Schwab US Large-Cap ETF (SCHX) Institutional Ownership

$29.85 -0.14 (-0.47%)

Closing price 04:10 PM Eastern

Extended Trading

$29.88 +0.03 (+0.10%)

As of 05:35 PM Eastern

Compare

Number of Institutional Buyers (last 12 months): 870
Total Institutional Inflows (last 12 months): $2.61B

Number of Institutional Sellers (last 12 months): 713
Total Institutional Outflows (last 12 months): $1.67B

Get SCHX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab US Large-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

SCHX Institutional Buying and Selling by Quarter

Schwab US Large-Cap ETF Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/15/2026	Cherry Tree Wealth Management LLC	72,572	$2.14M	0.4%	+0.6%	0.003%
9/10/2026	U S Wealth Group LLC.	143,676	$4.23M	2.1%	-32.1%	0.006%
9/9/2026	Bouchey Financial Group Ltd.	76,337	$2.25M	0.1%	-2.1%	0.003%
9/9/2026	Tortoise Investment Management LLC	737,656	$21.71M	1.6%	-1.1%	0.030%
9/9/2026	Sequoia Financial Advisors LLC	1,384,788	$40.75M	0.2%	-2.0%	0.057%
9/9/2026	Cahill Financial Advisors Inc.	264,708	$7.79M	0.7%	-1.8%	0.011%
9/9/2026	MCF Advisors LLC	734,780	$21.63M	0.8%	-0.3%	0.030%
9/9/2026	Capital Analysts LLC	53,745	$1.58M	0.0%	-1.8%	0.002%
9/9/2026	Summit Financial Strategies Inc.	160,333	$4.72M	0.3%	+1.2%	0.007%
9/9/2026	Capital Advantage Inc.	90,216	$2.66M	0.3%	+0.4%	0.004%
Get the Latest News and Ratings for SCHX and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Schwab US Large-Cap ETF and its competitors with MarketBeat's FREE daily newsletter.
9/9/2026	NorthRock Partners LLC	371,161	$10.92M	0.2%	-7.9%	0.015%
9/9/2026	Integrated Wealth Concepts LLC	3,967,273	$116.76M	0.7%	+13.7%	0.163%
9/9/2026	RFG Advisory LLC	34,904	$1.03M	0.0%	-14.2%	0.001%
9/9/2026	NewEdge Advisors LLC	416,791	$12.27M	0.0%	+2.6%	0.017%
9/9/2026	IFP Advisors Inc	756,568	$22.27M	0.4%	+6.1%	0.031%
9/9/2026	Baird Financial Group Inc.	66,466	$1.96M	0.0%	+14.6%	0.003%
9/9/2026	XY Planning Network Inc.	12,881	$379K	0.0%	N/A	0.001%
9/8/2026	Allworth Financial LP	925,284	$27.23M	0.1%	-0.8%	0.038%
9/8/2026	Waverly Advisors LLC	1,467,168	$43.18M	0.3%	-2.3%	0.060%
9/4/2026	Parkside Financial Bank & Trust	33,839	$996K	0.1%	+10.7%	0.001%
9/2/2026	Range Advisory LLC	342,350	$10.08M	1.2%	+6.9%	0.014%
9/2/2026	Capital & Planning LLC	16,145	$475K	0.2%	+92.5%	0.001%
8/31/2026	Alternative Investment Advisors LLC.	34,605	$1.02M	0.4%	-5.3%	0.001%
8/28/2026	Cornerstone Financial Management LLC	155,383	$4.57M	3.7%	+1.4%	0.006%
8/27/2026	Corient Private Wealth LP	6,026,096	$177.35M	0.2%	-10.4%	0.247%
8/26/2026	HORAN Wealth LLC	7,267	$214K	0.0%	N/A	0.000%
8/26/2026	Principia Wealth Advisory LLC	9,288	$273K	0.1%	+9.3%	0.000%
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%
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%
Your book attached (Ad) Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing. Download the Safe Trade Options Formula book for free before access closes
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%
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.	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%
The end may be near for these iconic stocks (Ad) Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%

SCHX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,731 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 1,681 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 98,533,190 shares in the last 24 months. This purchase volume represents approximately $2.61B in transactions.

Of the 713 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 62,944,522 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 9/15/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools