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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$29.63 +0.10 (+0.34%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Number of
Institutional Buyers
(last 12 months)
1005
Total
Institutional Inflows
(last 12 months)
$3.59B
Number of
Institutional Sellers
(last 12 months)
809
Total
Institutional Outflows
(last 12 months)
$2.47B
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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
7/10/2026 Abound Wealth Management808,077$23.78M4.7%+1.1%0.033%
7/10/2026 Envision Financial LLC411,698$12.12M5.6%-14.5%0.017%
7/10/2026 Investors Research Corp780,944$22.98M4.1%+4.4%0.032%
7/10/2026 Leverty Financial Group LLC576,547$16.97M3.3%+2.5%0.024%
7/10/2026 JFS Wealth Advisors LLC71,723$2.11M0.1%-1.2%0.003%
7/10/2026 GenWealth Group Inc.60,780$1.79M0.3%+11.2%0.002%
7/10/2026 Canvas Wealth Advisors LLC9,583$282K0.0%-25.5%0.000%
7/10/2026 William Mack & Associates Inc.32,053$943K0.3%N/A0.001%
7/10/2026 Farrell Financial LLC433,179$12.75M6.9%+0.1%0.018%
7/10/2026 HRC Wealth Management LLC1,243,601$36.60M15.0%-1.0%0.051%
7/10/2026 G&S Capital LLC8,359$246K0.1%N/A0.000%
7/10/2026 Ocean Park Asset Management LLC111,581$3.28M0.2%-48.6%0.005%
7/10/2026 Wealth Group Ltd133,854$3.94M0.8%-0.9%0.005%
7/10/2026 Charles Schwab Trust Co4,238,294$124.73M7.0%+1.9%0.174%
7/10/2026 Carolina Wealth Advisors LLC32,703$962K0.4%-5.5%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.633,291$18.64M1.8%+12.8%0.026%
7/10/2026 Community Financial Services Group LLC5,136$151K0.0%N/A0.000%
7/10/2026 Wealthcare Advisory Partners LLC360,461$10.61M0.2%-7.2%0.015%
7/9/2026 Financial Management Professionals Inc.2,059,466$60.61M5.7%-7.8%0.085%
7/9/2026 Revolve Wealth Partners LLC412,375$12.14M1.3%-0.3%0.017%
7/9/2026 Matrix Trust Co1,464,818$43.11M6.3%+0.8%0.060%
7/9/2026 Wealthcare Capital Partners LLC28,776$847K0.3%N/A0.001%
7/9/2026 Veery Capital LLC51,559$1.52M0.4%+0.9%0.002%
7/9/2026 Contravisory Investment Management Inc.6,813$201K0.0%-12.1%0.000%
7/9/2026 Focus Financial Network Inc.611,089$17.98M0.6%-0.4%0.025%
7/9/2026 Wealthcare Capital Management LLC8,076$238K0.0%-82.3%0.000%
7/9/2026 Legacy Wealth Management LLC2,158,489$63.52M3.3%-5.5%0.089%
7/9/2026 Birchbrook Inc.58,663$1.73M0.8%-11.9%0.002%
7/9/2026 GoalVest Advisory LLC11,925$351K0.1%-6.6%0.000%
7/9/2026 Yanni & Associates Investment Advisors LLC433,561$12.76M11.8%-0.2%0.018%
7/9/2026 Tactive Advisors LLC40,484$1.19M0.3%+16.2%0.002%
7/9/2026 Everhart Financial Group Inc.72,888$2.15M0.1%-1.7%0.003%
7/9/2026 Sax Wealth Advisors LLC133,285$3.92M0.1%+83.1%0.005%
7/9/2026 Affinity Capital Advisors LLC9,506$282K0.0%-35.9%0.000%
7/9/2026 Valeo Financial Advisors LLC86,528$2.55M0.1%-23.9%0.004%
7/9/2026 Worth Asset Management LLC68,146$2.01M0.6%+1.6%0.003%
7/8/2026 Gradient Investments LLC304,499$8.96M0.1%-11.1%0.012%
7/8/2026 Beacon Bank & Trust7,245$213K0.0%N/A0.000%
7/8/2026 Sprinkle Financial Consultants LLC826,262$24.32M9.5%-0.6%0.034%
7/8/2026 Strategic Investment Solutions Inc. IL1,958$58K0.0%-16.4%0.000%
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7/8/2026 TrueWealth Advisors LLC26,557$782K0.2%-10.1%0.001%
7/8/2026 OFS Enterprise LLC91,023$2.68M0.7%-0.6%0.004%
7/8/2026 Palouse Capital Management Inc.11,732$345K0.2%-7.3%0.000%
7/8/2026 Cooper Financial Group114,865$3.38M0.3%+3.5%0.005%
7/8/2026 Threadgill Financial LLC137,965$4.04M1.7%N/A0.006%
7/8/2026 Praetorian Wealth Management Inc.35,798$1.05M0.2%+1.1%0.001%
7/8/2026 Attessa Capital LLC356,612$10.50M4.7%-1.5%0.015%
7/8/2026 Elmwood Wealth Management Inc.198,517$5.84M1.5%+2.3%0.008%
7/8/2026 Elevation Wealth Partners LLC392,965$11.57M3.5%-2.8%0.016%
7/8/2026 Apella Capital LLC106,904$3.15M0.0%-5.1%0.004%
7/8/2026 Clark Asset Management LLC33,783$994K0.1%+226.1%0.001%
7/8/2026 Evanson Financial LLC66,398$1.95M0.1%N/A0.003%
7/8/2026 Hardin Capital Partners LLC59,463$1.75M0.8%+23.4%0.002%
7/8/2026 Thrive Wealth Management LLC206,410$6.08M0.8%-0.6%0.008%
7/8/2026 Chapin Davis Inc.7,783$229K0.0%N/A0.000%
7/8/2026 Gainplan LLC47,748$1.41M0.6%+142.1%0.002%
7/7/2026 Foster Group Inc.83,259$2.45M0.1%-1.0%0.003%
7/7/2026 Dynamic Advisor Solutions LLC1,354,713$39.87M1.1%+5.7%0.056%
7/7/2026 GK Wealth Management LLC18,264$538K0.3%N/A0.001%
7/7/2026 GAMMA Investing LLC3,144$93K0.0%+112.3%0.000%
7/7/2026 Avior Wealth Management LLC98,998$2.91M0.1%-0.9%0.004%
7/7/2026 Crescent Sterling Ltd.25,601$753K0.7%+147.1%0.001%
7/7/2026 Sandy Cove Advisors LLC7,500$221K0.1%N/A0.000%
7/7/2026 CoreCap Advisors LLC542,528$15.97M0.5%+4.7%0.022%
7/7/2026 Pathway Financial Advisors LLC16,158$475K0.1%-9.4%0.001%
7/7/2026 City Center Advisors LLC17,106$503K0.4%+9.4%0.001%
7/6/2026 Bangor Savings Bank2,083,081$61.31M4.5%-14.1%0.086%
7/2/2026 Frisco Financial Planning LLC430,602$12.67M9.6%-2.9%0.018%
7/2/2026 Versant Capital Management Inc2,593$76K0.0%+102.6%0.000%
7/2/2026 CX Institutional84,744$2.49M0.1%+30.4%0.003%
7/2/2026 First County Bank CT 17,370$511K0.2%-5.0%0.001%
6/23/2026Ballast Advisors LLC1,335,277$34.24M10.0%+5.0%0.055%
6/16/2026Empowered Funds LLC10,706$275K0.0%-84.5%0.000%
6/12/2026S&A Financial Services Inc.28,520$731K0.5%N/A0.001%
6/10/2026FAS Wealth Partners Inc.76,846$1.97M0.1%-9.9%0.003%
6/8/2026Pine Valley Investments Ltd Liability Co19,793$507K0.0%+43.2%0.001%
6/4/2026Evansbrook LLC15,285$392K0.3%+16.6%0.001%
6/3/2026Wealthquest Corp12,222$313K0.0%N/A0.001%
6/3/2026Stillwater Private Wealth LLC234,769$6.02M5.1%N/A0.010%
6/3/2026Parallel Advisors LLC148,073$3.80M0.1%-6.7%0.006%
6/3/2026NewEdge 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%
6/1/2026Keel Point LLC15,388$395K0.0%+71.7%0.001%
5/29/2026Immaculate Wealth Management LLC22,746$583K4.6%N/A0.001%
5/29/2026Asset Dedication LLC361,084$9.26M0.6%+1.6%0.015%
5/27/2026Tenret Co LLC177,987$4.56M2.2%-4.0%0.007%
5/27/2026Allen Capital Group LLC502,045$12.87M1.2%-1.8%0.021%
5/27/2026Security Financial Services INC.32,982$846K0.1%+2.5%0.001%
5/27/2026Capasso Planning Partners LLC20,836$534K0.3%-8.1%0.001%
5/26/2026Glenmede Trust Co. NA52,739$1.35M0.0%-7.8%0.002%
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5/21/2026Argent Capital Management LLC9,935$255K0.0%-96.7%0.000%
5/20/2026SOA Wealth Advisors LLC.2,123$54K0.0%N/A0.000%
5/19/2026Western Wealth Management LLC249,040$6.39M0.2%+102.6%0.010%
5/19/2026Orographic Financial Advisors LLC83,788$2.15M1.5%N/A0.003%
5/19/2026NewEdge Advisors LLC395,392$10.14M0.2%-11.4%0.016%
5/19/2026Bank of America Corp DE10,076,451$258.36M0.0%+11.7%0.418%
5/19/2026Edgestream Partners L.P.30,737$788K0.0%-38.3%0.001%
5/19/2026Cassady Wealth & Retirement Planning LLC46,879$1.33M0.6%+1.2%0.002%
5/19/2026Janus Henderson Group PLC12,327,339$316.07M0.2%-0.7%0.511%
5/19/2026Arkadios Wealth Advisors66,179$1.70M0.0%+67.2%0.003%


SCHX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,738 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 1,687 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 138,821,812 shares in the last 24 months. This purchase volume represents approximately $3.59B 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 95,954,384 shares in the last 24 months. This volume of shares sold represents approximately $2.47B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 7/14/2026 by MarketBeat.com Staff.
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