Free Trial
→ Amazon’s big Bitcoin embarrassment (From Brownstone Research) (Ad) Free SCHG Stock Alerts

Schwab U.S. Large-Cap Growth ETF (SCHG) Institutional Ownership

Schwab U.S. Large-Cap Growth ETF logo
$30.39 +0.21 (+0.70%)
Closing price 04:10 PM Eastern
Extended Trading
$30.44 +0.05 (+0.18%)
As of 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Number of
Institutional Buyers
(last 12 months)
1393
Total
Institutional Inflows
(last 12 months)
$59.67B
Number of
Institutional Sellers
(last 12 months)
560
Total
Institutional Outflows
(last 12 months)
$40.05B
Get SCHG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab U.S. Large-Cap Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SCHG Institutional Buying and Selling by Quarter

Schwab U.S. Large-Cap Growth ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Smithfield Trust Co85,253$2.49M0.1%N/A0.006%
8/8/2025Kaizen Financial Strategies534,786$15.62M7.9%+1.3%0.035%
8/8/2025Bailard Inc.57,812$1.69M0.0%-8.3%0.004%
8/8/2025PNC Financial Services Group Inc.64,633$1.89M0.0%+3.8%0.004%
8/8/2025Bouchey Financial Group Ltd7,972$233K0.0%N/A0.001%
8/8/2025Apex Wealth Management LLC324,839$9.49M7.6%-28.3%0.021%
8/8/2025JFG Wealth Management LLC53,381$1.56M0.3%+3.7%0.003%
8/8/2025Brickley Wealth Management14,477$423K0.1%+8.0%0.001%
8/8/2025Westbourne Investment Advisors Inc.198,438$5.80M1.8%+1.8%0.013%
8/8/2025Advyzon Investment Management LLC48,428$1.42M0.3%+510.5%0.003%
8/8/2025IMA Advisory Services Inc.227,848$6.66M0.7%+1.5%0.015%
8/7/2025Verus Capital Partners LLC47,564$1.39M0.1%+45.9%0.003%
8/7/2025Fund Evaluation Group LLC9,190,023$268.42M10.4%-9.6%0.602%
8/7/2025Fagan Associates Inc.142,543$4.16M0.6%+0.3%0.009%
8/7/2025New England Private Wealth Advisors LLC59,532$1.80M0.3%-2.7%0.004%
8/7/2025Lakeridge Wealth Management LLC22,303$651K0.3%-6.7%0.001%
8/7/2025Nwam LLC84,483$2.56M0.2%+10.8%0.006%
8/7/2025Aspen Wealth Strategies LLC647,044$18.90M11.4%-0.3%0.042%
8/7/2025Vise Technologies Inc.15,156$443K0.0%N/A0.001%
8/7/2025Cahill Financial Advisors Inc.284,961$8.32M1.0%+7.4%0.019%
8/7/2025BOK Financial Private Wealth Inc.4,710$138K0.0%+65.0%0.000%
8/7/2025Fountainhead AM LLC774,000$22.61M3.3%-2.0%0.051%
8/7/2025Ascension Capital Advisors Inc.10,903$318K0.1%+3.6%0.001%
8/7/2025Fonville Wealth Management LLC7,156$209K0.1%N/A0.000%
8/7/2025Arbor Trust Wealth Advisors LLC336,226$9.82M4.8%-11.3%0.022%
8/7/2025Pinnacle Wealth Management Advisory Group LLC15,407$450K0.0%N/A0.001%
8/7/2025Future Fund LLC8,813$257K0.1%N/A0.001%
8/7/2025Winthrop Capital Management LLC161,338$4.71M1.2%-2.5%0.011%
8/7/2025Summit Asset Management LLC1,374,580$40.15M6.5%+0.3%0.090%
8/7/2025Midwest Trust Co1,547,812$45.21M0.6%N/A0.101%
8/7/2025Brio Consultants LLC2,252,676$65.80M9.6%-0.9%0.148%
8/7/2025GS Investments Inc.24,061$703K0.3%-18.7%0.002%
8/7/2025Rollins Financial Advisors LLC1,513,062$44.20M7.0%-6.6%0.099%
8/7/2025HC Advisors LLC196,027$5.73M4.0%-2.1%0.013%
8/7/2025Alpha Financial Advisors LLC21,515$628K0.2%+17.7%0.001%
8/7/2025Parkside Financial Bank & Trust107,976$3.15M0.3%+39.3%0.007%
8/7/2025Cypress Capital Management LLC WY 8,606$251K0.3%-9.3%0.001%
8/6/2025 Prospera Financial Services Inc83,244$2.43M0.0%+58.9%0.005%
8/6/2025 RWA Wealth Partners LLC192,187$5.61M0.1%+34.7%0.013%
8/6/2025 Bensler LLC113,955$3.33M0.4%-11.7%0.007%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/6/2025 One Wealth Capital Management LLC7,519$220K0.1%N/A0.000%
8/6/2025 AE Wealth Management LLC335,988$9.81M0.1%+36.0%0.022%
8/6/2025 Summit Wealth & Retirement Planning Inc.1,547,821$45.21M12.1%-0.1%0.101%
8/6/2025 Quadrant Private Wealth Management LLC34,410$1.01M0.2%-1.8%0.002%
8/6/2025 KCM Investment Advisors LLC38,270$1.12M0.0%+22.3%0.003%
8/6/2025 Rovin Capital UT ADV654,286$19.11M5.8%+28.3%0.043%
8/6/2025 Vestmark Advisory Solutions Inc.175,944$5.14M0.1%+124.8%0.012%
8/6/2025 RPS Advisory Solutions LLC11,444$334K0.2%-40.1%0.001%
8/6/2025 Reston Wealth Management LLC74,174$2.17M0.8%+6.9%0.005%
8/6/2025 Broadview Financial Management LLC116,184$3.39M2.3%-0.5%0.008%
8/6/2025 Savant Capital LLC725,953$21.21M0.1%-1.7%0.048%
8/6/2025 Texas Yale Capital Corp.112,534$3.29M0.1%-14.2%0.007%
8/6/2025 OneAscent Wealth Management LLC32,183$940K0.3%+36.6%0.002%
8/6/2025 Modera Wealth Management LLC985,438$28.79M0.4%0.0%0.065%
8/6/2025 OneAscent Family Office LLC42,710$1.25M1.2%+13.7%0.003%
8/6/2025 Souders Financial Advisors688,474$20.11M2.6%+2.9%0.045%
8/6/2025 Regimen Wealth LLC412,394$12.05M3.7%-22.1%0.027%
8/6/2025 Golden State Wealth Management LLC9,427$275K0.0%-27.2%0.001%
8/6/2025 Commonwealth Equity Services LLC4,863,412$142.06M0.2%+19.1%0.319%
8/6/2025 SouthState Corp52,301$1.53M0.1%-9.3%0.003%
8/6/2025 Ethos Financial Group LLC867,974$25.35M2.2%+8.2%0.057%
8/6/2025 Atlantic Union Bankshares Corp997$29K0.0%N/A0.000%
8/6/2025 Robinson Smith Wealth Advisors LLC75,913$2.22M1.8%-5.7%0.005%
8/6/2025 First Horizon Advisors Inc.16,418$480K0.0%+145.9%0.001%
8/6/2025 Cloud Capital Management LLC47,638$1.43M0.9%+101.9%0.003%
8/6/2025 Csenge Advisory Group219,916$6.06M0.3%-1.1%0.014%
8/6/2025 Moors & Cabot Inc.73,191$2.14M0.1%N/A0.005%
8/6/2025 RFG Bristol Wealth Advisors LLC126,235$3.69M1.1%+4.2%0.008%
8/5/2025 GPS Wealth Strategies Group LLC4,068$119K0.0%+9.8%0.000%
8/5/2025 Ring Mountain Capital LLC374,789$11.15M6.8%+3.4%0.025%
8/5/2025 Blue Barn Wealth LLC146,468$4.28M2.0%-1.2%0.010%
8/5/2025 Crestwood Advisors Group LLC7,006$205K0.0%N/A0.000%
8/5/2025 Claro Advisors LLC231,828$6.77M1.1%-30.1%0.015%
8/5/2025 Atlas Wealth Partners LLC60,067$1.76M2.0%+1.9%0.004%
8/5/2025 Cassaday & Co Wealth Management LLC128,673$3.76M0.1%+4.0%0.008%
8/5/2025 Milestone Asset Management LLC71,923$2.10M0.4%-48.2%0.005%
8/5/2025 Code Waechter LLC477,224$13.94M9.9%+30.0%0.031%
8/5/2025 Key Financial Inc1,233$36K0.0%+148.6%0.000%
8/5/2025 Pacific Wealth Strategies Group Inc.138,299$4.18M2.8%-65.1%0.009%
8/5/2025 Optivise Advisory Services LLC49,472$1.45M0.7%+1.3%0.003%
8/5/2025 Bridgewater Advisors Inc.9,883$298K0.0%-3.3%0.001%
8/5/2025 Bank of New York Mellon Corp297,139$8.68M0.0%+5.3%0.019%
8/5/2025 Freestone Capital Holdings LLC14,723$430K0.0%+33.8%0.001%
8/5/2025 Bank of Montreal Can147,208$4.30M0.0%+2.9%0.010%
8/5/2025 Snider Financial Group249,920$7.30M2.1%+73.5%0.016%
8/5/2025 Sigma Planning Corp944,148$27.58M0.8%+0.9%0.062%
8/5/2025 Mission Wealth Management LP32,648$954K0.0%+13.1%0.002%
8/5/2025 Integrity Financial Corp WA49,648$1.45M0.7%+47.6%0.003%
8/5/2025 TIAA Trust National Association51,726$1.51M0.0%-1.6%0.003%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors22,660$662K0.1%+138.6%0.001%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/5/2025 Prosperity Wealth Management Inc.694,578$20.29M7.5%+12.2%0.046%
8/5/2025 Ciovacco Capital Management LLC105,847$3.09M1.7%-78.9%0.007%
8/5/2025 Strategic Financial Concepts LLC46,077$1.35M0.2%+79.1%0.003%
8/5/2025 American Institute for Advanced Investment Management LLP7,600$222K0.2%N/A0.000%
8/5/2025 GHP Investment Advisors Inc.1,465,966$42.82M1.9%+0.5%0.096%
8/5/2025 Regal Partners Ltd8,606$251K0.0%N/A0.001%
8/5/2025 Beam Wealth Advisors Inc.34,306$1.00M0.3%+16.9%0.002%
8/5/2025 Marshall Financial Group Inc. ADV1,096,905$32.04M9.6%-2.0%0.072%
8/5/2025 Aviance Capital Partners LLC6,878$201K0.0%N/A0.000%
8/5/2025 Dravo Bay LLC1,131,282$33.70M16.3%+1.5%0.074%
(Data available from 1/1/2016 forward)

SCHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHG shares?

During the previous two years, 1,548 institutional investors and hedge funds held shares of Schwab U.S. Large-Cap Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.61B), Mather Group LLC. ($1.24B), Sei Investments Co. ($1.06B), Financial Engines Advisors L.L.C. ($956.20M), LPL Financial LLC ($616.16M), Mariner LLC ($478.72M), and Osaic Holdings Inc. ($456.80M).Learn more on Schwab U.S. Large-Cap Growth ETF's institutional investors.

Which institutional investors have been buying Schwab U.S. Large-Cap Growth ETF's stock?

Of the 1,506 institutional investors that purchased Schwab U.S. Large-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Koshinski Asset Management Inc. ($1.56B), Envestnet Asset Management Inc. ($47.39M), Mather Group LLC. ($33.30M), Sei Investments Co. ($29.57M), Financial Engines Advisors L.L.C. ($28.54M), LPL Financial LLC ($21.31M), and Raymond James Financial Inc. ($14.82M).

How much institutional buying is happening at Schwab U.S. Large-Cap Growth ETF?

Institutional investors have bought a total of 2,145,766,560 shares in the last 24 months. This purchase volume represents approximately $59.70B in transactions.

Which of Schwab U.S. Large-Cap Growth ETF's major shareholders have been selling company stock?

Of the 562 institutional investors that sold Schwab U.S. Large-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Koshinski Asset Management Inc. ($1.56B), Fund Evaluation Group LLC ($1.70M), Financial Engines Advisors L.L.C. ($1.60M), Financial Counselors Inc. ($1.26M), Redhawk Wealth Advisors Inc. ($1.20M), Envestnet Portfolio Solutions Inc. ($1.16M), and Prime Capital Investment Advisors LLC ($1.13M).

How much institutional selling is happening at Schwab U.S. Large-Cap Growth ETF?

Institutional investors have sold a total of 1,597,474,518 shares in the last 24 months. This volume of shares sold represents approximately $40.06B in transactions.


Related Companies

This page (NYSEARCA:SCHG) was last updated on 8/8/2025 by MarketBeat.com Staff
From Our Partners
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
Amazon’s big Bitcoin embarrassment
Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity. Whi...
Brownstone Research | Sponsored
BREAKING: The House just passed 3 pro-crypto bills!
THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.
Crypto 101 Media | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
Utah’s New Oil Find
The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...
Stansberry Research | Sponsored
Former CIA Officer Reveals How Gold Saved His Life
This isn’t just another gold investing book—it’s a survival playbook written by a former CIA officer trained...
Advantage Gold | Sponsored
How high will gold surge?
Weiss Gold Veteran Makes Shocking New Call Weiss expert Sean Brodrick went out on a limb last year and decl...
Weiss Ratings | Sponsored