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

Schwab U.S. Large-Cap Growth ETF logo
$32.69 +0.35 (+1.08%)
Closing price 10/24/2025 04:10 PM Eastern
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$32.72 +0.04 (+0.11%)
As of 10/24/2025 07:59 PM Eastern
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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)
1437
Total
Institutional Inflows
(last 12 months)
$61.18B
Number of
Institutional Sellers
(last 12 months)
596
Total
Institutional Outflows
(last 12 months)
$40.25B
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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
10/24/2025Columbia Advisory Partners LLC18,830$601K0.4%-38.2%0.001%
10/24/2025Pinnacle Bancorp Inc.8,150$260K0.1%-29.5%0.001%
10/24/2025Lederer & Associates Investment Counsel CA43,971$1.40M0.9%+79.3%0.003%
10/24/2025MGO One Seven LLC906,574$28.93M0.7%+5.0%0.057%
10/24/2025Aventus Investment Advisors Inc.79,010$2.52M2.2%-2.5%0.005%
10/24/2025Citizens Financial Group Inc. RI20,589$657K0.0%+13.2%0.001%
10/24/2025Panoramic Investment Advisors LLC170,051$5.43M3.1%+6.2%0.011%
10/24/2025Marquette Asset Management LLC4,296,094$137.09M21.0%-0.4%0.270%
10/24/2025Madden Advisory Services Inc.174,258$5.56M2.2%+2.6%0.011%
10/24/2025Aspiriant LLC30,648$978K0.0%+89.5%0.002%
10/24/2025 FLP Wealth Management LLC6,691$214K0.2%N/A0.000%
10/24/2025Macroview Investment Management LLC224,798$7.17M5.3%+6.0%0.014%
10/24/2025Swmg LLC14,440$467K0.1%+73.2%0.001%
10/24/2025Axis Wealth Partners LLC11,663$372K0.2%-3.5%0.001%
10/24/2025Winthrop Advisory Group LLC9,973$318K0.0%-12.9%0.001%
10/24/2025Associated Banc Corp26,063$832K0.0%-3.1%0.002%
10/24/2025Equita Financial Network Inc.8,667$277K0.1%-11.6%0.001%
10/24/2025Forum Financial Management LP14,909$476K0.0%+4.4%0.001%
10/24/2025Clearview Wealth Advisors LLC100,709$3.21M2.1%+4.9%0.006%
10/24/2025Sachetta LLC60,586$1.93M0.7%-1.1%0.004%
10/24/2025Fairway Financial LLC344,321$10.99M8.7%+0.3%0.022%
10/24/2025ORG Partners LLC29,280$943K0.2%-6.4%0.002%
10/24/2025Steele Capital Management Inc.190,339$6.07M0.3%-4.5%0.012%
10/24/2025R. W. Roge & Company Inc.72,224$2.30M1.2%-1.0%0.005%
10/24/2025Hidden Cove Wealth Management LLC25,751$822K0.5%+6.0%0.002%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors102,612$3.27M0.4%+3.6%0.006%
10/24/2025MADDEN SECURITIES Corp254,763$8.13M2.5%-3.4%0.016%
10/24/2025Fingerlakes Wealth Management Inc.218,248$6.96M4.5%+11.9%0.014%
10/24/2025Valmark Advisers Inc.49,217$1.57M0.0%+16.3%0.003%
10/24/2025Mainsail Financial Group LLC346,509$11.06M4.8%+1.9%0.022%
10/23/2025 Joseph Group Capital Management126,891$4.05M1.1%+8.9%0.008%
10/23/2025 Essex LLC28,477$909K0.2%-8.4%0.002%
10/23/2025 Vermillion Wealth Management Inc.24,196$772K0.2%+6.8%0.002%
10/23/2025 Nestegg Advisors Inc.216,006$6.89M6.1%+7.0%0.014%
10/23/2025 Apex Wealth Management LLC323,002$10.31M7.4%-0.6%0.020%
10/23/2025 Invested Advisors12,261$391K0.5%N/A0.001%
10/23/2025 Sage Financial Management Group Inc.310,876$9.92M3.2%-1.5%0.020%
10/23/2025 Spectrum Asset Management Inc. NB CA 212,025$6.77M2.4%+0.5%0.013%
10/23/2025 Kingswood Wealth Advisors LLC1,060,720$33.85M2.0%+29.9%0.067%
10/23/2025 Strategic Planning Group LLC167,251$5.34M0.7%-73.2%0.011%
10/23/2025 Visionary Horizons LLC1,008,318$32.18M18.0%+5.1%0.063%
10/23/2025 Independent Solutions Wealth Management LLC301,395$9.62M1.7%+1.1%0.019%
10/23/2025 Benjamin Edwards Inc.291,346$9.30M0.1%+8.5%0.018%
10/23/2025 B&D White Capital Company LLC996,403$31.80M4.1%+69.4%0.063%
10/23/2025 Noesis Capital Mangement Corp6,732$215K0.0%N/A0.000%
10/23/2025 Compass Financial Group INC SD259,569$8.28M1.2%+8.2%0.016%
10/23/2025 Ethos Financial Group LLC902,268$28.79M2.3%+4.0%0.057%
10/23/2025 HB Wealth Management LLC1,839,853$58.71M0.4%+3.4%0.116%
10/23/2025 Howard Financial Services LTD.524,856$16.75M2.0%+81.0%0.033%
10/23/2025 Spire Wealth Management77,673$2.48M0.1%+22.7%0.005%
10/23/2025 Moran Wealth Management LLC28,628$914K0.0%+78.0%0.002%
10/23/2025 CX Institutional196,485$6.27M0.2%+3.6%0.012%
10/23/2025 Strategic Blueprint LLC1,831,652$58.45M2.5%+10.0%0.115%
10/23/2025 Seneca Financial Advisors LLC815,791$26.03M8.5%+2.3%0.051%
10/23/2025 WMG Financial Advisors LLC17,472$558K0.2%-33.8%0.001%
10/23/2025 FinDec Wealth Services Inc.412,011$13.15M13.6%-9.2%0.026%
10/23/2025 SkyOak Wealth LLC720,297$22.99M4.3%-4.5%0.045%
10/23/2025 Park Avenue Securities LLC3,233,030$103.17M0.8%+15.7%0.203%
10/23/2025 McCarthy Asset Management Inc.344,756$11.00M7.1%+1.4%0.022%
10/22/2025 New Century Financial Group LLC22,220$709K1.3%+78.1%0.001%
10/22/2025 MassMutual Private Wealth & Trust FSB56,348$1.80M0.0%+10.2%0.004%
10/22/2025 Cerity Partners LLC3,044,766$97.16M0.2%-2.4%0.192%
10/22/2025 Crews Bank & Trust774$25K0.0%N/A0.000%
10/22/2025 Tilson Financial Group Inc.6,601$211K0.1%N/A0.000%
10/22/2025 Capital Planning LLC788,077$25.15M7.3%-0.6%0.050%
10/22/2025 Ackerman Capital Advisors LLC605,028$19.31M4.0%-0.5%0.038%
10/22/2025 Compass Planning Associates Inc6,655$212K0.2%+6.2%0.000%
10/22/2025 Ironwood Financial llc16,679$532K0.1%-4.8%0.001%
10/22/2025 SeaBridge Investment Advisors LLC8,048$257K0.0%-62.0%0.001%
10/22/2025 CoreCap Advisors LLC269,457$8.60M0.3%-1.1%0.017%
10/22/2025 Code Waechter LLC460,885$14.64M9.6%-3.4%0.029%
10/22/2025 BCS Wealth Management47,855$1.53M0.3%-18.5%0.003%
10/22/2025 Kathmere Capital Management LLC32,574$1.04M0.1%-31.0%0.002%
10/22/2025 RFG Bristol Wealth Advisors LLC129,192$4.12M1.2%+2.3%0.008%
10/22/2025 Gladstone Institutional Advisory LLC144,594$4.61M0.2%+2.1%0.009%
10/22/2025 Geneos Wealth Management Inc.115,952$3.70M0.1%-85.4%0.007%
10/22/2025 Paradigm Strategies in Wealth Management LLC701,580$22.39M14.3%-3.7%0.044%
10/22/2025 Blue Bell Private Wealth Management LLC71,143$2.27M0.3%+0.8%0.004%
10/22/2025 Ciovacco Capital Management LLC104,076$3.32M1.7%-1.7%0.007%
10/22/2025 Advisory Resource Group6,699$214K0.0%N/A0.000%
10/22/2025 Almanack Investment Partners LLC.413,846$13.21M2.0%-46.9%0.026%
10/22/2025 Members Advisory Group LLC770,222$24.58M8.7%-0.6%0.048%
10/22/2025 RHS Financial LLC13,252$423K0.2%-6.0%0.001%
10/22/2025 Keystone Wealth Services LLC7,734$247K0.1%+5.1%0.000%
10/22/2025 Courage Miller Partners LLC287,471$9.16M2.7%-5.4%0.018%
10/22/2025 Stevens Capital Partners59,041$1.88M0.6%+6.7%0.004%
10/22/2025 D.A. Davidson & CO.445,786$14.23M0.1%+0.7%0.028%
10/22/2025 Bigelow Investment Advisors LLC158,860$5.07M2.0%+2.1%0.010%
10/22/2025 CWA Asset Management Group LLC6,944$222K0.0%N/A0.000%
10/22/2025 Stone Summit Wealth LLC9,849$314K0.1%-3.2%0.001%
10/22/2025 Nabity Jensen Investment Management Inc161,006$5.14M3.6%-0.5%0.010%
10/22/2025 Powers Advisory Group LLC354,709$11.32M4.5%+8.4%0.022%
10/22/2025 Kiley Juergens Wealth Management LLC52,434$1.67M0.4%+5.3%0.003%
10/22/2025 Blue Sky Capital Consultants Group Inc.40,717$1.30M0.6%-3.3%0.003%
10/22/2025 TriaGen Wealth Management LLC383,491$12.24M3.2%+1.2%0.024%
10/22/2025 Park Place Capital Corp64,754$2.07M0.4%+1.2%0.004%
10/22/2025 Spreng Capital Management Inc.1,004,436$32.05M12.8%-0.6%0.063%
10/22/2025 Cynosure Group LLC49,816$1.59M0.2%+48.1%0.003%
10/22/2025 Commonwealth Equity Services LLC4,955,408$158.13M0.2%+1.9%0.312%
10/22/2025 West Paces Advisors Inc.1,708$55K0.0%-31.9%0.000%
(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, 1,591 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. ($1.35B), Sei Investments Co. ($1.34B), 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 1,546 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 2,195,575,929 shares in the last 24 months. This purchase volume represents approximately $61.18B in transactions.

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

Of the 596 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), Envestnet Portfolio Solutions Inc. ($1.16M), and Redhawk Wealth Advisors Inc. ($1.15M).

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

Institutional investors have sold a total of 1,603,579,038 shares in the last 24 months. This volume of shares sold represents approximately $40.25B in transactions.


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This page (NYSEARCA:SCHG) was last updated on 10/26/2025 by MarketBeat.com Staff
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