NYSEARCA:SCHX

Schwab US Large-Cap ETF Institutional Ownership

$100.32
+0.41 (+0.41 %)
(As of 04/13/2021 12:00 AM ET)
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Today's Range
$99.87
Now: $100.32▼
$100.46
50-Day Range
$91.50
MA: $95.66▼
$99.91
52-Week Range
$64.67
Now: $100.32▼
$100.46
Volume611,994 shs
Average Volume877,094 shs
Market Capitalization$29.05 billion
P/E RatioN/A
Dividend Yield1.44%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


Schwab US Large-Cap ETF (NYSEARCA SCHX) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/13/2021BFT Financial Group LLC2,949$0.28M0.1%+14.3%0.001%
4/13/2021West Oak Capital LLC55,801$5.36M2.3%-1.2%0.019%
4/13/2021Everhart Financial Group Inc.10,836$1.04M0.9%-1.5%0.004%
4/13/2021Walkner Condon Financial Advisors LLC12,866$1.24M0.5%-4.9%0.004%
4/12/2021Vanguard Capital Wealth Advisors4,838$0.48M0.4%-18.4%0.002%
4/12/2021Jackson Wealth Management LLC100,360$9.64M1.4%+0.8%0.035%
4/12/2021Livingston Group Asset Management CO operating as Southport Capital Management15,849$1.52M0.4%+20.5%0.005%
4/12/2021Calamos Advisors LLC11,966$1.15M0.0%+5.7%0.004%
4/12/2021Carlson Capital Management34,454$3.31M0.6%-5.2%0.012%
4/12/2021Carnegie Capital Asset Management LLC17,468$1.67M0.1%+4.9%0.006%
4/12/2021Valeo Financial Advisors LLC26,890$2.58M0.1%+0.8%0.009%
4/12/2021Triangle Securities Wealth Management57,901$5.56M2.0%+0.4%0.020%
4/12/2021Investment Security Group Inc. Co. ADV976,018$93.73M46.2%-1.4%0.337%
4/9/2021Oldfather Financial Services LLC11,792$1.17M0.7%+77.4%0.004%
4/9/2021Evensky & Katz LLC6,910$0.66M0.1%-1.7%0.002%
4/9/2021Carolina Wealth Advisors LLC49,655$4.77M3.5%-3.2%0.017%
4/9/2021Legacy Private Trust Co.53,485$5.14M0.5%+0.5%0.019%
4/9/2021First Hawaiian Bank35,000$3.36M0.1%+19.9%0.012%
4/8/2021BTR Capital Management Inc.5,013$0.48M0.1%-29.7%0.002%
4/8/2021John W. Brooker & Co. CPAs11,481$1.10M0.7%+1.9%0.004%
4/8/2021Financial Advisory Corp UT ADV32,300$3.10M2.7%-8.9%0.011%
4/8/2021Newman & Schimel LLC14,256$1.37M0.9%+141.1%0.005%
4/7/2021Spotlight Asset Group Inc.3,347$0.32M0.1%-10.6%0.001%
4/6/2021UMA Financial Services Inc.12,331$1.22M0.4%-25.1%0.004%
4/6/2021Carroll Financial Associates Inc.61,572$5.91M0.4%+1.3%0.021%
4/5/2021Modus Advisors LLC13,337$1.28M0.6%+6.2%0.005%
4/5/2021Curbstone Financial Management Corp36,900$3.54M0.7%+3.7%0.013%
4/5/2021DeGreen Capital Management LLC54,499$3.34M2.0%-3.4%0.019%
3/31/2021SWS Partners120,258$10.94M4.9%-3.8%0.042%
3/30/2021Koshinski Asset Management Inc.2,462$0.22M0.0%-78.6%0.001%
3/26/2021Everhart Financial Group Inc.10,999$1M0.9%N/A0.004%
3/19/2021Curi Capital271,842$24.72M17.9%N/A0.095%
3/16/2021Carret Asset Management LLC7,447$0.68M0.1%-1.5%0.003%
3/11/2021Robbins Farley LLC1,480$0.14M0.1%N/A0.001%
3/5/2021Paces Ferry Wealth Advisors LLC14,640$1.33M1.2%+6.2%0.005%
3/5/2021Pacific Edge Advisors LLC709,182$64.50M33.6%-2.1%0.248%
3/4/2021Rockbridge Investment Management LCC23,668$2.15M0.4%+1.0%0.008%
3/4/2021Mainstay Capital Management LLC ADV26,910$2.45M0.7%-1.8%0.009%
3/4/2021Robbins Farley LLC1,480$0.14M0.1%N/A0.001%
3/3/2021Laurel Wealth Advisors Inc.12,167$1.11M0.2%+12.3%0.004%
3/2/2021SkyView Investment Advisors LLC4,241$0.39M0.2%N/A0.001%
3/2/2021FormulaFolio Investments LLC27,580$2.51M0.1%-5.3%0.010%
3/2/2021Grant Street Asset Management Inc.176,521$16.06M8.6%+1.4%0.062%
3/2/2021Capital Asset Advisory Services LLC625$57K0.0%+92.9%0.000%
3/1/2021Phocas Financial Corp.84,000$7.64M1.2%-2.6%0.029%
3/1/2021Main Street Financial Solutions LLC85,412$7.77M1.6%N/A0.030%
2/26/2021Garde Capital Inc.34,854$3.17M0.4%-3.2%0.012%
2/25/2021Front Row Advisors LLC21,941$2M1.0%-13.5%0.008%
2/24/2021Sensible Financial Planning & Management LLC.123,810$11.26M4.2%-10.4%0.043%
2/24/2021Fort Pitt Capital Group LLC14,427$1.31M0.1%+59.9%0.005%
2/23/2021Fort Pitt Capital Group LLC14$1.31M0.1%-99.8%0.000%
2/22/2021Retirement Group LLC1,360$0.12M0.1%N/A0.000%
2/19/2021UMA Financial Services Inc.16,467$1.57M0.5%-2.7%0.006%
2/19/2021Rehmann Capital Advisory Group5,508$0.50M0.1%-6.9%0.002%
2/19/2021KCM Investment Advisors LLC11,606$1.06M0.1%-2.2%0.004%
2/18/2021EP Wealth Advisors LLC18,106$1.65M0.1%+5.4%0.006%
2/18/2021Outfitter Financial LLC4,040$0.37M0.4%N/A0.001%
2/18/2021Truist Financial Corp404,283$36.77M0.1%-17.3%0.142%
2/17/2021Taddei Ludwig & Associates Inc.4,600$0.42M0.2%N/A0.002%
2/17/2021Salem Investment Counselors Inc.100,798$9.17M0.6%+2.5%0.035%
2/17/2021Van Cleef Asset Management Inc37,810$3.44M0.6%-2.4%0.013%
2/17/2021Ascension Capital Advisors Inc.138,708$12.62M8.8%+4.7%0.049%
2/17/2021IHT Wealth Management LLC6,956$0.63M0.1%+71.5%0.002%
2/17/2021United Capital Financial Advisers LLC802,909$73.03M0.4%-5.1%0.282%
2/17/2021Jane Street Group LLC5,496$0.50M0.0%-94.9%0.002%
2/17/2021Freedman Financial Associates Inc.1,481$0.14M0.1%N/A0.001%
2/17/2021Baker Avenue Asset Management LP119,223$10.84M0.7%+15.5%0.042%
2/17/2021Cahill Financial Advisors Inc.193,723$17.62M4.4%+422.9%0.068%
2/17/2021Advisor Partners LLC19,172$1.75M0.1%N/A0.007%
2/17/2021Prestige Wealth Management Group LLC7,772$0.71M0.2%-74.0%0.003%
2/17/2021Cetera Investment Advisers33,349$3.03M0.1%N/A0.012%
2/17/2021Cetera Advisors LLC5,387$0.49M0.0%-38.0%0.002%
2/17/2021Cetera Advisor Networks LLC27,821$2.53M0.1%+22.0%0.010%
2/16/2021Zacks Investment Management13,382$1.22M0.0%+130.0%0.005%
2/16/2021AJ Wealth Strategies LLC1,653,776$150.41M13.1%+4.2%0.582%
2/16/2021Glenmede Trust Co. NA850$77K0.0%-22.7%0.000%
2/16/2021Morgan Stanley362,993$33.01M0.0%+10.7%0.128%
2/16/2021Mariner LLC1,936,313$176.11M1.4%+2.2%0.681%
2/16/2021Ameritas Investment Company LLC4,112$0.37M0.1%N/A0.001%
2/16/2021Cozad Asset Management Inc.10,770$0.98M0.2%+4.3%0.004%
2/16/2021ADE LLC1,117$0.10M0.1%N/A0.000%
2/16/2021Corepath Wealth Partners LLC107,300$9.76M7.4%N/A0.038%
2/16/2021Mission Creek Capital Partners Inc.5,626$0.51M0.2%+27.5%0.002%
2/16/2021Pacific Capital Wealth Advisors Inc.126,638$11.52M6.5%+0.9%0.045%
2/16/2021CBIZ Investment Advisory Services LLC415$55K0.0%-69.0%0.000%
2/16/2021Captrust Financial Advisors164,870$15M0.2%-2.6%0.058%
2/16/2021Vivaldi Capital Management LLC39,699$3.61M0.8%+5.1%0.014%
2/16/2021Colony Group LLC287,024$26.11M0.6%-0.9%0.101%
2/16/2021Edge Capital Group LLC44,042$4.01M0.3%-0.7%0.015%
2/16/2021Marietta Investment Partners LLC5,038$0.46M0.1%+8.0%0.002%
2/16/2021Phillips Financial Management LLC22,871$2.08M0.3%+6.6%0.008%
2/16/2021Laidlaw Wealth Management LLC42,706$3.88M0.8%+140.5%0.015%
2/16/2021Kingsview Wealth Management LLC15,260$1.39M0.1%+1.2%0.005%
2/16/2021Jefferies Group LLC8,730$0.79M0.0%+247.8%0.003%
2/16/2021Evermay Wealth Management LLC1,055,994$96.04M21.2%-1.8%0.372%
2/16/2021WealthShield Partners LLC7,536$0.69M0.1%+31,300.0%0.003%
2/16/2021Tiemann Investment Advisors LLC2,335$0.21M0.1%N/A0.001%
2/16/2021First Foundation Advisors4,873$0.44M0.0%+12.6%0.002%
2/16/2021Charles Schwab Investment Management Inc.15,147,266$1.38B0.5%+8.3%5.329%
2/13/2021Tompkins Financial Corp12,394$0.76M0.1%N/A0.004%
(Data available from 1/1/2016 forward)

This page was last updated on 4/13/2021 by MarketBeat.com Staff

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