Who Owns SCHX?
Schwab U.S. Large-Cap ETF — Institutional Ownership & 13F Holdings
$28.43
+0.14 (+0.50%)
Market Cap
$64.7B
Shares Outstanding
2,198,101,766
Institutional Holders
1,320
Total Inst. Value
$19.3B
% of Float Held
—
QoQ Holder Change
+630
Institutional data as of Q1 2025
New Positions
388
Closed Positions
93
Increased
424
Decreased
373
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | US BANCORP \DE\ | $4.8B | 217,201,393 |
| 2 | SEI INVESTMENTS CO | $767.8M | 34,774,784 |
| 3 | HBK Sorce Advisory LLC | $729.3M | 33,030,817 |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | $689.7M | 31,236,922 |
| 5 | SAGE FINANCIAL GROUP INC | $559.6M | 25,345,106 |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $540.5M | 24,479,012 |
| 7 | UBS Group AG | $414.6M | 18,776,565 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $367.1M | 16,624,072 |
| 9 | Diversified Enterprises, LLC | $339.8M | 15,387,690 |
| 10 | HighTower Advisors, LLC | $309.3M | 14,010,112 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| US BANCORP \DE\ | +10.8M | $4.8B |
| HBK Sorce Advisory LLC | +891K | $729.3M |
| MONETA GROUP INVESTMENT ADVISORS LLC | +5.0M | $689.7M |
| SAGE FINANCIAL GROUP INC | +480K | $559.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +3.7M | $540.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Apollon Wealth Management, LLC | -1.9M | $7.4M |
| RKL Wealth Management LLC | -1.6M | $56.7M |
| McAdam, LLC | -1.2M | $202.7M |
| RIVERSEDGE ADVISORS, LLC | -682K | $25.3M |
| Tradewinds Capital Management, LLC | -490K | $23.1M |
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Frequently Asked Questions
How many institutional investors hold SCHX?
As of Q1 2025, 1320 institutional investors report holding SCHX (Schwab U.S. Large-Cap ETF) in their 13F filings.
Which hedge fund owns the most SCHX?
The largest institutional holder of SCHX is US BANCORP \DE\ with $4.8B in shares.
Are institutions buying or selling SCHX?
This quarter, 388 institutions opened new positions in SCHX and 93 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.