone Investment Advisors LLC1,008,736$25.86M6.2%-1.0%0.042%
5/5/2026 Blackhawk Capital Partners LLC43,469$1.12M0.4%-92.0%0.002%
5/5/2026 Seros Financial LLC161,616$4.14M2.6%+28.2%0.007%
5/5/2026 Geneos Wealth Management Inc.11,371$292K0.0%-6.0%0.000%
5/5/2026 Ethos Financial Group LLC1,242,003$31.84M2.3%+1.9%0.052%
5/5/2026 SouthState Bank Corp93,740$2.40M0.1%-2.9%0.004%
5/5/2026 Sanctuary Advisors LLC725,530$18.60M0.1%+1.5%0.030%
5/5/2026 Sigma Planning Corp522,948$13.41M0.4%-2.0%0.022%
5/5/2026 Members Trust Co18,430$473K0.0%-2.0%0.001%
5/5/2026 Broadview Financial Management LLC124,349$3.19M2.2%-1.1%0.005%
5/5/2026 Avantax Planning Partners Inc.43,824$1.12M0.0%+2.6%0.002%
5/4/2026 Retirement Planning Group LLC61,563$1.58M0.0%+41.1%0.003%
5/4/2026 Lutz Financial Services LLC890,800$22.84M1.5%+22.3%0.037%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,052,984$27.00M0.5%-6.9%0.044%
5/4/2026 Glassman Wealth Services1,884$48K0.0%-49.1%0.000%
5/4/2026 Bleakley Financial Group LLC1,911,179$49.00M0.8%+1.1%0.079%
5/4/2026 WJ Financial Advisors LLC151,498$3.88M3.1%-0.4%0.006%
5/4/2026 Chicago Partners Investment Group LLC1,835,007$51.45M1.0%+5.7%0.076%
5/4/2026 FPC Investment Advisory Inc.1,213,540$34.15M13.5%+13.5%0.050%
5/4/2026 Lifeworks Advisors LLC23,761$609K0.1%-58.1%0.001%
5/4/2026 Procyon Advisors LLC150,735$3.87M0.1%-2.4%0.006%
5/2/2026 CAP Partners LLC417,005$10.69M6.0%+6.0%0.017%
5/2/2026 Anchor Investment Management LLC1,193,362$30.60M2.6%+1.8%0.049%
5/2/2026 Diversify Wealth Management LLC156,034$4.37M0.1%N/A0.006%
5/2/2026 Towercrest Capital Management2,176,358$55.80M8.7%-1.6%0.090%
5/2/2026 Valmark Advisers Inc.216,516$5.55M0.1%-0.3%0.009%
5/2/2026 Pittenger & Anderson Inc.151,679$3.89M0.2%+4.7%0.006%
5/2/2026 R. W. Roge & Company Inc.369,994$9.49M4.5%-8.1%0.015%
5/2/2026 Carnegie Investment Counsel34,290$879K0.0%-29.2%0.001%
5/1/2026 Seneca House Advisors64,562$1.66M0.7%-1.7%0.003%
5/1/2026 Castle Wealth Management LLC263,453$6.76M2.2%-0.3%0.011%
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5/1/2026 Ferguson Wellman Capital Management Inc.44,825$1.15M0.0%-63.0%0.002%
5/1/2026 Capital Squared Financial LLC372,118$9.54M7.3%-0.4%0.015%
5/1/2026 Citizens Financial Group Inc. RI34,074$874K0.0%+8.9%0.001%
5/1/2026 Midwest Trust Co108,999$2.80M0.0%-3.0%0.005%
5/1/2026 Fifth Third Bancorp84,550$2.17M0.0%+30.7%0.004%
5/1/2026 Sovran Advisors LLC41,324$1.17M0.1%+13.1%0.002%
5/1/2026 American Trust20,194$518K0.0%-23.2%0.001%
5/1/2026 Signature Resources Capital Management LLC1,337$34K0.0%+510.5%0.000%
5/1/2026 Droms Strauss Advisors Inc. MO ADV270,923$6.95M1.8%+0.6%0.011%
5/1/2026 Oakwell Private Wealth Management LLC327,257$8.39M1.5%-0.2%0.014%


SCHX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,724 institutional investors and hedge funds held shares of Schwab US Large-Cap ETF. The most heavily invested institutionals were US Bancorp DE ($5.41B), Creative Planning ($2.13B), Moneta Group Investment Advisors LLC ($964.21M), HBK Sorce Advisory LLC ($939.21M), Sei Investments Co. ($834.03M), Northwestern Mutual Wealth Management Co. ($833.81M), and Sage Financial Group Inc. ($641.44M).Learn more on Schwab US Large-Cap ETF's institutional investors.

Of the 1,673 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 ($217.10M), HBK Sorce Advisory LLC ($25.68M), Sei Investments Co. ($25.56M), Sage Financial Group Inc. ($17.40M), Betterment LLC ($16.83M), Campbell Wealth Management ($15.78M), and Wealth Enhancement Advisory Services LLC ($15.14M).

Institutional investors have bought a total of 149,248,008 shares in the last 24 months. This purchase volume represents approximately $3.81B in transactions.

Of the 806 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 ($16.12M), Envestnet Asset Management Inc. ($9.24M), Prime Capital Investment Advisors LLC ($5.93M), Sei Investments Co. ($4.57M), Leverty Financial Group LLC ($3.36M), Wealthspire Advisors LLC ($3.16M), and Creative Planning ($1.93M).

Institutional investors have sold a total of 98,268,757 shares in the last 24 months. This volume of shares sold represents approximately $2.52B in transactions.



This page (NYSEARCA:SCHX) was last updated on 5/14/2026 by MarketBeat.com Staff.
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