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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
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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
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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
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%
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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%
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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 754,654,355 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 31,550,182 shares in the last 24 months. This volume of shares sold represents approximately $701.20M in transactions.


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This page (NYSEARCA:SCHX) was last updated on 7/9/2025 by MarketBeat.com Staff
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