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

$98.27

+0.91 (+0.93%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 707
Total Institutional Inflows (last 12 months): $2.43B

Number of Institutional Sellers (last 12 months): 523
Total Institutional Outflows (last 12 months): $1.52B

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SCHG Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Zimmermann Investment Management & Planning LLC	26,259	$2.65M	0.9%	+6.5%	0.009%
7/27/2024	Evolution Advisers Inc.	880	$88K	0.0%	-20.6%	0.000%
7/27/2024	Whitaker Myers Wealth Managers LTD.	67,928	$6.85M	2.5%	+497.6%	0.023%
7/26/2024	Ballast Advisors LLC	250,286	$25.24M	8.0%	-2.1%	0.086%
7/26/2024	Avion Wealth	1,302	$131K	0.0%	+17.0%	0.000%
7/26/2024	Members Advisory Group LLC	136,810	$13.80M	7.5%	+4.8%	0.047%
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7/26/2024	BLB&B Advisors LLC	120,918	$12.19M	0.7%	-11.3%	0.041%
7/26/2024	Walkner Condon Financial Advisors LLC	2,209	$223K	0.0%	-7.3%	0.001%
7/26/2024	Conning Inc.	138,659	$13.98M	0.5%	-9.2%	0.047%
7/26/2024	Richardson Capital Management LLC	256,582	$25.87M	19.9%	+2.0%	0.088%
7/26/2024	WealthShield Partners LLC	157,758	$15.93M	2.4%	-1.0%	0.054%
7/26/2024	Harbour Investments Inc.	137,258	$13.84M	0.5%	+9.6%	0.047%
7/26/2024	Bensler LLC	43,578	$4.39M	0.6%	-9.1%	0.015%
7/26/2024	Patriot Financial Group Insurance Agency LLC	152,517	$15.38M	2.3%	-0.3%	0.052%
7/26/2024	Atomi Financial Group Inc.	244,929	$24.70M	1.8%	+68.2%	0.084%
7/26/2024	Schaeffer Financial LLC	117,405	$11.84M	12.9%	-12.1%	0.040%
7/26/2024	Cambridge Investment Research Advisors Inc.	581,772	$58.67M	0.2%	+7.8%	0.199%
7/26/2024	Aspen Investment Management Inc	2,987	$301K	0.2%	+18.5%	0.001%
7/26/2024	Saxony Capital Management LLC	19,032	$1.92M	2.1%	+42.5%	0.007%
7/26/2024	Signature Estate & Investment Advisors LLC	7,926	$799K	0.0%	N/A	0.003%
7/26/2024	First Command Advisory Services Inc.	1,812	$183K	0.0%	-31.5%	0.001%
7/26/2024	Alpha Omega Wealth Management LLC	7,779	$784K	0.1%	-2.0%	0.003%
7/26/2024	Bank of New York Mellon Corp	22,559	$2.28M	0.0%	+4.1%	0.008%
7/26/2024	Verdence Capital Advisors LLC	116,330	$11.73M	1.0%	+0.5%	0.040%
7/26/2024	Ackerman Capital Advisors LLC	234,928	$23.69M	6.3%	+36.2%	0.080%
7/26/2024	Bristlecone Advisors LLC	18,976	$1.91M	0.2%	-6.9%	0.006%
7/26/2024	Townsend Asset Management Corp NC ADV	34,977	$3.53M	1.4%	+5.4%	0.012%
7/26/2024	IMA Advisory Services Inc.	58,901	$5.94M	1.4%	N/A	0.020%
7/25/2024	Christopher J. Hasenberg Inc	63,029	$6.36M	2.9%	+4.7%	0.022%
7/25/2024	Systelligence LLC	129,135	$13.02M	3.5%	-10.2%	0.044%
7/25/2024	First Heartland Consultants Inc.	2,030	$205K	0.0%	N/A	0.001%
7/25/2024	MinichMacGregor Wealth Management LLC	239,873	$24.19M	5.9%	-0.5%	0.082%
7/25/2024	TNF LLC	2,142	$211K	0.1%	N/A	0.001%
7/25/2024	Mokosak Advisory Group LLC	314,022	$31.67M	10.5%	-1.1%	0.107%
7/25/2024	Courage Miller Partners LLC	76,269	$7.69M	2.8%	-0.9%	0.026%
7/25/2024	Tempus Wealth Planning LLC	28,841	$2.91M	1.2%	+0.6%	0.010%
7/25/2024	AMI Investment Management Inc.	13,689	$1.38M	0.5%	-4.5%	0.005%
7/25/2024	Heritage Wealth Management Inc. CA	91,390	$9.22M	6.8%	+2.8%	0.031%
7/25/2024	Waypoint Capital Advisors LLC	53,718	$5.42M	1.4%	-17.9%	0.018%
7/25/2024	Tranquility Partners LLC	4,420	$446K	0.2%	-9.2%	0.002%
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7/25/2024	Institute for Wealth Management LLC.	62,576	$6.31M	0.8%	-0.5%	0.021%
7/25/2024	Destination Wealth Management	13,658	$1.38M	0.0%	+2.4%	0.005%
7/25/2024	Capital Insight Partners LLC	6,092	$614K	0.1%	-2.3%	0.002%
7/24/2024	McAdam LLC	1,833,824	$184.92M	11.1%	+4.4%	0.627%
7/24/2024	Colton Groome Financial Advisors LLC	8,210	$828K	0.3%	-3.4%	0.003%
7/24/2024	Oldfather Financial Services LLC	2,884	$291K	0.1%	-6.5%	0.001%
7/24/2024	Joseph P. Lucia & Associates LLC	56,692	$5.72M	2.9%	+2.1%	0.019%
7/24/2024	Traynor Capital Management Inc.	2,637	$266K	0.0%	-7.5%	0.001%
7/24/2024	Quotient Wealth Partners LLC	6,402	$646K	0.0%	N/A	0.002%
7/24/2024	Everhart Financial Group Inc.	117,751	$11.87M	3.1%	-1.2%	0.040%
7/24/2024	Boyd Wealth Management LLC	34,703	$3.50M	1.9%	-0.3%	0.012%
7/24/2024	Secure Asset Management LLC	4,394	$443K	0.1%	+22.8%	0.002%
7/24/2024	Diversified LLC	10,195	$1.03M	0.1%	N/A	0.003%
7/24/2024	Powers Advisory Group LLC	65,231	$6.58M	3.6%	+5.9%	0.022%
7/24/2024	L. Roy Papp & Associates LLP	6,440	$649K	0.1%	-1.9%	0.002%
7/24/2024	Cornerstone Wealth Group LLC	9,756	$984K	0.1%	-8.2%	0.003%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	22,003	$2.22M	0.4%	+9.5%	0.008%
7/24/2024	My Legacy Advisors LLC	10,369	$1.05M	0.3%	N/A	0.004%
7/24/2024	&PARTNERS	10,249	$1.06M	0.0%	+93.7%	0.004%
7/23/2024	Bridge Advisory LLC	47,191	$4.76M	2.3%	+4.3%	0.016%
7/23/2024	Financial Synergies Wealth Advisors Inc.	310,857	$31.35M	4.2%	-4.2%	0.106%
7/23/2024	Precedent Wealth Partners LLC	3,146	$317K	0.1%	N/A	0.001%
7/23/2024	Kiley Juergens Wealth Management LLC	10,383	$1.05M	0.3%	+2.7%	0.004%
7/23/2024	Madison Park Capital Advisors LLC	8,974	$905K	0.8%	+8.2%	0.003%
7/23/2024	Concourse Financial Group Securities Inc.	181,671	$18.34M	1.1%	-4.9%	0.062%
7/23/2024	Macroview Investment Management LLC	39,498	$3.98M	4.2%	+88.1%	0.014%
7/23/2024	Fifth Third Wealth Advisors LLC	2,220	$224K	0.0%	N/A	0.001%
7/23/2024	Orgel Wealth Management LLC	22,225	$2.24M	0.1%	+16.6%	0.008%
7/23/2024	XML Financial LLC	366,295	$36.94M	3.7%	-8.0%	0.125%
7/22/2024	Pacific Wealth Strategies Group Inc.	97,605	$9.84M	8.1%	+1.1%	0.033%
7/22/2024	Atria Wealth Solutions Inc.	258,660	$26.10M	0.3%	+9.6%	0.088%
7/22/2024	Flagship Private Wealth LLC	3,103	$313K	0.2%	-9.2%	0.001%
7/22/2024	Fifth Third Bancorp	1,855	$187K	0.0%	+8.8%	0.001%
7/22/2024	RTD Financial Advisors Inc.	64,778	$6.53M	0.9%	-4.5%	0.022%
7/22/2024	Krilogy Financial LLC	761,020	$76.74M	5.7%	-4.4%	0.260%
7/22/2024	Nadler Financial Group Inc.	481,315	$48.54M	5.7%	+2.0%	0.165%
7/22/2024	Focus Financial Network Inc.	1,140,331	$116.09M	4.8%	+0.2%	0.390%
7/22/2024	LongView Wealth Management	30,920	$3.12M	1.2%	-7.0%	0.011%
7/22/2024	Mayfair Advisory Group LLC	55,705	$5.80M	3.9%	+6.3%	0.019%
7/22/2024	Carnegie Investment Counsel	4,135	$417K	0.0%	-88.8%	0.001%
7/22/2024	Wealthspan Partners LLC	4,580	$462K	0.3%	+27.0%	0.002%
7/22/2024	SeaCrest Wealth Management LLC	122,073	$12.31M	1.4%	+13.0%	0.042%
7/22/2024	Pallas Capital Advisors LLC	30,470	$3.08M	0.1%	+1.7%	0.010%
7/22/2024	MBE Wealth Management LLC	5,166	$521K	0.3%	-8.5%	0.002%
7/22/2024	Ergawealth Advisors Inc.	6,229	$628K	0.3%	+19.7%	0.002%
7/22/2024	Dakota Wealth Management	55,124	$5.56M	0.1%	+27.3%	0.019%
7/20/2024	First Horizon Advisors Inc.	1,145	$116K	0.0%	-17.6%	0.000%
7/20/2024	Continuum Advisory LLC	2,267	$229K	0.0%	-4.3%	0.001%
7/20/2024	First Pacific Financial	2,235	$225K	0.1%	-11.4%	0.001%
7/20/2024	Accredited Investors Inc.	11,186	$1.13M	0.1%	+6.3%	0.004%
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7/20/2024	Raymond James Financial Services Advisors Inc.	3,309,571	$333.74M	0.5%	-8.1%	1.131%
7/20/2024	Brand Asset Management Group Inc.	30,837	$3.11M	1.3%	-2.0%	0.011%
7/20/2024	Apollon Wealth Management LLC	253,356	$25.55M	0.8%	-10.5%	0.087%
7/19/2024	Tiller Private Wealth Inc.	5,004	$505K	0.2%	+10.5%	0.002%
7/19/2024	MONECO Advisors LLC	4,622	$466K	0.1%	-10.2%	0.002%
7/19/2024	Clay Northam Wealth Management LLC	123,636	$12.47M	9.5%	-1.6%	0.042%
7/19/2024	Smithbridge Asset Management Inc. DE	78,779	$7.94M	1.7%	-2.2%	0.027%
7/19/2024	Raymond James & Associates	273,834	$27.61M	0.0%	+6.0%	0.094%
7/19/2024	Signet Investment Advisory Group Inc.	17,887	$1.80M	1.0%	+3.3%	0.006%
7/19/2024	Summit Financial Strategies Inc.	8,565	$864K	0.1%	-13.9%	0.003%

(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, 1,118 institutional investors and hedge funds held shares of Schwab U.S. Large-Cap Growth ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($930.73M), Sei Investments Co. ($842.81M), Mather Group LLC. ($841.91M), Envestnet Asset Management Inc. ($658.62M), Osaic Holdings Inc. ($456.80M), Avantax Planning Partners Inc. ($409.13M), and Advisor Group Holdings Inc. ($356.03M).Learn more on SCHG's institutional investors.
Which institutional investors have been buying Schwab U.S. Large-Cap Growth ETF stock?: Of the 983 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: Envestnet Asset Management Inc. ($4.50M), Sei Investments Co. ($3.62M), Mather Group LLC. ($2.80M), Osaic Holdings Inc. ($2.21M), Raymond James Financial Services Advisors Inc. ($2.02M), Cetera Investment Advisers ($1.61M), and Focus Financial Network Inc. ADV ($1.47M).
How much institutional buying is happening at Schwab U.S. Large-Cap Growth ETF?: Institutional investors have bought a total of 69,338,874 shares in the last 24 months. This purchase volume represents approximately $4.78B in transactions.

Which Schwab U.S. Large-Cap Growth ETF major shareholders have been selling company stock?: Of the 673 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: Financial Engines Advisors L.L.C. ($3.52M), Avantax Planning Partners Inc. ($1.89M), Global Strategic Investment Solutions LLC ($1.86M), Osaic Holdings Inc. ($1.65M), Angeles Investment Advisors LLC ($1.65M), Retirement Planning Group ($1.49M), and Legacy Wealth Management Inc ($1.41M).
How much institutional selling is happening at Schwab U.S. Large-Cap Growth ETF?: Institutional investors have sold a total of 37,298,593 shares in the last 24 months. This volume of shares sold represents approximately $2.62B in transactions.