SCHX
Schwab U.S. Large-Cap ETF
1W: -0.7%
1M: +4.1%
3M: +7.4%
YTD: +8.3%
1Y: +25.5%
3Y: +87.7%
5Y: +85.9%
$29.33
+0.13 (+0.45%)
Weekly Expected Move ±1.5%
$28
$29
$29
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCHX
1,643
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
29B
Total Invested
89
New Positions
611
Increased
706
Reduced
201
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1751 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | US BANCORP \DE | 145,061,220 | 4.3B | -56,024,741 | -27.9% | 13Q | SEC ↗ |
| 2 | Creative Planning | 82,270,037 | 2.4B | -1,542,288 | -1.8% | 13Q | SEC ↗ |
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | 37,368,877 | 1.1B | +1,537,853 | +4.3% | 13Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 34,809,568 | 1.0B | +3,812,499 | +12.3% | 13Q | SEC ↗ |
| 5 | HBK Sorce Advisory LLC | 34,479,165 | 1.0B | -34,857,237 | -50.3% | 12Q | SEC ↗ |
| 6 | SEI INVESTMENTS CO | 32,528,571 | $954M | +1,554,760 | +5.0% | 13Q | SEC ↗ |
| 7 | Betterment LLC | 28,599,516 | $839M | +10,450,588 | +57.6% | 13Q | SEC ↗ |
| 8 | JANUS HENDERSON GROUP PLC | 24,654,678 | $723M | +12,243,958 | +98.7% | 13Q | SEC ↗ |
| 9 | SAGE FINANCIAL GROUP INC | 23,108,501 | $678M | -727,975 | -3.1% | 13Q | SEC ↗ |
| 10 | CAPTRUST FINANCIAL ADVISORS | 20,183,412 | $592M | +660,923 | +3.4% | 13Q | SEC ↗ |
| 11 | Cerity Partners LLC | 19,184,892 | $563M | +194,233 | +1.0% | 13Q | SEC ↗ |
| 12 | Diversified Enterprises, LLC | 18,185,644 | $533M | +1,223,479 | +7.2% | 7Q | SEC ↗ |
| 13 | Kohmann Bosshard Financial Services, L | 15,049,171 | $441M | +7,920,809 | +111.1% | 13Q | SEC ↗ |
| 14 | HighTower Advisors, LLC | 14,005,999 | $411M | -135,395 | -1.0% | 13Q | SEC ↗ |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 11,009,922 | $323M | -8,076,252 | -42.3% | 13Q | SEC ↗ |
| 16 | Koss-Olinger Consulting, LLC | 10,490,753 | $308M | +492,244 | +4.9% | 8Q | SEC ↗ |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | 10,387,007 | $305M | +37,076 | +0.4% | 12Q | SEC ↗ |
| 18 | Mariner, LLC | 10,381,527 | $304M | +146,072 | +1.4% | 13Q | SEC ↗ |
| 19 | Norinchukin Bank, The | 10,180,000 | $299M | — | +0.0% | 2Q | SEC ↗ |
| 20 | McAdam, LLC | 10,166,832 | $298M | +230,470 | +2.3% | 13Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 10,076,451 | $296M | +1,054,612 | +11.7% | 13Q | SEC ↗ |
| 22 | UBS Group AG | 9,547,873 | $280M | +8,311,474 | +672.2% | 13Q | SEC ↗ |
| 23 | Fund Evaluation Group, LLC | 9,274,544 | $272M | -218,021 | -2.3% | 12Q | SEC ↗ |
| 24 | Prime Capital Investment Advisors, LLC | 8,900,665 | $261M | -1,105,166 | -11.0% | 13Q | SEC ↗ |
| 25 | JMG Financial Group, Ltd. | 8,333,483 | $244M | -112,423 | -1.3% | 13Q | SEC ↗ |
| 26 | Beacon Pointe Advisors, LLC | 7,768,711 | $228M | +1,306,884 | +20.2% | 13Q | SEC ↗ |
| 27 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 7,592,541 | $223M | — | +0.0% | 2Q | SEC ↗ |
| 28 | LPL Financial LLC | 7,538,416 | $221M | -158,474 | -2.1% | 13Q | SEC ↗ |
| 29 | Corient Private Wealth LLC | 6,725,389 | $197M | -4,366,960 | -39.4% | 13Q | SEC ↗ |
| 30 | ASSETMARK, INC | 6,516,389 | $191M | +2,595 | +0.0% | 13Q | SEC ↗ |
| 31 | MORGAN STANLEY | 6,006,598 | $176M | +310,042 | +5.4% | 12Q | SEC ↗ |
| 32 | Apriem Advisors | 5,632,258 | $165M | -534,325 | -8.7% | 13Q | SEC ↗ |
| 33 | Northwest Quadrant Wealth Management, | 5,301,134 | $155M | +66,926 | +1.3% | 12Q | SEC ↗ |
| 34 | FINANCIAL CONSULATE, INC | 5,192,173 | $152M | -9,771 | -0.2% | 13Q | SEC ↗ |
| 35 | JOHNSON INVESTMENT COUNSEL INC | 5,134,222 | $151M | +58,533 | +1.2% | 13Q | SEC ↗ |
| 36 | Farther Finance Advisors, LLC | 4,924,387 | $144M | +952,260 | +24.0% | 13Q | SEC ↗ |
| 37 | BlueSky Wealth Advisors, LLC | 4,885,976 | $143M | -1,330,182 | -21.4% | 8Q | SEC ↗ |
| 38 | Orgel Wealth Management, LLC | 4,691,102 | $138M | +11,704 | +0.3% | 13Q | SEC ↗ |
| 39 | EVERMAY WEALTH MANAGEMENT LLC | 4,368,968 | $128M | -66,827 | -1.5% | 13Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 4,161,626 | $122M | +2,311,536 | +124.9% | 13Q | SEC ↗ |
| 41 | Charles Schwab Trust Co | 4,160,348 | $122M | -54,606 | -1.3% | 13Q | SEC ↗ |
| 42 | Steele Capital Management, Inc. | 4,082,829 | $120M | +97,756 | +2.5% | 10Q | SEC ↗ |
| 43 | AQR CAPITAL MANAGEMENT LLC | 3,987,666 | $117M | +1,214,137 | +43.8% | 9Q | SEC ↗ |
| 44 | FSA Investment Group, LLC | 3,798,994 | $111M | +253,826 | +7.2% | 6Q | SEC ↗ |
| 45 | Curi Capital, LLC | 3,627,186 | $106M | +65,360 | +1.8% | 9Q | SEC ↗ |
| 46 | GREENWOOD GEARHART LLC | 3,521,321 | $103M | -1,225,524 | -25.8% | 13Q | SEC ↗ |
| 47 | Meridian Wealth Partners, LLC | 3,500,440 | $103M | +94,697 | +2.8% | 13Q | SEC ↗ |
| 48 | Integrated Wealth Concepts LLC | 3,487,726 | $102M | +335,793 | +10.7% | 13Q | SEC ↗ |
| 49 | JONES FINANCIAL COMPANIES LLLP | 3,356,239 | $98M | +825,948 | +32.6% | 13Q | SEC ↗ |
| 50 | CHOREO, LLC | 3,338,839 | $98M | +2,042,836 | +157.6% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Scarborough Advisors, LLC | 2,359,231 | $69M |
| Cornerstone Planning, LLC | 731,374 | $21M |
| HRT FINANCIAL LP | 245,480 | $7M |
| Windsor Advisory Group, LLC | 225,196 | $7M |
| True North Advisors, LLC | 220,341 | $6M |
| HANSEATIC MANAGEMENT SERVICES INC | 169,320 | $5M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 156,034 | $5M |
| CIBC Bancorp USA Inc. | 152,179 | $4M |
| Benson Investment Management Compan | 150,802 | $4M |
| Spartan Wealth Advisory Services LL | 133,145 | $4M |
| 71 West Capital Partners | 120,998 | $4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 114,010 | $3M |
| OFS Enterprise LLC | 91,609 | $3M |
| Orographic Financial Advisors, LLC | 83,788 | $2M |
| Shearwater Capital LLC | 77,331 | $2M |
| Owl Creek Wealth Partners LLC | 69,032 | $2M |
| GLENMEDE TRUST CO NA | 57,177 | $2M |
| VANGUARD ADVISERS INC | 50,769 | $1M |
| WASHINGTON TRUST Co | 46,810 | $1M |
| WESTCO ADVISORY SERVICES INC /ADV | 45,349 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingstone Capital Partners Texas, L | 804,893 | $24M |
| WELLINGTON MANAGEMENT GROUP LLP | 799,302 | $23M |
| RIVERSEDGE ADVISORS, LLC | 450,558 | $13M |
| SYKON CAPITAL LLC | 429,831 | $13M |
| Consolidated Portfolio Review Corp | 300,383 | $9M |
| J.W. COLE ADVISORS, INC. | 261,189 | $8M |
| Kovitz Investment Group Partners, L | 229,328 | $7M |
| BRIGHTON JONES LLC | 222,605 | $7M |
| Siligmueller & Norvid Wealth Adviso | 221,265 | $6M |
| Diversify Advisory Services, LLC | 152,147 | $4M |
| Summit Trail Advisors, LLC | 138,362 | $4M |
| Authentikos Wealth Advisory, LLC | 132,790 | $4M |
| TIAA TRUST, NATIONAL ASSOCIATION | 123,284 | $4M |
| Jackson Creek Investment Advisors L | 114,365 | $3M |
| Ballast, Inc. | 107,112 | $3M |
| Providence First Trust Co | 91,241 | $3M |
| Maridea Wealth Management LLC | 89,053 | $3M |
| BRIDGES INVESTMENT MANAGEMENT INC | 78,281 | $2M |
| Saxony Capital Management, LLC | 78,135 | $2M |
| TWO SIGMA SECURITIES, LLC | 69,239 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANUS HENDERSON GROUP PLC | +12,243,958 | +98.7% | 24,654,678 |
| Betterment LLC | +10,450,588 | +57.6% | 28,599,516 |
| UBS Group AG | +8,311,474 | +672.2% | 9,547,873 |
| Kohmann Bosshard Financial Services | +7,920,809 | +111.1% | 15,049,171 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,812,499 | +12.3% | 34,809,568 |
| ENVESTNET ASSET MANAGEMENT INC | +2,311,536 | +124.9% | 4,161,626 |
| CHOREO, LLC | +2,042,836 | +157.6% | 3,338,839 |
| BlackRock, Inc. | +2,029,622 | +174.0% | 3,196,324 |
| SEI INVESTMENTS CO | +1,554,760 | +5.0% | 32,528,571 |
| MONETA GROUP INVESTMENT ADVISORS LL | +1,537,853 | +4.3% | 37,368,877 |
| UBS AM, a distinct business unit of | +1,338,594 | +238.1% | 1,900,806 |
| Beacon Pointe Advisors, LLC | +1,306,884 | +20.2% | 7,768,711 |
| Diversified Enterprises, LLC | +1,223,479 | +7.2% | 18,185,644 |
| AQR CAPITAL MANAGEMENT LLC | +1,214,137 | +43.8% | 3,987,666 |
| BANK OF AMERICA CORP /DE | +1,054,612 | +11.7% | 10,076,451 |
| Waverly Advisors, LLC | +986,495 | +191.6% | 1,501,411 |
| Farther Finance Advisors, LLC | +952,260 | +24.0% | 4,924,387 |
| SALEM INVESTMENT COUNSELORS INC | +942,922 | +100.6% | 1,880,110 |
| JONES FINANCIAL COMPANIES LLLP | +825,948 | +32.6% | 3,356,239 |
| Canal Capital Management, LLC | +795,509 | +4048.6% | 815,158 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| US BANCORP \DE | -56,024,741 | -27.9% | 145,061,220 |
| HBK Sorce Advisory LLC | -34,857,237 | -50.3% | 34,479,165 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -8,076,252 | -42.3% | 11,009,922 |
| Corient Private Wealth LLC | -4,366,960 | -39.4% | 6,725,389 |
| GOLDMAN SACHS GROUP INC | -3,019,283 | -72.8% | 1,125,275 |
| World Investment Advisors | -1,744,453 | -51.4% | 1,646,543 |
| Creative Planning | -1,542,288 | -1.8% | 82,270,037 |
| BlueSky Wealth Advisors, LLC | -1,330,182 | -21.4% | 4,885,976 |
| GREENWOOD GEARHART LLC | -1,225,524 | -25.8% | 3,521,321 |
| Prime Capital Investment Advisors, | -1,105,166 | -11.0% | 8,900,665 |
| SAWGRASS ASSET MANAGEMENT LLC | -849,285 | -81.3% | 195,687 |
| Tradewinds Capital Management, LLC | -775,335 | -65.3% | 411,225 |
| SAGE FINANCIAL GROUP INC | -727,975 | -3.1% | 23,108,501 |
| BCS Wealth Management | -666,366 | -49.6% | 678,434 |
| Rockefeller Capital Management L.P. | -661,068 | -49.2% | 682,382 |
| AXXCESS WEALTH MANAGEMENT, LLC | -535,581 | -75.9% | 169,595 |
| Apriem Advisors | -534,325 | -8.7% | 5,632,258 |
| BRASS TAX WEALTH MANAGEMENT, INC | -505,922 | -97.1% | 14,964 |
| Blackhawk Capital Partners, LLC | -502,513 | -92.0% | 43,469 |
| AMERIPRISE FINANCIAL INC | -480,209 | -13.8% | 3,004,368 |