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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$26.35 +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)
1370
Total
Institutional Inflows
(last 12 months)
$18.11B
Number of
Institutional Sellers
(last 12 months)
650
Total
Institutional Outflows
(last 12 months)
$1.55B
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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
10/15/2025Financial Management Professionals Inc.2,289,295$60.30M6.3%+1.5%0.099%
10/15/2025CWM LLC685,710$18.06M0.1%-7.8%0.030%
10/15/2025GEN Financial Management INC.719,332$18.95M16.3%-11.1%0.031%
10/15/2025Granite Bay Wealth Management LLC18,535$488K0.1%-39.8%0.001%
10/15/2025Independent Wealth Network Inc.8,089$213K0.1%-19.3%0.000%
10/15/2025Patriot Investment Management Group Inc.361,003$9.51M0.6%-1.4%0.016%
10/15/2025Robbins Farley6,255$165K0.1%-31.3%0.000%
10/15/2025Curbstone Financial Management Corp271,480$7.15M1.4%-0.4%0.012%
10/15/2025HRC Wealth Management LLC1,257,438$33.12M16.2%+0.7%0.054%
10/15/2025Pure Portfolios Holdings LLC1,191,721$31.39M9.8%-8.6%0.051%
10/15/2025World Investment Advisors1,646,734$43.38M0.9%+0.7%0.071%
10/15/2025Brookstone Capital Management92,519$2.44M0.0%-9.4%0.004%
10/15/2025Triangle Securities Wealth Management257,019$6.77M1.5%-2.6%0.011%
10/15/2025Manchester Financial Inc.931,252$24.53M4.9%-13.5%0.040%
10/15/2025Santori & Peters Inc.227,085$5.98M2.1%-3.5%0.010%
10/15/2025Successful Portfolios LLC87,481$2.30M1.3%+4.7%0.004%
10/15/2025Cornerstone Wealth Advisors Inc.234,798$6.19M1.5%-4.9%0.010%
10/15/2025DAVENPORT & Co LLC18,184$479K0.0%+34.6%0.001%
10/15/2025Plancorp LLC94,243$2.48M0.1%-29.2%0.004%
10/15/2025Crescent Sterling Ltd.9,920$261K0.3%+9.4%0.000%
10/15/2025Enclave Advisors LLC462,870$12.19M1.9%-8.0%0.020%
10/15/2025Summit Financial Consulting LLC251,254$6.62M5.3%N/A0.011%
10/15/2025Revisor Wealth Management LLC63,580$1.69M0.6%+92.0%0.003%
10/15/2025Praetorian Wealth Management Inc.36,196$953K0.2%-2.4%0.002%
10/15/2025Veery Capital LLC50,726$1.34M0.4%-6.4%0.002%
10/14/2025 Tactive Advisors LLC16,254$428K0.1%+76.6%0.001%
10/14/2025 RTD Financial Advisors Inc.376,924$9.93M1.2%-2.5%0.016%
10/14/2025 Revolve Wealth Partners LLC428,227$11.28M1.4%-0.5%0.018%
10/14/2025 Voisard Asset Management Group Inc.140,311$3.70M0.9%-25.8%0.006%
10/14/2025 Welch Group LLC9,378$247K0.0%-13.0%0.000%
10/14/2025 Ellenbecker Investment Group12,456$328K0.0%-10.1%0.001%
10/14/2025 DiNuzzo Private Wealth Inc.1,093$28K0.0%+61.2%0.000%
10/14/2025 Bulwark Capital Corp4,771$126K0.1%+33.6%0.000%
10/14/2025 Matrix Trust Co1,440,831$37.95M5.9%-0.6%0.062%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC125,288$3.30M0.1%+1.7%0.005%
10/14/2025 Argent Capital Management LLC15,460$407K0.0%N/A0.001%
10/14/2025 Farther Finance Advisors LLC2,890,979$76.15M1.1%+531.7%0.125%
10/14/2025 Market Street Wealth Management Advisors LLC78,469$2.07M0.3%-1.2%0.003%
10/14/2025 Paladin Wealth LLC14,544$383K0.3%-6.8%0.001%
10/14/2025 Elevation Wealth Partners LLC437,507$11.52M4.1%+1.5%0.019%
10/14/2025 Berger Financial Group Inc2,363,403$62.25M3.7%+2.4%0.102%
10/14/2025 HBK Sorce Advisory LLC35,294,611$940.95M20.4%+5.3%1.523%
10/14/2025 Bernard Wealth Management Corp.1,340,706$35.31M14.7%+3.4%0.058%
10/14/2025 LongView Wealth Management426,872$11.24M3.0%-1.3%0.018%
10/14/2025 BlueSky Wealth Advisors LLC6,154,009$162.10M21.9%+0.3%0.266%
10/14/2025 S.E.E.D. Planning Group LLC91,030$2.40M0.7%-3.3%0.004%
10/14/2025 Brighton Jones LLC220,868$5.82M0.1%+0.3%0.010%
10/14/2025 Harbor Group Inc.286,248$7.54M1.2%-1.7%0.012%
10/14/2025 WestHill Financial Advisors Inc.28,492$750K0.1%-3.3%0.001%
10/14/2025 TCI Wealth Advisors Inc.14,725$388K0.0%+10.9%0.001%
10/10/2025 Diversified Enterprises LLC16,481,206$434.12M29.2%+1.4%0.711%
10/10/2025 Fifth Third Securities Inc.68,950$1.82M0.1%-1.0%0.003%
10/10/2025 Charles Schwab Trust Co4,164,209$109.69M7.4%+6.9%0.180%
10/10/2025 Sound Income Strategies LLC4,410$117K0.0%-33.2%0.000%
10/10/2025 Tilia Fiduciary Partners Inc.56,582$1.49M0.9%-3.1%0.002%
10/10/2025 Seneca House Advisors57,113$1.50M0.6%+13.6%0.002%
10/10/2025 Legacy Wealth Management Inc2,282,257$60.12M3.5%-2.6%0.098%
10/10/2025 Foster Victor Wealth Advisors LLC1,276,776$33.81M2.1%-2.4%0.055%
10/10/2025 Red Door Wealth Management LLC1,916,215$50.47M5.4%+0.6%0.083%
10/10/2025 Flputnam Investment Management Co.559,758$14.74M0.2%+8.4%0.024%
10/10/2025 Sharkey Howes & Javer150,126$3.95M0.5%-1.5%0.006%
10/10/2025 Envision Financial LLC499,490$13.16M7.5%-3.8%0.022%
10/10/2025 Fairvoy Private Wealth LLC10,379$273K0.1%+4.6%0.000%
10/10/2025 Abound Wealth Management789,205$20.79M5.2%+0.5%0.034%
10/10/2025 Focus Financial Network Inc.668,657$17.61M0.6%+2.2%0.029%
10/10/2025 Signal Advisors Wealth LLC9,009$237K0.0%-50.3%0.000%
10/9/2025 CGN Advisors LLC58,252$1.53M0.1%-4.3%0.003%
10/9/2025 Bartlett & CO. Wealth Management LLC269,383$7.10M0.1%-3.4%0.012%
10/9/2025 Secure Asset Management LLC12,050$319K0.1%+7.5%0.001%
10/9/2025 AdvisorNet Financial Inc84,472$2.23M0.1%-16.5%0.004%
10/9/2025 Shelton Wealth Management LLC167,732$4.42M2.0%-6.6%0.007%
10/9/2025 Sprinkle Financial Consultants LLC875,359$23.06M12.9%+0.1%0.038%
10/9/2025 Toth Financial Advisory Corp2,242$59K0.0%N/A0.000%
10/9/2025 Newman Dignan & Sheerar Inc.1,544,007$40.67M8.8%-1.3%0.067%
10/9/2025 Breakthru Advisory Services LLC45,320$1.19M0.8%+304.0%0.002%
10/9/2025 U.S. Capital Wealth Advisors LLC355,202$9.36M0.3%-3.1%0.015%
10/9/2025 Redhawk Wealth Advisors Inc.512,517$13.50M1.6%-5.3%0.022%
10/9/2025 Peak Financial Management Inc.181,479$4.78M1.3%-7.8%0.008%
10/9/2025 Dynamic Advisor Solutions LLC1,256,574$33.10M1.0%+0.9%0.054%
10/9/2025 Cypress Financial Planning LLC30,432$802K0.2%-4.3%0.001%
10/9/2025 Guardian Financial Partners LLC404,981$10.67M4.5%-0.1%0.017%
10/9/2025 Gainplan LLC20,210$532K0.2%-11.5%0.001%
10/9/2025 Contravisory Investment Management Inc.13,923$367K0.1%+128.0%0.001%
10/9/2025 Embree Financial Group1,599,473$42.13M5.6%-8.4%0.069%
10/9/2025 Park Edge Advisors LLC39,019$1.03M0.2%-1.8%0.002%
10/9/2025 Riversedge Advisors LLC450,558$11.87M2.0%-21.5%0.019%
10/8/2025 First County Bank CT 20,821$548K0.3%-2.6%0.001%
10/8/2025 YHB Investment Advisors Inc.146,558$3.86M0.3%+1.4%0.006%
10/8/2025 Flower City Capital116,483$3.07M1.6%-1.9%0.005%
10/8/2025 Asset Allocation Strategies LLC810,952$21.36M4.2%+8.2%0.035%
10/8/2025 Fiduciary Alliance LLC25,940$683K0.0%-5.9%0.001%
10/8/2025 Legacy Private Trust Co.345,197$9.09M0.5%-3.8%0.015%
10/8/2025 Wedmont Private Capital146,963$3.89M0.1%+30.4%0.006%
10/8/2025 Ignite Planners LLC208,155$5.48M0.9%+0.2%0.009%
10/8/2025 Carr Financial Group Corp175,506$4.62M1.3%-79.0%0.008%
10/8/2025 Leverty Financial Group LLC421,107$11.09M2.9%-1.0%0.018%
10/7/2025 Cooper Financial Group90,317$2.38M0.3%+9.5%0.004%
10/7/2025 Lbmc Investment Advisors LLC70,093$1.85M0.1%-11.7%0.003%
10/7/2025 Walker Financial Services Inc.36,005$948K0.4%-5.7%0.002%
10/7/2025 Family Legacy Financial Solutions LLC480,613$12.66M9.7%+14.6%0.021%
(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, 1,543 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), HBK Sorce Advisory LLC ($940.95M), Sei Investments Co. ($879.09M), 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 1,487 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 ($26.60M), 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 781,145,631 shares in the last 24 months. This purchase volume represents approximately $18.11B in transactions.

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

Of the 648 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 65,827,790 shares in the last 24 months. This volume of shares sold represents approximately $1.55B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 10/15/2025 by MarketBeat.com Staff
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