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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$23.71 +0.23 (+0.98%)
As of 01/17/2025 04:10 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)
782
Total
Institutional Inflows
(last 12 months)
$2.86B
Number of
Institutional Sellers
(last 12 months)
566
Total
Institutional Outflows
(last 12 months)
$623.74M
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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
1/17/2025 Apeiron RIA LLC32,170$746K0.2%+200.1%0.005%
1/17/2025 Seros Financial LLC37,006$858K0.8%N/A0.006%
1/17/2025 Red Door Wealth Management LLC1,264,776$29.32M4.5%+208.6%0.194%
1/17/2025 Goldstein Advisors LLC20,720$480K0.1%+194.9%0.003%
1/17/2025 Market Street Wealth Management Advisors LLC80,421$1.86M0.3%+195.7%0.012%
1/17/2025 Avior Wealth Management LLC127,804$2.96M0.1%+190.2%0.020%
1/17/2025 Beacon Investment Advisory Services Inc.24,599$570K0.0%+328.0%0.004%
1/17/2025 Peterson Wealth Advisors LLC11,384$267K0.0%+206.8%0.002%
1/17/2025 MinichMacGregor Wealth Management LLC275,193$6.38M1.3%+180.6%0.042%
1/17/2025 D.B. Root & Company LLC1,120,168$25.97M8.3%+199.1%0.172%
1/17/2025 Mutual Advisors LLC235,308$5.53M0.2%-0.5%0.036%
1/17/2025 Asset Planning Services Inc. LA ADV175,135$4.06M2.0%+203.8%0.027%
1/17/2025 Olistico Wealth LLC4,905$114K0.1%+200.0%0.001%
1/17/2025 SMI Advisory Services LLC17,293$399K0.1%+286.9%0.003%
1/17/2025 Independent Wealth Network Inc.10,408$241K0.1%+135.0%0.002%
1/17/2025 Janney Montgomery Scott LLC117,122$2.72M0.0%+197.4%0.018%
1/17/2025 Bartlett & CO. Wealth Management LLC286,705$6.65M0.1%+200.7%0.044%
1/17/2025 GoalVest Advisory LLC15,300$355K0.1%+200.0%0.002%
1/17/2025 Eagle Capital Management LLC185,049$4.29M1.7%+201.3%0.028%
1/17/2025 Missouri Trust & Investment Co183,048$4.24M1.5%+186.7%0.028%
1/17/2025 Dakota Wealth Management179,963$4.17M0.1%+205.0%0.028%
1/17/2025 Davis Capital Management2,442$57K0.0%+170.7%0.000%
1/17/2025 XML Financial LLC34,224$793K0.1%+200.4%0.005%
1/17/2025 Traphagen Investment Advisors LLC110,025$2.55M0.3%+201.0%0.017%
1/17/2025 Simon Quick Advisors LLC86,751$2.01M0.1%+194.5%0.013%
1/17/2025 Sheets Smith Wealth Management806,995$18.71M2.3%+199.7%0.124%
1/17/2025 Beaumont Financial Advisors LLC142,598$3.31M0.2%+179.6%0.022%
1/17/2025 MCF Advisors LLC634,061$14.70M1.0%+200.0%0.097%
1/17/2025 Verum Partners LLC91,757$2.13M0.6%+189.8%0.014%
1/17/2025 Howard Capital Management Group LLC9,234$214K0.0%+200.0%0.001%
1/17/2025 Enclave Advisors LLC513,712$11.91M2.0%+201.0%0.079%
1/17/2025 Atomi Financial Group Inc.31,518$731K0.0%+491.9%0.005%
1/17/2025 Great Waters Wealth Management8,780$204K0.0%+194.7%0.001%
1/17/2025 LifePlan Financial LLC32,431$752K0.7%+165.9%0.005%
1/17/2025 Transform Wealth LLC37,126$861K0.0%+204.3%0.006%
1/17/2025 Courage Miller Partners LLC1,810,509$41.97M14.4%+197.4%0.278%
1/17/2025 Segment Wealth Management LLC9,606$223K0.0%+200.6%0.001%
1/16/2025 Charles Schwab Trust Co3,560,063$82.52M7.1%+196.5%0.546%
1/16/2025 Kiley Juergens Wealth Management LLC35,468$822K0.2%+200.5%0.005%
1/16/2025 Aspiriant LLC254,914$5.91M0.2%+197.6%0.039%
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1/16/2025 Chesapeake Wealth Management31,650$734K0.3%+198.0%0.005%
1/16/2025 Martel Wealth Advisors Inc20,013$464K0.1%+178.9%0.003%
1/16/2025 Pure Financial Advisors LLC11,295$262K0.0%+204.1%0.002%
1/16/2025 Koshinski Asset Management Inc.14,724$341K0.0%+195.3%0.002%
1/16/2025 Ulland Investment Advisors LLC53,737$1.25M0.8%+184.5%0.008%
1/16/2025 Breakwater Investment Management79,062$1.83M0.8%+216.8%0.012%
1/16/2025 Colorado Capital Management Inc.47,456$1.10M0.5%+149.1%0.007%
1/16/2025 Zhang Financial LLC97,036$2.25M0.1%+199.4%0.015%
1/16/2025 MassMutual Private Wealth & Trust FSB5,762$134K0.0%+535.3%0.001%
1/16/2025 Flower City Capital122,012$2.83M1.7%+177.2%0.019%
1/16/2025 AMI Investment Management Inc.338,156$7.84M2.5%+168.7%0.052%
1/16/2025 UMB Bank n.a.7,200$167K0.0%+200.0%0.001%
1/16/2025 AHL Investment Management Inc.20,640$478K0.3%+200.0%0.003%
1/16/2025 BlueSky Wealth Advisors LLC5,990,685$138.86M21.7%+203.2%0.919%
1/16/2025 Access Financial Services Inc.1,523,835$35.32M15.7%+192.0%0.234%
1/16/2025 Oldfather Financial Services LLC68,137$1.58M0.6%+197.4%0.010%
1/16/2025 Thrive Wealth Management LLC181,438$4.21M0.8%+205.7%0.028%
1/16/2025 Ironwood Financial llc68,898$1.60M0.3%+240.7%0.011%
1/16/2025 Diversify Advisory Services LLC125,675$2.89M0.2%-1.3%0.019%
1/16/2025 Successful Portfolios LLC81,655$1.89M1.3%+217.7%0.013%
1/16/2025 Evanson Asset Management LLC65,637$1.52M0.1%+200.2%0.010%
1/16/2025 Cambridge Advisors Inc.40,362$936K0.2%+200.0%0.006%
1/16/2025 My Legacy Advisors LLC11,239$264K0.1%+93.0%0.002%
1/16/2025 Steigerwald Gordon & Koch Inc.10,332$240K0.0%+180.1%0.002%
1/16/2025 Lbmc Investment Advisors LLC81,375$1.89M0.1%+200.0%0.012%
1/16/2025 Arbor Trust Wealth Advisors LLC285,947$6.63M3.1%+197.9%0.044%
1/16/2025 Romano Brothers AND Company15,000$348K0.0%+200.0%0.002%
1/15/2025 Joule Financial LLC48,718$1.13M0.4%+195.8%0.007%
1/15/2025 GenWealth Group Inc.40,921$949K0.2%+151.8%0.006%
1/15/2025 Aaron Wealth Advisors LLC27,084$628K0.1%+201.0%0.004%
1/15/2025 Bowman & Co S.C.12,898$299K0.2%+214.0%0.002%
1/15/2025 Riversedge Advisors LLC1,827,314$42.36M9.6%+198.1%0.280%
1/15/2025 Financial Advisors LLC227,547$5.28M1.0%+210.9%0.035%
1/15/2025 Veery Capital LLC78,527$1.82M0.7%-50.9%0.012%
1/15/2025 Walker Financial Services Inc.41,637$965K0.6%+199.2%0.006%
1/15/2025 Orgel Wealth Management LLC4,630,059$107.33M2.8%+206.0%0.710%
1/15/2025 Financial Management Professionals Inc.821,463$19.04M2.4%+106.2%0.126%
1/15/2025 Triangle Securities Wealth Management256,488$5.95M1.5%+204.4%0.039%
1/15/2025 Krilogy Financial LLC242,063$5.61M0.4%+130.6%0.037%
1/15/2025 Hanseatic Management Services Inc.153,609$3.56M4.5%+192.7%0.024%
1/15/2025 Ameritas Advisory Services LLC67,975$1.58M0.1%+186.6%0.010%
1/15/2025 HB Wealth Management LLC3,006,048$69.68M0.7%+185.1%0.461%
1/15/2025 Shelton Wealth Management LLC202,115$4.69M2.4%+169.0%0.031%
1/15/2025 Gill Capital Partners LLC26,562$616K0.2%+310.2%0.004%
1/15/2025 CGN Advisors LLC71,536$1.66M0.2%+173.5%0.011%
1/15/2025 Verity & Verity LLC14,173$329K0.0%+190.3%0.002%
1/15/2025 Mason & Associates LLC28,581$663K0.2%+200.0%0.004%
1/15/2025 B & T Capital Management DBA Alpha Capital Management790,181$18.32M3.4%+198.4%0.121%
1/15/2025 TrueWealth Advisors LLC29,757$690K0.2%+200.0%0.005%
1/15/2025 Trivant Custom Portfolio Group LLC4,800$111K0.1%+200.0%0.001%
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1/15/2025 LongView Wealth Management393,589$9.12M2.8%+208.3%0.060%
1/15/2025 Brooklyn Investment Group1,385$32K0.0%N/A0.000%
1/15/2025 Sax Wealth Advisors LLC12,457$289K0.0%+316.3%0.002%
1/15/2025 Merit Financial Group LLC104,005$2.41M0.0%+1,741.8%0.016%
1/15/2025 Brand Asset Management Group Inc.358,554$8.31M3.4%+189.6%0.055%
1/15/2025 Grant GrossMendelsohn LLC114,495$2.65M1.4%+220.8%0.018%
1/15/2025 Relyea Zuckerberg Hanson LLC88,090$2.04M0.3%+200.9%0.014%
1/15/2025 RF&L Wealth Management LLC17,430$404K0.3%+200.0%0.003%
1/15/2025 Wealthcare Advisory Partners LLC354,102$8.21M0.2%+140.2%0.054%
1/15/2025 Wealthcare Capital Management LLC49,365$1.14M0.1%+194.4%0.008%
(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, 1,272 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 1,074 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), BlueSky Wealth Advisors LLC ($6.06M), and Campbell Wealth Management ($5.45M).

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

Institutional investors have bought a total of 203,030,629 shares in the last 24 months. This purchase volume represents approximately $3.97B in transactions.

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

Of the 814 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 102,191,730 shares in the last 24 months. This volume of shares sold represents approximately $1.83B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 1/21/2025 by MarketBeat.com Staff
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