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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$21.96 -0.43 (-1.92%)
Closing price 03/28/2025 04:10 PM Eastern
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$21.92 -0.04 (-0.16%)
As of 03/28/2025 07:59 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)
1267
Total
Institutional Inflows
(last 12 months)
$16.21B
Number of
Institutional Sellers
(last 12 months)
488
Total
Institutional Outflows
(last 12 months)
$587.99M
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SCHX Institutional Buying and Selling by Quarter

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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
3/27/2025Milestone Asset Management Group LLC132,153$3.06M2.7%N/A0.006%
3/18/2025CWC Advisors LLC.61,376$1.42M1.4%+201.2%0.003%
3/17/2025 Wealth Enhancement Advisory Services LLC17,473,484$405.04M0.8%+210.5%0.777%
3/12/2025 Centaurus Financial Inc.15,247$353K0.0%+159.3%0.001%
3/7/2025 Aegis Wealth Management LLC11,016$255K0.2%N/A0.000%
3/6/2025 TFR Capital LLC.26,800$621K0.3%N/A0.001%
3/6/2025 Plotkin Financial Advisors LLC69,290$1.61M1.0%+208.7%0.003%
3/5/2025 Berkeley Inc243,132$5.64M2.9%+68.7%0.011%
3/5/2025 Phocas Financial Corp.106,236$2.46M0.3%+200.0%0.005%
3/3/2025 American Investment Services Inc.88,803$2.06M0.4%+196.0%0.004%
2/27/2025 Brucke Financial Inc.103,171$2.46M2.1%N/A0.005%
2/27/2025Jefferies Financial Group Inc.67,722$1.57M0.0%+200.0%0.003%
2/27/2025 Bernard Wealth Management Corp.1,288,773$29.87M13.8%N/A0.058%
2/27/2025 Carolinas Wealth Consulting LLC5,320$123K0.0%+199.9%0.000%
2/26/2025 Capital A Wealth Management LLC2,997$69K0.1%N/A0.000%
2/26/2025 Financial Advisory Corp9,386$218K0.0%N/A0.000%
2/26/2025 Virtue Capital Management LLC77,971$1.81M0.4%+187.7%0.003%
2/25/2025 B. Riley Wealth Advisors Inc.244,284$5.66M0.2%+120.1%0.011%
2/25/2025 Integrated Advisors Network LLC192,239$4.46M0.2%+202.3%0.009%
2/25/2025 Garde Capital Inc.78,599$1.82M0.1%+200.9%0.004%
2/24/2025 Wilkins Miller Wealth Management LLC564,079$13.08M13.7%N/A0.025%
2/24/2025 United Advisor Group LLC205,343$4.76M0.9%+221.4%0.009%
2/22/2025 American Trust2,414,240$55.96M4.3%+158.1%0.108%
2/21/2025 Ascent Group LLC28,441$659K0.0%+179.1%0.004%
2/21/2025 Vermillion Wealth Management Inc.64,558$1.50M0.8%N/A0.010%
2/21/2025 AlphaCore Capital LLC173,598$4.02M0.9%+180.1%0.027%
2/20/2025 Michels Family Financial LLC46,101$1.07M1.0%N/A0.007%
2/20/2025 Ball & 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%
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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%
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%
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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%
(Data available from 1/1/2016 forward)

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SCHX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHX shares?

During the previous two years, 1,467 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 1,391 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 Wealth Enhancement Advisory Services LLC ($12.29M).

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

Institutional investors have bought a total of 781,048,912 shares in the last 24 months. This purchase volume represents approximately $17.62B in transactions.

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

Of the 782 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 88,220,882 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 3/29/2025 by MarketBeat.com Staff
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