Free Trial
→ Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (From Colonial Metals) (Ad) Free SCHX Stock Alerts

Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$23.40 0.00 (0.00%)
(As of 11/20/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
716
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
586
Total
Institutional Outflows
(last 12 months)
$634.00M
Get SCHX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab US Large-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCHX Institutional Buying and Selling by Quarter

Schwab US Large-Cap ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
This Bull Market Indicator called NVDA at $116 (Ad)

Every now and again we find an investment idea so incredible we can’t help but share. And today is one of those rare days… Except, today we won't be giving you insight on any one particular stock… But rather, insight on a revolutionary new stock picking indicator… In fact, within the last year, this indicator has become famous for a multitude of reasons… But one of the biggest was because of the buy signal it issued on October 18th, 2022. In fact, on that very day, it said to buy NVDA at $116.37… Anyone who did would be sitting on a tremendously large return today… But even if you missed the original buy signal from October, this incredible indicator issued 11 other buy signals while Nvidia made its epic run…

All you have to do is follow this link here
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%
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%
11/8/2024 Phocas Financial Corp.35,412$2.40B9.2%-11.1%0.005%
11/8/2024 Prospera Financial Services Inc3,778$256K0.0%N/A0.001%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

The "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you. A tax-free gift so powerful it could reshape the financial destinies of millions of IRA and 401(k) owners…

Claim your FREE 2024 Gold Guide
11/7/2024 Chesapeake Wealth Management10,620$721K0.2%+18.4%0.002%
11/7/2024 Caprock Group LLC141,309$9.59M0.3%-0.8%0.022%
11/7/2024 St. Louis Trust Co355,645$24.13M3.4%+4.7%0.055%
11/7/2024 CAP Partners LLC164,374$11.15M8.3%-1.2%0.025%
11/7/2024 ETF Store Inc.50,697$3.44M3.5%-6.4%0.008%
11/7/2024 MAI Capital Management277,870$18.85M0.2%-3.0%0.043%
11/7/2024 AMG National Trust Bank22,829$1.55M0.0%+36.1%0.004%
11/7/2024 Phillips Financial Management LLC85,951$5.83M0.5%+2.2%0.013%
11/7/2024 Thrivent Financial for Lutherans15,878$1.08M0.0%-96.4%0.002%
11/7/2024 Claro Advisors LLC14,027$952K0.1%+4.6%0.002%
(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, 1,257 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 1,038 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 165,791,158 shares in the last 24 months. This purchase volume represents approximately $3.08B 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 Adams Wealth Management ($1.83M).

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

Institutional investors have sold a total of 103,057,938 shares in the last 24 months. This volume of shares sold represents approximately $1.84B in transactions.


Related Companies

This page (NYSEARCA:SCHX) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
24/7 Automated Profits in Crypto
The 4th quarter of 2024 is shaping up to be one of the most explosive periods for crypto in recent memory. But...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored
But another coin could soar even higher …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin co...
Weiss Ratings | Sponsored