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

Schwab U.S. Large-Cap Growth ETF logo
$27.24 +0.07 (+0.26%)
Closing price 05/22/2025 04:10 PM Eastern
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$26.77 -0.47 (-1.73%)
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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)
1341
Total
Institutional Inflows
(last 12 months)
$58.66B
Number of
Institutional Sellers
(last 12 months)
517
Total
Institutional Outflows
(last 12 months)
$39.72B
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SCHG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Rollins Financial Advisors LLC1,619,495$40.55M7.1%+1.9%0.109%
5/21/2025 Westbourne Investments Inc.84,592$2.12M1.3%+102.2%0.006%
5/21/2025 McAdam LLC6,685,573$167.41M10.4%-12.3%0.452%
5/21/2025 Geneos Wealth Management Inc.792,638$19.85M0.7%+315.3%0.054%
5/21/2025 Schmidt P J Investment Management Inc.79,080$1.98M0.4%+11.8%0.005%
5/20/2025 Blue Rock Wealth Management LLC390,729$9.78M8.3%+7.5%0.026%
5/20/2025 Tenret Co LLC72,543$1.82M1.1%-3.2%0.005%
5/20/2025 Fortis Capital Advisors LLC1,033,433$25.88M5.3%N/A0.070%
5/20/2025 Belpointe Asset Management LLC1,142,604$28.61M1.5%+16,634.1%0.077%
5/20/2025 Focus Partners Wealth798,526$20.00M0.1%+52.8%0.054%
5/20/2025 Integrity Alliance LLC.718,882$18.00M0.7%+607.6%0.049%
5/20/2025 Glenview Trust co9,662$242K0.0%+24.3%0.001%
5/20/2025 Aspen Investment Management Inc18,216$456K0.2%+52.0%0.001%
5/19/2025 Advisory Alpha LLC134,284$3.36M0.1%+12.2%0.009%
5/19/2025 Game Plan Financial Advisors LLC263,315$6.59M3.2%+114.7%0.018%
5/16/2025 Windsor Advisory Group LLC29,220$732K0.9%-2.4%0.002%
5/16/2025 Logan Capital Management Inc.2,572$64K0.0%-96.2%0.000%
5/16/2025 Signature Estate & Investment Advisors LLC45,941$1.15M0.0%+12.1%0.003%
5/16/2025 Ashton Thomas Private Wealth LLC20,415$511K0.0%+2.6%0.001%
5/16/2025 Goldman Sachs Group Inc.520,761$13.04M0.0%+285.9%0.035%
5/16/2025 Cape Investment Advisory Inc.262,358$6.57M2.6%-5.0%0.018%
5/16/2025 Jones Financial Companies Lllp18,049$493K0.0%-94.0%0.001%
5/16/2025 Legacy Wealth Managment LLC ID3,123$78K0.1%N/A0.000%
5/16/2025 Coordinated Financial Services Inc. CO11,421$286K0.2%N/A0.001%
5/16/2025 Redwood Financial Network Corp41,918$1.05M0.8%+3.5%0.003%
5/16/2025 Pinnacle Family Advisors LLC174,738$4.38M2.4%-23.1%0.012%
5/16/2025 Plancorp LLC79,864$2M0.1%+74.7%0.005%
5/16/2025 National Wealth Management Group LLC13,243$332K0.2%+5.3%0.001%
5/16/2025 NewEdge Advisors LLC469,748$11.76M0.1%-6.4%0.032%
5/16/2025 Integrated Wealth Concepts LLC1,259,646$31.54M0.4%-26.7%0.085%
5/16/2025 Jentner Corp26,879$673K0.2%-3.8%0.002%
5/16/2025 Clark Capital Management Group Inc.4,651,417$116.47M0.8%+56.1%0.314%
5/16/2025 Curi RMB Capital LLC104,537$2.62M0.1%-12.4%0.007%
5/16/2025 AQR Capital Management LLC129,643$3.25M0.0%+19.6%0.009%
5/15/2025 Paragon Private Wealth Management LLC27,429$687K0.3%N/A0.002%
5/15/2025 EP Wealth Advisors LLC368,258$9.22M0.1%-9.8%0.025%
5/15/2025 GW Henssler & Associates Ltd.74,306$1.86M0.1%+283.0%0.005%
5/15/2025 Capital Investment Counsel LLC10,735$269K0.0%N/A0.001%
5/15/2025 Focus Partners Advisor Solutions LLC1,689,445$42.30M0.6%-4.3%0.114%
5/15/2025 Ameriflex Group Inc.40,795$1.02M0.4%-56.0%0.003%
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5/15/2025 Flputnam Investment Management Co.128,152$3.21M0.1%N/A0.009%
5/15/2025 Royal Bank of Canada2,775,383$69.50M0.0%+0.4%0.188%
5/15/2025 Betterment LLC213,586$5.35M0.0%+33.4%0.014%
5/15/2025 MAI Capital Management2,251,048$56.37M0.4%+0.6%0.152%
5/15/2025 Calton & Associates Inc.208,278$5.22M1.2%+792.2%0.014%
5/15/2025 FRG Family Wealth Advisors LLC702,852$17.60M3.4%+0.6%0.047%
5/15/2025 Certior Financial Group LLC301,457$7.55M6.1%+45.2%0.020%
5/15/2025 Insight Wealth Partners LLC41,803$1.05M0.2%-5.9%0.003%
5/15/2025 Baird Financial Group Inc.101,717$2.55M0.0%+228.3%0.007%
5/15/2025 WPG Advisers LLC96,525$2.42M2.3%N/A0.007%
5/15/2025 Gerber Kawasaki Wealth & Investment Management27,190$681K0.0%+23.4%0.002%
5/15/2025 Monterey Private Wealth Inc.13,252$332K0.1%+66.9%0.001%
5/15/2025 Oarsman Capital Inc.21,284$533K0.1%-5.8%0.001%
5/15/2025 D L Carlson Investment Group Inc.14,781$370K0.1%-12.8%0.001%
5/14/2025 Delta Investment Management LLC10,573$265K0.1%+39.6%0.001%
5/14/2025 Paces Ferry Wealth Advisors LLC590,986$14.80M7.4%+3.2%0.040%
5/14/2025 CreativeOne Wealth LLC258,289$6.47M0.2%-13.8%0.017%
5/14/2025 Ieq Capital LLC349,809$8.76M0.1%+462.8%0.024%
5/14/2025 Quadcap Wealth Management LLC65,952$1.65M0.2%+8.6%0.004%
5/14/2025 Per Stirling Capital Management LLC.401,728$10.06M1.4%-9.7%0.027%
5/14/2025 WCG Wealth Advisors LLC42,910$1.07M0.1%+1.4%0.003%
5/14/2025 McCarthy Asset Management Inc.359,097$8.99M6.5%-1.2%0.024%
5/14/2025 Luminist Capital LLC1,495$38K0.0%N/A0.000%
5/14/2025 Islay Capital Management LLC35,164$881K0.6%-5.9%0.002%
5/14/2025 Comerica Bank54,312$1.36M0.0%+9.2%0.004%
5/14/2025 Apexium Financial LP700,195$17.53M1.0%+5.1%0.047%
5/14/2025 Freedom Investment Management Inc.176,273$4.41M0.4%+17.5%0.012%
5/14/2025 Synovus Financial Corp146,203$3.66M0.0%-10.3%0.010%
5/14/2025 Broadleaf Partners LLC438,835$10.99M2.9%-2.6%0.030%
5/14/2025 Napa Wealth Management25,146$630K0.4%-78.9%0.002%
5/14/2025 Legend Financial Advisors Inc.25,250$632K0.5%-20.3%0.002%
5/14/2025 B&D White Capital Company LLC1,618,148$40.52M5.9%+33.5%0.109%
5/14/2025 Ally Invest Advisors Inc.800,798$20.05M1.7%+9.1%0.054%
5/14/2025 Smartleaf Asset Management LLC24,409$611K0.1%+142.8%0.002%
5/14/2025 Northwestern Mutual Wealth Management Co.8,250,812$206.60M0.2%+6.6%0.557%
5/14/2025 Heritage Wealth Partners LLC14,937$374K0.6%-54.3%0.001%
5/14/2025 Van Hulzen Asset Management LLC15,419$386K0.0%+2.7%0.001%
5/14/2025 Kestra Advisory Services LLC2,369,371$59.33M0.3%+2.0%0.160%
5/14/2025 Broadview Financial Management LLC116,818$2.93M2.2%-1.9%0.008%
5/14/2025 D.B. Root & Company LLC241,353$6.04M2.0%+4.2%0.016%
5/14/2025 Compound Planning Inc.1,454,801$36.43M1.7%+10.8%0.098%
5/14/2025 Barnes Wealth Management Group Inc85,895$2.15M1.4%-5.1%0.006%
5/14/2025 Ameriprise Financial Inc.15,477,880$387.61M0.1%+7.7%1.046%
5/14/2025 CW Advisors LLC215,824$5.44M0.1%+61.5%0.015%
5/14/2025 Summit Financial LLC298,811$7.48M0.2%+23.4%0.020%
5/14/2025 Estate Counselors LLC158,385$3.97M0.4%N/A0.011%
5/14/2025 PGIM Custom Harvest LLC11,644$292K0.0%+6.9%0.001%
5/14/2025 Joseph P. Lucia & Associates LLC238,750$5.98M2.7%+1.2%0.016%
5/14/2025 Capital Analysts LLC48,991$1.23M0.0%+1,050.0%0.003%
5/14/2025 Tradition Wealth Management LLC1,636,452$40.98M3.6%-0.3%0.111%
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5/14/2025 Arista Wealth Management LLC8,622$216K0.1%+7.7%0.001%
5/14/2025 Venture Visionary Partners LLC10,356$259K0.0%N/A0.001%
5/14/2025 JT Stratford LLC73,770$1.85M0.3%+46.5%0.005%
5/14/2025 Berkshire Asset Management LLC PA470,804$12.24M0.6%+49.9%0.032%
5/14/2025 HC Advisors LLC200,271$5.02M3.8%+0.4%0.014%
5/14/2025 Paradigm Capital Management LLC NV45,088$1.13M1.2%-5.2%0.003%
5/14/2025 Financial Advisors Network Inc.1,183,234$29.63M4.9%+1.7%0.080%
5/14/2025 M Holdings Securities Inc.61,831$1.55M0.3%+3.6%0.004%
5/14/2025 RWA Wealth Partners LLC142,718$3.57M0.0%+116.3%0.010%
5/13/2025 TriaGen Wealth Management LLC385,711$9.66M3.4%-2.5%0.026%
(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, 1,496 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), Sei Investments Co. ($1.06B), Mather Group LLC. ($1.01B), 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 SCHG's institutional investors.

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

Of the 1,446 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. ($41.12M), Mather Group LLC. ($31.47M), Sei Investments Co. ($29.57M), Financial Engines Advisors L.L.C. ($28.54M), LPL Financial LLC ($21.50M), 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 2,140,832,529 shares in the last 24 months. This purchase volume represents approximately $59.26B in transactions.

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

Of the 741 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. ($4.89M), 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 1,605,371,082 shares in the last 24 months. This volume of shares sold represents approximately $40.10B in transactions.



This page (NYSEARCA:SCHG) was last updated on 5/23/2025 by MarketBeat.com Staff
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