Schwab US Large-Cap ETF (SCHX) Institutional Ownership

$30.21 +0.08 (+0.27%)

As of 08/25/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 864
Total Institutional Inflows (last 12 months): $2.60B

Number of Institutional Sellers (last 12 months): 710
Total Institutional Outflows (last 12 months): $1.65B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/25/2026	Kirkwood Financial Services	26,183	$771K	0.2%	N/A	0.001%
8/24/2026	Strategic Financial Services Inc.	7,691	$226K	0.0%	N/A	0.000%
8/23/2026	Ameritas Advisory Services LLC	68,111	$2.01M	0.0%	-49.6%	0.003%
8/23/2026	Guardian Wealth Advisors LLC NC	2,849,825	$83.87M	4.7%	+2.8%	0.117%
8/23/2026	Wedmont Private Capital	124,933	$3.72M	0.1%	-2.9%	0.005%
8/23/2026	Morling Financial Advisors LLC	445,652	$13.12M	3.6%	-0.1%	0.018%
8/23/2026	HB Wealth Management LLC	3,146,255	$92.59M	0.5%	+2.6%	0.129%
8/23/2026	Clay Northam Wealth Management LLC	7,000	$206K	0.1%	N/A	0.000%
8/23/2026	Hutchens & Kramer Investment Management Group LLC	138,750	$4.08M	1.1%	-2.3%	0.006%
8/23/2026	Asset Allocation Strategies LLC	889,541	$26.18M	3.9%	+1.3%	0.036%
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8/23/2026	Angeles Wealth Management LLC	12,656	$372K	0.0%	+8.2%	0.001%
8/22/2026	Compass Financial Management LLC	42,909	$1.27M	0.1%	N/A	0.002%
8/22/2026	Markowski Investments	1,553	$46K	0.0%	N/A	0.000%
8/22/2026	Old Mission Investment Co LLC	8,129	$239K	0.0%	N/A	0.000%
8/22/2026	TOP Private Wealth LLC.	1,432	$42K	0.0%	N/A	0.000%
8/22/2026	Aureum Wealth Management LLC	134,020	$3.94M	2.4%	+1.6%	0.005%
8/22/2026	Elevation Wealth Management LLC	7,355	$216K	0.2%	-16.3%	0.000%
8/22/2026	Plan A Wealth LLC	31,264	$920K	0.4%	+2.7%	0.001%
8/22/2026	Cornerstone Advisors Asset Management LLC	3,695,022	$108.74M	14.3%	+23.4%	0.151%
8/22/2026	Jim Saulnier & Associates LLC	10,647	$313K	0.1%	N/A	0.000%
8/22/2026	K2 Financial Inc.	401,944	$11.92M	8.5%	-0.9%	0.016%
8/22/2026	Investor s Fiduciary Advisor Network LLC	79,853	$2.35M	0.8%	-7.8%	0.003%
8/22/2026	Kickstand Ventures LLC.	15,159	$446K	0.1%	+7.5%	0.001%
8/22/2026	Concurrent Investment Advisors LLC	202,003	$5.95M	0.1%	-32.4%	0.008%
8/21/2026	Lowery Thomas LLC	109,537	$3.22M	1.6%	+7.8%	0.004%
8/21/2026	Athena Investment Management	979,866	$28.84M	17.1%	-25.0%	0.040%
8/21/2026	Beacon Capital Management LLC	8,098	$238K	0.0%	-45.6%	0.000%
8/21/2026	Outfitters Financial LLC	78,070	$2.30M	1.6%	-2.1%	0.003%
8/21/2026	Continuum Advisory LLC	28,014	$824K	0.1%	-3.9%	0.001%
8/21/2026	Coppell Advisory Solutions LLC	28,523	$839K	0.2%	N/A	0.001%
8/21/2026	MBA Advisors LLC	402,297	$11.84M	3.9%	-0.8%	0.016%
8/21/2026	Emergent Wealth Advisors LLC	68,459	$2.01M	1.0%	+1.9%	0.003%
8/21/2026	Atticus Wealth Management LLC	18,677	$550K	0.1%	+16.5%	0.001%
8/21/2026	R. W. Roge & Company Inc.	369,141	$10.86M	4.5%	-0.2%	0.015%
8/21/2026	Chesapeake Wealth Management	30,395	$895K	0.3%	-1.9%	0.001%
8/21/2026	Bedel Financial Consulting Inc.	27,545	$811K	0.1%	-5.5%	0.001%
8/21/2026	Vanguard Capital Wealth Advisors	55,901	$1.65M	1.1%	+2.7%	0.002%
8/21/2026	Rinkey Investments	17,090	$503K	0.1%	+35.6%	0.001%
8/21/2026	Legacy Financial Advisors Inc.	7,326	$216K	0.0%	N/A	0.000%
8/21/2026	Financial Life Advisors	15,708	$462K	0.1%	+4.7%	0.001%
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8/20/2026	Avant Capital LLC	67,661	$1.99M	1.3%	+2.5%	0.003%
8/20/2026	Cooper Haims Advisors LLC	414,073	$12.19M	4.9%	-1.8%	0.017%
8/20/2026	Gill Capital Partners LLC	17,712	$521K	0.1%	-23.8%	0.001%
8/20/2026	Denver PWM LLC	168,888	$5.18M	1.4%	-8.7%	0.007%
8/20/2026	Orgel Wealth Management LLC	4,658,623	$137.10M	2.6%	-0.7%	0.191%
8/20/2026	Oarsman Capital Inc.	23,585	$694K	0.1%	-6.9%	0.001%
8/20/2026	Greenleaf Trust	28,363	$835K	0.0%	-4.0%	0.001%
8/12/2026	Compass Financial Management LLC	42,909	$1.27M	0.2%	N/A	0.002%
8/12/2026	C M Bidwell & Associates Ltd.	2,115	$148K	0.1%	N/A	0.000%
8/12/2026	C M Bidwell & Associates Ltd.	18,503	$732K	0.3%	N/A	0.001%
8/12/2026	C M Bidwell & Associates Ltd.	132,682	$3.91M	1.6%	N/A	0.005%
8/7/2026	Trust Co. of Vermont	894	$26K	0.0%	N/A	0.000%
8/3/2026	Beacon Bank & Trust	7,245	$213K	0.0%	N/A	0.000%
7/10/2026	Abound Wealth Management	808,077	$23.78M	4.7%	+1.1%	0.033%
7/10/2026	Envision Financial LLC	411,698	$12.12M	5.6%	-14.5%	0.017%
7/10/2026	Investors Research Corp	780,944	$22.98M	4.1%	+4.4%	0.032%
7/10/2026	Leverty Financial Group LLC	576,547	$16.97M	3.3%	+2.5%	0.024%
7/10/2026	JFS Wealth Advisors LLC	71,723	$2.11M	0.1%	-1.2%	0.003%
7/10/2026	GenWealth Group Inc.	60,780	$1.79M	0.3%	+11.2%	0.002%
7/10/2026	Canvas Wealth Advisors LLC	9,583	$282K	0.0%	-25.5%	0.000%
7/10/2026	William Mack & Associates Inc.	32,053	$943K	0.3%	N/A	0.001%
7/10/2026	Farrell Financial LLC	433,179	$12.75M	6.9%	+0.1%	0.018%
7/10/2026	HRC Wealth Management LLC	1,243,601	$36.60M	15.0%	-1.0%	0.051%
7/10/2026	G&S Capital LLC	8,359	$246K	0.1%	N/A	0.000%
7/10/2026	Ocean Park Asset Management LLC	111,581	$3.28M	0.2%	-48.6%	0.005%
7/10/2026	Wealth Group Ltd	133,854	$3.94M	0.8%	-0.9%	0.005%
7/10/2026	Charles Schwab Trust Co	4,238,294	$124.73M	7.0%	+1.9%	0.174%
7/10/2026	Carolina Wealth Advisors LLC	32,703	$962K	0.4%	-5.5%	0.001%
7/10/2026	Redhawk Wealth Advisors Inc.	633,291	$18.64M	1.8%	+12.8%	0.026%
7/10/2026	Community Financial Services Group LLC	5,136	$151K	0.0%	N/A	0.000%
7/10/2026	Wealthcare Advisory Partners LLC	360,461	$10.61M	0.2%	-7.2%	0.015%
7/9/2026	Financial Management Professionals Inc.	2,059,466	$60.61M	5.7%	-7.8%	0.085%
7/9/2026	Revolve Wealth Partners LLC	412,375	$12.14M	1.3%	-0.3%	0.017%
7/9/2026	Matrix Trust Co	1,464,818	$43.11M	6.3%	+0.8%	0.060%
7/9/2026	Wealthcare Capital Partners LLC	28,776	$847K	0.3%	N/A	0.001%
7/9/2026	Veery Capital LLC	51,559	$1.52M	0.4%	+0.9%	0.002%
7/9/2026	Contravisory Investment Management Inc.	6,813	$201K	0.0%	-12.1%	0.000%
7/9/2026	Focus Financial Network Inc.	611,089	$17.98M	0.6%	-0.4%	0.025%
7/9/2026	Wealthcare Capital Management LLC	8,076	$238K	0.0%	-82.3%	0.000%
7/9/2026	Legacy Wealth Management LLC	2,158,489	$63.52M	3.3%	-5.5%	0.089%
7/9/2026	Birchbrook Inc.	58,663	$1.73M	0.8%	-11.9%	0.002%
7/9/2026	GoalVest Advisory LLC	11,925	$351K	0.1%	-6.6%	0.000%
7/9/2026	Yanni & Associates Investment Advisors LLC	433,561	$12.76M	11.8%	-0.2%	0.018%
7/9/2026	Tactive Advisors LLC	40,484	$1.19M	0.3%	+16.2%	0.002%
7/9/2026	Everhart Financial Group Inc.	72,888	$2.15M	0.1%	-1.7%	0.003%
7/9/2026	Sax Wealth Advisors LLC	133,285	$3.92M	0.1%	+83.1%	0.005%
7/9/2026	Affinity Capital Advisors LLC	9,506	$282K	0.0%	-35.9%	0.000%
7/9/2026	Valeo Financial Advisors LLC	86,528	$2.55M	0.1%	-23.9%	0.004%
7/9/2026	Worth Asset Management LLC	68,146	$2.01M	0.6%	+1.6%	0.003%
7/8/2026	Gradient Investments LLC	304,499	$8.96M	0.1%	-11.1%	0.012%
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7/8/2026	Beacon Bank & Trust	7,245	$213K	0.0%	N/A	0.000%
7/8/2026	Sprinkle Financial Consultants LLC	826,262	$24.32M	9.5%	-0.6%	0.034%
7/8/2026	Strategic Investment Solutions Inc. IL	1,958	$58K	0.0%	-16.4%	0.000%
7/8/2026	TrueWealth Advisors LLC	26,557	$782K	0.2%	-10.1%	0.001%
7/8/2026	OFS Enterprise LLC	91,023	$2.68M	0.7%	-0.6%	0.004%
7/8/2026	Palouse Capital Management Inc.	11,732	$345K	0.2%	-7.3%	0.000%
7/8/2026	Cooper Financial Group	114,865	$3.38M	0.3%	+3.5%	0.005%
7/8/2026	Threadgill Financial LLC	137,965	$4.04M	1.7%	N/A	0.006%
7/8/2026	Praetorian Wealth Management Inc.	35,798	$1.05M	0.2%	+1.1%	0.001%
7/8/2026	Attessa Capital LLC	356,612	$10.50M	4.7%	-1.5%	0.015%

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 1,679 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 98,183,700 shares in the last 24 months. This purchase volume represents approximately $2.60B in transactions.

Of the 710 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 62,071,711 shares in the last 24 months. This volume of shares sold represents approximately $1.65B in transactions.

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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 8/25/2026. New 13F filings are added each quarter as they're published.

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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

SCHX Institutional Buying and Selling by Quarter

Schwab US Large-Cap ETF Major Shareholders & Ownership History

SCHX Institutional Ownership - Frequently Asked Questions

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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

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

SCHX Institutional Buying and Selling by Quarter

Schwab US Large-Cap ETF Major Shareholders & Ownership History

SCHX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHX shares?

Which institutional investors have been buying Schwab US Large-Cap ETF's stock?

How much institutional buying is happening at Schwab US Large-Cap ETF?

Which of Schwab US Large-Cap ETF's major shareholders have been selling company stock?

How much institutional selling is happening at Schwab US Large-Cap ETF?

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