Free Trial
→ How to claim a stake in SpaceX before the June 12 IPO (From Brownstone Research) (Ad)tc pixel Free SCHX Stock Alerts

Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$29.71 -0.21 (-0.70%)
As of 06/3/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1014
Total
Institutional Inflows
(last 12 months)
$3.70B
Number of
Institutional Sellers
(last 12 months)
803
Total
Institutional Outflows
(last 12 months)
$2.50B
Get SCHX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab US Large-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHX Institutional Buying and Selling by Quarter

Schwab US Large-Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Wealthquest Corp12,222$313K0.0%N/A0.001%
6/3/2026Stillwater Private Wealth LLC234,769$6.02M5.1%N/A0.010%
6/3/2026 Parallel Advisors LLC148,073$3.80M0.1%-6.7%0.006%
6/3/2026 NewEdge Advisors LLC406,248$10.42M0.0%-9.0%0.017%
6/1/2026 Financial Solutions Advisory Group Inc.2,760,441$70.78M9.8%N/A0.114%
6/1/2026 Keel Point LLC15,388$395K0.0%+71.7%0.001%
5/29/2026 Immaculate Wealth Management LLC22,746$583K4.6%N/A0.001%
5/29/2026 Asset Dedication LLC361,084$9.26M0.6%+1.6%0.015%
5/27/2026 Tenret Co LLC177,987$4.56M2.2%-4.0%0.007%
5/27/2026 Allen Capital Group LLC502,045$12.87M1.2%-1.8%0.021%
5/27/2026 Security Financial Services INC.32,982$846K0.1%+2.5%0.001%
5/27/2026 Capasso Planning Partners LLC20,836$534K0.3%-8.1%0.001%
5/26/2026 Glenmede Trust Co. NA52,739$1.35M0.0%-7.8%0.002%
5/21/2026 Argent Capital Management LLC9,935$255K0.0%-96.7%0.000%
5/20/2026 SOA Wealth Advisors LLC.2,123$54K0.0%N/A0.000%
5/19/2026 Western Wealth Management LLC249,040$6.39M0.2%+102.6%0.010%
5/19/2026 Orographic Financial Advisors LLC83,788$2.15M1.5%N/A0.003%
5/19/2026 NewEdge Advisors LLC395,392$10.14M0.2%-11.4%0.016%
5/19/2026 Bank of America Corp DE10,076,451$258.36M0.0%+11.7%0.418%
5/19/2026 Edgestream Partners L.P.30,737$788K0.0%-38.3%0.001%
5/19/2026 Cassady Wealth & Retirement Planning LLC46,879$1.33M0.6%+1.2%0.002%
5/19/2026 Janus Henderson Group PLC12,327,339$316.07M0.2%-0.7%0.511%
5/19/2026 Arkadios Wealth Advisors66,179$1.70M0.0%+67.2%0.003%
5/18/2026 Sunbelt Securities Inc.1,749$45K0.0%-16.8%0.000%
5/18/2026 EverSource Wealth Advisors LLC62,244$1.60M0.0%-5.9%0.003%
5/18/2026 Royal Bank of Canada1,922,851$49.30M0.0%+9.0%0.080%
5/18/2026 Raine Group LLC291,783$7.48M71.1%+0.2%0.012%
5/18/2026 Empowered Funds LLC10,706$275K0.0%-84.5%0.000%
5/16/2026 KCM Investment Advisors LLC56,237$1.44M0.0%+1.3%0.002%
5/16/2026 Quantinno Capital Management LP1,669,784$42.81M0.1%+3.9%0.069%
5/15/2026 Northeast Financial Group Inc.2,141,313$54.91M13.6%+8.0%0.089%
5/15/2026 Gateway Wealth Partners LLC9,646$247K0.0%N/A0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT128,823$3.30M0.1%-27.0%0.005%
5/15/2026 Windsor Advisory Group LLC225,196$5.77M4.8%N/A0.009%
5/15/2026 Waverly Advisors LLC1,501,411$38.50M0.3%+191.6%0.062%
5/15/2026 Asset Management Group Inc.168,529$4.32M0.7%-0.3%0.007%
5/15/2026 Vivaldi Capital Management LP552,463$14.17M2.0%+1.7%0.023%
5/15/2026 St. Louis Trust Co1,324,361$33.96M4.0%+2.1%0.055%
5/15/2026 Bridgewater Advisors Inc.28,762$737K0.0%-2.1%0.001%
5/14/2026 Renaissance Technologies LLC85,300$2.19M0.0%-77.9%0.004%
Skip the Line Opportunity: The SpaceX IPO (Ad)

Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their historic runs - says the SpaceX IPO is set for June 12 and could be the most anticipated market debut ever. Brown is showing investors how to legally claim a stake before the company goes public, ahead of what chief market strategist Shay Boloor called 'the craziest IPO in the history of the stock market.'tc pixel

Click here to see how to position in SpaceX before June 12
5/14/2026 Compound Planning Inc.54,259$1.39M0.0%+6.6%0.002%
5/14/2026 Modern Wealth Management LLC2,088,892$53.98M0.9%+4.4%0.087%
5/14/2026 RMG 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%
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%
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%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
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%


SCHX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,727 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 1,678 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 143,326,508 shares in the last 24 months. This purchase volume represents approximately $3.70B in transactions.

Of the 803 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 97,162,694 shares in the last 24 months. This volume of shares sold represents approximately $2.50B in transactions.


Related Companies

This page (NYSEARCA:SCHX) was last updated on 6/4/2026 by MarketBeat.com Staff.
From Our Partners
A gold storm is coming – are you ready?
The U.S. Treasury Secretary is betting big on gold - and the world's most successful investors are following s...
Traders Agency | Sponsoredtc pixel
The SpaceX S-1 changes everything
SpaceX just filed its IPO paperwork. And buried inside that filing was something that should change how every ...
Crypto 101 Media | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
How to claim a stake in SpaceX before the June 12 IPO
SpaceX is expected to go public on June 12 - and for the first time, everyday investors may have a way in befo...
Brownstone Research | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Oil is settling in yuan now - here's what that means for gold
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel
The chokepoint supplier behind SpaceX's $1.75 trillion empire
When Musk laughed and said 'you need transformers to run transformers,' it wasn't a joke - it was a confession...
Behind the Markets | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel