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NYSEARCA:SCHGSchwab U.S. Large-Cap Growth ETF Institutional Ownership

$81.53
-0.25 (-0.31 %)
(As of 04/8/2020 02:20 AM ET)
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Today's Range
$81.53
Now: $81.53
$84.84
50-Day Range
$69.19
MA: $85.08
$102.34
52-Week Range
$67.25
Now: $81.53
$102.61
Volume1.93 million shs
Average Volume825,470 shs
Market Capitalization$8.10 billion
P/E RatioN/A
Dividend Yield0.94%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter

Schwab U.S. Large-Cap Growth ETF (NYSEARCA SCHG) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/7/2020Pennsylvania Capital Management Inc. ADV3,165$0.24M0.3%N/A0.003%
4/7/2020Polianta Ltd160,700$12.80M8.8%N/A0.162%
4/7/2020Gateway Advisory LLC24,728$1.97M0.7%N/A0.025%
4/7/2020Gradient Investments LLC738$59K0.0%+1,894.6%0.001%
4/3/2020John W. Brooker & Co. CPAs29,960$2.39M1.7%+17.3%0.030%
4/3/2020Blackhawk Capital Partners LLC.36,732$3.41M3.0%+25.2%0.037%
4/2/2020Marotta Asset Management35,930$2.73M1.1%+7.4%0.036%
4/1/2020Nelson Van Denburg & Campbell Wealth Management Group LLC6,184$0.49M0.1%+171.2%0.006%
3/19/2020Quadrant Capital Group LLC455$41K0.0%N/A0.000%
3/10/2020Filbrandt Wealth Management LLC24,731$2.30M2.0%N/A0.025%
3/6/2020Global Strategic Investment Solutions LLC200,179$18.60M6.7%+0.8%0.199%
2/28/2020Ackerman Capital Advisors LLC8,388$0.78M0.2%-23.7%0.008%
2/27/2020Total Clarity Wealth Management Inc.580$54K0.0%N/A0.001%
2/26/2020Sunbelt Securities Inc.16,441$1.53M0.0%N/A0.016%
2/25/2020MADDEN SECURITIES Corp33,252$3.09M3.1%N/A0.033%
2/24/2020Stephenson National Bank & Trust975$91K0.1%N/A0.001%
2/24/2020GW Henssler & Associates Ltd.26,768$2.49M0.2%-5.2%0.026%
2/24/2020IMA Wealth Inc.36,448$3.39M1.3%+2.0%0.036%
2/24/2020Fusion Capital LLC10,712$1M0.9%N/A0.011%
2/24/2020Chicago Wealth Management Inc.13,583$1.26M1.2%N/A0.013%
2/21/2020Sailer Financial LLC386$36K0.0%N/A0.000%
2/20/2020Cornerstone Wealth Management LLC11,259$1.05M0.2%+11.2%0.011%
2/20/2020Legend Financial Advisors Inc.22,866$2.12M1.8%-0.8%0.023%
2/20/2020Integrated Wealth Concepts LLC17,206$1.60M0.1%+10.6%0.017%
2/19/2020BCJ Capital Management LLC8,730$0.81M0.1%-7.7%0.009%
2/18/2020KCM Investment Advisors LLC3,343$0.31M0.0%N/A0.003%
2/18/2020Equitable Holdings Inc.13,811$1.28M0.0%N/A0.014%
2/18/2020Wealthquest Corp2,500$0.23M0.1%-29.4%0.002%
2/18/2020Fort Pitt Capital Group LLC303,056$26.99M1.5%+0.3%0.301%
2/18/2020IHT Wealth Management LLC4,249$0.40M0.0%+5.5%0.004%
2/18/2020Ameritas Investment Company LLC2,316$0.22M0.0%+338.6%0.002%
2/18/2020Covington Capital Management105,428$9.80M0.5%+0.8%0.105%
2/17/2020Baird Financial Group Inc.4,541$0.42M0.0%N/A0.005%
2/17/2020Ladenburg Thalmann Financial Services Inc.1,725,688$162.16M1.0%+51.8%1.711%
2/14/2020Captrust Financial Advisors125,902$11.85M0.2%+29.0%0.125%
2/14/2020Orion Portfolio Solutions LLC805$75K0.0%N/A0.001%
2/14/2020Avestar Capital LLC20,780$1.93M1.1%+1.4%0.021%
2/14/2020Jane Street Group LLC62,396$5.80M0.0%-51.1%0.062%
2/14/2020Advisory Alpha LLC82,127$7.90M1.9%+3.9%0.081%
2/14/2020Financial Architects Inc25,893$2.41M0.5%+4.1%0.026%
2/14/2020First Republic Investment Management Inc.5,589$0.52M0.0%+5.0%0.006%
2/14/2020Ancora Advisors LLC5,393$0.50M0.0%+2.3%0.005%
2/14/2020Bank of America Corp DE132,178$12.28M0.0%-24.7%0.131%
2/14/2020Visionary Wealth Advisors172,364$16.01M2.9%N/A0.171%
2/14/2020GHP Investment Advisors Inc.130,707$12.14M1.3%+1.2%0.130%
2/14/2020USAdvisors Wealth Management LLC98,167$9.16M4.7%-2.3%0.098%
2/14/2020Goldman Sachs Group Inc.22,467$2.09M0.0%+2.4%0.022%
2/14/2020Penserra Capital Management LLC10,464$0.97M0.1%N/A0.010%
2/14/2020UBS Group AG208,016$19.33M0.0%+28.4%0.207%
2/14/2020Wealthspire Advisors L.P.4,996$0.46M0.0%-23.2%0.005%
2/13/2020Sullivan Bruyette Speros & Blaney LLC18,358$1.71M0.1%-0.6%0.018%
2/13/2020Sequoia Financial Advisors LLC55,764$5.18M0.3%+4.6%0.055%
2/13/2020Mariner LLC1,242,644$115.45M1.2%+1.7%1.235%
2/13/2020Evercore Wealth Management LLC17,414$1.62M0.0%N/A0.017%
2/13/2020Financial Advisors Network Inc.68,368$6.35M2.9%+73.8%0.068%
2/13/2020NWK Group Inc.340$32K0.0%N/A0.000%
2/13/2020Johnson Investment Counsel Inc.6,047$0.56M0.0%-8.4%0.006%
2/13/2020Northwestern Mutual Wealth Management Co.200,890$18.67M0.1%+14.0%0.200%
2/13/2020Game Plan Financial Advisors LLC42,210$3.92M3.7%N/A0.042%
2/13/2020Evensky & Katz LLC3,564$0.33M0.0%-3.8%0.004%
2/13/2020Financial Engines Advisors L.L.C.12,049,053$1.12B5.4%+1.9%11.989%
2/13/2020Capital Asset Advisory Services LLC368$37K0.0%N/A0.000%
2/13/2020Mercer Global Advisors Inc. ADV337,492$31.36M0.6%-3.2%0.336%
2/13/2020Sculati Wealth Management LLC42,404$3.94M3.5%N/A0.042%
2/13/2020Wilbanks Smith & Thomas Asset Management LLC55,818$5.19M0.3%-1.0%0.056%
2/13/2020Golden State Wealth Management LLC11,924$1.11M0.2%+296.7%0.012%
2/13/2020Stifel Financial Corp6,065$0.56M0.0%+28.4%0.006%
2/13/2020Thrivent Financial for Lutherans240,252$22.32M0.1%+1.9%0.239%
2/13/2020Blair William & Co. IL10,482$0.97M0.0%-0.9%0.010%
2/13/2020PSI Advisors LLC6,740$0.63M0.4%N/A0.007%
2/13/2020Pensionmark Financial Group LLC99,236$9.22M3.6%+594.4%0.099%
2/13/2020Financial Advocates Investment Management20,027$1.86M0.2%+25.1%0.020%
2/13/2020Permanens Capital L.P.1,505$0.14M0.0%+7.1%0.001%
2/13/2020Renaissance Technologies LLC13,000$1.21M0.0%N/A0.013%
2/12/2020Trexquant Investment LP3,774$0.35M0.0%+27.0%0.004%
2/12/2020Pittenger & Anderson Inc.1,773$0.17M0.0%+69.8%0.002%
2/12/2020Fund Evaluation Group LLC1,175,621$109.23M17.8%+2.4%1.170%
2/12/2020Gladstone Institutional Advisory LLC137,055$12.73M3.1%+1.7%0.136%
2/12/2020Advisor Group Inc.31,274$2.91M0.0%+7.2%0.031%
2/12/2020Chevy Chase Trust Holdings Inc.1,370$0.13M0.0%N/A0.001%
2/12/2020Raymond James & Associates28,120$2.61M0.0%+4.1%0.028%
2/12/2020Ascension Capital Advisors Inc.7,851$0.73M0.5%N/A0.008%
2/12/2020Raymond James Financial Services Advisors Inc.384,233$35.70M0.1%-3.6%0.382%
2/12/2020Citigroup Inc.1,745$0.16M0.0%+251.8%0.002%
2/12/2020Mayfair Advisory Group LLC22,051$2.05M6.3%N/A0.022%
2/12/2020Wealthsource Partners LLC22,182$2.06M0.3%-1.3%0.022%
2/11/2020Cooper Haims Advisors LLC24,107$2.24M1.2%-6.1%0.024%
2/11/2020Indie Asset Partners LLC45,742$4.25M4.5%N/A0.045%
2/11/2020ProVise Management Group LLC218,331$20.29M2.5%+8.5%0.217%
2/11/2020Wrapmanager Inc.2,581$0.24M0.1%N/A0.003%
2/11/2020Atria Investments LLC80,067$7.44M0.2%+417.9%0.080%
2/11/2020Capital One National Association50,062$4.65M0.6%N/A0.050%
2/11/2020Islay Capital Management LLC14,535$1.35M1.3%N/A0.014%
2/11/2020Pinkerton Retirement Specialists LLC63,811$5.93M1.9%-12.9%0.063%
2/11/2020Envestnet Asset Management Inc.597,339$55.50M0.1%-94.6%0.593%
2/11/2020Moneta Group Investment Advisors LLC60,069$5.58M0.5%+11.7%0.060%
2/11/2020Total Wealth Planning LLC81,922$7.61M4.1%+1.0%0.081%
2/11/2020Mutual Advisors LLC35,322$3.28M0.3%+76.2%0.035%
2/11/2020Assetmark Inc.499,607$46.42M0.4%+6.3%0.496%
2/11/2020AlphaStar Capital Management LLC77,999$7.25M1.6%+3.9%0.077%
(Data available from 1/1/2016 forward)
This page was last updated on 4/8/2020 by MarketBeat.com Staff

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