Who Owns Schwab U.S. Large-Cap ETF (SCHX)?Hedge Fund & Institutional Holders

$26.47+0.10 (+0.38%)Financial ServicesNYSE_ARCA

Institutional Holders

1,320

as of QNaN NaN

Total Institutional Value

$21542.7T

% of Float Held

—

QoQ Change in Holders

+1320 / -0

Price History

$19.60$21.57$23.54$25.50$27.47Sep 24Jun 25Mar 26

SCHX — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
US BANCORP \DE\New217.2M$4795.8T100.00%
Creative PlanningNew82.7M$1825.2T100.00%
SEI INVESTMENTS CONew34.8M$767.8T100.00%
HBK Sorce Advisory LLCNew33.0M$729.3T21.38%
MONETA GROUP INVESTMENT ADVISORS LLCNew31.2M$689.7T100.00%
SAGE FINANCIAL GROUP INCNew25.3M$559.6T45.20%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew24.5M$540.5T100.00%
UBS Group AGNew18.8M$414.6T76.21%
Cerity Partners LLCNew18.7M$412.5T100.00%
CAPTRUST FINANCIAL ADVISORSNew17.8M$393.4T100.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew16.6M$367.1T100.00%
Prime Capital Investment Advisors, LLCNew15.9M$351.8T100.00%
Diversified Enterprises, LLCNew15.4M$339.8T28.60%
HighTower Advisors, LLCNew14.0M$309.3T100.00%
ENVESTNET ASSET MANAGEMENT INCNew13.2M$292.0T94.15%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1US BANCORP \DE\217,201,393$4795.8T100.00%New
2Creative Planning82,661,328$1825.2T100.00%New
3SEI INVESTMENTS CO34,774,784$767.8T100.00%New
4HBK Sorce Advisory LLC33,030,817$729.3T21.38%New
5MONETA GROUP INVESTMENT ADVISORS LLC31,236,922$689.7T100.00%New
6SAGE FINANCIAL GROUP INC25,345,106$559.6T45.20%New
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO24,479,012$540.5T100.00%New
8UBS Group AG18,776,565$414.6T76.21%New
9Cerity Partners LLC18,682,304$412.5T100.00%New
10CAPTRUST FINANCIAL ADVISORS17,815,938$393.4T100.00%New
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16,624,072$367.1T100.00%New
12Prime Capital Investment Advisors, LLC15,935,064$351.8T100.00%New
13Diversified Enterprises, LLC15,387,690$339.8T28.60%New
14HighTower Advisors, LLC14,010,112$309.3T100.00%New
15ENVESTNET ASSET MANAGEMENT INC13,226,354$292.0T94.15%New
16MERCER GLOBAL ADVISORS INC /ADV11,714,878$258.7T100.00%New
17JANUS HENDERSON GROUP PLC10,984,731$241.2T100.00%New
18Mariner, LLC9,874,440$218.0T100.00%New
19Koss-Olinger Consulting, LLC9,874,084$218.0T18.37%New
20McAdam, LLC9,181,848$202.7T12.54%New
21JMG Financial Group, Ltd.8,142,312$179.8T6.06%New
22Fund Evaluation Group, LLC7,955,519$175.7T7.60%New
23BANK OF AMERICA CORP /DE/7,284,275$160.8T12.99%New
24ASSETMARK, INC6,976,333$154.0T100.00%New
25LPL Financial LLC6,825,227$150.7T58.60%New
26GREENWOOD GEARHART INC6,363,308$140.5T9.72%New
27MORGAN STANLEY6,176,314$136.4T9.75%New
28Apriem Advisors6,127,531$135.3T15.85%New
29Wealthspire Advisors, LLC6,083,326$134.3T100.00%New
30Beacon Pointe Advisors, LLC5,990,697$132.3T100.00%New
31JOHNSON INVESTMENT COUNSEL INC4,841,305$106.9T100.00%New
32Orgel Wealth Management, LLC4,633,176$102.3T2.66%New
33Standpoint Asset Management, LLC4,040,400$89.2T16.44%New
34Charles Schwab Trust Co3,942,548$87.1T7.29%New
35Curi Capital, LLC3,838,149$84.7T2.09%New
36Leverty Financial Group, LLC3,780,762$83.5T34.13%New
37FSA Investment Group, LLC3,661,960$80.9T68.82%New
38Marcum Wealth, LLC3,618,623$79.9T6.91%New
39AMERIPRISE FINANCIAL INC3,363,360$74.7T20.17%New
40Cresset Asset Management, LLC3,118,745$68.9T100.00%New
41SIMS INVESTMENT MANAGEMENT, LLC3,096,635$68.4T30.56%New
42Integrated Wealth Concepts LLC3,011,806$66.5T100.00%New
43Scarborough Advisors, LLC2,773,343$61.2T8.72%New
44CacheTech Inc.2,752,407$59.7T11.63%New
45Focus Partners Wealth2,669,259$58.9T100.00%New
46CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC2,629,519$58.1T11.89%New
47RKL Wealth Management LLC2,567,549$56.7T5.34%New
48Jaffetilchin Investment Partners, LLC2,549,269$56.3T4.09%New
49Sequoia Financial Advisors, LLC2,534,479$56.0T100.00%New
50Savant Capital, LLC2,516,258$55.6T100.00%New

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IVV

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SPY

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VXUS

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As of QNaN NaN, 1320 institutional investors hold SCHX (Schwab U.S. Large-Cap ETF). The largest holder is US BANCORP \DE\ with $4795.8T in shares. This quarter, 1320 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHX?

As of QNaN NaN, 1320 institutional investors report holding SCHX (Schwab U.S. Large-Cap ETF) in their 13F filings.

Who is the largest institutional holder of SCHX?

The largest institutional holder of SCHX is US BANCORP \DE\ with $4795.8T in shares.

Is institutional ownership of SCHX increasing or decreasing?

This quarter, 1320 institutions opened new positions in SCHX and 0 closed their positions.