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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$26.17 +0.12 (+0.46%)
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Institutional Ownership Changes (13F Filings) for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Number of
Institutional Buyers
(last 12 months)
1374
Total
Institutional Inflows
(last 12 months)
$17.94B
Number of
Institutional Sellers
(last 12 months)
650
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
9/12/2025 Valeo Financial Advisors LLC114,401$2.80M0.1%-14.8%0.005%
9/9/2025 Cambridge Financial Group LLC192,239$4.70M1.8%-0.9%0.008%
9/8/2025 Alternative Investment Advisors LLC.36,886$901K0.4%-3.0%0.002%
9/4/2025 Osaic Holdings Inc.1,313,067$32.00M0.1%+14.2%0.057%
8/29/2025 Evolution Wealth Management Inc.46,101$1.13M1.4%N/A0.002%
8/29/2025 Total Investment Management Inc.7,622$186K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.17,264$422K0.0%+9.3%0.001%
8/27/2025 Orion Porfolio Solutions LLC963,340$23.54M0.2%+1.3%0.042%
8/26/2025 Thrivent Financial for Lutherans357,446$8.74M0.0%N/A0.016%
8/22/2025 Carter Financial Group INC.12,322$301K0.2%N/A0.001%
8/20/2025 Coppell Advisory Solutions LLC51,022$1.24M0.1%-31.6%0.002%
8/19/2025 B. Riley Wealth Advisors Inc.92,724$2.27M0.1%N/A0.004%
8/19/2025 Advisory Services Network LLC382,165$9.57M0.2%+103.5%0.017%
8/19/2025 Anchor Investment Management LLC1,130,555$27.63M2.4%-0.2%0.049%
8/19/2025 Asset Dedication LLC415,339$10.15M0.7%+1.3%0.018%
8/18/2025 Tyler Stone Wealth Management14,594$357K0.1%N/A0.001%
8/18/2025 Tactive Advisors LLC9,206$225K0.1%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC11,661$285K0.0%-25.6%0.001%
8/18/2025 Geneos Wealth Management Inc.392,289$9.59M0.2%+1.3%0.017%
8/15/2025 Tower Research Capital LLC TRC 291,669$7.13M0.2%N/A0.013%
8/15/2025 U S Wealth Group LLC.224,267$5.48M4.3%+1.1%0.010%
8/15/2025 Asset Allocation Strategies LLC749,449$18.32M3.5%+12.0%0.033%
8/15/2025 Corient Private Wealth LLC12,518,206$306.09M0.4%+163.9%0.545%
8/15/2025 Equitable Holdings Inc.473,814$11.58M0.1%+9.9%0.021%
8/15/2025 Chapman Financial Group LLC149,253$3.65M3.1%N/A0.007%
8/15/2025 Stonebridge Capital Advisors LLC10,455$256K0.0%-18.1%0.000%
8/15/2025 Captrust Financial Advisors18,210,850$445.09M1.0%+2.2%0.793%
8/15/2025 Visionary Wealth Advisors154,799$3.78M0.2%+8.2%0.007%
8/15/2025 Smartleaf Asset Management LLC30,772$749K0.1%-28.2%0.001%
8/15/2025 Snowden Capital Advisors LLC12,522$306K0.0%+3.3%0.001%
8/15/2025 Raine Group LLC363,465$8.88M55.8%+0.2%0.016%
8/15/2025 Orion Porfolio Solutions LLC150,274$3.67M0.0%-84.2%0.007%
8/15/2025 MML Investors Services LLC385,983$9.43M0.0%-0.5%0.017%
8/15/2025 Modern Wealth Management LLC55,354$1.35M0.0%-2.7%0.002%
8/15/2025 HRT Financial LP167,407$4.09M0.0%N/A0.007%
8/15/2025 IHT Wealth Management LLC434,792$10.63M0.3%+747.8%0.019%
8/15/2025 Great Valley Advisor Group Inc.73,902$1.81M0.0%-7.8%0.003%
8/15/2025 EP Wealth Advisors LLC3,142,472$76.80M0.5%+976.1%0.137%
8/15/2025 Curi Capital LLC3,679,430$89.93M1.7%-4.1%0.160%
8/15/2025 Benjamin Edwards Inc.9,807$240K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE7,724,173$188.78M0.0%+6.0%0.336%
8/15/2025 Ameriprise Financial Inc.3,325,833$81.21M0.0%-1.1%0.145%
8/15/2025 AQR Capital Management LLC947,768$23.16M0.0%+15.7%0.041%
8/14/2025 Connecticut Wealth Management LLC26,357$644K0.0%+49.3%0.001%
8/14/2025 Jane Street Group LLC532,143$13.01M0.0%N/A0.023%
8/14/2025 Ausdal Financial Partners Inc.223,710$5.47M0.4%+22.6%0.010%
8/14/2025 Raymond James Financial Inc.2,097,527$51.26M0.0%-7.9%0.091%
8/14/2025 Transamerica Financial Advisors LLC868,268$21.22M2.0%+3.4%0.038%
8/14/2025 Betterment LLC18,749,171$458.23M1.0%+41.8%0.817%
8/14/2025 Quantinno Capital Management LP1,212,311$29.63M0.1%-6.2%0.053%
8/14/2025 Diversify Advisory Services LLC154,716$3.94M0.2%+23.9%0.007%
8/14/2025 Peapack Gladstone Financial Corp551,647$13.48M0.2%+13.0%0.024%
8/14/2025 Vivaldi Capital Management LP524,647$12.82M1.9%-2.8%0.023%
8/14/2025 Operose Advisors LLC5,740$140K0.0%+231.0%0.000%
8/14/2025 HUB Investment Partners LLC47,515$1.16M0.0%+2.5%0.002%
8/14/2025 Ieq Capital LLC247,992$6.06M0.0%+9.1%0.011%
8/14/2025 Main Street Financial Solutions LLC1,277,120$31.21M2.3%+3.7%0.056%
8/14/2025 Sand Hill Global Advisors LLC159,817$3.91M0.1%-3.7%0.007%
8/14/2025 FAS Wealth Partners Inc.93,013$2.27M0.2%-1.1%0.004%
8/14/2025 Sei Investments Co.35,969,139$879.09M1.0%+3.4%1.567%
8/14/2025 NewEdge Advisors LLC460,623$11.26M0.1%-1.9%0.020%
8/14/2025 Qube Research & Technologies Ltd16,580$405K0.0%-44.9%0.001%
8/14/2025 Hurley Capital LLC115,248$2.82M2.0%-1.5%0.005%
8/14/2025 Sentinus LLC44,977$1.10M0.3%-1.8%0.002%
8/14/2025 Gerber Kawasaki Wealth & Investment Management16,207$396K0.0%-59.9%0.001%
8/14/2025 Crestmont Private Wealth LLC19,837$485K0.2%+7.0%0.001%
8/14/2025 L2 Asset Management LLC257,571$6.30M1.0%+87.1%0.011%
8/14/2025 Baker Avenue Asset Management LP2,534,043$61.93M1.8%+3.7%0.110%
8/14/2025 Balance Wealth LLC545,608$13.34M7.8%+3.5%0.024%
8/14/2025 BlackDiamond Wealth Management LLC26,168$640K0.4%-3.0%0.001%
8/14/2025 Cary Street Partners Financial LLC11,544$282K0.0%-8.0%0.001%
8/14/2025 Cerity Partners LLC18,731,019$457.79M0.8%+0.3%0.816%
8/13/2025 Per Stirling Capital Management LLC.79,281$1.94M0.3%-2.2%0.003%
8/13/2025 PGIM Custom Harvest LLC10,206$249K0.0%-33.5%0.000%
8/13/2025 StoneX Group Inc.39,996$978K0.0%+8.5%0.002%
8/13/2025 Seven Springs Wealth Group LLC10,542$258K0.1%N/A0.000%
8/13/2025 Cresset Asset Management LLC3,050,134$74.55M0.3%-2.2%0.133%
8/13/2025 Strategic Family Wealth Counselors L.L.C.435,237$10.64M3.0%+0.3%0.019%
8/13/2025 Brown Advisory Inc.61,034$1.49M0.0%-4.9%0.003%
8/13/2025 Milestone Investment Advisors LLC1,036,958$25.34M6.6%-4.0%0.045%
8/13/2025 Baird Financial Group Inc.35,076$857K0.0%+25.1%0.002%
8/13/2025 First Trust Advisors LP25,887$633K0.0%N/A0.001%
8/13/2025 FPC Investment Advisory Inc.1,018,767$25.65M16.0%+6.3%0.044%
8/13/2025 EverSource Wealth Advisors LLC27,801$679K0.0%-4.8%0.001%
8/13/2025 Trek Financial LLC19,762$483K0.0%+10.6%0.001%
8/13/2025 CW Advisors LLC1,361,734$33.28M0.3%+0.0%0.059%
8/13/2025 Elios Financial Group Inc.56,504$1.38M0.6%+12.2%0.002%
8/13/2025 Pinkerton Wealth LLC1,209,607$29.56M3.5%-22.4%0.053%
8/13/2025 Beacon Pointe Advisors LLC6,043,038$147.69M1.5%+0.9%0.263%
8/13/2025 M&T Bank Corp30,773$752K0.0%-11.5%0.001%
8/13/2025 Fisher Asset Management LLC26,275$642K0.0%-34.3%0.001%
8/13/2025 Edgestream Partners L.P.26,688$652K0.0%N/A0.001%
8/13/2025 Everstar Asset Management LLC46,993$1.15M0.7%-21.6%0.002%
8/13/2025 Bernardo Wealth Planning LLC31,661$774K0.2%N/A0.001%
8/13/2025 Lido Advisors LLC209,602$5.12M0.0%+8.9%0.009%
8/13/2025 Meridian Wealth Partners LLC2,949,522$72.09M10.5%+0.3%0.128%
8/13/2025 Rinkey Investments12,508$306K0.1%-3.4%0.001%
8/13/2025 Virtue Capital Management LLC91,407$2.23M0.4%+4.2%0.004%
8/13/2025 Northwestern Mutual Wealth Management Co.27,821,337$679.95M0.5%+13.7%1.212%
8/13/2025 Stevens Capital Partners339,139$8.50M3.1%+83.3%0.015%
(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, 1,544 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), Sei Investments Co. ($879.09M), HBK Sorce Advisory LLC ($819.38M), and Northwestern Mutual Wealth Management Co. ($679.95M).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 1,485 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 ($36.81M), HBK Sorce Advisory LLC ($24.83M), Sei Investments Co. ($24.01M), Sage Financial Group Inc. ($17.20M), Betterment LLC ($16.77M), and Campbell Wealth Management ($15.86M).

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

Institutional investors have bought a total of 774,572,442 shares in the last 24 months. This purchase volume represents approximately $17.94B in transactions.

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

Of the 650 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 64,370,199 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 9/15/2025 by MarketBeat.com Staff
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