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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$23.75 -0.43 (-1.78%)
Closing price 02/21/2025 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)
1258
Total
Institutional Inflows
(last 12 months)
$15.91B
Number of
Institutional Sellers
(last 12 months)
489
Total
Institutional Outflows
(last 12 months)
$588.03M
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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
2/22/2025 American Trust2,414,240$55.96M4.3%+158.1%0.108%
2/21/2025Ascent Group LLC28,441$659K0.0%+179.1%0.004%
2/21/2025Vermillion Wealth Management Inc.64,558$1.50M0.8%N/A0.010%
2/21/2025AlphaCore Capital LLC173,598$4.02M0.9%+180.1%0.027%
2/20/2025Michels Family Financial LLC46,101$1.07M1.0%N/A0.007%
2/20/2025Ball & Co Wealth Management Inc.3,121$72K0.1%N/A0.000%
2/19/2025 North Star Asset Management Inc.487,498$11.30M0.5%+200.2%0.075%
2/19/2025 Pinney & Scofield Inc.10,197$236K0.2%N/A0.002%
2/18/2025 Western Wealth Management LLC124,939$2.90M0.9%+46.4%0.019%
2/18/2025 Sunbelt Securities Inc.3,071$71K0.0%+103.1%0.000%
2/18/2025 Vise Technologies Inc.296,158$6.87M0.6%+227.4%0.045%
2/18/2025 Retirement Planning Group LLC56,664$1.31M0.1%+122.4%0.009%
2/18/2025 Legacy Financial Group Inc.273,021$6.33M2.0%-0.8%0.042%
2/18/2025 Mosaic Family Wealth Partners LLC124,087$2.88M0.4%+194.1%0.019%
2/18/2025 Pinkerton Retirement Specialists LLC1,724,214$39.97M5.8%+174.6%0.264%
2/18/2025 Poehling Capital Management INC.153,707$3.56M0.9%+200.0%0.024%
2/18/2025 49 Wealth Management LLC13,163$305K0.0%+174.7%0.002%
2/18/2025 AlphaQ Advisors LLC22,554$523K1.4%+192.2%0.003%
2/18/2025 McIlrath & Eck LLC2,448$57K0.0%+200.0%0.000%
2/18/2025 JDM Financial Group LLC15,759$365K0.2%+200.8%0.002%
2/18/2025 Sherwood Financial Partners LLC1,439,364$33.36M33.1%N/A0.221%
2/18/2025 Focus Partners Advisor Solutions LLC35,506$823K0.0%+253.0%0.005%
2/18/2025 Kolinsky Wealth Management LLC1,443,098$33.48M20.4%+220.0%0.221%
2/18/2025 Continuum Advisory LLC39,751$921K0.1%+6.1%0.006%
2/18/2025 Delta Investment Management LLC10,085$234K0.0%N/A0.002%
2/18/2025 Vanguard Capital Wealth Advisors33,566$778K0.8%+219.4%0.005%
2/17/2025 Waverly Advisors LLC307,035$7.12M0.1%+203.1%0.047%
2/17/2025 Williams Jones Wealth Management LLC.23,529$545K0.0%+198.3%0.004%
2/17/2025 Windsor Advisory Group LLC248,034$5.75M6.7%+642.6%0.038%
2/17/2025 Vernal Point Advisors LLC49,806$1.16M0.8%+200.0%0.008%
2/17/2025 Vident Advisory LLC17,462$405K0.0%+212.7%0.003%
2/17/2025 Visionary Wealth Advisors131,988$3.06M0.2%+217.7%0.020%
2/17/2025 Vivaldi Capital Management LP543,352$12.92M2.0%+223.2%0.083%
2/17/2025 Two Sigma Investments LP399,336$9.26M0.0%N/A0.061%
2/17/2025 Standpoint Asset Management LLC3,773,400$87.47M16.9%+200.0%0.579%
2/17/2025 Strategic Wealth Partners Ltd.11,616$281K0.0%+210.9%0.002%
2/17/2025 Snowden Capital Advisors LLC12,525$290K0.0%+200.0%0.002%
2/17/2025 Sentinus LLC44,603$1.03M0.3%+992.9%0.007%
2/17/2025 Silvercrest Asset Management Group LLC31,365$727K0.0%N/A0.005%
2/17/2025 Royal Bank of Canada1,537,595$35.64M0.0%+223.0%0.236%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
2/17/2025 Raine Group LLC362,789$8.41M50.3%+201.8%0.056%
2/17/2025 Riverview Capital Advisers LLC17,290$401K0.1%+199.8%0.003%
2/17/2025 Quantinno Capital Management LP558,621$12.95M0.1%+119.3%0.086%
2/17/2025 Main Street Group LTD73,582$1.71M0.6%+195.8%0.011%
2/17/2025 NorthRock Partners LLC456,524$10.58M0.3%+79.0%0.070%
2/17/2025 Northeast Financial Consultants Inc16,800$389K0.0%+200.0%0.003%
2/17/2025 Northwest Quadrant Wealth Management LLC4,638,484$107.52M24.5%+204.4%0.712%
2/17/2025 Millennium Management LLC14,613$339K0.0%N/A0.002%
2/17/2025 Lazard Asset Management LLC126,942$2.94M0.0%+200.0%0.019%
2/17/2025 Investor s Fiduciary Advisor Network LLC20,952$485K0.2%N/A0.003%
2/17/2025 Janus Henderson Group PLC10,924,350$253.23M0.1%+225.8%1.676%
2/17/2025Jefferies Financial Group Inc.67,722$1.57M0.0%+200.0%0.010%
2/17/2025 Guardian Wealth Advisors LLC NC2,329,858$54.01M4.3%+198.1%0.357%
2/17/2025 Geller Advisors LLC64,220$1.49M0.1%+196.9%0.010%
2/17/2025 Greenline Partners LLC5,663$131K0.0%N/A0.001%
2/17/2025 Ground Swell Capital LLC16,766$389K0.6%N/A0.003%
2/17/2025 Focus Partners Wealth2,457,530$57.75M0.2%+225.4%0.377%
2/17/2025 Francis Financial Inc.21,240$492K0.1%+200.0%0.003%
2/17/2025 Evensky & Katz LLC40,394$936K0.1%+187.3%0.006%
2/17/2025 First Manhattan CO. LLC.23,106$536K0.0%+200.0%0.004%
2/17/2025 Family Management Corp62,740$1.45M0.2%+200.0%0.010%
2/17/2025 FWL Investment Management LLC8,805$204K0.1%+199.5%0.001%
2/17/2025 Circle Wealth Management LLC309,570$7.18M0.2%+196.0%0.047%
2/17/2025 Clark Capital Management Group Inc.11,765$273K0.0%+203.1%0.002%
2/17/2025 EP Wealth Advisors LLC290,958$6.74M0.1%+209.7%0.045%
2/17/2025 Colonial Trust Co SC11,567$268K0.0%+288.8%0.002%
2/17/2025 CoreCap Advisors LLC156,692$3.63M0.2%+913.5%0.024%
2/17/2025 Cresset Asset Management LLC3,881,088$89.96M0.4%+113.4%0.595%
2/17/2025 Cambridge Investment Research Advisors Inc.3,067,870$71.11M0.2%+195.0%0.471%
2/17/2025 Capital Advantage Inc.96,769$2.24M0.4%+194.3%0.015%
2/17/2025 Cetera Investment Advisers829,222$19.22M0.0%+180.7%0.127%
2/17/2025 BOKF NA1,764$41K0.0%+200.0%0.000%
2/17/2025 Cahill Financial Advisors Inc.397,137$9.21M1.2%+173.3%0.061%
2/17/2025 Captrust Financial Advisors2,263,618$52.48M0.1%+187.7%0.347%
2/17/2025 Cary Street Partners Financial LLC12,914$299K0.0%N/A0.002%
2/17/2025 Chapman Financial Group LLC156,110$3.62M2.9%N/A0.024%
2/17/2025 Brown Wealth Management LLC10,774$250K0.1%+190.2%0.002%
2/17/2025 Baird Financial Group Inc.36,255$840K0.0%+450.7%0.006%
2/17/2025 Baker Avenue Asset Management LP2,231,881$51.74M1.6%+250.9%0.342%
2/17/2025 Bank of America Corp DE6,497,579$150.61M0.0%+224.8%0.997%
2/17/2025 BIP Wealth LLC15,060$349K0.0%N/A0.002%
2/17/2025 Ameriprise Financial Inc.3,482,519$79.56M0.0%+208.4%0.534%
2/17/2025 Ancora Advisors LLC854,814$19.82M0.4%+193.4%0.131%
2/17/2025 Aptus Capital Advisors LLC2,395,256$55.52M0.6%+200.1%0.367%
2/17/2025 Apex Wealth Management LLC145,902$3.38M2.9%N/A0.022%
2/17/2025 Aspire Growth Partners LLC15,473$359K0.4%N/A0.002%
2/17/2025 Asset Management Group Inc.174,554$4.05M0.7%+203.0%0.027%
2/17/2025 Accredited Wealth Management LLC2,031$47K0.0%N/A0.000%
2/17/2025 AlTi Global Inc.77,894$1.81M0.0%+207.0%0.012%
2/14/2025 Gallagher Fiduciary Advisors LLC20,896$484K0.1%N/A0.003%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
2/14/2025 West Paces Advisors Inc.1,406$33K0.0%+199.8%0.000%
2/14/2025 Mercer Global Advisors Inc. ADV11,897,313$275.78M0.7%-14.5%1.825%
2/14/2025 FAS Wealth Partners Inc.94,471$2.19M0.2%+188.6%0.014%
2/14/2025 Peterson Wealth Management13,320$309K0.2%+200.0%0.002%
2/14/2025 Jane Street Group LLC44,071$1.02M0.0%+88.2%0.007%
2/14/2025 Westbourne Investments Inc.69,573$1.61M1.0%N/A0.011%
2/14/2025 Rehmann Capital Advisory Group24,200$561K0.0%+190.3%0.004%
2/14/2025 Comerica Bank59,215$1.37M0.0%+159.1%0.009%
2/14/2025 AQR Capital Management LLC730,808$16.94M0.0%+281.9%0.112%
2/14/2025 Firestone Capital Management45,132$1.05M0.3%+200.3%0.007%
(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, 1,459 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 1,381 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 Diversified Enterprises LLC ($10.91M).

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

Institutional investors have bought a total of 766,752,432 shares in the last 24 months. This purchase volume represents approximately $17.28B in transactions.

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

Of the 783 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 ($2.01M), 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 88,229,021 shares in the last 24 months. This volume of shares sold represents approximately $1.64B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 2/22/2025 by MarketBeat.com Staff
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