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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$25.45 +0.28 (+1.11%)
Closing price 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)
1365
Total
Institutional Inflows
(last 12 months)
$17.36B
Number of
Institutional Sellers
(last 12 months)
629
Total
Institutional Outflows
(last 12 months)
$1.46B
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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
8/12/2025Cynosure Group LLC187,049$4.57M0.5%+0.3%0.008%
8/12/2025Aspiring Ventures LLC104,618$2.56M1.1%+14.2%0.005%
8/12/2025WealthBridge Capital Management LLC10,505$257K0.1%N/A0.000%
8/12/2025Cozad Asset Management Inc.46,967$1.15M0.1%-0.9%0.002%
8/12/2025Tableaux LLC40,000$978K0.1%N/A0.002%
8/12/2025AlphaCore Capital LLC319,223$7.80M0.3%+69.8%0.014%
8/12/2025Sfmg LLC273,536$6.69M0.5%-12.9%0.012%
8/12/2025Kohmann Bosshard Financial Services LLC6,335,445$154.84M17.3%+2.5%0.276%
8/12/2025Cooper Haims Advisors LLC448,281$10.96M5.4%+1.3%0.020%
8/12/2025Blueprint Investment Partners LLC336,219$8.22M1.5%+46.0%0.015%
8/12/2025Archer Investment Corp1,041$25K0.0%-82.3%0.000%
8/12/2025MAI Capital Management1,302,510$31.83M0.2%-0.6%0.057%
8/12/2025Cadence Wealth Management LLC13,195$322K0.2%+7.3%0.001%
8/12/2025JPMorgan Chase & Co.2,341,089$57.22M0.0%+1.1%0.102%
8/12/2025NorthStar Asset Management LLC NJ 9,066$222K0.1%N/A0.000%
8/12/2025Howe & Rusling Inc.49,631$1.21M0.1%+19.9%0.002%
8/12/2025NFP Retirement Inc.297,807$7.28M0.5%-1.3%0.013%
8/11/2025VSM Wealth Advisory LLC17,844$436K0.1%-95.2%0.001%
8/11/2025Brown Wealth Management LLC10,351$253K0.1%-4.0%0.000%
8/11/2025North Forty Two & Co.21,368$522K0.6%-2.3%0.001%
8/11/2025Morling Financial Advisors LLC449,003$10.97M3.6%-4.3%0.020%
8/11/2025Traub Capital Management LLC15,491$379K0.4%N/A0.001%
8/11/2025Birchbrook Inc.237,395$5.80M3.1%-6.2%0.010%
8/11/2025Wealthspire Advisors LLC5,842,324$142.79M0.8%-4.0%0.255%
8/11/2025Pin Oak Investment Advisors Inc.8,457$207K0.2%+41.0%0.000%
8/11/2025Diversified Portfolios Inc.8,858$216K0.0%-17.2%0.000%
8/11/2025United Advisor Group LLC284,909$6.96M1.2%+32.4%0.012%
8/11/2025Pinnacle Wealth Planning Services Inc.57,960$1.42M0.2%N/A0.003%
8/11/2025Johnson Financial Group LLC100,598$2.46M0.2%-21.8%0.004%
8/11/2025Mosaic Family Wealth Partners LLC121,112$2.96M0.4%+1.3%0.005%
8/11/2025Plotkin Financial Advisors LLC79,540$1.94M1.1%+1.4%0.003%
8/11/2025Bell Investment Advisors Inc927,718$22.67M3.9%-7.2%0.041%
8/8/2025 Financial Gravity Companies Inc.2,665$65K0.0%N/A0.000%
8/8/2025 Tortoise Investment Management LLC751,352$18.36M1.8%+3.9%0.033%
8/8/2025 Firestone Capital Management44,401$1.09M0.3%+5.9%0.002%
8/8/2025 Rockefeller Capital Management L.P.611,833$14.95M0.0%+13.6%0.027%
8/8/2025 Kingsview Wealth Management LLC52,403$1.28M0.0%+11.6%0.002%
8/8/2025 Citizens Financial Group Inc. RI32,687$799K0.0%+30.4%0.001%
8/8/2025 Avantax Advisory Services Inc.189,182$4.62M0.0%-7.0%0.008%
8/8/2025 Keyvantage Wealth LLC510,633$12.48M5.6%-3.9%0.022%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

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8/8/2025 Thoroughbred Financial Services LLC100,286$2.45M0.2%+6.1%0.004%
8/8/2025 Cetera Investment Advisers931,112$22.76M0.0%+33.4%0.041%
8/8/2025 Creative Planning81,577,917$1.99B1.7%-1.3%3.561%
8/8/2025 WealthShield Partners LLC111,557$2.73M0.3%-6.1%0.005%
8/8/2025 Truepoint Inc.853,353$20.86M0.5%+230.9%0.037%
8/8/2025 Meridian Wealth Management LLC156,798$3.83M0.2%+3.7%0.007%
8/8/2025 Empower Advisory Group LLC57,598$1.41M0.0%-34.1%0.003%
8/8/2025 Foundations Investment Advisors LLC1,092,428$26.70M0.4%+12.8%0.048%
8/8/2025 Capstone Financial Advisors Inc.17,567$429K0.0%+9.2%0.001%
8/8/2025 Advisors Capital Management LLC14,512$355K0.0%+49.3%0.001%
8/8/2025 Omega Financial Group LLC229,386$5.61M2.0%-3.0%0.010%
8/8/2025 Your Advocates Ltd. LLP16,578$405K0.1%-44.0%0.001%
8/8/2025 Intrua Financial LLC9,003$220K0.0%-12.1%0.000%
8/8/2025 Wiser Advisor Group LLC71,603$1.75M3.0%+12.2%0.003%
8/8/2025 Good Life Advisors LLC17,761$434K0.0%N/A0.001%
8/8/2025 Better Money Decisions LLC8,876$217K0.1%N/A0.000%
8/8/2025 Austin Wealth Management LLC11,979$300K0.1%-41.1%0.001%
8/8/2025 Bailard Inc.218,534$5.34M0.1%-0.3%0.010%
8/8/2025 PNC Financial Services Group Inc.756,029$18.48M0.0%+91.5%0.033%
8/8/2025 JFG Wealth Management LLC151,058$3.69M0.8%+279.0%0.007%
8/8/2025 IMA Advisory Services Inc.1,806,295$44.15M4.8%-0.2%0.079%
8/7/2025 Verus Capital Partners LLC8,340$204K0.0%N/A0.000%
8/7/2025 Fund Evaluation Group LLC7,343,379$179.47M6.9%-7.7%0.321%
8/7/2025 Mayport LLC14,784$361K0.1%+8.5%0.001%
8/7/2025 Fagan Associates Inc.130,566$3.19M0.5%-1.0%0.006%
8/7/2025 Vise Technologies Inc.382,862$9.36M0.4%N/A0.017%
8/7/2025 Cahill Financial Advisors Inc.348,865$8.53M1.1%-4.9%0.015%
8/7/2025 Alpha Cubed Investments LLC13,115$321K0.0%+20.3%0.001%
8/7/2025 Allworth Financial LP1,027,769$25.12M0.1%-1.1%0.045%
8/7/2025 BOK Financial Private Wealth Inc.102,045$2.49M0.2%-1.0%0.004%
8/7/2025 Ascension Capital Advisors Inc.1,151,806$28.15M11.8%-0.3%0.050%
8/7/2025 Arbor Trust Wealth Advisors LLC267,073$6.53M3.2%-12.2%0.012%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC9,878$241K0.0%-9.1%0.000%
8/7/2025 Winthrop Capital Management LLC662,805$16.20M4.1%-0.6%0.029%
8/7/2025 Midwest Trust Co136,023$3.32M0.0%N/A0.006%
8/7/2025 Brio Consultants LLC20,211$494K0.1%+16.1%0.001%
8/7/2025 Rollins Financial Advisors LLC8,961$219K0.0%-26.4%0.000%
8/7/2025 Sound View Wealth Advisors Group LLC957,527$23.40M1.7%+0.1%0.042%
8/7/2025 Parkside Financial Bank & Trust30,975$757K0.1%-3.6%0.001%
8/6/2025 Prospera Financial Services Inc8,527$208K0.0%N/A0.000%
8/6/2025 Van Cleef Asset Management Inc230,710$5.64M0.6%-1.8%0.010%
8/6/2025 Disciplined Investors L.L.C.31,343$766K0.6%-1.3%0.001%
8/6/2025 AE Wealth Management LLC67,394$1.65M0.0%-85.5%0.003%
8/6/2025 CM Wealth Advisors LLC32,538$795K0.2%+1.3%0.001%
8/6/2025 Quadrant Private Wealth Management LLC10,721$262K0.1%N/A0.000%
8/6/2025 KCM Investment Advisors LLC56,099$1.37M0.0%+22.4%0.002%
8/6/2025 Capasso Planning Partners LLC55,025$1.35M0.8%-25.9%0.002%
8/6/2025 Rovin Capital UT ADV92,386$2.26M0.7%-1.1%0.004%
8/6/2025 Walkner Condon Financial Advisors LLC336,281$8.21M1.5%+7.3%0.015%
8/6/2025 ETF Store Inc.147,564$3.61M4.2%+3.4%0.006%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
8/6/2025 Bryn Mawr Trust Advisors LLC82,388$2.01M0.1%+0.6%0.004%
8/6/2025 Paulson Wealth Management Inc.187,840$4.59M1.2%-13.1%0.008%
8/6/2025 Broadview Financial Management LLC130,380$3.19M2.2%-1.3%0.006%
8/6/2025 Savant Capital LLC2,479,964$60.61M0.4%-1.4%0.108%
8/6/2025 Modera Wealth Management LLC1,553,509$37.97M0.5%-1.5%0.068%
8/6/2025 Soltis Investment Advisors LLC11,776$288K0.0%-21.8%0.001%
8/6/2025 SouthState Corp334,765$8.18M0.4%-17.9%0.015%
8/6/2025 Outfitter Financial LLC88,700$2.17M1.8%+5.2%0.004%
8/6/2025 Ethos Financial Group LLC1,201,528$29.37M2.5%+17.1%0.052%
8/6/2025 Atlantic Union Bankshares Corp63,624$1.56M0.0%N/A0.003%
(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, 1,530 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 ($5.04B), Charles Schwab Investment Management Inc. ($2.72B), Creative Planning ($1.99B), HBK Sorce Advisory LLC ($819.38M), Sei Investments Co. ($815.11M), and Sage Financial Group Inc. ($606.37M).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 1,473 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 ($24.83M), Sei Investments Co. ($22.81M), Sage Financial Group Inc. ($17.20M), Campbell Wealth Management ($15.86M), 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 751,041,254 shares in the last 24 months. This purchase volume represents approximately $17.36B in transactions.

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

Of the 627 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: US Bancorp DE ($10.79M), Prime Capital Investment Advisors LLC ($4.97M), Leverty Financial Group LLC ($3.36M), Assetmark Inc. ($2.23M), Mercer Global Advisors Inc. ADV ($2.02M), Apollon Wealth Management LLC ($1.95M), and Wealth Enhancement Advisory Services LLC ($1.93M).

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

Institutional investors have sold a total of 62,089,672 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 8/12/2025 by MarketBeat.com Staff
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