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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
1339
Total
Institutional Inflows
(last 12 months)
$17.49B
Number of
Institutional Sellers
(last 12 months)
600
Total
Institutional Outflows
(last 12 months)
$837.61M
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Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025Cooper Financial Group82,505$2.02M0.2%-1.8%0.004%
7/18/2025Alley Investment Management Company LLC51,267$1.25M0.2%-7.1%0.002%
7/18/2025Financial Consulate Inc.4,703,142$114.95M22.7%+14.2%0.206%
7/18/2025Truist Financial Corp932,035$22.78M0.0%+10.3%0.041%
7/18/2025Powers Advisory Group LLC1,207,947$29.52M13.0%+0.8%0.053%
7/18/2025Pennsylvania Capital Management Inc. ADV75,195$1.84M0.6%+6.7%0.003%
7/17/2025MBA Advisors LLC399,692$9.77M4.5%+3.8%0.017%
7/17/2025Trivium Point Advisory LLC314,770$7.69M0.8%+0.2%0.014%
7/17/2025Cornerstone Wealth Advisors Inc.246,977$6.04M1.6%-2.6%0.011%
7/17/2025Robbins Farley9,100$222K0.1%-7.0%0.000%
7/17/2025Legacy Wealth Management Inc2,343,626$57.28M3.6%+1.5%0.102%
7/17/2025K2 Financial Inc.387,464$9.55M8.4%+1.7%0.017%
7/17/2025Mattern Wealth Management LLC8,496$208K0.0%N/A0.000%
7/17/2025HCR Wealth Advisors13,521$330K0.0%N/A0.001%
7/17/2025 Capital Investment Advisors LLC93,762$2.29M0.0%+32.0%0.004%
7/17/2025Leverty Financial Group LLC425,566$10.40M3.1%-88.7%0.019%
7/17/2025Centennial Wealth Advisory LLC8,478$207K0.1%N/A0.000%
7/17/2025Sterling Investment Advisors Ltd.8,897$217K0.0%N/A0.000%
7/17/2025Summit Financial Strategies Inc.158,153$3.87M0.4%-0.3%0.007%
7/17/2025Gleason Group Inc.1,279,519$31.27M3.4%-2.0%0.056%
7/17/2025LexAurum Advisors LLC19,501$477K0.1%+10.8%0.001%
7/17/2025HB Wealth Management LLC2,998,568$73.29M0.6%-2.7%0.131%
7/17/2025Kavar Capital Partners Group LLC1,557,780$38.07M5.5%+8.6%0.068%
7/17/2025Janney Montgomery Scott LLC122,227$2.99M0.0%+2.3%0.005%
7/17/2025Venture Visionary Partners LLC37,807$924K0.0%+7.0%0.002%
7/17/2025Smith Anglin Financial LLC88,164$2.16M0.2%-15.4%0.004%
7/17/2025Elser Financial Planning Inc135,020$3.33M0.2%+2.6%0.006%
7/17/2025Montis Financial LLC244,108$5.97M1.7%-24.4%0.011%
7/17/2025Fifth Third Securities Inc.69,678$1.70M0.1%-12.5%0.003%
7/17/2025SWS Partners308,640$7.54M2.0%+1.3%0.013%
7/17/2025ERn Financial LLC20,040$490K0.1%-2.6%0.001%
7/17/2025Enclave Advisors LLC503,185$12.30M2.0%-2.4%0.022%
7/17/2025Sound Income Strategies LLC6,597$161K0.0%-40.4%0.000%
7/17/2025Vermillion Wealth Management Inc.64,699$1.58M0.8%+1.1%0.003%
7/17/2025First County Bank CT 21,371$522K0.3%-4.0%0.001%
7/17/2025Smith Salley Wealth Management36,072$882K0.1%+6.4%0.002%
7/17/2025Wagner Wealth Management LLC9,724$238K0.1%-27.5%0.000%
7/17/2025Tritonpoint Wealth LLC58,650$1.43M0.1%-36.9%0.003%
7/17/2025Stone Summit Wealth LLC57,868$1.41M0.4%+5.7%0.003%
7/17/2025Stockman Wealth Management Inc.91,506$2.24M0.3%-3.0%0.004%
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7/17/2025Avior Wealth Management LLC115,971$2.83M0.1%-4.4%0.005%
7/17/2025Uncommon Cents Investing LLC12,711$311K0.1%N/A0.001%
7/17/2025Charles Schwab Trust Co3,895,745$95.21M7.1%-1.2%0.170%
7/17/2025Hengehold Capital Management LLC836,624$20.45M1.9%+0.2%0.037%
7/17/2025Michels Family Financial LLC45,047$1.10M0.9%-1.6%0.002%
7/17/2025Tempus Wealth Planning LLC246,991$6.04M1.5%+4.9%0.011%
7/16/2025 Diversified Enterprises LLC16,260,904$397.42M29.7%+5.7%0.711%
7/16/2025 Townsend Asset Management Corp NC ADV67,989$1.66M0.6%-3.4%0.003%
7/16/2025 John W. Brooker & Co. CPAs30,147$747K1.8%-82.9%0.001%
7/16/2025 Valicenti Advisory Services Inc.1,320,728$32.28M7.5%-0.3%0.058%
7/16/2025 Advisors Management Group Inc. ADV147,570$3.61M0.7%+1.0%0.006%
7/16/2025 ORG Partners LLC44,232$1.08M0.2%-6.4%0.002%
7/16/2025 Gradient Capital Advisors LLC282,450$6.90M2.0%+2.1%0.012%
7/16/2025 Meridian Investment Counsel Inc.10,660$261K0.1%+8.3%0.000%
7/16/2025 Flower City Capital118,752$2.90M1.7%-1.0%0.005%
7/16/2025 Kathmere Capital Management LLC119,737$2.93M0.2%-3.1%0.005%
7/16/2025 True North Advisors LLC242,746$5.93M1.1%-19.4%0.011%
7/16/2025 GenWealth Group Inc.58,848$1.44M0.3%+25.7%0.003%
7/16/2025 Vision Capital Management Inc.67,983$1.66M0.2%-0.9%0.003%
7/16/2025 Embree Financial Group1,746,011$42.67M6.4%-3.6%0.076%
7/16/2025 Beaumont Financial Advisors LLC144,542$3.53M0.3%+1.4%0.006%
7/16/2025 Cambridge Advisors Inc.38,304$936K0.2%-5.1%0.002%
7/16/2025 TCI Wealth Advisors Inc.13,275$324K0.0%-3.4%0.001%
7/16/2025 CX Institutional62,036$1.52M0.1%+27,108.8%0.003%
7/16/2025 Phil A. Younker & Associates Ltd.136,450$3.34M3.3%+0.7%0.006%
7/16/2025 Tenret Co LLC185,345$4.53M2.5%+222.7%0.008%
7/16/2025 MKT Advisors LLC8,691$213K0.1%N/A0.000%
7/16/2025 Wealth Group Ltd131,390$3.21M0.8%+13.1%0.006%
7/16/2025 Dakota Wealth Management150,067$3.67M0.1%-10.9%0.007%
7/16/2025 Perigon Wealth Management LLC1,210,748$29.59M0.7%+13.7%0.053%
7/16/2025 Moneywise Inc.830,036$20.29M9.5%-34.7%0.036%
7/15/2025 Retirement Guys Formula LLC19,448$475K0.2%-3.7%0.001%
7/15/2025 Floyd Financial Group LLC270,326$6.70M6.2%-30.3%0.012%
7/15/2025 McAdam LLC9,304,081$227.39M12.4%+1.3%0.407%
7/15/2025 Missouri Trust & Investment Co182,839$4.47M1.5%-2.7%0.008%
7/15/2025 Signal Tree Financial Partners LLC17,329$424K0.4%N/A0.001%
7/15/2025 Verum Partners LLC90,673$2.22M0.5%-0.9%0.004%
7/15/2025 TD Private Client Wealth LLC183,614$4.49M0.1%+11.4%0.008%
7/15/2025 Mather Group LLC.8,416$206K0.0%-54.7%0.000%
7/15/2025 Carr Financial Group Corp837,468$20.47M6.0%-16.8%0.037%
7/15/2025 Foster Victor Wealth Advisors LLC1,308,401$32.36M2.2%-1.2%0.057%
7/15/2025 Patriot Investment Management Group Inc.366,285$8.95M0.6%-0.3%0.016%
7/15/2025 James J. Burns & Company LLC62,748$1.53M0.3%+2.0%0.003%
7/15/2025 Financial Management Professionals Inc.2,255,724$55.13M6.2%+6.0%0.099%
7/15/2025 BCS Wealth Management799,030$19.53M4.2%+19.0%0.035%
7/15/2025 Accurate Wealth Management LLC34,165$847K0.1%+98.7%0.001%
7/15/2025 Main Street Group LTD71,495$1.75M0.6%-1.6%0.003%
7/15/2025 Fifth Third Bancorp13,517$330K0.0%+19.9%0.001%
7/15/2025 Droms Strauss Advisors Inc. MO ADV293,323$7.17M2.2%+15.6%0.013%
7/15/2025 Sheets Smith Wealth Management691,015$16.89M2.0%-10.0%0.030%
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7/15/2025 Retirement Income Solutions Inc28,455$695K0.1%+6.6%0.001%
7/15/2025 Forte Capital LLC ADV432,667$10.57M1.1%-0.4%0.019%
7/15/2025 MCF Advisors LLC790,010$19.31M1.3%+28.1%0.035%
7/15/2025 Boyd Wealth Management LLC22,318$545K0.2%N/A0.001%
7/15/2025 Family Investment Center Inc.12,501$306K0.1%-15.0%0.001%
7/15/2025 RTD Financial Advisors Inc.386,635$9.45M1.2%-4.7%0.017%
7/15/2025 Revisor Wealth Management LLC33,113$821K0.3%+19.4%0.001%
7/15/2025 Farrell Financial LLC442,772$10.82M7.3%-0.4%0.019%
7/15/2025 CGN Advisors LLC60,898$1.49M0.1%-1.5%0.003%
7/15/2025 Christensen King & Associates Investment Services Inc.1,190,600$29.10M13.3%-1.2%0.052%
(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, 1,524 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 1,455 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 759,541,681 shares in the last 24 months. This purchase volume represents approximately $17.50B in transactions.

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

Of the 601 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: Leverty Financial Group LLC ($3.36M), Mercer Global Advisors Inc. ADV ($2.26M), Assetmark Inc. ($2.23M), Apollon Wealth Management LLC ($1.98M), Wealth Enhancement Advisory Services LLC ($1.93M), RKL Wealth Management LLC ($1.85M), and Envestnet Asset Management Inc. ($1.83M).

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

Institutional investors have sold a total of 37,591,416 shares in the last 24 months. This volume of shares sold represents approximately $852.10M in transactions.


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This page (NYSEARCA:SCHX) was last updated on 7/18/2025 by MarketBeat.com Staff
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