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

Schwab U.S. Large-Cap Growth ETF logo
$32.17 -0.17 (-0.53%)
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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)
1421
Total
Institutional Inflows
(last 12 months)
$61.09B
Number of
Institutional Sellers
(last 12 months)
587
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
10/7/2025Thrive Wealth Management LLC4,968,190$158.54M23.9%-2.2%0.312%
10/7/2025Team Financial Group LLC476,635$15.21M7.0%+1.1%0.030%
10/6/2025Orgel Wealth Management LLC189,826$6.06M0.1%+10.4%0.012%
10/6/2025Beacon Financial Strategies CORP6,400$204K0.1%N/A0.000%
10/6/2025Old Port Advisors77,894$2.49M0.6%-4.2%0.005%
10/6/2025Gradient Investments LLC11,131$355K0.0%-13.8%0.001%
10/6/2025Wisconsin Wealth Advisors LLC37,479$1.20M1.1%+64.4%0.002%
10/6/2025LWM Advisors Inc.9,787$312K0.3%-5.6%0.001%
10/6/2025City Center Advisors LLC10,434$333K0.3%-10.0%0.001%
10/6/2025PPS&V Asset Management Consultants Inc.614,863$19.62M11.3%+1.0%0.039%
10/6/2025Baring Financial LLC151,611$4.84M3.3%+8.5%0.010%
10/6/2025Venture Visionary Partners LLC8,401$268K0.0%+12.3%0.001%
10/6/2025Cambridge Financial Group LLC268,103$8.56M2.8%-1.7%0.017%
10/3/2025 HCR Wealth Advisors165,517$5.33M0.6%+0.5%0.010%
10/3/2025 Summit Financial Wealth Advisors LLC94,197$3.02M0.5%-3.7%0.006%
10/3/2025 Shorepoint Capital Partners LLC343,080$10.95M2.2%N/A0.022%
10/2/2025 Boyum Wealth Architects LLC47,643$1.52M0.9%-11.6%0.003%
10/2/2025 Boyum Wealth Architects LLC47,643$1.52M0.9%-11.6%0.003%
10/2/2025 Investors Research Corp60,267$1.92M0.4%+4.4%0.004%
10/2/2025 Capital Asset Advisory Services LLC7,578$242K0.0%+4.9%0.000%
10/2/2025 Global Wealth Strategies & Associates29,358$937K0.2%+404.4%0.002%
9/29/2025Vestwell Advisors LLC1,166,941$34.09M14.1%N/A0.076%
9/29/2025 Summit Financial Wealth Advisors LLC97,800$2.86M0.5%+2.5%0.006%
9/26/2025Corient Private Wealth LLC164,538$4.81M0.0%-30.7%0.011%
9/12/2025Valeo Financial Advisors LLC327,066$9.25M0.2%+688.3%0.021%
9/9/2025NWF Advisory Services Inc.34,397$1.01M0.1%+4.1%0.002%
9/4/2025SevenBridge Financial Group LLC41,898$1.29M0.2%+12.7%0.003%
9/4/2025ZynergyRetirementPlanningLLC17,664$516K0.3%-24.8%0.001%
9/4/2025Osaic Holdings Inc.18,835,687$549.44M1.0%+6.7%1.228%
9/3/2025American Trust132,969$3.88M0.4%N/A0.009%
8/29/2025Evolution Wealth Management Inc.2,256$66K0.1%N/A0.000%
8/29/2025Total Investment Management Inc.3,405$99K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.150,534$4.40M0.3%+24.4%0.010%
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%
8/27/2025Orion 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%
8/26/2025Thrivent Financial for Lutherans2,020,286$59.01M0.1%+296.4%0.132%
8/25/2025Silverlake Wealth Management LLC182,000$5.32M1.5%+11.1%0.012%
8/25/2025Fulcrum Equity Management32,820$959K1.0%+32.4%0.002%
8/25/2025BLVD Private Wealth LLC68,415$2.00M1.9%N/A0.004%
8/20/2025Tull Financial Group Inc.10,391$304K0.1%N/A0.001%
8/20/2025Forefront Wealth Partners LLC45,540$1.27M0.8%+66.1%0.003%
8/19/2025B. Riley Wealth Advisors Inc.75,152$2.20M0.1%N/A0.005%
8/19/2025Cape Investment Advisory Inc.261,030$7.63M2.8%-0.5%0.017%
8/19/2025Advisory Services Network LLC485,749$14.68M0.2%+31.4%0.032%
8/19/2025Anchor Investment Management LLC6,096$178K0.0%-6.2%0.000%
8/18/2025Tactive Advisors LLC63,902$1.87M0.6%N/A0.004%
8/18/2025N.E.W. Advisory Services LLC58,177$1.70M0.2%-87.5%0.004%
8/18/2025Geneos Wealth Management Inc.795,201$23.23M0.6%+0.3%0.052%
8/18/2025Hershey Financial Advisers LLC109,426$3.20M2.9%N/A0.007%
8/18/2025Front Row Advisors LLC21,405$625K0.2%+4.5%0.001%
8/16/2025Evergreen Capital Management LLC21,468$627K0.0%+26.6%0.001%
8/16/2025Headlands Technologies LLC21,129$617K0.1%+50.1%0.001%
8/15/2025Nikulski Financial Inc.97,240$2.84M0.8%+2.2%0.006%
8/15/2025Synergy Financial Group LTD18,715$547K0.4%-12.7%0.001%
8/15/2025Asset Allocation Strategies LLC368,734$10.77M2.1%+11.9%0.024%
8/15/2025Corient Private Wealth LLC475,708$13.90M0.0%+100.4%0.031%
8/15/2025Equitable Holdings Inc.601,834$17.58M0.1%-8.6%0.039%
8/15/2025Florida Financial Advisors LLC12,879$376K0.1%+8.2%0.001%
8/15/2025Captrust Financial Advisors1,606,125$46.92M0.1%-2.2%0.105%
8/15/2025Lantern Wealth Advisors LLC30,982$905K0.5%N/A0.002%
8/15/2025Visionary Wealth Advisors1,984,470$57.97M3.0%+4.7%0.129%
8/15/2025Tidal Investments LLC86,500$2.53M0.0%N/A0.006%
8/15/2025Scott Marsh Financial LLC11,715$342K0.1%N/A0.001%
8/15/2025Seneschal Advisors LLC13,013$380K0.3%N/A0.001%
8/15/2025Smartleaf Asset Management LLC19,644$570K0.1%-19.5%0.001%
8/15/2025Snowden Capital Advisors LLC83,359$2.44M0.1%+3.5%0.005%
8/15/2025Redwood Financial Network Corp42,414$1.24M0.8%+1.2%0.003%
8/15/2025Orion Porfolio Solutions LLC21,144$618K0.0%-95.6%0.001%
8/15/2025Paces Ferry Wealth Advisors LLC645,005$18.84M8.7%+9.1%0.042%
8/15/2025MML Investors Services LLC8,643,532$252.48M0.7%+22.3%0.564%
8/15/2025IHT Wealth Management LLC412,349$12.05M0.3%+29.1%0.027%
8/15/2025Great Valley Advisor Group Inc.164,714$4.81M0.1%-2.3%0.011%
8/15/2025Group One Trading LLC9,446$276K0.0%-94.3%0.001%
8/15/2025EP Wealth Advisors LLC736,753$21.52M0.1%+100.1%0.048%
8/15/2025Curi Capital LLC116,325$3.40M0.1%+11.3%0.008%
8/15/2025Benjamin Edwards Inc.268,635$7.85M0.1%+7.1%0.018%
8/15/2025Bishop & Co Investment Management LLC318,001$9.29M3.3%+54.8%0.021%
8/15/2025Bank of America Corp DE8,063,125$235.52M0.0%+5.1%0.526%
8/15/2025Acas LLC87,999$2.70M1.8%-0.9%0.006%
8/15/2025AQR Capital Management LLC211,808$6.19M0.0%+63.4%0.014%
8/15/2025Ameriprise Financial Inc.15,458,404$451.34M0.1%-0.1%1.008%
8/14/2025Jane Street Group LLC82,711$2.42M0.0%N/A0.005%
8/14/2025Ausdal Financial Partners Inc.1,295,841$37.85M2.5%+0.8%0.084%
8/14/2025Financial Advisors Network Inc.1,218,280$35.59M5.4%+3.0%0.079%
8/14/2025Raymond James Financial Inc.15,317,027$447.41M0.2%+3.3%0.999%
8/14/2025Betterment LLC218,182$6.37M0.0%+2.2%0.014%
8/14/2025Quantinno Capital Management LP152,778$4.46M0.0%+121.2%0.010%
8/14/2025Diversify Wealth Management LLC169,398$5.20M0.3%+3.1%0.011%
8/14/2025Diversify Advisory Services LLC81,441$2.50M0.1%-0.4%0.005%
8/14/2025Vivaldi Capital Management LP10,689$312K0.0%N/A0.001%
8/14/2025HUB Investment Partners LLC16,705$488K0.0%-30.3%0.001%
8/14/2025Ieq Capital LLC324,212$9.47M0.1%-7.3%0.021%
8/14/2025Main Street Financial Solutions LLC1,851,661$54.09M3.9%+7.3%0.121%
8/14/2025FWL Investment Management LLC3,748$109K0.0%N/A0.000%
8/14/2025FAS Wealth Partners Inc.393,347$11.49M0.9%-0.2%0.026%
8/14/2025Becker Capital Management Inc.86,971$2.54M0.1%-3.3%0.006%
8/14/2025Sei Investments Co.45,745,266$1.34B1.5%+11.0%2.983%
(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, 1,573 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 Osaic Holdings Inc. ($549.44M).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 1,529 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 2,193,415,093 shares in the last 24 months. This purchase volume represents approximately $61.09B in transactions.

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

Of the 587 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 1,600,804,623 shares in the last 24 months. This volume of shares sold represents approximately $40.16B in transactions.


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This page (NYSEARCA:SCHG) was last updated on 10/7/2025 by MarketBeat.com Staff
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