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

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

Number of
Institutional Buyers
(last 12 months)
1300
Total
Institutional Inflows
(last 12 months)
$57.95B
Number of
Institutional Sellers
(last 12 months)
471
Total
Institutional Outflows
(last 12 months)
$39.58B
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SCHG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Independent Wealth Network Inc.26,871$673K0.3%+31.2%0.002%
5/2/2025Acas LLC88,841$2.28M1.7%-5.4%0.006%
5/2/2025Forte Capital LLC ADV1,753,774$43.91M5.2%-1.0%0.124%
5/2/2025Forum Financial Management LP13,845$347K0.0%+12.4%0.001%
5/2/2025KM Capital Management Ltd.18,114$454K0.2%N/A0.001%
5/2/2025Kingsview Wealth Management LLC462,769$11.59M0.2%+9.8%0.033%
5/2/2025Montis Financial LLC75,627$1.89M0.6%-9.7%0.005%
5/2/2025Members Trust Co26,336$659K0.0%+9.1%0.002%
5/2/2025Bailard Inc.63,012$1.58M0.0%+9.0%0.004%
5/2/2025Concord Wealth Partners4,014$101K0.0%+16,625.0%0.000%
5/2/2025Burns Matteson Capital Management LLC131,502$3.29M1.6%+31.0%0.009%
5/2/2025Verdence Capital Advisors LLC461,756$11.56M0.9%-11.7%0.033%
5/2/2025Financial Advisors LLC3,102,728$77.69M15.3%-2.7%0.220%
5/2/2025Dravo Bay LLC1,114,545$27.91M14.8%-6.7%0.079%
5/2/2025Wealthgarden F.S. LLC89,085$2.23M2.1%+9.0%0.006%
5/2/2025James Investment Research Inc.58,865$1.47M0.2%+20.7%0.004%
5/2/2025Cullen Frost Bankers Inc.37,018$927K0.0%+126.1%0.003%
5/2/2025BIP Wealth LLC20,944$524K0.0%+1.9%0.001%
5/2/2025Bridgewater Advisors Inc.10,218$260K0.0%N/A0.001%
5/2/2025Wealthfront Advisers LLC100,158$2.51M0.0%+128.5%0.007%
5/2/2025GPM Growth Investors Inc.462,510$11.58M5.1%+0.1%0.033%
5/2/2025Accredited Investor Services LLC9,833$246K0.2%N/A0.001%
5/2/2025First Command Advisory Services Inc.5,928$148K0.0%+25.6%0.000%
5/2/2025Lord & Richards Wealth Management LLC14,567$365K0.4%N/A0.001%
5/2/2025Boyce & Associates Wealth Consulting Inc.19,482$488K0.5%-3.1%0.001%
5/2/2025Dakota Wealth Management205,892$5.16M0.1%-1.6%0.015%
5/2/2025Apollon Wealth Management LLC335,654$8.41M0.2%-68.9%0.024%
5/2/2025Arcadia Investment Advisors LLC155,797$3.90M2.2%-1.2%0.011%
5/2/2025Hohimer Wealth Management LLC17,936$449K0.1%+24.6%0.001%
5/2/2025Bogart Wealth LLC606,288$15.18M0.7%+23.2%0.043%
5/2/2025Sigma Planning Corp935,361$23.42M0.7%-0.9%0.066%
5/2/2025Signaturefd LLC109,051$2.73M0.1%-8.4%0.008%
5/1/2025 Florida Financial Advisors LLC11,905$298K0.1%-9.8%0.001%
5/1/2025 Bleakley Financial Group LLC1,379,008$34.53M1.1%+47.1%0.098%
5/1/2025 MTM Investment Management LLC1,795$45K0.0%N/A0.000%
5/1/2025 Whitener Capital Management Inc.41,594$1.04M0.3%+26.0%0.003%
5/1/2025 Asset Dedication LLC134,446$3.37M0.3%-1.3%0.010%
5/1/2025 CWM LLC7,213,032$180.61M0.7%+3.3%0.512%
5/1/2025 TFR Capital LLC.78,171$1.96M0.8%-14.6%0.006%
5/1/2025 Rainey & Randall Wealth Advisors Inc.3,090,227$77.38M15.1%+0.7%0.219%
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5/1/2025 Stephens Inc. AR27,269$683K0.0%+20.5%0.002%
5/1/2025 Curtis Advisory Group LLC1,175,033$29.42M8.6%-5.6%0.083%
5/1/2025 Nikulski Financial Inc.95,107$2.38M0.7%+6.4%0.007%
5/1/2025 Northwest Capital Management Inc176,118$4.41M1.8%+563.0%0.012%
5/1/2025 Kathmere Capital Management LLC44,696$1.12M0.1%+4.8%0.003%
5/1/2025 Acorn Wealth Advisors LLC86,391$2.16M0.9%+11.8%0.006%
5/1/2025 Fort Sheridan Advisors LLC34,898$874K0.1%-5.5%0.002%
5/1/2025 B & T Capital Management DBA Alpha Capital Management805,976$20.18M3.8%+5.0%0.057%
5/1/2025 Focused Wealth Management Inc18,635$467K0.1%+5.2%0.001%
5/1/2025 SkyOak Wealth LLC691,175$17.31M3.8%-1.1%0.049%
5/1/2025 Grant GrossMendelsohn LLC142,669$3.60M2.0%-11.3%0.010%
5/1/2025 Omega Financial Group LLC12,782$320K0.1%-8.4%0.001%
5/1/2025 Fifth Third Securities Inc.169,232$4.24M0.4%-12.7%0.012%
5/1/2025 Manuka Financial LLC9,065$227K0.1%N/A0.001%
5/1/2025 Marshall Financial Group Inc. ADV1,119,018$28.02M8.8%-3.3%0.079%
5/1/2025 Diversify Wealth Management LLC164,286$4.18M0.3%+7.3%0.012%
5/1/2025 WESPAC Advisors LLC25,424$637K0.5%-61.6%0.002%
5/1/2025 Fingerlakes Wealth Management Inc.166,776$4.18M3.6%+10.4%0.012%
4/30/2025 Joseph Group Capital Management116,429$2.92M1.1%+5.0%0.008%
4/30/2025 FIDELIS iM LLC201,351$5.04M2.3%N/A0.014%
4/30/2025 Christopher J. Hasenberg Inc238,887$6.03M2.5%-20.6%0.017%
4/30/2025 Cerity Partners LLC3,044,472$76.23M0.2%+4.3%0.216%
4/30/2025 Phillips Financial Management LLC1,016$25K0.0%-67.2%0.000%
4/30/2025 Financial Synergies Wealth Advisors Inc.1,229,324$30.78M3.7%-0.5%0.087%
4/30/2025 Code Waechter LLC367,074$9.19M7.6%+2.3%0.026%
4/30/2025 Telos Capital Management Inc.9,052$227K0.0%N/A0.001%
4/30/2025 Allworth Financial LP559,929$13.95M0.1%+99.2%0.040%
4/30/2025 Capital Insight Partners LLC22,169$555K0.1%-6.5%0.002%
4/30/2025 Stonebrook Private Inc.31,456$788K0.2%+7.7%0.002%
4/30/2025 Heritage Wealth Management Inc. CA 342,994$8.59M6.5%+0.8%0.024%
4/30/2025 True Vision MN LLC88,287$2.21M1.3%-2.7%0.006%
4/30/2025 Leavell Investment Management Inc.133,109$3.33M0.2%-0.6%0.009%
4/30/2025 Quotient Wealth Partners LLC145,872$3.65M0.1%+171.6%0.010%
4/30/2025 Axxcess Wealth Management LLC21,950$550K0.0%-42.1%0.002%
4/30/2025 Westbourne Investment Advisors Inc.194,965$4.88M1.7%+5.6%0.014%
4/30/2025 John W. Brooker & Co. CPAs289,900$7.26M3.0%+0.9%0.021%
4/30/2025 Aspen Wealth Strategies LLC648,793$16.25M10.6%-11.1%0.046%
4/30/2025 New Insight Wealth Advisors21,727$544K0.2%+4.1%0.002%
4/30/2025 Peterson Wealth Advisors LLC23,227$582K0.1%+96.8%0.002%
4/30/2025 Silverlake Wealth Management LLC163,812$4.10M1.6%+2.7%0.012%
4/30/2025 Trek Financial LLC159,386$3.99M0.3%+14.4%0.011%
4/30/2025 Personal CFO Solutions LLC8,309$208K0.0%+7.6%0.001%
4/30/2025 Valeo Financial Advisors LLC41,490$1.04M0.0%+3.6%0.003%
4/30/2025 Stratos Wealth Partners LTD.250,532$6.27M0.1%-32.0%0.018%
4/30/2025 Stratos Wealth Advisors LLC768,810$19.25M1.1%-47.3%0.055%
4/30/2025 Blackhawk Capital Partners LLC.52,008$1.30M0.7%+63.8%0.004%
4/30/2025 Black Diamond Financial LLC939,889$23.54M3.5%+6.8%0.067%
4/30/2025 Brown Advisory Inc.52,535$1.32M0.0%+24.7%0.004%
4/30/2025 Alpha Cubed Investments LLC9,750$244K0.0%N/A0.001%
4/30/2025 J Hagan Capital Inc.150,158$3.76M3.4%N/A0.011%
Warning: “DOGE Collapse” imminent (Ad)

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Click here to see what they’re predicting now.
4/29/2025 U.S. Capital Wealth Advisors LLC234,833$5.88M0.2%+23.2%0.017%
4/29/2025 Sightline Wealth Advisors LLC84,098$2.11M1.1%+46.6%0.006%
4/29/2025 Brass Tax Wealth Management Inc.759,181$19.01M4.0%+4.7%0.054%
4/29/2025 Security National Bank of SO Dak49,668$1.24M0.7%-0.9%0.004%
4/29/2025 Financial Counselors Inc.2,001,404$50.12M0.8%+0.8%0.142%
4/29/2025 Wood Tarver Financial Group LLC3,402$85K0.0%-17.1%0.000%
4/29/2025 Callan Capital LLC27,974$700K0.1%-5.9%0.002%
4/29/2025 TD Private Client Wealth LLC637,150$15.95M0.4%+38.1%0.045%
4/29/2025 Capital Advisors Inc. OK25,182$631K0.0%+2.2%0.002%
4/29/2025 Apex Wealth Management LLC452,846$11.34M10.2%-2.4%0.032%
(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, 1,466 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. ($1.21B), Financial Engines Advisors L.L.C. ($1.11B), Sei Investments Co. ($1.06B), Mather Group LLC. ($1.01B), LPL Financial LLC ($614.62M), Mariner LLC ($478.72M), and Osaic Holdings Inc. ($456.80M).Learn more on SCHG's institutional investors.

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

Of the 1,416 institutional investors that purchased Schwab U.S. Large-Cap Growth ETF 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. ($41.61M), Mather Group LLC. ($32.08M), Sei Investments Co. ($29.77M), Financial Engines Advisors L.L.C. ($28.54M), LPL Financial LLC ($18.97M), and Raymond James Financial Inc. ($14.49M).

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

Institutional investors have bought a total of 2,115,529,375 shares in the last 24 months. This purchase volume represents approximately $58.58B in transactions.

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

Of the 712 institutional investors that sold Schwab U.S. Large-Cap Growth ETF 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), Financial Engines Advisors L.L.C. ($3.29M), Angeles Investment Advisors LLC ($1.87M), Osaic Holdings Inc. ($1.65M), Redhawk Wealth Advisors Inc. ($1.36M), Avantax Planning Partners Inc. ($1.18M), and Envestnet Portfolio Solutions Inc. ($973.59K).

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

Institutional investors have sold a total of 1,599,226,992 shares in the last 24 months. This volume of shares sold represents approximately $39.94B in transactions.


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This page (NYSEARCA:SCHG) was last updated on 5/2/2025 by MarketBeat.com Staff
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