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Schwab US Large-Cap ETF (SCHX) Institutional Ownership

Schwab US Large-Cap ETF logo
$22.56
+0.12 (+0.53%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Number of
Institutional Buyers
(last 12 months)
701
Total
Institutional Inflows
(last 12 months)
$2.01B
Number of
Institutional Sellers
(last 12 months)
601
Total
Institutional Outflows
(last 12 months)
$719.75M
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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
11/2/2024RKL Wealth Management LLC1,594,203$108.17M9.8%-3.9%0.245%
11/1/2024Carr Financial Group Corp305,446$20.72M6.1%-12.6%0.047%
11/1/2024Atria Investments Inc116,281$7.89M0.1%+2.4%0.018%
11/1/2024Essex Savings Bank6,360$432K0.1%-7.2%0.001%
11/1/2024Klingman & Associates LLC9,877$670K0.0%+10.0%0.002%
11/1/2024Assetmark Inc.3,133,410$212.60M0.6%+0.7%0.481%
11/1/2024Leavell Investment Management Inc.235,823$16.00M0.8%-2.5%0.036%
11/1/2024Burt Wealth Advisors470,612$31.93M7.9%+0.9%0.072%
11/1/2024Strategic Family Wealth Counselors L.L.C.146,181$9.92M3.5%-1.7%0.022%
11/1/2024 Presidio Capital Management LLC3,064$208K0.1%-24.8%0.000%
11/1/2024 Winthrop Advisory Group LLC64,116$4.35M0.5%-1.4%0.010%
10/31/2024 Trinity Legacy Partners LLC577,081$39.16M9.0%+208.6%0.089%
10/31/2024 Castle Wealth Management LLC127,760$8.67M3.5%-2.5%0.020%
10/31/2024 Droms Strauss Advisors Inc. MO ADV86,706$5.88M2.1%-1.2%0.013%
10/31/2024 Cozad Asset Management Inc.15,798$1.07M0.1%-4.4%0.002%
10/31/2024 Hanseatic Management Services Inc.52,488$3.56M5.0%-5.4%0.008%
10/31/2024 Bridgewater Advisors Inc.32,065$2.18M0.2%+163.9%0.005%
10/31/2024 Ascension Capital Advisors Inc.380,566$25.82M12.0%+2.8%0.058%
10/31/2024 Walkner Condon Financial Advisors LLC106,346$7.22M1.5%-3.1%0.016%
10/31/2024 Advisors Management Group Inc. ADV41,482$2.82M0.7%+1.6%0.006%
10/31/2024 Forte Capital LLC ADV159,979$10.86M1.2%-2.0%0.025%
10/31/2024 D.B. Root & Company LLC374,570$25.42M8.4%+1.2%0.057%
10/31/2024 Gordian Advisors LLC409,274$27.77M22.1%-3.8%0.063%
10/30/2024 RTD Financial Advisors Inc.133,041$9.03M1.1%-1.4%0.020%
10/30/2024 Maia Wealth LLC187,387$12.71M3.0%+114.6%0.029%
10/30/2024 Ballast Advisors LLC442,802$30.04M9.3%-3.1%0.068%
10/30/2024 Milestone Investment Advisors LLC379,876$25.78M7.2%-6.9%0.058%
10/30/2024 JFG Wealth Management LLC4,559$309K0.1%N/A0.001%
10/30/2024 MinichMacGregor Wealth Management LLC98,073$6.65M1.4%-0.8%0.015%
10/30/2024 Austin Private Wealth LLC11,028$748K0.1%+9.1%0.002%
10/30/2024 NorthRock Partners LLC254,982$17.30M1.5%+183.7%0.039%
10/30/2024 Landmark Wealth Management LLC6,606$448K0.2%N/A0.001%
10/30/2024 Clarity Financial LLC4,315$293K0.0%N/A0.001%
10/30/2024 United Advisor Group LLC63,884$4.34M1.0%-37.0%0.010%
10/30/2024 Madden Advisory Services Inc.93,051$6.31M2.9%+2.7%0.014%
10/30/2024 Red Cedar Investment Management LLC313,635$21.28M2.7%-4.5%0.048%
10/30/2024 QRG Capital Management Inc.10,611$720K0.0%+10.8%0.002%
10/30/2024 FIDELIS iM LLC477,973$32.43M14.7%+1.3%0.073%
10/30/2024 Lutz Financial Services LLC196,519$13.33M1.1%-4.3%0.030%
10/29/2024 Citizens National Bank Trust Department896$61K0.0%-45.4%0.000%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

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10/29/2024 BSW Wealth Partners5,856$397K0.1%-14.7%0.001%
10/29/2024 Fort Pitt Capital Group LLC16,340$1.11M0.0%+18.0%0.003%
10/29/2024 Carmichael Hill & Associates Inc.129,121$8.76M3.1%+13.0%0.020%
10/29/2024 Pure Financial Advisors LLC3,714$252K0.0%-28.0%0.001%
10/29/2024 Clear Creek Financial Management LLC24,162$1.64M0.2%+4.3%0.004%
10/29/2024 Stevens Capital Partners38,685$2.63M1.3%+18.8%0.006%
10/29/2024 Sage Financial Group Inc.8,353,812$566.81M46.3%-0.3%1.281%
10/29/2024 Chicago Partners Investment Group LLC1,330,681$90.29M3.0%+208.5%0.204%
10/29/2024 Farther Finance Advisors LLC108,285$7.35M0.3%-47.1%0.017%
10/29/2024 Capital Advisors Inc. OK33,288$2.26M0.0%+3.7%0.005%
10/29/2024 Ashford Advisors LLC571,456$38.77M9.0%-0.1%0.088%
10/28/2024 Lowe Brockenbrough & Co. Inc.295,819$20.07M1.3%+2.3%0.045%
10/28/2024 CacheTech Inc.959,056$65.07M14.0%+1.1%0.147%
10/28/2024 Campbell Wealth Management5,109,323$346.67M30.9%N/A0.784%
10/28/2024 Gladstone Institutional Advisory LLC246,350$16.72M0.8%+69.1%0.038%
10/28/2024 Human Investing LLC19,962$1.35M0.2%-15.1%0.003%
10/28/2024 Sensible Financial Planning & Management LLC.175,580$11.91M2.4%-4.3%0.027%
10/28/2024 Creative Financial Designs Inc. ADV23,191$1.57M0.1%+4.2%0.004%
10/28/2024 Focus Financial Network Inc.223,340$15.15M0.6%-2.0%0.034%
10/28/2024 Reston Wealth Management LLC1,247$85K0.0%N/A0.000%
10/28/2024 Rosenberg Matthew Hamilton102,561$6.96M1.8%+1.8%0.016%
10/28/2024 US Bancorp DE20,593,427$1.40B1.8%+43.8%3.159%
10/28/2024 Austin Wealth Management LLC7,961$535K0.1%+11.7%0.001%
10/25/2024 Voisard Asset Management Group Inc.141,154$9.58M4.0%+6.5%0.022%
10/25/2024 Financial Advocates Investment Management28,286$2.05M0.1%+6.9%0.004%
10/25/2024 JFS Wealth Advisors LLC26,285$1.78M0.1%-2.6%0.004%
10/25/2024 Pinnacle Associates Ltd.24,649$1.67M0.0%+5.2%0.004%
10/25/2024 Fort Vancouver Investment Management LLC54,625$3.71M3.2%-4.0%0.008%
10/25/2024 Evermay Wealth Management LLC1,714,803$116.35M18.7%-1.7%0.263%
10/25/2024 GSB Wealth Management LLC7,003$475K0.1%-18.4%0.001%
10/25/2024 Mutual Advisors LLC236,417$16.04M0.4%+215.5%0.036%
10/25/2024 Lodestar Private Asset Management LLC168,261$11.42M1.5%+2.5%0.026%
10/25/2024 Vanguard Capital Wealth Advisors10,510$713K0.7%+89.2%0.002%
10/25/2024 Valmark Advisers Inc.64,619$4.38M0.1%+6.1%0.010%
10/25/2024 American Financial Advisors LLC26,424$1.79M0.2%+13.4%0.004%
10/25/2024 GW Henssler & Associates Ltd.42,726$2.90M0.2%-7.3%0.007%
10/25/2024 Strategic Blueprint LLC3,124$212K0.0%N/A0.000%
10/25/2024 MONECO Advisors LLC12,169$826K0.1%-31.2%0.002%
10/25/2024 Diversify Advisory Services LLC127,270$8.64M0.5%+250.3%0.020%
10/25/2024 Integrated Advisors Network LLC63,592$4.32M0.2%-3.1%0.010%
10/25/2024 Legacy Wealth Management Inc777,112$52.73M3.4%-2.6%0.119%
10/25/2024 Cantor Fitzgerald Investment Advisors L.P.317,402$21.54M1.5%+81.3%0.049%
10/25/2024 Cornerstone Wealth Advisors Inc.94,791$6.43M1.8%-2.5%0.015%
10/25/2024 Worth Financial Advisory Group LLC4,925$334K0.2%+22.7%0.001%
10/24/2024 TCI Wealth Advisors Inc.8,405$570K0.0%+24.4%0.001%
10/24/2024 Patriot Financial Group Insurance Agency LLC5,372$364K0.0%-15.8%0.001%
10/24/2024 Summit Place Financial Advisors LLC53,533$3.63M2.0%-9.6%0.008%
10/24/2024 FSA Advisors Inc.4,481$303K0.3%-11.5%0.001%
10/24/2024 Peterson Wealth Advisors LLC3,710$252K0.0%N/A0.001%
10/24/2024 Sterling Investment Advisors Ltd.2,962$201K0.1%N/A0.000%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
10/24/2024 J.W. Cole Advisors Inc.21,378$1.45M0.1%-5.8%0.003%
10/24/2024 Valley National Advisers Inc.575,073$39.02M7.0%-25.8%0.088%
10/24/2024 Financial Management Professionals Inc.398,327$27.03M3.4%+14,141.2%0.061%
10/24/2024 Manchester Financial Inc.414,366$28.12M6.1%-1.7%0.064%
10/24/2024 Kavar Capital Partners Group LLC436,929$29.65M4.7%+2.3%0.067%
10/24/2024 Smith Salley Wealth Management16,291$1.11M0.1%+64.6%0.002%
10/24/2024 Bristlecone Advisors LLC422,993$28.70M2.3%-0.8%0.065%
10/24/2024 Modera Wealth Management LLC558,041$37.86M0.5%-4.2%0.086%
10/24/2024 MCF Advisors LLC211,388$14.34M1.0%-1.9%0.032%
10/24/2024 PFG Investments LLC2,995$203K0.0%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, 1,255 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), Charles Schwab Investment Management Inc. ($2.72B), Creative Planning ($1.89B), Cerity Partners LLC ($1.60B), US Bancorp DE ($1.40B), Sei Investments Co. ($804.96M), and HBK Sorce Advisory LLC ($680.64M).Learn more on SCHX's institutional investors.

Which institutional investors have been buying Schwab US Large-Cap ETF stock?

Of the 1,045 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: Cerity Partners LLC ($24.20M), US Bancorp DE ($20.52M), Creative Planning ($15.61M), HBK Sorce Advisory LLC ($12.73M), Charles Schwab Investment Management Inc. ($8.56M), Campbell Wealth Management ($5.47M), and Charles Schwab Investment Advisory Inc. ($4.79M).

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

Institutional investors have bought a total of 188,475,334 shares in the last 24 months. This purchase volume represents approximately $3.38B in transactions.

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

Of the 821 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. ($18.85M), Envestnet Asset Management Inc. ($11.99M), Mercer Global Advisors Inc. ADV ($10.64M), HBK Sorce Advisory LLC ($9.19M), Moneta Group Investment Advisors LLC ($5.30M), Wealth Enhancement Advisory Services LLC ($2.11M), and Adams Wealth Management ($2.08M).

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

Institutional investors have sold a total of 103,730,503 shares in the last 24 months. This volume of shares sold represents approximately $1.84B in transactions.


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This page (NYSEARCA:SCHX) was last updated on 11/2/2024 by MarketBeat.com Staff
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