Free Trial
→ Your Wealth is Being Tracked—Without Your Consent (From Darwin) (Ad) Free SCHX Stock Alerts

Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$24.57 -0.02 (-0.08%)
Closing price 07/8/2025 04:10 PM Eastern
Extended Trading
$24.60 +0.04 (+0.14%)
As of 08:27 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
1322
Total
Institutional Inflows
(last 12 months)
$17.37B
Number of
Institutional Sellers
(last 12 months)
585
Total
Institutional Outflows
(last 12 months)
$701.20M
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
7/8/2025First National Corp MA ADV724,705$17.71M3.6%-0.1%0.032%
7/8/2025Elevation Wealth Partners LLC430,989$10.53M4.2%+0.2%0.019%
7/8/2025Beacon Wealthcare LLC8,889$217K0.1%N/A0.000%
7/8/2025Granite Bay Wealth Management LLC30,790$752K0.2%-29.4%0.001%
7/8/2025Webster Bank N. A.12,690$310K0.0%N/A0.001%
7/8/2025Paladin Wealth LLC15,613$382K0.3%N/A0.001%
7/8/2025RMR Wealth Builders167,965$4.11M0.4%+8.5%0.007%
7/8/2025Heartwood Wealth Advisors LLC59,800$1.46M0.2%+246.2%0.003%
7/8/2025Legacy Private Trust Co.358,776$8.77M0.6%+22.8%0.016%
7/8/2025Gradient Investments LLC311,233$7.61M0.1%+1,171.9%0.014%
7/8/2025S.E.E.D. Planning Group LLC94,106$2.30M0.7%-0.8%0.004%
7/8/2025GK Wealth Management LLC18,814$460K0.4%+39.7%0.001%
7/8/2025Twele Capital Management Inc.42,321$1.03M0.2%-4.0%0.002%
7/8/2025Parallel Advisors LLC251,925$6.16M0.1%-2.6%0.011%
7/8/2025Lowe Wealth Advisors LLC4,373$107K0.0%-18.8%0.000%
7/7/2025 RF&L Wealth Management LLC19,886$486K0.3%+14.1%0.001%
7/7/2025 Investors Research Corp690,681$16.88M3.3%+7.8%0.030%
7/7/2025 Park Edge Advisors LLC39,715$971K0.2%-10.7%0.002%
7/7/2025 Veery Capital LLC54,210$1.33M0.5%-1.0%0.002%
7/7/2025 Vishria Bird Financial Group LLC42,369$1.04M0.3%-2.2%0.002%
7/7/2025 Modus Advisors LLC13,756$336K0.1%-9.8%0.001%
7/7/2025 Bangor Savings Bank2,581,836$63.10M5.6%-19.7%0.113%
7/7/2025 Salem Investment Counselors Inc.930,860$22.75M0.7%+0.6%0.041%
7/7/2025 Peterson Wealth Advisors LLC14,754$361K0.1%+22.0%0.001%
7/3/2025 Garde Capital Inc.75,099$1.84M0.1%-1.5%0.003%
7/3/2025 Collective Family Office LLC10,660$261K0.1%-32.2%0.000%
7/3/2025 City Center Advisors LLC13,051$319K0.3%-30.3%0.001%
6/17/2025Howe & Rusling Inc.41,400$914K0.1%+30.3%0.002%
6/16/2025Lynx Investment Advisory46,882$1.04M0.7%-2.8%0.002%
6/10/2025Birchbrook Inc.253,149$5.59M3.1%+3.8%0.011%
6/9/2025Asset Planning Services Inc. LA ADV176,410$3.90M2.0%+0.7%0.008%
6/2/2025Modern Wealth Management LLC56,880$1.26M0.0%N/A0.002%
5/28/2025GK Wealth Management LLC13,471$297K0.3%N/A0.001%
5/28/2025Intrua Financial LLC10,239$226K0.0%-7.5%0.000%
5/27/2025Jacobi Capital Management LLC768,327$16.97M1.3%-2.5%0.033%
5/27/2025SWS Partners304,725$6.73M2.1%-1.9%0.013%
5/22/2025Mattson Financial Services LLC12,359$273K0.1%+3,222.3%0.001%
5/21/2025Westbourne Investments Inc.69,108$1.53M0.9%-0.7%0.003%
5/21/2025MBL Wealth LLC285,400$6.30M0.6%-0.2%0.012%
5/21/2025McAdam LLC9,181,848$202.74M12.5%-11.2%0.397%
Your Wealth is Being Tracked—Without Your Consent (Ad)

Banks Are Testing AI That Scores and Controls Your Spending A new AI-powered credit system is reshaping access to money. It scores, flags, and filters your transactions—and the wrong activity could freeze your funds. Wealth Creation Investing has published a critical new briefing that explains how the system works and what steps you can take to safeguard your finances before this becomes permanent policy.

Download the AI Finance Report Now—Before It’s Too Late
5/21/2025Geneos Wealth Management Inc.387,113$8.55M0.3%+236.4%0.017%
5/20/2025Fortis Capital Advisors LLC1,345,303$29.70M6.0%N/A0.058%
5/20/2025Belpointe Asset Management LLC1,384,775$30.58M1.6%+10,083.7%0.060%
5/20/2025Focus Partners Wealth2,669,259$58.94M0.1%+8.6%0.116%
5/20/2025Integrity Alliance LLC.77,495$1.71M0.1%N/A0.003%
5/20/2025Anchor Investment Management LLC1,133,017$25.02M2.3%+0.9%0.049%
5/20/2025Aspen Investment Management Inc75,841$1.68M0.8%+2.4%0.003%
5/19/2025SageView Advisory Group LLC49,287$1.09M0.0%-11.1%0.002%
5/19/2025Advisory Alpha LLC10,237$226K0.0%N/A0.000%
5/19/2025Game Plan Financial Advisors LLC122,314$2.70M1.3%-37.8%0.005%
5/19/2025SCS Capital Management LLC464,556$10.26M0.1%N/A0.020%
5/16/2025Ascent Group LLC28,911$638K0.0%+1.7%0.001%
5/16/2025Coppell Advisory Solutions LLC74,561$1.63M0.1%+255.8%0.003%
5/16/2025Bell Investment Advisors Inc999,350$22.07M4.1%+2.0%0.043%
5/16/2025Signature Estate & Investment Advisors LLC238,674$5.27M0.1%-1.9%0.010%
5/16/2025Hamilton Capital LLC68,460$1.51M0.1%-1.6%0.003%
5/16/2025Everstar Asset Management LLC18,127$400K0.1%-72.6%0.001%
5/16/2025Ashton Thomas Private Wealth LLC1,433,292$31.65M1.2%-0.9%0.062%
5/16/2025Goldman Sachs Group Inc.1,050,818$23.20M0.0%-23.9%0.046%
5/16/2025Cape Investment Advisory Inc.25,630$566K0.2%-10.0%0.001%
5/16/2025Jones Financial Companies Lllp725,795$16.44M0.0%-27.5%0.031%
5/16/2025U S Wealth Group LLC.221,739$4.90M3.9%-1.9%0.010%
5/16/2025Pinnacle Family Advisors LLC80,260$1.77M1.0%+6.7%0.003%
5/16/2025Plancorp LLC132,809$2.93M0.1%+16.2%0.006%
5/16/2025Plotkin Financial Advisors LLC78,452$1.73M1.1%+13.2%0.003%
5/16/2025National Wealth Management Group LLC22,046$487K0.3%+23.2%0.001%
5/16/2025NewEdge Advisors LLC469,346$10.36M0.1%-3.6%0.020%
5/16/2025Integrated Wealth Concepts LLC3,011,806$66.50M0.8%-1.7%0.130%
5/16/2025Greenline Partners LLC24,608$543K0.1%+334.5%0.001%
5/16/2025Curi RMB Capital LLC3,838,149$84.75M2.1%+0.2%0.166%
5/16/2025AQR Capital Management LLC818,854$18.08M0.0%+12.0%0.035%
5/16/2025AlTi Global Inc.75,888$1.68M0.0%-2.6%0.003%
5/16/2025AlphaQ Advisors LLC21,954$485K1.2%-2.7%0.001%
5/16/2025Ancora Advisors LLC851,606$18.80M0.4%-0.4%0.037%
5/15/2025EP Wealth Advisors LLC292,036$6.45M0.1%+0.4%0.013%
5/15/2025GW Henssler & Associates Ltd.122,437$2.70M0.2%+192.5%0.005%
5/15/2025Capital Investment Counsel LLC15,849$350K0.1%-16.2%0.001%
5/15/2025Focus Partners Advisor Solutions LLC34,085$753K0.0%-4.0%0.001%
5/15/2025Flputnam Investment Management Co.407,230$8.99M0.2%+6.9%0.018%
5/15/2025Royal Bank of Canada1,620,400$35.78M0.0%+5.4%0.070%
5/15/2025Betterment LLC13,225,086$292.01M0.7%+119.6%0.573%
5/15/2025MAI Capital Management1,310,049$28.93M0.2%-0.4%0.057%
5/15/2025Calton & Associates Inc.215,453$4.76M1.1%N/A0.009%
5/15/2025Connecticut Wealth Management LLC17,659$390K0.0%N/A0.001%
5/15/2025Certior Financial Group LLC15,518$343K0.3%-20.1%0.001%
5/15/2025Baird Financial Group Inc.28,031$619K0.0%-22.7%0.001%
5/15/2025Activest Wealth Management65,658$1.45M0.4%N/A0.003%
5/15/2025Vident Advisory LLC18,188$402K0.0%+4.2%0.001%
5/15/2025Evergreen Capital Management LLC49,354$1.09M0.0%+21.6%0.002%
5/15/2025WPG Advisers LLC17,829$394K0.4%N/A0.001%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
5/15/2025Tortoise Investment Management LLC722,818$15.96M1.7%+12.9%0.031%
5/15/2025Trexquant Investment LP13,412$296K0.0%N/A0.001%
5/15/2025Gerber Kawasaki Wealth & Investment Management40,373$891K0.0%+29.3%0.002%
5/15/2025Oarsman Capital Inc.27,676$611K0.1%+4.0%0.001%
5/14/2025Transamerica Financial Advisors LLC839,437$18.54M1.9%+3.0%0.036%
5/14/2025Delta Investment Management LLC10,834$239K0.0%+7.4%0.000%
5/14/2025CreativeOne Wealth LLC25,129$555K0.0%+14.7%0.001%
5/14/2025Ieq Capital LLC227,234$5.02M0.0%+29.5%0.010%
5/14/2025Per Stirling Capital Management LLC.81,058$1.79M0.3%+5.6%0.004%
5/14/2025Orion Capital Management LLC1,214$27K0.0%N/A0.000%
(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, 1,508 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 ($4.80B), Charles Schwab Investment Management Inc. ($2.72B), Creative Planning ($1.89B), Sei Investments Co. ($815.11M), HBK Sorce Advisory LLC ($729.32M), and Sage Financial Group Inc. ($559.62M).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 1,440 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 ($24.33M), Sei Investments Co. ($22.81M), Sage Financial Group Inc. ($17.23M), Campbell Wealth Management ($15.97M), and Wealth Enhancement Advisory Services LLC ($12.19M).

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

Institutional investors have bought a total of 754,633,509 shares in the last 24 months. This purchase volume represents approximately $17.37B in transactions.

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

Of the 585 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: Wealth Enhancement Advisory Services LLC ($2.48M), Mercer Global Advisors Inc. ADV ($2.26M), Assetmark Inc. ($2.23M), Apollon Wealth Management LLC ($1.98M), Envestnet Asset Management Inc. ($1.83M), RKL Wealth Management LLC ($1.62M), and McAdam LLC ($1.16M).

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

Institutional investors have sold a total of 31,473,641 shares in the last 24 months. This volume of shares sold represents approximately $699.56M in transactions.


Related Companies

This page (NYSEARCA:SCHX) was last updated on 7/9/2025 by MarketBeat.com Staff
From Our Partners
A grave, grave error.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
The DOJ Just Paved the Way for Account Seizures
Washington is running out of money…And guess where they'll look next? When governments go broke, they take ...
Priority Gold | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored