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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$24.70 -0.08 (-0.32%)
Closing price 07/11/2025 04:10 PM Eastern
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$24.68 -0.02 (-0.08%)
As of 07/11/2025 07:56 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)
1332
Total
Institutional Inflows
(last 12 months)
$17.47B
Number of
Institutional Sellers
(last 12 months)
593
Total
Institutional Outflows
(last 12 months)
$728.59M
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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
7/11/2025Vanguard Capital Wealth Advisors53,964$1.32M1.3%+16.7%0.002%
7/11/2025Annex Advisory Services LLC8,220$201K0.0%N/A0.000%
7/11/2025Bond & Devick Financial Network Inc.9,018$220K0.1%N/A0.000%
7/11/2025Sprinkle Financial Consultants LLC874,417$21.37M13.1%-15.1%0.038%
7/11/2025Compass Ion Advisors LLC70,985$1.74M0.2%-8.3%0.003%
7/11/2025Capital Advantage Inc.89,805$2.20M0.3%-7.2%0.004%
7/11/2025Farther Finance Advisors LLC457,631$11.18M0.2%-9.7%0.020%
7/11/2025Silver Oak Securities Incorporated30,134$736K0.1%-14.3%0.001%
7/11/2025CX Institutional62,036$1.52M0.1%+27,108.8%0.003%
7/11/2025Walker Financial Services Inc.38,200$934K0.4%-6.4%0.002%
7/11/2025Pinnacle Bancorp Inc.18,162$444K0.1%+13.7%0.001%
7/11/2025Shelton Wealth Management LLC179,668$4.39M2.1%-2.8%0.008%
7/11/2025AA Financial Advisors LLC10,262$251K0.1%N/A0.000%
7/11/2025LongView Wealth Management432,508$10.57M3.2%+3.2%0.019%
7/11/2025Essex Savings Bank19,013$464K0.1%-2.7%0.001%
7/11/2025SeaCrest Wealth Management LLC64,390$1.57M0.2%-4.3%0.003%
7/11/2025Diversified Trust Co46,788$1.14M0.0%+159.0%0.002%
7/11/2025International Private Wealth Advisors LLC65,078$1.59M1.4%-6.2%0.003%
7/11/2025Kingstone Capital Partners Texas LLC804,893$19.67M0.0%N/A0.035%
7/10/2025 Orgel Wealth Management LLC4,726,458$115.52M2.8%+2.0%0.207%
7/10/2025 AHL Investment Management Inc.17,440$426K0.3%-15.5%0.001%
7/10/2025 Voisard Asset Management Group Inc.189,024$4.62M1.2%-10.6%0.008%
7/10/2025 Trust Point Inc.52,570$1.29M0.1%+198.0%0.002%
7/10/2025 Hurlow Wealth Management Group Inc.134,651$3.29M0.9%+35.4%0.006%
7/10/2025 Worth Asset Management LLC101,060$2.47M1.2%-5.4%0.004%
7/10/2025 YHB Investment Advisors Inc.144,493$3.53M0.3%+18.3%0.006%
7/10/2025 ARS Wealth Advisors Group LLC9,968$244K0.0%N/A0.000%
7/10/2025 Redhawk Wealth Advisors Inc.541,026$13.22M1.7%-20.0%0.024%
7/10/2025 Mogy Joel R Investment Counsel Inc.1,943$47K0.0%N/A0.000%
7/10/2025 Ferguson Wellman Capital Management Inc.43,201$1.06M0.0%-15.7%0.002%
7/10/2025 Envision Financial LLC519,373$12.69M8.5%+0.6%0.023%
7/10/2025 Park Capital Management LLC WI39,703$970K0.9%-3.5%0.002%
7/10/2025 Bigelow Investment Advisors LLC215,145$5.26M2.3%-0.6%0.009%
7/10/2025 Family Legacy Financial Solutions LLC419,345$10.25M8.7%N/A0.018%
7/10/2025 Wealth Enhancement Advisory Services LLC19,566,506$484.66M0.8%+17.7%0.856%
7/10/2025 Atticus Wealth Management LLC6,608$161K0.0%+19.2%0.000%
7/10/2025 Sharkey Howes & Javer152,450$3.73M0.5%-4.9%0.007%
7/10/2025 Wedmont Private Capital112,700$2.79M0.1%+0.5%0.005%
7/10/2025 Secure Asset Management LLC11,209$274K0.1%N/A0.000%
7/10/2025 Signal Advisors Wealth LLC18,126$443K0.0%-9.8%0.001%
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7/10/2025 Focus Financial Network Inc.654,506$16.00M0.6%+1.5%0.029%
7/10/2025 Sovran Advisors LLC49,587$1.22M0.1%N/A0.002%
7/10/2025 Financial Management Network Inc.22,250$551K0.1%-7.5%0.001%
7/9/2025 Breakwater Investment Management60,321$1.47M0.6%-23.9%0.003%
7/9/2025 Lincoln Capital Corp48,658$1.19M0.5%N/A0.002%
7/9/2025 Procyon Advisors LLC173,031$4.23M0.4%-4.0%0.008%
7/9/2025 Affinity Capital Advisors LLC9,388$229K0.0%N/A0.000%
7/9/2025 Seneca House Advisors50,269$1.23M0.5%+10.2%0.002%
7/9/2025 Westbourne Investments Inc.69,563$1.70M0.9%+0.7%0.003%
7/9/2025 Lbmc Investment Advisors LLC79,388$1.94M0.1%-2.0%0.003%
7/9/2025 Aaron Wealth Advisors LLC25,289$618K0.1%+20.8%0.001%
7/9/2025 Thrive Wealth Management LLC199,610$4.88M0.8%+0.6%0.009%
7/9/2025 Alesco Advisors LLC77,080$1.88M0.1%-2.4%0.003%
7/9/2025 Burt Wealth Advisors1,476,695$36.09M8.3%+1.7%0.065%
7/9/2025 Krilogy Financial LLC237,153$5.80M0.3%-0.9%0.010%
7/9/2025 Fiduciary Alliance LLC27,576$674K0.1%+7.7%0.001%
7/9/2025 Market Street Wealth Management Advisors LLC79,392$1.94M0.3%-1.1%0.003%
7/9/2025 GEM Asset Management LLC17,962$442K0.2%+38.9%0.001%
7/9/2025 Pacific Capital Wealth Advisors Inc.152,802$3.76M0.7%-56.8%0.007%
7/9/2025 Brand Asset Management Group Inc.382,262$9.34M3.5%+11.7%0.017%
7/9/2025 Riversedge Advisors LLC573,799$14.02M2.7%-49.9%0.025%
7/9/2025 WestHill Financial Advisors Inc.29,455$720K0.2%+3.8%0.001%
7/9/2025 Bulwark Capital Corp3,570$87K0.1%N/A0.000%
7/9/2025 Presidio Capital Management LLC8,772$214K0.1%N/A0.000%
7/8/2025 First National Corp MA ADV724,705$17.71M3.6%-0.1%0.032%
7/8/2025 Elevation Wealth Partners LLC430,989$10.53M4.2%+0.2%0.019%
7/8/2025 Beacon Wealthcare LLC8,889$217K0.1%N/A0.000%
7/8/2025 Granite Bay Wealth Management LLC30,790$752K0.2%-29.4%0.001%
7/8/2025 Webster Bank N. A.12,690$310K0.0%N/A0.001%
7/8/2025 Paladin Wealth LLC15,613$382K0.3%N/A0.001%
7/8/2025 RMR Wealth Builders167,965$4.11M0.4%+8.5%0.007%
7/8/2025 Heartwood Wealth Advisors LLC59,800$1.46M0.2%+246.2%0.003%
7/8/2025 Legacy Private Trust Co.358,776$8.77M0.6%+22.8%0.016%
7/8/2025 Gradient Investments LLC311,233$7.61M0.1%+1,171.9%0.014%
7/8/2025 S.E.E.D. Planning Group LLC94,106$2.30M0.7%-0.8%0.004%
7/8/2025 GK Wealth Management LLC18,814$460K0.4%+39.7%0.001%
7/8/2025 Twele Capital Management Inc.42,321$1.03M0.2%-4.0%0.002%
7/8/2025 Parallel Advisors LLC251,925$6.16M0.1%-2.6%0.011%
7/8/2025 Lowe Wealth Advisors LLC4,373$107K0.0%-18.8%0.000%
7/7/2025 RF&L Wealth Management LLC19,886$486K0.3%+14.1%0.001%
7/7/2025 Investors Research Corp690,681$16.88M3.3%+7.8%0.030%
7/7/2025 Park Edge Advisors LLC39,715$971K0.2%-10.7%0.002%
7/7/2025 Veery Capital LLC54,210$1.33M0.5%-1.0%0.002%
7/7/2025 Vishria Bird Financial Group LLC42,369$1.04M0.3%-2.2%0.002%
7/7/2025 Modus Advisors LLC13,756$336K0.1%-9.8%0.001%
7/7/2025 Bangor Savings Bank2,581,836$63.10M5.6%-19.7%0.113%
7/7/2025 Salem Investment Counselors Inc.930,860$22.75M0.7%+0.6%0.041%
7/7/2025 Peterson Wealth Advisors LLC14,754$361K0.1%+22.0%0.001%
7/3/2025 Garde Capital Inc.75,099$1.84M0.1%-1.5%0.003%
7/3/2025 Collective Family Office LLC10,660$261K0.1%-32.2%0.000%
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7/3/2025 City Center Advisors LLC13,051$319K0.3%-30.3%0.001%
6/17/2025Howe & Rusling Inc.41,400$914K0.1%+30.3%0.002%
6/16/2025Lynx Investment Advisory46,882$1.04M0.7%-2.8%0.002%
6/10/2025Birchbrook Inc.253,149$5.59M3.1%+3.8%0.011%
6/9/2025Asset Planning Services Inc. LA ADV176,410$3.90M2.0%+0.7%0.008%
6/2/2025Modern Wealth Management LLC56,880$1.26M0.0%N/A0.002%
5/28/2025 GK Wealth Management LLC13,471$297K0.3%N/A0.001%
5/28/2025Intrua Financial LLC10,239$226K0.0%-7.5%0.000%
5/27/2025Jacobi Capital Management LLC768,327$16.97M1.3%-2.5%0.033%
5/27/2025SWS Partners304,725$6.73M2.1%-1.9%0.013%
(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, 1,519 institutional investors and hedge funds held shares of Schwab US Large-Cap ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($6.06B), US Bancorp DE ($4.80B), Charles Schwab Investment Management Inc. ($2.72B), Creative Planning ($1.89B), Sei Investments Co. ($815.11M), HBK Sorce Advisory LLC ($729.32M), and Sage Financial Group Inc. ($559.62M).Learn more on Schwab US Large-Cap ETF's institutional investors.

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

Of the 1,451 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 ($217.13M), Cerity Partners LLC ($37.21M), HBK Sorce Advisory LLC ($24.33M), Sei Investments Co. ($22.81M), Sage Financial Group Inc. ($17.23M), Campbell Wealth Management ($15.97M), and Wealth Enhancement Advisory Services LLC ($15.14M).

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

Institutional investors have bought a total of 758,753,965 shares in the last 24 months. This purchase volume represents approximately $17.47B in transactions.

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

Of the 592 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: Wealth Enhancement Advisory Services LLC ($2.48M), Mercer Global Advisors Inc. ADV ($2.26M), Assetmark Inc. ($2.23M), Apollon Wealth Management LLC ($1.98M), Envestnet Asset Management Inc. ($1.83M), RKL Wealth Management LLC ($1.62M), and Riversedge Advisors LLC ($1.33M).

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

Institutional investors have sold a total of 32,655,198 shares in the last 24 months. This volume of shares sold represents approximately $728.59M in transactions.


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This page (NYSEARCA:SCHX) was last updated on 7/12/2025 by MarketBeat.com Staff
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