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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$23.41 +0.27 (+1.17%)
(As of 12/20/2024 05:45 PM ET)
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Institutional Ownership Changes (13F Filings) for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Number of
Institutional Buyers
(last 12 months)
714
Total
Institutional Inflows
(last 12 months)
$1.98B
Number of
Institutional Sellers
(last 12 months)
586
Total
Institutional Outflows
(last 12 months)
$640.73M
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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
12/13/2024 B. Riley Wealth Advisors Inc.110,984$7.47M0.2%+4.8%0.017%
12/12/2024 Brass Tax Wealth Management Inc.44,805$3.04M1.2%N/A0.007%
12/11/2024 Alternative Investment Advisors LLC.14,896$1.01M0.5%-8.1%0.002%
12/3/2024 Garde Capital Inc.26,123$1.77M0.1%-23.8%0.004%
12/2/2024 Capasso Planning Partners LLC39,400$2.67M0.8%-10.3%0.006%
11/29/2024 American Trust935,327$63.46M5.3%-26.2%0.143%
11/26/2024 Peapack Gladstone Financial Corp148,288$10.06M0.1%+3.6%0.023%
11/25/2024 Destination Wealth Management466,300$31.64M1.0%-2.8%0.072%
11/25/2024 Broadview Financial Management LLC45,835$3.11M2.1%-1.5%0.007%
11/25/2024 World Investment Advisors LLC50,196$3.41M0.1%+12.5%0.008%
11/25/2024 Sanctuary Advisors LLC627,221$42.56M0.3%+274.2%0.096%
11/21/2024 Anchor Investment Management LLC375,706$25.49M2.4%+8.1%0.058%
11/18/2024 TD Private Client Wealth LLC52,755$3.58M0.1%+17.9%0.008%
11/18/2024 Virtue Capital Management LLC27,097$1.84M0.4%-4.1%0.004%
11/18/2024 Asset Allocation Strategies LLC102,897$6.98M2.0%+450.3%0.016%
11/18/2024 Wilson & Boucher Capital Management LLC2,814$191K0.1%N/A0.000%
11/18/2024 Coldstream Capital Management Inc.290,849$18.12M0.4%+13.2%0.045%
11/18/2024 GG Group Ventures LLC13,266$900K1.3%+200.0%0.002%
11/18/2024 JDM Financial Group LLC5,239$355K0.2%-39.4%0.001%
11/15/2024 Greenwood Gearhart Inc.1,764,896$119.75M10.0%+10.7%0.271%
11/15/2024 Executive Wealth Management LLC5,674$385K0.0%N/A0.001%
11/15/2024 Continuum Advisory LLC37,469$2.54M0.3%+183.3%0.006%
11/15/2024 Geller Advisors LLC21,628$1.47M0.1%-5.9%0.003%
11/15/2024 Hamilton Capital LLC69,705$4.73M0.3%+198.6%0.011%
11/15/2024 EWA LLC11,111$754K0.3%N/A0.002%
11/15/2024 Glass Jacobson Investment Advisors llc2,024$137K0.0%+39.1%0.000%
11/15/2024 MML Investors Services LLC122,693$8.33M0.0%-21.1%0.019%
11/15/2024 Orion Portfolio Solutions LLC377,484$25.61M0.6%-7.5%0.058%
11/15/2024 Zacks Investment Management51,256$3.48M0.0%+19.9%0.008%
11/15/2024 EP Wealth Advisors LLC93,963$6.38M0.1%-2.3%0.014%
11/15/2024 Jane Street Group LLC23,411$1.59M0.0%-56.9%0.004%
11/15/2024 Kovitz Investment Group Partners LLC63,414$4.22M0.0%+1.5%0.010%
11/15/2024 Stifel Financial Corp389,257$26.41M0.0%+9.5%0.060%
11/15/2024 Quantinno Capital Management LP254,711$17.28M0.2%+713.9%0.039%
11/15/2024 Raine Group LLC120,218$8.16M53.1%N/A0.018%
11/15/2024 Pinnacle Family Advisors LLC24,120$1.64M0.8%-5.7%0.004%
11/15/2024 IHT Wealth Management LLC29,481$1.98M0.1%+26.1%0.005%
11/15/2024 Integrated Wealth Concepts LLC1,017,882$69.06M0.8%+1.7%0.156%
11/15/2024 Janus Henderson Group PLC3,353,301$227.52M0.1%+0.9%0.514%
11/15/2024 HighTower Advisors LLC3,666,338$248.76M0.4%+0.8%0.562%
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11/15/2024 Beacon Investment Advisory Services Inc.5,747$390K0.0%+20.5%0.001%
11/14/2024 Plotkin Financial Advisors LLC22,444$1.52M0.9%N/A0.003%
11/14/2024 Cobblestone Capital Advisors LLC NY189,083$12.83M0.7%-1.7%0.029%
11/14/2024 Acropolis Investment Management LLC7,997$543K0.0%+23.3%0.001%
11/14/2024 Kolinsky Wealth Management LLC450,981$30.26M19.6%+2.7%0.069%
11/14/2024 Circle Wealth Management LLC104,574$7.10M0.2%+2.1%0.016%
11/14/2024 Flow Traders U.S. LLC11,199$760K0.0%N/A0.002%
11/14/2024 Captrust Financial Advisors786,770$53.38M0.2%+0.7%0.121%
11/14/2024 Hantz Financial Services Inc.57,929$3.93M0.1%-6.0%0.009%
11/14/2024 Financial Counselors Inc.44,723$3.03M0.0%-4.4%0.007%
11/14/2024 National Wealth Management Group LLC4,405$299K0.2%N/A0.001%
11/14/2024 Bell Investment Advisors Inc328,152$22.27M4.1%+7.7%0.050%
11/14/2024 CreativeOne Wealth LLC7,522$510K0.0%+18.0%0.001%
11/13/2024 Townsquare Capital LLC100,770$6.84M0.1%-3.8%0.015%
11/13/2024 Carlson Capital Management10,464$710K0.0%-5.0%0.002%
11/13/2024 Transamerica Financial Advisors Inc.262,277$17.80M1.7%+15.9%0.040%
11/13/2024 BNP Paribas Financial Markets46,454$3.15M0.0%N/A0.007%
11/13/2024 Covington Investment Advisors Inc.10,311$700K0.1%N/A0.002%
11/13/2024 FMR LLC308,233$20.91M0.0%+9.4%0.047%
11/13/2024 D.A. Davidson & CO.5,559$377K0.0%-9.7%0.001%
11/13/2024 Elios Financial Group Inc.15,492$1.05M0.5%N/A0.002%
11/13/2024 Bank of Montreal Can63,985$4.33M0.0%+3.5%0.010%
11/13/2024 Diversified LLC3,966,741$269.14M29.5%+1.6%0.608%
11/13/2024 Alliance Wealth Management Group755,138$51.24M13.3%+0.1%0.116%
11/13/2024 Independent Advisor Alliance4,415$300K0.0%+16.8%0.001%
11/13/2024Fisher Asset Management LLC3,728$253K0.0%-76.8%0.001%
11/12/2024 Capital Investment Counsel LLC9,261$628K0.1%-25.4%0.001%
11/12/2024 Cahill Financial Advisors Inc.145,304$9.86M1.3%-2.2%0.022%
11/12/2024 SevenBridge Financial Group LLC10,860$737K0.1%+199.8%0.002%
11/12/2024 Centaurus Financial Inc.5,880$399K0.0%+20.4%0.001%
11/12/2024Larson Financial Group LLC27,666$1.88M0.1%+14.8%0.004%
11/12/2024 Truepoint Inc.95,467$6.48M0.2%-1.4%0.015%
11/12/2024 Towercrest Capital Management755,138$51.24M8.1%+0.1%0.116%
11/12/2024 Kingsview Wealth Management LLC22,409$1.52M0.0%+2.8%0.003%
11/12/2024 Alesco Advisors LLC26,936$1.83M0.1%-34.9%0.004%
11/12/2024 Cerity Partners LLC6,217,901$421.89M0.9%+10.1%0.954%
11/12/2024 Great Valley Advisor Group Inc.20,891$1.42M0.0%-4.4%0.003%
11/12/2024 Nwam LLC7,843$532K0.0%N/A0.001%
11/12/2024 Meridian Wealth Management LLC58,805$3.99M0.2%N/A0.009%
11/12/2024 Allen Capital Group LLC171,862$11.66M1.4%-0.9%0.026%
11/12/2024 Planning Alternatives Ltd. ADV151,422$10.27M1.6%-2.9%0.023%
11/12/2024 Raymond James Trust N.A.3,592$244K0.0%N/A0.001%
11/12/2024 AlphaCore Capital LLC61,983$4.21M0.9%+7.8%0.010%
11/12/2024 First County Bank CT 8,000$543K0.3%-13.3%0.001%
11/12/2024 49 Wealth Management LLC4,791$325K0.1%N/A0.001%
11/12/2024 Lathrop Investment Management Corp11,744$797K0.1%+92.5%0.002%
11/12/2024 Investors Research Corp189,087$12.83M2.8%+7.1%0.029%
11/12/2024 Blackhawk Capital Partners LLC.110,082$7.47M4.0%+13.7%0.017%
11/9/2024 LPL Financial LLC2,249,880$152.65M0.1%+2.5%0.345%
11/9/2024 Cypress Capital Group3,625$246K0.0%-18.9%0.001%
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11/9/2024 Creekside Partners65,192$4.42M2.3%-5.9%0.010%
11/8/2024 Steele Capital Management Inc.1,235,083$83.90M4.4%-4.5%0.189%
11/8/2024 Citizens Financial Group Inc. RI17,152$1.16M0.0%+77.9%0.003%
11/8/2024 Cedar Wealth Management LLC3,371$229K0.1%+155.8%0.001%
11/8/2024 Retireful LLC82,244$5.58M4.1%-9.8%0.013%
11/8/2024 R. W. Roge & Company Inc.144,814$9.83M5.2%-3.3%0.022%
11/8/2024 Howe & Rusling Inc.6,847$465K0.0%-11.9%0.001%
11/8/2024 Avior Wealth Management LLC44,037$2.99M0.1%-5.8%0.007%
11/8/2024 PNC Financial Services Group Inc.148,309$10.06M0.0%+34.5%0.023%
11/8/2024 Lowery Thomas LLC29,203$1.98M1.3%+21.7%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, 1,258 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), Charles Schwab Investment Management Inc. ($2.72B), Phocas Financial Corp. ($2.40B), Creative Planning ($1.89B), US Bancorp DE ($1.40B), Sei Investments Co. ($804.96M), and HBK Sorce Advisory LLC ($680.64M).Learn more on SCHX's institutional investors.

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

Of the 1,040 institutional investors that purchased Schwab US Large-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($24.77M), US Bancorp DE ($20.52M), HBK Sorce Advisory LLC ($11.56M), Charles Schwab Investment Management Inc. ($8.56M), Creative Planning ($6.16M), Campbell Wealth Management ($5.47M), and Charles Schwab Investment Advisory Inc. ($4.79M).

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

Institutional investors have bought a total of 166,281,461 shares in the last 24 months. This purchase volume represents approximately $3.09B in transactions.

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

Of the 821 institutional investors that sold Schwab US Large-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($18.85M), Envestnet Asset Management Inc. ($11.99M), Mercer Global Advisors Inc. ADV ($10.64M), HBK Sorce Advisory LLC ($9.19M), Moneta Group Investment Advisors LLC ($5.30M), Wealth Enhancement Advisory Services LLC ($2.11M), and American Trust ($1.87M).

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

Institutional investors have sold a total of 103,146,370 shares in the last 24 months. This volume of shares sold represents approximately $1.84B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 12/22/2024 by MarketBeat.com Staff
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