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

Schwab U.S. Large-Cap Growth ETF logo
$30.86 +0.20 (+0.65%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$30.84 -0.02 (-0.06%)
As of 08/28/2025 07:59 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.
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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)
1416
Total
Institutional Inflows
(last 12 months)
$61.00B
Number of
Institutional Sellers
(last 12 months)
582
Total
Institutional Outflows
(last 12 months)
$40.15B
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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
8/28/2025Stark Wealth Management LLC37,163$1.07M1.5%N/A0.002%
8/27/2025Cypress Capital Advisors LLC166,585$4.87M3.0%+40.5%0.011%
8/27/2025Barnes Wealth Management Group Inc87,079$2.54M1.5%+1.4%0.006%
8/27/2025 Orion Porfolio Solutions LLC602,503$17.60M0.2%+25.4%0.039%
8/27/2025Seneca Financial Advisors LLC797,120$23.28M9.0%+6.9%0.052%
8/26/2025 Thrivent Financial for Lutherans2,020,286$59.01M0.1%+296.4%0.132%
8/25/2025 Silverlake Wealth Management LLC182,000$5.32M1.5%+11.1%0.012%
8/25/2025 Fulcrum Equity Management32,820$959K1.0%+32.4%0.002%
8/25/2025 BLVD Private Wealth LLC68,415$2.00M1.9%N/A0.004%
8/20/2025 Tull Financial Group Inc.10,391$304K0.1%N/A0.001%
8/20/2025 Forefront Wealth Partners LLC45,540$1.27M0.8%+66.1%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.75,152$2.20M0.1%N/A0.005%
8/19/2025 Cape Investment Advisory Inc.261,030$7.63M2.8%-0.5%0.017%
8/19/2025 Advisory Services Network LLC485,749$14.68M0.2%+31.4%0.032%
8/19/2025 Anchor Investment Management LLC6,096$178K0.0%-6.2%0.000%
8/18/2025 Tactive Advisors LLC63,902$1.87M0.6%N/A0.004%
8/18/2025 N.E.W. Advisory Services LLC58,177$1.70M0.2%-87.5%0.004%
8/18/2025 Geneos Wealth Management Inc.795,201$23.23M0.6%+0.3%0.052%
8/18/2025 Hershey Financial Advisers LLC109,426$3.20M2.9%N/A0.007%
8/18/2025 Front Row Advisors LLC21,405$625K0.2%+4.5%0.001%
8/16/2025 Evergreen Capital Management LLC21,468$627K0.0%+26.6%0.001%
8/16/2025 Headlands Technologies LLC21,129$617K0.1%+50.1%0.001%
8/15/2025 Nikulski Financial Inc.97,240$2.84M0.8%+2.2%0.006%
8/15/2025 Synergy Financial Group LTD18,715$547K0.4%-12.7%0.001%
8/15/2025 Asset Allocation Strategies LLC368,734$10.77M2.1%+11.9%0.024%
8/15/2025 Corient Private Wealth LLC475,708$13.90M0.0%+100.4%0.031%
8/15/2025 Equitable Holdings Inc.601,834$17.58M0.1%-8.6%0.039%
8/15/2025 Florida Financial Advisors LLC12,879$376K0.1%+8.2%0.001%
8/15/2025 Captrust Financial Advisors1,606,125$46.92M0.1%-2.2%0.105%
8/15/2025 Lantern Wealth Advisors LLC30,982$905K0.5%N/A0.002%
8/15/2025 Visionary Wealth Advisors1,984,470$57.97M3.0%+4.7%0.129%
8/15/2025 Tidal Investments LLC86,500$2.53M0.0%N/A0.006%
8/15/2025 Scott Marsh Financial LLC11,715$342K0.1%N/A0.001%
8/15/2025 Seneschal Advisors LLC13,013$380K0.3%N/A0.001%
8/15/2025 Smartleaf Asset Management LLC19,644$570K0.1%-19.5%0.001%
8/15/2025 Snowden Capital Advisors LLC83,359$2.44M0.1%+3.5%0.005%
8/15/2025 Redwood Financial Network Corp42,414$1.24M0.8%+1.2%0.003%
8/15/2025 Orion Porfolio Solutions LLC21,144$618K0.0%-95.6%0.001%
8/15/2025 Paces Ferry Wealth Advisors LLC645,005$18.84M8.7%+9.1%0.042%
8/15/2025 MML Investors Services LLC8,643,532$252.48M0.7%+22.3%0.564%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”tc pixel

Discover the coin that could define Trump’s crypto presidency.
8/15/2025 IHT Wealth Management LLC412,349$12.05M0.3%+29.1%0.027%
8/15/2025 Great Valley Advisor Group Inc.164,714$4.81M0.1%-2.3%0.011%
8/15/2025 Group One Trading LLC9,446$276K0.0%-94.3%0.001%
8/15/2025 EP Wealth Advisors LLC736,753$21.52M0.1%+100.1%0.048%
8/15/2025 Curi Capital LLC116,325$3.40M0.1%+11.3%0.008%
8/15/2025 Benjamin Edwards Inc.268,635$7.85M0.1%+7.1%0.018%
8/15/2025 Bishop & Co Investment Management LLC318,001$9.29M3.3%+54.8%0.021%
8/15/2025 Bank of America Corp DE8,063,125$235.52M0.0%+5.1%0.526%
8/15/2025 Acas LLC87,999$2.70M1.8%-0.9%0.006%
8/15/2025 AQR Capital Management LLC211,808$6.19M0.0%+63.4%0.014%
8/15/2025 Ameriprise Financial Inc.15,458,404$451.34M0.1%-0.1%1.008%
8/14/2025 Jane Street Group LLC82,711$2.42M0.0%N/A0.005%
8/14/2025 Ausdal Financial Partners Inc.1,295,841$37.85M2.5%+0.8%0.084%
8/14/2025 Financial Advisors Network Inc.1,218,280$35.59M5.4%+3.0%0.079%
8/14/2025 Raymond James Financial Inc.15,317,027$447.41M0.2%+3.3%0.999%
8/14/2025 Betterment LLC218,182$6.37M0.0%+2.2%0.014%
8/14/2025 Quantinno Capital Management LP152,778$4.46M0.0%+121.2%0.010%
8/14/2025 Diversify Wealth Management LLC169,398$5.20M0.3%+3.1%0.011%
8/14/2025 Diversify Advisory Services LLC81,441$2.50M0.1%-0.4%0.005%
8/14/2025 Vivaldi Capital Management LP10,689$312K0.0%N/A0.001%
8/14/2025 HUB Investment Partners LLC16,705$488K0.0%-30.3%0.001%
8/14/2025 Ieq Capital LLC324,212$9.47M0.1%-7.3%0.021%
8/14/2025 Main Street Financial Solutions LLC1,851,661$54.09M3.9%+7.3%0.121%
8/14/2025 FWL Investment Management LLC3,748$109K0.0%N/A0.000%
8/14/2025 FAS Wealth Partners Inc.393,347$11.49M0.9%-0.2%0.026%
8/14/2025 Becker Capital Management Inc.86,971$2.54M0.1%-3.3%0.006%
8/14/2025 Sei Investments Co.45,745,266$1.34B1.5%+11.0%2.983%
8/14/2025 NewEdge Advisors LLC645,962$18.87M0.1%+37.5%0.042%
8/14/2025 Menora Mivtachim Holdings LTD.196,932$5.75M0.0%+1.1%0.013%
8/14/2025 Integrated Investment Consultants LLC263,300$7.69M1.4%-3.0%0.017%
8/14/2025 Qube Research & Technologies Ltd977$29K0.0%-98.4%0.000%
8/14/2025 Broadleaf Partners LLC478,458$13.98M3.1%+9.0%0.031%
8/14/2025 Certuity LLC521,597$15.24M1.4%-9.4%0.034%
8/14/2025 Marshall Investment Management LLC12,237$357K1.7%-11.3%0.001%
8/14/2025 Paradigm Capital Management LLC NV46,344$1.35M1.3%+2.8%0.003%
8/14/2025 Acorn Wealth Advisors LLC171,358$5.01M1.9%+98.4%0.011%
8/14/2025 Prestige Wealth Management Group LLC63,219$1.85M0.4%-4.6%0.004%
8/14/2025 Gerber Kawasaki Wealth & Investment Management23,487$686K0.0%-13.6%0.002%
8/14/2025 SVB Wealth LLC20,309$593K0.0%N/A0.001%
8/14/2025 Denver PWM LLC1,079,507$31.53M9.8%+3.3%0.070%
8/14/2025 L2 Asset Management LLC151,459$4.42M0.7%+173.2%0.010%
8/14/2025 Transce3nd LLC6,823$199K0.1%+6.5%0.000%
8/14/2025 Navis Wealth Advisors LLC9,702$283K0.2%-16.0%0.001%
8/14/2025 Ally Invest Advisors Inc.818,260$23.90M1.9%+2.2%0.053%
8/14/2025 Cary Street Partners Financial LLC664,848$19.42M0.5%-6.1%0.043%
8/14/2025 Cerity Partners LLC3,119,923$91.13M0.2%+2.5%0.203%
8/13/2025 Per Stirling Capital Management LLC.401,217$11.72M1.5%-0.1%0.026%
8/13/2025 PGIM Custom Harvest LLC11,285$330K0.0%-3.1%0.001%
8/13/2025 Victory Financial Group LLC18,284$534K0.1%N/A0.001%
8/13/2025 Avestar Capital LLC107,939$3.15M0.2%-33.0%0.007%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”tc pixel

Discover the coin that could define Trump’s crypto presidency.
8/13/2025 StoneX Group Inc.82,208$2.40M0.1%+17.4%0.005%
8/13/2025 SageView Advisory Group LLC50,581$1.53M0.1%+1.6%0.003%
8/13/2025 Cresset Asset Management LLC340,289$9.94M0.0%+1.7%0.022%
8/13/2025 Strategic Family Wealth Counselors L.L.C.524,314$15.32M4.4%+4.8%0.034%
8/13/2025 Finer Wealth Management Inc.13,622$398K0.2%-8.3%0.001%
8/13/2025 Capital Advisors Wealth Management LLC54,387$1.59M0.2%+6.4%0.004%
8/13/2025 Brown Advisory Inc.56,105$1.64M0.0%+6.8%0.004%
8/13/2025 Milestone Investment Advisors LLC1,047,007$30.58M8.0%-5.9%0.068%
8/13/2025 GeoWealth Management LLC72,782$2.13M0.1%+22.8%0.005%
8/13/2025 Royal Fund Management LLC312,194$9.12M0.9%+0.5%0.020%
(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, 1,568 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), Sei Investments Co. ($1.34B), Mather Group LLC. ($1.24B), Charles Schwab Investment Management Inc. ($958.35M), Financial Engines Advisors L.L.C. ($956.20M), LPL Financial LLC ($616.16M), and Mariner LLC ($478.72M).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 1,524 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), Sei Investments Co. ($34.10M), Mather Group LLC. ($33.30M), Charles Schwab Investment Management Inc. ($32.28M), Financial Engines Advisors L.L.C. ($28.54M), and LPL Financial LLC ($21.31M).

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

Institutional investors have bought a total of 2,190,351,361 shares in the last 24 months. This purchase volume represents approximately $61.00B in transactions.

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

Of the 582 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), Lido Advisors LLC ($2.18M), 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), and Envestnet Portfolio Solutions Inc. ($1.16M).

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

Institutional investors have sold a total of 1,600,485,935 shares in the last 24 months. This volume of shares sold represents approximately $40.15B in transactions.


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This page (NYSEARCA:SCHG) was last updated on 8/29/2025 by MarketBeat.com Staff
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