S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
NYSEARCA:SCHX

Schwab U.S. Large-Cap ETF - SCHX Institutional Ownership

$46.41
+0.10 (+0.22%)
(As of 03/23/2023 12:00 AM ET)
Add
Compare
Today's Range
$46.08
▼
$47.15
50-Day Range
$45.54
▼
$49.41
52-Week Range
$41.20
▼
$55.15
Volume
1.12 million shs
Average Volume
1.60 million shs
Market Capitalization
$30.13 billion
Assets Under Management
$30.12 billion
Dividend Yield
1.59%
Net Expense Ratio
0.03%

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

Number of
Institutional Buyers
(last 12 months)
1002
Total
Institutional Inflows
(last 12 months)
$14.23 B
Number of
Institutional Sellers
(last 12 months)
468
Total
Institutional Outflows
(last 12 months)
$1.23 B
Skip Chart & View Institutional Buying and Selling Data

SCHX Institutional Buying and Selling by Quarter

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Schwab U.S. Large-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023Milestone Investment Advisors LLC451,465$20.38M7.1%N/A0.070%
3/15/2023B. Riley Wealth Advisors Inc.100,782$4.55M0.1%-2.2%0.016%
3/13/2023Claro Advisors LLC11,213$0.51M0.2%+13.8%0.002%
3/10/2023Mather Group LLC.9,155$0.41M0.0%-17.3%0.001%
3/8/2023Sheets Smith Wealth Management305,132$13.78M2.2%+4.2%0.047%
3/6/2023Rockefeller Capital Management L.P.29,694$1.34M0.0%-11.3%0.005%
3/6/2023OLD Mission Capital LLC18,609$0.84M0.0%N/A0.003%
3/6/2023North Star Asset Management Inc.182,396$8.24M0.5%+2.3%0.028%
3/2/2023Leading Edge Financial Planning LLC17,516$0.79M0.7%N/A0.003%
2/28/2023Trust Investment Advisors25,355$1.15M0.5%N/A0.004%
2/27/2023Kalos Management Inc.62,499$2.82M6.4%+0.4%0.010%
2/24/2023Garde Capital Inc.40,871$1.85M0.2%-0.5%0.006%
2/24/2023Athena Investment Management478,805$21.62M15.9%+6.1%0.074%
2/22/2023CVA Family Office LLC140,243$6.33M1.5%+8.2%0.022%
2/21/2023Northwestern Mutual Wealth Management Co.4,280,447$193.26M0.3%+0.9%0.660%
2/21/2023B. Riley Wealth Advisors Inc.100,782$4.55M0.1%-2.2%0.016%
2/17/2023Truist Financial Corp782,237$35.32M0.1%-6.1%0.121%
2/17/2023Adams Wealth Management1,869,819$84.42M29.8%-31.9%0.288%
2/17/2023Palouse Capital Management Inc.7,353$6.23M0.4%+36.3%0.001%
2/17/2023Ascent Group LLC10,869$0.49M0.1%+2.1%0.002%
2/16/2023WealthPLAN Partners LLC32,162$1.57M0.1%N/A0.005%
2/16/2023Axxcess Wealth Management LLC104,036$4.70M0.4%-4.8%0.016%
2/16/2023American Trust1,221,476$55.15M5.1%-8.9%0.188%
2/16/2023GSB Wealth Management LLC110,995$5.01M1.8%+4.6%0.017%
2/16/2023Moneta Group Investment Advisors LLC7,913$295.30M7.6%-99.9%0.001%
2/16/2023AlphaQ Advisors LLC35,928$1.62M1.4%N/A0.006%
2/16/2023Berkshire Asset Management LLC PA79,031$3.57M0.2%+4.9%0.012%
2/16/2023CreativeOne Wealth LLC8,314$0.38M0.0%-3.8%0.001%
2/16/2023FWL Investment Management LLC4,185$0.19M0.1%N/A0.001%
2/16/2023Financial Advocates Investment Management31,184$1.41M0.1%+14.8%0.005%
2/16/2023Pacific Capital Wealth Advisors Inc.139,281$6.29M1.6%-24.0%0.021%
2/16/2023Personal Capital Advisors Corp35,858$1.62M0.0%+1.2%0.006%
2/16/2023RFG Advisory LLC57,150$2.79M0.1%-19.4%0.009%
2/16/2023United Capital Financial Advisers LLC1,444,286$65.21M0.4%-4.0%0.223%
2/16/2023Harbour Investments Inc.499,222$22.54M1.4%+54.1%0.077%
2/16/2023One Capital Management LLC200,298$9.04M0.5%-27.9%0.031%
2/15/2023Retirement Group LLC1,892$85K0.0%+169.1%0.000%
2/15/2023Greenwood Gearhart Inc.403,993$18.24M2.6%+2.2%0.062%
2/15/2023Steward Partners Investment Advisory LLC4,348$0.20M0.0%-11.5%0.001%
2/15/2023Front Row Advisors LLC41,397$1.87M1.0%-0.9%0.006%
2/15/2023CI Private Wealth LLC1,175,960$53.15M0.2%N/A0.181%
2/15/2023WealthPlan Investment Management LLC32,162$1.57M0.1%+4.9%0.005%
2/15/2023Legacy Financial Group Inc.119,358$5.39M3.3%N/A0.018%
2/15/2023Salem Investment Counselors Inc.288,450$13.02M0.6%+4.1%0.044%
2/15/2023Apollon Wealth Management LLC111,395$5.03M0.4%+0.5%0.017%
2/15/2023Captrust Financial Advisors1,398,565$63.15M0.3%-16.8%0.216%
2/15/2023IHT Wealth Management LLC17,507$0.79M0.0%+2.0%0.003%
2/15/2023Howe & Rusling Inc.6,235$0.28M0.0%+12.7%0.001%
2/15/2023Jane Street Group LLC84,717$3.83M0.0%-54.5%0.013%
2/15/2023Retirement Investment Advisors Inc.13,202$0.60M0.4%N/A0.002%
2/15/2023SageView Advisory Group LLC10,473$0.47M0.0%N/A0.002%
2/15/2023Patriot Investment Management Group Inc.136,664$6.56M0.6%+0.9%0.021%
2/15/2023Cahill Financial Advisors Inc.255,659$11.54M2.2%-1.0%0.039%
2/15/2023Cerity Partners LLC197,687$8.93M0.1%+90.3%0.030%
2/15/2023Hantz Financial Services Inc.102,213$4.62M1.6%-1.2%0.016%
2/15/2023FIDELIS iM LLC425,326$19.20M12.5%+2.4%0.066%
2/15/2023SeaCrest Wealth Management LLC33,056$1.49M0.2%-7.5%0.005%
2/15/2023Smith Anglin Financial LLC63,652$2.87M0.5%-3.7%0.010%
2/15/2023Stonebridge Capital Advisors LLC704$32K0.0%N/A0.000%
2/15/2023Laidlaw Wealth Management LLC56,055$2.53M0.5%-2.6%0.009%
2/15/2023Marietta Investment Partners LLC12,590$0.57M0.2%+11.5%0.002%
2/15/2023Money Concepts Capital Corp2,808$0.13M0.0%+23.2%0.000%
2/15/2023Morgan Stanley975,808$44.06M0.0%-13.5%0.150%
2/15/2023Mosaic Family Wealth Partners LLC51,161$2.31M0.7%N/A0.008%
2/15/2023Mariner LLC4,123,463$186.18M0.6%+3.0%0.635%
2/15/2023Meridian Wealth Management LLC31,003$1.40M0.1%-4.8%0.005%
2/15/2023Equitable Holdings Inc.138,341$6.25M0.1%+11.8%0.021%
2/15/2023Facet Wealth Inc.14,957$0.72M0.0%+24.3%0.002%
2/15/2023Ancora Advisors LLC425,513$19.21M0.6%-24.5%0.066%
2/15/2023Asset Management Group Inc.55,996$2.53M0.6%-1.3%0.009%
2/15/2023Avant Capital LLC22,700$1.03M1.3%-2.4%0.003%
2/15/2023Freedom Wealth Alliance LLC988$45K0.1%N/A0.000%
2/15/2023RF&L Wealth Management LLC5,760$0.26M0.3%N/A0.001%
2/15/2023Axxcess Wealth Management LLC104,036$4.70M0.4%-4.8%0.016%
2/15/2023Jefferies Financial Group Inc.18,976$0.86M0.0%N/A0.003%
2/14/2023SJA Financial Advisory LLC54,479$2.46M2.2%N/A0.008%
2/14/2023Vident Investment Advisory LLC5,587$0.25M0.0%N/A0.001%
2/14/2023Advisor Partners II LLC38,706$1.75M0.1%-0.6%0.006%
2/14/2023Bristlecone Advisors LLC446,104$20.14M2.5%-0.8%0.069%
2/14/2023Cetera Advisor Networks LLC149,913$6.77M0.1%-1.7%0.023%
2/14/2023Cetera Investment Advisers10,102$0.46M0.0%-90.7%0.002%
2/14/2023Cetera Advisors LLC15,278$0.69M0.0%+2.1%0.002%
2/14/2023Laurel Wealth Advisors Inc.21,491$0.97M0.1%-2.8%0.003%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC54,450$2.46M0.2%-18.2%0.008%
2/14/2023Grant Street Asset Management Inc.148,692$6.71M2.9%-1.5%0.023%
2/14/2023Lowe Brockenbrough & Co. Inc.298,355$13.47M1.2%+23.9%0.046%
2/14/2023Quantinno Capital Management LP6,528$0.30M0.0%N/A0.001%
2/14/2023Silicon Hills Wealth Management LLC5,523$0.25M0.2%-5.4%0.001%
2/14/2023Townsquare Capital LLC26,777$1.21M0.0%-13.9%0.004%
2/13/2023Trustcore Financial Services LLC86,372$3.90M0.3%-0.7%0.013%
2/13/2023Consilium Wealth Advisory LLC236,696$10.69M9.1%+99.9%0.036%
2/13/2023Smith Moore & CO.9,281$0.42M0.1%-35.0%0.001%
2/13/2023Savant Capital LLC586,697$26.49M0.6%-33.9%0.090%
2/13/2023Fortis Capital Management LLC379,257$17.12M12.7%+28.8%0.058%
2/13/2023First Republic Investment Management Inc.240,677$10.87M0.0%-1.6%0.037%
2/13/2023Charles Schwab Investment Management Inc.41,622,068$1.88B0.6%+4.9%6.414%
2/13/2023Charles Schwab Investment Advisory Inc.95,969,542$4.33B7.3%+2.2%14.790%
2/13/2023Callan Capital LLC12,934$0.58M0.1%-27.2%0.002%
2/13/2023Baird Financial Group Inc.7,032$0.32M0.0%+16.4%0.001%
2/13/2023Kingsview Wealth Management LLC22,952$1.04M0.0%-2.4%0.004%
(Data available from 1/1/2016 forward)













SCHX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHX shares?

During the previous two years, 1,180 institutional investors and hedge funds held shares of Schwab U.S. Large-Cap ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($4.33B), Private Advisor Group LLC ($2.47B), Charles Schwab Investment Management Inc. ($1.88B), Creative Planning ($1.38B), Sei Investments Co. ($1.32B), Envestnet Asset Management Inc. ($798.77M), and HBK Sorce Advisory LLC ($789.36M).Learn more on SCHX's institutional investors.

Which institutional investors have been buying Schwab U.S. Large-Cap ETF stock?

Of the 1,139 institutional investors that purchased Schwab U.S. Large-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($74.50M), Charles Schwab Investment Management Inc. ($22.31M), Creative Planning ($20.87M), Envestnet Asset Management Inc. ($15.61M), Sei Investments Co. ($15.53M), Mercer Global Advisors Inc. ADV ($12.76M), and HBK Sorce Advisory LLC ($10.49M).

How much institutional buying is happening at Schwab U.S. Large-Cap ETF?

Institutional investors have bought a total of 320,193,247 shares in the last 24 months. This purchase volume represents approximately $16.40B in transactions.

Which Schwab U.S. Large-Cap ETF major shareholders have been selling company stock?

Of the 693 institutional investors that sold Schwab U.S. Large-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Moneta Group Investment Advisors LLC ($5.30M), Sei Investments Co. ($1.59M), McAdam LLC ($1.45M), National Mutual Insurance Federation of Agricultural Cooperatives ($1.40M), Johnson Financial Group LLC ($1.34M), AJ Wealth Strategies LLC ($1.13M), and Adams Wealth Management ($1.13M).

How much institutional selling is happening at Schwab U.S. Large-Cap ETF?

Institutional investors have sold a total of 37,646,055 shares in the last 24 months. This volume of shares sold represents approximately $1.75B in transactions.

This page (NYSEARCA:SCHX) was last updated on 3/24/2023 by MarketBeat.com Staff