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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$30.54 +0.22 (+0.73%)
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Institutional Ownership Changes (13F Filings) for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Number of
Institutional Buyers
(last 12 months)
872
Total
Institutional Inflows
(last 12 months)
$2.59B
Number of
Institutional Sellers
(last 12 months)
711
Total
Institutional Outflows
(last 12 months)
$1.67B
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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
10/5/2026Rosenberg Matthew Hamilton260,977$7.83M1.4%-1.7%0.011%
10/5/2026Frisco Financial Planning LLC423,211$12.70M10.5%-1.7%0.017%
10/5/2026Tompkins Financial Corp3,463$104K0.0%N/A0.000%
10/5/2026Ferguson Wellman Capital Management Inc.56,689$1.70M0.0%+28.5%0.002%
10/5/2026Eastern Bank11,952$359K0.0%N/A0.000%
10/5/2026Heartwood Wealth Advisors LLC84,722$2.54M0.2%-0.8%0.003%
10/5/2026Collective Family Office LLC10,896$327K0.1%+15.6%0.000%
10/2/2026 CX Institutional86,906$2.61M0.1%+2.6%0.004%
9/23/2026QRG Capital Management Inc.23,931$704K0.0%+16.6%0.001%
9/23/2026Envestnet Asset Management Inc.4,324,345$127.27M0.0%+3.9%0.176%
9/15/2026Cherry Tree Wealth Management LLC72,572$2.14M0.4%+0.6%0.003%
9/10/2026U S Wealth Group LLC.143,676$4.23M2.1%-32.1%0.006%
9/9/2026Bouchey Financial Group Ltd.76,337$2.25M0.1%-2.1%0.003%
9/9/2026Tortoise Investment Management LLC737,656$21.71M1.6%-1.1%0.030%
9/9/2026Sequoia Financial Advisors LLC1,384,788$40.75M0.2%-2.0%0.057%
9/9/2026Cahill Financial Advisors Inc.264,708$7.79M0.7%-1.8%0.011%
9/9/2026MCF Advisors LLC734,780$21.63M0.8%-0.3%0.030%
9/9/2026Capital Analysts LLC53,745$1.58M0.0%-1.8%0.002%
9/9/2026Summit Financial Strategies Inc.160,333$4.72M0.3%+1.2%0.007%
9/9/2026Capital Advantage Inc.90,216$2.66M0.3%+0.4%0.004%
9/9/2026NorthRock Partners LLC371,161$10.92M0.2%-7.9%0.015%
9/9/2026Integrated Wealth Concepts LLC3,967,273$116.76M0.7%+13.7%0.163%
9/9/2026RFG Advisory LLC34,904$1.03M0.0%-14.2%0.001%
9/9/2026NewEdge Advisors LLC416,791$12.27M0.0%+2.6%0.017%
9/9/2026IFP Advisors Inc756,568$22.27M0.4%+6.1%0.031%
9/9/2026Baird Financial Group Inc.66,466$1.96M0.0%+14.6%0.003%
9/9/2026XY Planning Network Inc.12,881$379K0.0%N/A0.001%
9/8/2026Allworth Financial LP925,284$27.23M0.1%-0.8%0.038%
9/8/2026Waverly Advisors LLC1,467,168$43.18M0.3%-2.3%0.060%
9/4/2026Parkside Financial Bank & Trust33,839$996K0.1%+10.7%0.001%
9/2/2026Range Advisory LLC342,350$10.08M1.2%+6.9%0.014%
9/2/2026Capital & Planning LLC16,145$475K0.2%+92.5%0.001%
8/31/2026Alternative Investment Advisors LLC.34,605$1.02M0.4%-5.3%0.001%
8/28/2026Cornerstone Financial Management LLC155,383$4.57M3.7%+1.4%0.006%
8/27/2026Corient Private Wealth LP6,026,096$177.35M0.2%-10.4%0.247%
8/26/2026HORAN Wealth LLC7,267$214K0.0%N/A0.000%
8/26/2026Principia Wealth Advisory LLC9,288$273K0.1%+9.3%0.000%
8/25/2026Kirkwood Financial Services26,183$771K0.2%N/A0.001%
8/24/2026Strategic Financial Services Inc.7,691$226K0.0%N/A0.000%
8/23/2026Ameritas Advisory Services LLC68,111$2.01M0.0%-49.6%0.003%
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8/23/2026Guardian Wealth Advisors LLC NC2,849,825$83.87M4.7%+2.8%0.117%
8/23/2026Wedmont Private Capital124,933$3.72M0.1%-2.9%0.005%
8/23/2026Morling Financial Advisors LLC445,652$13.12M3.6%-0.1%0.018%
8/23/2026HB Wealth Management LLC3,146,255$92.59M0.5%+2.6%0.129%
8/23/2026Clay Northam Wealth Management LLC7,000$206K0.1%N/A0.000%
8/23/2026Hutchens & Kramer Investment Management Group LLC138,750$4.08M1.1%-2.3%0.006%
8/23/2026Asset Allocation Strategies LLC889,541$26.18M3.9%+1.3%0.036%
8/23/2026Angeles Wealth Management LLC12,656$372K0.0%+8.2%0.001%
8/22/2026Compass Financial Management LLC42,909$1.27M0.1%N/A0.002%
8/22/2026Markowski Investments1,553$46K0.0%N/A0.000%
8/22/2026Old Mission Investment Co LLC8,129$239K0.0%N/A0.000%
8/22/2026TOP Private Wealth LLC.1,432$42K0.0%N/A0.000%
8/22/2026Aureum Wealth Management LLC134,020$3.94M2.4%+1.6%0.005%
8/22/2026Elevation Wealth Management LLC7,355$216K0.2%-16.3%0.000%
8/22/2026Plan A Wealth LLC31,264$920K0.4%+2.7%0.001%
8/22/2026Cornerstone Advisors Asset Management LLC3,695,022$108.74M14.3%+23.4%0.151%
8/22/2026Jim Saulnier & Associates LLC10,647$313K0.1%N/A0.000%
8/22/2026K2 Financial Inc.401,944$11.92M8.5%-0.9%0.016%
8/22/2026Investor s Fiduciary Advisor Network LLC79,853$2.35M0.8%-7.8%0.003%
8/22/2026Kickstand Ventures LLC.15,159$446K0.1%+7.5%0.001%
8/22/2026Concurrent Investment Advisors LLC202,003$5.95M0.1%-32.4%0.008%
8/21/2026Lowery Thomas LLC109,537$3.22M1.6%+7.8%0.004%
8/21/2026Athena Investment Management979,866$28.84M17.1%-25.0%0.040%
8/21/2026Beacon Capital Management LLC8,098$238K0.0%-45.6%0.000%
8/21/2026Outfitters Financial LLC78,070$2.30M1.6%-2.1%0.003%
8/21/2026Continuum Advisory LLC28,014$824K0.1%-3.9%0.001%
8/21/2026Coppell Advisory Solutions LLC28,523$839K0.2%N/A0.001%
8/21/2026MBA Advisors LLC402,297$11.84M3.9%-0.8%0.016%
8/21/2026Emergent Wealth Advisors LLC68,459$2.01M1.0%+1.9%0.003%
8/21/2026Atticus Wealth Management LLC18,677$550K0.1%+16.5%0.001%
8/21/2026R. W. Roge & Company Inc.369,141$10.86M4.5%-0.2%0.015%
8/21/2026Chesapeake Wealth Management30,395$895K0.3%-1.9%0.001%
8/21/2026Bedel Financial Consulting Inc.27,545$811K0.1%-5.5%0.001%
8/21/2026Vanguard Capital Wealth Advisors55,901$1.65M1.1%+2.7%0.002%
8/21/2026Rinkey Investments17,090$503K0.1%+35.6%0.001%
8/21/2026Legacy Financial Advisors Inc.7,326$216K0.0%N/A0.000%
8/21/2026Financial Life Advisors15,708$462K0.1%+4.7%0.001%
8/20/2026Avant Capital LLC67,661$1.99M1.3%+2.5%0.003%
8/20/2026Cooper Haims Advisors LLC414,073$12.19M4.9%-1.8%0.017%
8/20/2026Gill Capital Partners LLC17,712$521K0.1%-23.8%0.001%
8/20/2026Denver PWM LLC168,888$5.18M1.4%-8.7%0.007%
8/20/2026Orgel Wealth Management LLC4,658,623$137.10M2.6%-0.7%0.191%
8/20/2026Oarsman Capital Inc.23,585$694K0.1%-6.9%0.001%
8/20/2026Greenleaf Trust28,363$835K0.0%-4.0%0.001%
8/12/2026Compass Financial Management LLC42,909$1.27M0.2%N/A0.002%
8/12/2026C M Bidwell & Associates Ltd.132,682$3.91M1.6%N/A0.005%
8/7/2026Trust Co. of Vermont894$26K0.0%N/A0.000%
8/3/2026Beacon Bank & Trust7,245$213K0.0%N/A0.000%
7/10/2026Abound Wealth Management808,077$23.78M4.7%+1.1%0.033%
7/10/2026Envision Financial LLC411,698$12.12M5.6%-14.5%0.017%
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7/10/2026Investors Research Corp780,944$22.98M4.1%+4.4%0.032%
7/10/2026Leverty Financial Group LLC576,547$16.97M3.3%+2.5%0.024%
7/10/2026JFS Wealth Advisors LLC71,723$2.11M0.1%-1.2%0.003%
7/10/2026GenWealth Group Inc.60,780$1.79M0.3%+11.2%0.002%
7/10/2026Canvas Wealth Advisors LLC9,583$282K0.0%-25.5%0.000%
7/10/2026William Mack & Associates Inc.32,053$943K0.3%N/A0.001%
7/10/2026Farrell Financial LLC433,179$12.75M6.9%+0.1%0.018%
7/10/2026HRC Wealth Management LLC1,243,601$36.60M15.0%-1.0%0.051%
7/10/2026G&S Capital LLC8,359$246K0.1%N/A0.000%
7/10/2026Ocean Park Asset Management LLC111,581$3.28M0.2%-48.6%0.005%


SCHX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,729 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 1,679 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 ($202.88M), HBK Sorce Advisory LLC ($25.61M), Sei Investments Co. ($25.56M), Sage Financial Group Inc. ($17.19M), Betterment LLC ($16.83M), Campbell Wealth Management ($15.78M), and Wealth Enhancement Advisory Services LLC ($15.14M).

Institutional investors have bought a total of 97,347,428 shares in the last 24 months. This purchase volume represents approximately $2.59B in transactions.

Of the 711 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: Envestnet Asset Management Inc. ($9.24M), US Bancorp DE ($5.32M), Sei Investments Co. ($4.57M), Wealthspire Advisors LLC ($2.91M), Corient Private Wealth LLC ($1.46M), BlueSky Wealth Advisors LLC ($1.33M), and Greenwood Gearhart LLC ($1.23M).

Institutional investors have sold a total of 62,814,162 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
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