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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$20.79 +0.03 (+0.14%)
Closing price 04/17/2025 04:10 PM Eastern
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$20.80 +0.02 (+0.07%)
As of 04/17/2025 06:22 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)
1269
Total
Institutional Inflows
(last 12 months)
$16.33B
Number of
Institutional Sellers
(last 12 months)
496
Total
Institutional Outflows
(last 12 months)
$615.70M
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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
4/18/2025Clayton Financial Group LLC339,545$7.50M2.7%+0.8%0.015%
4/18/2025Insigneo Advisory Services LLC12,391$274K0.0%+17.2%0.001%
4/18/2025Pacific Capital Wealth Advisors Inc.353,904$7.81M1.4%+1.3%0.016%
4/18/2025Lesa Sroufe & Co19,825$438K0.4%N/A0.001%
4/17/2025NBT Bank N A NY19,145$423K0.0%-6.4%0.001%
4/17/2025Robertson Stephens Wealth Management LLC47,204$1.04M0.0%+3.2%0.002%
4/17/2025Consilium Wealth Advisory LLC345,656$7.63M3.8%-0.7%0.015%
4/17/2025Searcy Financial Services Inc. ADV1,088,857$24.04M10.4%N/A0.048%
4/17/2025Grimes & Company Inc.427,552$9.44M0.3%-19.9%0.019%
4/17/2025Stockman Wealth Management Inc.94,341$2.08M0.3%-30.6%0.004%
4/17/2025QRG Capital Management Inc.34,675$766K0.0%+8.2%0.002%
4/17/2025Great Lakes Retirement Inc.9,760$216K0.0%N/A0.000%
4/17/2025Sowell Financial Services LLC127,743$2.82M0.1%-13.3%0.006%
4/17/2025Janney Montgomery Scott LLC119,535$2.64M0.0%+2.1%0.005%
4/17/2025Cornerstone Wealth Advisors Inc.253,443$5.60M1.6%-6.9%0.011%
4/17/2025Sprinkle Financial Consultants LLC1,030,513$22.75M14.4%-4.3%0.045%
4/17/2025Mission Wealth Management LP203,239$4.49M0.1%-1.0%0.009%
4/17/20251900 Wealth Management LLC132,972$2.94M0.2%-1.0%0.006%
4/17/2025Trust Point Inc.17,640$389K0.0%N/A0.001%
4/17/2025Christensen King & Associates Investment Services Inc.1,204,879$27.51M13.1%-0.9%0.053%
4/17/2025Access Financial Services Inc.1,588,294$35.07M14.1%+4.2%0.070%
4/17/2025Stewardship Advisors LLC42,623$941K0.3%+10.7%0.002%
4/17/2025Abound Wealth Management767,721$16.95M5.7%+1.3%0.034%
4/17/2025Howard Bailey Securities LLC35,183$777K0.3%+114.3%0.002%
4/17/2025Fairvoy Private Wealth LLC9,931$219K0.1%-7.7%0.000%
4/17/2025RHS Financial LLC115,406$2.55M1.4%-18.9%0.005%
4/17/2025Hengehold Capital Management LLC835,317$18.44M1.8%-2.1%0.037%
4/17/2025Brighton Jones LLC219,121$4.84M0.2%+3.7%0.010%
4/17/2025Pinion Investment Advisors LLC266,142$5.88M1.3%+86.4%0.012%
4/17/2025Sound Income Strategies LLC11,068$244K0.0%+33.6%0.000%
4/17/2025Foster Victor Wealth Advisors LLC1,323,973$27.91M2.2%-2.3%0.058%
4/17/2025Ritholtz Wealth Management12,008$265K0.0%+10.3%0.001%
4/17/2025Dynamic Advisor Solutions LLC1,245,576$27.50M0.9%N/A0.055%
4/17/2025Motive Wealth Advisors20,682$457K0.2%-2.5%0.001%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC127,185$2.81M0.1%-8.8%0.006%
4/17/2025Missouri Trust & Investment Co187,996$4.15M1.5%+2.7%0.008%
4/16/2025 CRA Financial Services LLC10,793$238K0.0%N/A0.000%
4/16/2025 Armbruster Capital Management Inc.55,820$1.23M0.2%+27.3%0.002%
4/16/2025 IAG Wealth Partners LLC10,856$240K0.0%-41.0%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC16,624,072$367.06M0.7%-4.9%0.729%
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4/16/2025 Noble Family Wealth LLC40,905$903K0.2%-2.0%0.002%
4/16/2025 Bernard Wealth Management Corp.1,334,532$29.47M14.4%+3.6%0.059%
4/16/2025 Steele Capital Management Inc.3,829,838$84.66M4.4%+1.2%0.168%
4/16/2025 RTD Financial Advisors Inc.405,727$8.96M1.2%-2.2%0.018%
4/16/2025 CVA Family Office LLC462,930$10.22M1.6%-1.0%0.020%
4/16/2025 Powers Advisory Group LLC1,197,841$26.45M12.6%+0.1%0.053%
4/16/2025 Krilogy Financial LLC239,360$5.29M0.3%-1.1%0.010%
4/16/2025 Salem Investment Counselors Inc.925,684$20.44M0.7%+1.4%0.041%
4/16/2025 Everhart Financial Group Inc.94,067$2.08M0.3%+77.9%0.004%
4/16/2025 Schoolcraft Capital LLC59,831$1.32M0.3%-22.3%0.003%
4/16/2025 Seros Financial LLC75,893$1.68M1.3%+105.1%0.003%
4/16/2025 GEN Financial Management INC.1,112,544$24.57M16.6%-0.3%0.049%
4/16/2025 RMR Wealth Builders154,826$3.42M0.4%+2.6%0.007%
4/16/2025 Patriot Investment Management Group Inc.367,537$8.12M0.6%-0.6%0.016%
4/16/2025 May Barnhard Investments LLC619,738$13.68M6.8%+0.1%0.027%
4/16/2025 Farrell Financial LLC444,416$9.81M7.1%+5.3%0.020%
4/16/2025 Ferguson Wellman Capital Management Inc.51,233$1.13M0.0%-12.5%0.002%
4/16/2025 West Oak Capital LLC225,625$4.98M1.9%-1.1%0.010%
4/15/2025 Fifth Third Bancorp11,275$249K0.0%+33.1%0.000%
4/15/2025 Simon Quick Advisors LLC87,273$1.93M0.1%+0.6%0.004%
4/15/2025 Ulland Investment Advisors LLC52,123$1.15M1.0%-3.0%0.002%
4/15/2025 Alpha Omega Wealth Management LLC81,665$1.80M0.3%-2.2%0.004%
4/15/2025 McKinley Carter Wealth Services Inc.42,375$936K0.1%-8.2%0.002%
4/15/2025 Transform Wealth LLC36,168$799K0.0%-2.6%0.002%
4/15/2025 Focus Financial Network Inc.644,560$14.23M0.6%-1.9%0.029%
4/15/2025 Eagle Capital Management LLC186,329$4.11M1.8%+0.7%0.008%
4/15/2025 Curbstone Financial Management Corp275,850$6.09M1.3%-0.7%0.012%
4/15/2025 Redhawk Wealth Advisors Inc.676,275$14.93M2.0%+4.0%0.030%
4/15/2025 Strategic Equity Management1,573,901$34.75M14.6%-0.3%0.070%
4/15/2025 Orgel Wealth Management LLC4,633,176$102.30M2.7%+0.1%0.205%
4/15/2025 Moseley Investment Management Inc.24,441$540K0.2%-6.3%0.001%
4/15/2025 Gibson Capital LLC37,915$837K0.2%N/A0.002%
4/15/2025 Parsons Capital Management Inc. RI87,665$1.94M0.1%+2.1%0.004%
4/15/2025 Sonora Investment Management Group LLC53,152$1.17M0.1%-8.0%0.002%
4/15/2025 MADDEN SECURITIES Corp69,224$1.53M0.6%-1.3%0.003%
4/15/2025 Accurate Wealth Management LLC17,194$362K0.1%-11.0%0.001%
4/15/2025 Attessa Capital LLC341,413$7.54M4.9%-1.1%0.015%
4/15/2025 Wealthcare Advisory Partners LLC349,481$7.72M0.2%-1.3%0.015%
4/14/2025 Muirfield Wealth Advisors LLC340,257$7.51M6.4%-2.3%0.015%
4/14/2025 International Private Wealth Advisors LLC69,398$1.53M1.5%-1.7%0.003%
4/14/2025 Farther Finance Advisors LLC506,536$11.23M0.3%-7.1%0.022%
4/14/2025 NewSquare Capital LLC2,372,809$52.01M4.2%+2.7%0.105%
4/14/2025 Single Point Partners LLC29,859$659K0.1%-2.3%0.001%
4/14/2025 Abacus Planning Group Inc.63,362$1.40M0.2%-4.3%0.003%
4/14/2025 Tanglewood Wealth Management Inc.29,249$646K0.1%-2.3%0.001%
4/14/2025 Capital Investment Advisors LLC71,052$1.57M0.0%+56.5%0.003%
4/14/2025 Lloyd Advisory Services LLC.134,165$2.96M1.5%+101.5%0.006%
4/14/2025 BCS Wealth Management671,683$14.83M3.8%-10.0%0.030%
4/14/2025 Bangor Savings Bank3,214,370$70.97M6.7%-8.4%0.142%
4/14/2025 Park Avenue Securities LLC118,317$2.61M0.0%+85.7%0.005%
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4/14/2025 Wynn Capital LLC81,015$1.79M1.1%-15.6%0.004%
4/14/2025 City Center Advisors LLC18,724$413K0.5%+63.6%0.001%
4/14/2025 Barden Capital Management Inc.281,140$6.21M5.5%+1.0%0.012%
4/14/2025 Miracle Mile Advisors LLC10,585$234K0.0%-58.7%0.000%
4/14/2025 Revolve Wealth Partners LLC471,280$10.41M1.5%+1.3%0.021%
4/14/2025 Rockwood Wealth Management LLC20,792$459K0.0%+51.8%0.001%
4/14/2025 Wedmont Private Capital112,167$2.36M0.1%+264.0%0.005%
4/14/2025 Sentinel Pension Advisors LLC234,700$5.18M1.0%+5.5%0.010%
4/14/2025 LexAurum Advisors LLC17,593$388K0.1%+6.0%0.001%
4/11/2025 Gleason Group Inc.1,305,567$28.83M5.2%-7.4%0.058%
(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, 1,468 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 ($4.78B), Charles Schwab Investment Management Inc. ($2.72B), Creative Planning ($1.89B), Sei Investments Co. ($815.11M), HBK Sorce Advisory LLC ($745.00M), and Sage Financial Group Inc. ($576.38M).Learn more on SCHX's institutional investors.

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

Of the 1,396 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: US Bancorp DE ($206.35M), Cerity Partners LLC ($37.01M), HBK Sorce Advisory LLC ($23.81M), Sei Investments Co. ($23.40M), Sage Financial Group Inc. ($16.88M), Campbell Wealth Management ($16.12M), and Wealth Enhancement Advisory Services LLC ($12.29M).

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

Institutional investors have bought a total of 787,251,850 shares in the last 24 months. This purchase volume represents approximately $17.76B in transactions.

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

Of the 787 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. ($17.37M), Mercer Global Advisors Inc. ADV ($12.26M), Envestnet Asset Management Inc. ($11.61M), HBK Sorce Advisory LLC ($9.19M), Wealth Enhancement Advisory Services LLC ($2.86M), American Trust ($1.75M), and Scarborough Advisors LLC ($1.53M).

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

Institutional investors have sold a total of 89,678,939 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 4/18/2025 by MarketBeat.com Staff
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