SCHX Institutional Ownership
Schwab U.S. Large-Cap ETF
1W: -0.2%
1M: +0.6%
3M: +2.2%
YTD: +12.4%
1Y: +15.0%
3Y: +85.8%
5Y: +79.3%
$30.32
+0.23 (+0.76%)
Weekly Expected Move ±1.5%
$29
$30
$30
$31
$31
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — SCHX
1,666
Institutional Holders
+32 vs prior quarter
0.0%
Ownership
+0.00pp
32B
Total Invested
139
New Positions
624
Increased
630
Reduced
55
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1737 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | US BANCORP \DE | 172,215,422 | 5.2B | +27,154,202 | +18.7% | 53Q | SEC ↗ |
| 2 | Creative Planning | 81,513,814 | 2.5B | -756,223 | -0.9% | 51Q | SEC ↗ |
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | 38,698,661 | 1.2B | +1,329,784 | +3.6% | 42Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 37,819,350 | 1.1B | +3,009,782 | +8.6% | 45Q | SEC ↗ |
| 5 | HBK Sorce Advisory LLC | 35,214,246 | 1.1B | +330,807 | +0.9% | 63Q | SEC ↗ |
| 6 | SEI INVESTMENTS CO | 32,299,151 | 979M | -229,420 | -0.7% | 15Q | SEC ↗ |
| 7 | Betterment LLC | 28,627,429 | 868M | +27,913 | +0.1% | 21Q | SEC ↗ |
| 8 | SAGE FINANCIAL GROUP INC | 23,002,052 | 697M | -106,449 | -0.5% | 51Q | SEC ↗ |
| 9 | CAPTRUST FINANCIAL ADVISORS | 20,363,006 | 617M | +179,594 | +0.9% | 36Q | SEC ↗ |
| 10 | Diversified Enterprises, LLC | 18,816,940 | 571M | +631,296 | +3.5% | 8Q | SEC ↗ |
| 11 | Cerity Partners LLC | 18,504,081 | 561M | -680,811 | -3.5% | 23Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 13,950,292 | 423M | -55,707 | -0.4% | 57Q | SEC ↗ |
| 13 | Koss-Olinger Consulting, LLC | 12,808,366 | 388M | +2,317,613 | +22.1% | 9Q | SEC ↗ |
| 14 | Jupiter Topco LLC NEW | 12,782,146 | 388M | — | +0.0% | 1Q | SEC ↗ |
| 15 | JANUS HENDERSON GROUP PLC | 12,327,339 | 374M | -83,381 | -0.7% | 15Q | SEC ↗ |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 11,231,423 | 341M | +221,501 | +2.0% | 47Q | SEC ↗ |
| 17 | McAdam, LLC | 10,922,591 | 331M | +755,759 | +7.4% | 39Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 10,429,473 | 316M | +353,022 | +3.5% | 15Q | SEC ↗ |
| 19 | Mariner, LLC | 10,313,474 | 313M | -68,053 | -0.7% | 54Q | SEC ↗ |
| 20 | Norinchukin Bank, The | 10,180,000 | 309M | — | +0.0% | 3Q | SEC ↗ |
| 21 | UBS Group AG | 9,978,048 | 303M | +430,175 | +4.5% | 47Q | SEC ↗ |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | 9,672,309 | 293M | -256,234 | -2.6% | 30Q | SEC ↗ |
| 23 | MORGAN STANLEY | 8,847,214 | 268M | +241,000 | +2.8% | 60Q | SEC ↗ |
| 24 | Prime Capital Investment Advisors, LLC | 8,704,919 | 264M | -195,746 | -2.2% | 30Q | SEC ↗ |
| 25 | LPL Financial LLC | 8,562,609 | 260M | +1,024,193 | +13.6% | 54Q | SEC ↗ |
| 26 | Fund Evaluation Group, LLC | 8,405,541 | 255M | -869,003 | -9.4% | 13Q | SEC ↗ |
| 27 | JMG Financial Group, Ltd. | 8,334,300 | 253M | +817 | +0.0% | 53Q | SEC ↗ |
| 28 | Kohmann Bosshard Financial Services, L | 7,904,940 | 240M | +321,711 | +4.2% | 36Q | SEC ↗ |
| 29 | Beacon Pointe Advisors, LLC | 7,813,084 | 237M | +44,373 | +0.6% | 31Q | SEC ↗ |
| 30 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 7,333,245 | 222M | -124,732 | -1.7% | 4Q | SEC ↗ |
| 31 | ASSETMARK, INC | 6,626,112 | 201M | +109,723 | +1.7% | 37Q | SEC ↗ |
| 32 | Corient Private Wealth LP | 6,026,096 | 183M | -699,293 | -10.4% | 15Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 5,939,378 | 180M | +1,014,991 | +20.6% | 15Q | SEC ↗ |
| 34 | JOHNSON INVESTMENT COUNSEL INC | 5,492,353 | 167M | +358,131 | +7.0% | 15Q | SEC ↗ |
| 35 | Apriem Advisors | 5,419,045 | 164M | -213,213 | -3.8% | 58Q | SEC ↗ |
| 36 | Northwest Quadrant Wealth Management, | 5,365,862 | 163M | +71,278 | +1.3% | 39Q | SEC ↗ |
| 37 | FINANCIAL CONSULATE, INC | 5,266,972 | 160M | +74,799 | +1.4% | 45Q | SEC ↗ |
| 38 | Savant Capital, LLC | 5,054,516 | 153M | +2,553,680 | +102.1% | 26Q | SEC ↗ |
| 39 | BlueSky Wealth Advisors, LLC | 4,853,947 | 147M | -32,029 | -0.7% | 9Q | SEC ↗ |
| 40 | Orgel Wealth Management, LLC | 4,658,623 | 141M | -32,479 | -0.7% | 42Q | SEC ↗ |
| 41 | JONES FINANCIAL COMPANIES LLLP | 4,524,404 | 137M | +1,168,165 | +34.8% | 26Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 4,515,858 | 137M | +528,192 | +13.2% | 10Q | SEC ↗ |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 4,324,345 | 131M | +162,719 | +3.9% | 32Q | SEC ↗ |
| 44 | Charles Schwab Trust Co | 4,238,294 | 129M | +77,946 | +1.9% | 28Q | SEC ↗ |
| 45 | BlackRock, Inc. | 4,231,409 | 128M | +1,035,085 | +32.4% | 8Q | SEC ↗ |
| 46 | EVERMAY WEALTH MANAGEMENT LLC | 4,135,021 | 125M | -233,947 | -5.4% | 50Q | SEC ↗ |
| 47 | Steele Capital Management, Inc. | 4,110,047 | 125M | +27,218 | +0.7% | 11Q | SEC ↗ |
| 48 | FSA Investment Group, LLC | 4,058,096 | 123M | +259,102 | +6.8% | 7Q | SEC ↗ |
| 49 | Integrated Wealth Concepts LLC | 3,967,273 | 120M | +479,547 | +13.7% | 24Q | SEC ↗ |
| 50 | GREENWOOD GEARHART LLC | 3,709,621 | 112M | +188,300 | +5.3% | 29Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 12,782,146 | 388M |
| FORTRESS FINANCIAL GROUP, LLC | 1,613,952 | 49M |
| NATIONAL BANK OF CANADA /FI | 629,517 | 19M |
| GTS FINANCIAL, LLC | 628,616 | 19M |
| SAGESPRING WEALTH PARTNERS, LLC | 609,653 | 18M |
| Copper Harbor Investment Advisors, | 526,936 | 16M |
| J.W. COLE ADVISORS, INC. | 263,295 | 8M |
| FIDUCIARY FINANCIAL ADVISORS | 242,865 | 7M |
| Diversify Advisory Services, LLC | 156,780 | 5M |
| Global Retirement Partners, LLC | 149,434 | 5M |
| THREADGILL FINANCIAL, LLC | 137,965 | 4M |
| Parkwoods Wealth Partners, LLC | 134,489 | 4M |
| BASSO CAPITAL MANAGEMENT, L.P. | 71,613 | 2M |
| Evanson Financial, LLC | 66,398 | 2M |
| TritonPoint Partners, LLC | 60,544 | 2M |
| Stonebridge Financial Group, LLC/CA | 58,571 | 2M |
| IFG Advisory, LLC | 55,650 | 2M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 53,913 | 2M |
| Nuveen, LLC | 45,928 | 1M |
| COMPASS FINANCIAL MANAGEMENT LLC | 42,909 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlueStem Wealth Partners, LLC | 733,431 | 22M |
| TUDOR INVESTMENT CORP ET AL | 294,754 | 9M |
| Cynosure Group, LLC | 282,868 | 9M |
| Summit Trail Advisors, LLC | 138,362 | 4M |
| Authentikos Wealth Advisory, LLC | 132,790 | 4M |
| TIAA TRUST, NATIONAL ASSOCIATION | 123,284 | 4M |
| WealthShield Partners, LLC | 107,966 | 3M |
| EVOKE WEALTH, LLC | 68,839 | 2M |
| Victrix Investment Advisors | 68,628 | 2M |
| SEEDS INVESTOR LLC | 48,590 | 1M |
| BREAKTHRU ADVISORY SERVICES, LLC | 45,378 | 1M |
| Ascentis Independent Advisors | 44,678 | 1M |
| Baer Investment Advisory LLC | 40,987 | 1M |
| GatePass Capital, LLC | 37,778 | 1M |
| Quadrant Private Wealth Management, | 32,579 | 988K |
| 49 WEALTH MANAGEMENT, LLC | 30,712 | 931K |
| Murphy, Middleton, Hinkle & Parker, | 29,221 | 886K |
| XTX Topco Ltd | 27,977 | 848K |
| FOUNDERS FINANCIAL SECURITIES LLC | 26,564 | 805K |
| Linscomb Wealth, Inc. | 26,323 | 798K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| US BANCORP \DE | +27,154,202 | +18.7% | 172,215,422 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,009,782 | +8.6% | 37,819,350 |
| Savant Capital, LLC | +2,553,680 | +102.1% | 5,054,516 |
| Koss-Olinger Consulting, LLC | +2,317,613 | +22.1% | 12,808,366 |
| MONETA GROUP INVESTMENT ADVISORS LL | +1,329,784 | +3.6% | 38,698,661 |
| JONES FINANCIAL COMPANIES LLLP | +1,168,165 | +34.8% | 4,524,404 |
| BlackRock, Inc. | +1,035,085 | +32.4% | 4,231,409 |
| LPL Financial LLC | +1,024,193 | +13.6% | 8,562,609 |
| Farther Finance Advisors, LLC | +1,014,991 | +20.6% | 5,939,378 |
| McAdam, LLC | +755,759 | +7.4% | 10,922,591 |
| RENAISSANCE TECHNOLOGIES LLC | +701,900 | +822.9% | 787,200 |
| CORNERSTONE ADVISORS ASSET MANAGEME | +700,586 | +23.4% | 3,695,022 |
| Diversified Enterprises, LLC | +631,296 | +3.5% | 18,816,940 |
| JPMORGAN CHASE & CO | +564,424 | +19.6% | 3,438,152 |
| Blackhawk Capital Partners, LLC | +531,764 | +1223.3% | 575,233 |
| AQR CAPITAL MANAGEMENT LLC | +528,192 | +13.2% | 4,515,858 |
| Integrated Wealth Concepts LLC | +479,547 | +13.7% | 3,967,273 |
| GOLDMAN SACHS GROUP INC | +456,439 | +40.6% | 1,581,714 |
| MISSION WEALTH MANAGEMENT, LP | +447,727 | +128.8% | 795,359 |
| UBS Group AG | +430,175 | +4.5% | 9,978,048 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fund Evaluation Group, LLC | -869,003 | -9.4% | 8,405,541 |
| Creative Planning | -756,223 | -0.9% | 81,513,814 |
| Corient Private Wealth LP | -699,293 | -10.4% | 6,026,096 |
| Cerity Partners LLC | -680,811 | -3.5% | 18,504,081 |
| L2 Asset Management, LLC | -653,948 | -49.8% | 659,727 |
| UBS AM, a distinct business unit of | -647,723 | -34.1% | 1,253,083 |
| Curi Capital, LLC | -510,373 | -14.1% | 3,116,813 |
| Scarborough Advisors, LLC | -420,494 | -17.8% | 1,938,737 |
| Bangor Savings Bank | -343,173 | -14.1% | 2,083,081 |
| Athena Investment Management | -326,956 | -25.0% | 979,866 |
| Almanack Investment Partners, LLC. | -275,317 | -32.1% | 581,404 |
| Leisure Capital Management | -274,065 | -47.3% | 304,890 |
| MERCER GLOBAL ADVISORS INC /ADV | -256,234 | -2.6% | 9,672,309 |
| RAYMOND JAMES FINANCIAL INC | -244,930 | -14.2% | 1,481,699 |
| TWO SIGMA INVESTMENTS, LP | -237,000 | -87.7% | 33,336 |
| EVERMAY WEALTH MANAGEMENT LLC | -233,947 | -5.4% | 4,135,021 |
| SEI INVESTMENTS CO | -229,420 | -0.7% | 32,299,151 |
| HRT FINANCIAL LP | -226,732 | -92.4% | 18,748 |
| Truepoint, Inc. | -224,929 | -26.6% | 620,573 |
| Apriem Advisors | -213,213 | -3.8% | 5,419,045 |