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S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
S&P 500   3,971.27
DOW   32,394.25
QQQ   307.12
Walgreens Boots Alliance: Blue Chip, High-Yield Turnaround Story
Modern Day Options Trading For Beginners! (Ad)pixel
3 Small Financial Software Makers Showing Strong Chart Action
Roku And The 20% Rally That’s About To Start 
Modern Day Options Trading For Beginners! (Ad)pixel
Here’s Why Viking Therapeutics Rose Over 50% on Obesity Drug Data
Don't Be Fooled by These 3 Value Traps
Modern Day Options Trading For Beginners! (Ad)pixel
The Bottom Is In For McCormick & Company
Interactive Brokers: A Better Bet Than Schwab Post-SVB?
NYSEARCA:SCHG

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

$62.60
-0.31 (-0.49%)
(As of 03/28/2023 12:00 AM ET)
Add
Compare
Today's Range
$62.15
$62.87
50-Day Range
$57.25
$64.06
52-Week Range
$53.18
$76.90
Volume
689,270 shs
Average Volume
1.03 million shs
Market Capitalization
$15.38 billion
Assets Under Management
$15.66 billion
Dividend Yield
0.50%
Net Expense Ratio
0.04%

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

Number of
Institutional Buyers
(last 12 months)
841
Total
Institutional Inflows
(last 12 months)
$52.53 B
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$913.59 M
Skip Chart & View Institutional Buying and Selling Data

SCHG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/28/2023Werba Rubin Papier Wealth Management5,392$0.30M0.1%N/A0.002%
3/15/2023Milestone Investment Advisors LLC275,792$15.32M5.4%N/A0.112%
3/15/2023B. Riley Wealth Advisors Inc.19,015$1.06M0.0%+57.7%0.008%
3/13/2023Claro Advisors LLC25,434$1.41M0.5%N/A0.010%
3/10/2023Mather Group LLC.8,914,118$495.27M9.5%+15.3%3.628%
3/6/2023Rockefeller Capital Management L.P.68,554$3.81M0.0%-18.6%0.028%
3/2/2023Reston Wealth Management LLC72,946$4.05M2.2%+6.1%0.030%
3/1/2023Smithbridge Asset Management Inc. DE78,570$4.37M1.2%+1.2%0.032%
3/1/2023Whitener Capital Management Inc.6,385$0.36M0.2%-15.4%0.003%
3/1/2023Panoramic Investment Advisors LLC36,719$2.04M2.1%N/A0.015%
2/28/2023Trust Investment Advisors3,970$0.22M0.1%N/A0.002%
2/27/2023Kalos Management Inc.3,185$0.18M0.4%N/A0.001%
2/24/2023Garde Capital Inc.298,451$16.58M2.0%+21.2%0.122%
2/24/2023Athena Investment Management28,666$1.59M1.2%+2.3%0.012%
2/23/2023Chesapeake Wealth Management33,819$1.88M0.8%+1.0%0.014%
2/21/2023Insight Advisors LLC PA45,345$2.50M0.9%-1.7%0.019%
2/21/2023Northwestern Mutual Wealth Management Co.1,071,616$59.54M0.1%+14.9%0.437%
2/21/2023B. Riley Wealth Advisors Inc.19,015$1.06M0.0%+57.7%0.008%
2/17/2023Truist Financial Corp581,132$32.29M0.1%-2.2%0.237%
2/17/2023Palouse Capital Management Inc.3,669$7.68M0.5%N/A0.001%
2/16/2023Bensler LLC72,807$4.05M0.9%+4.5%0.030%
2/16/2023GHP Investment Advisors Inc.328,358$18.24M1.2%+11.6%0.134%
2/16/2023WealthPLAN Partners LLC7,357$0.47M0.0%N/A0.003%
2/16/2023American Trust110,061$6.12M0.6%N/A0.045%
2/16/2023Moneta Group Investment Advisors LLC7,913$46.44M1.2%-98.6%0.003%
2/16/2023Berkshire Asset Management LLC PA90,232$5.01M0.3%+28.3%0.037%
2/16/2023Certified Advisory Corp42,082$2.34M0.5%N/A0.017%
2/16/2023Clay Northam Wealth Management LLC122,959$6.83M7.9%N/A0.050%
2/16/2023CreativeOne Wealth LLC29,269$1.63M0.1%-0.7%0.012%
2/16/2023Financial Advocates Investment Management57,694$3.21M0.2%-34.5%0.024%
2/16/2023Personal Capital Advisors Corp3,690$0.21M0.0%N/A0.002%
2/16/2023RFG Advisory LLC15,925$1.01M0.1%-3.9%0.006%
2/16/2023Resurgent Financial Advisors LLC1,902$0.11M0.1%N/A0.001%
2/16/2023United Capital Financial Advisers LLC819,978$45.56M0.3%-13.6%0.335%
2/16/2023Harbour Investments Inc.63,307$3.52M0.2%+16.5%0.026%
2/16/2023One Capital Management LLC96,229$5.35M0.3%-66.0%0.039%
2/16/2023IMA Wealth Inc.62,205$3.46M0.9%+8.5%0.025%
2/16/2023Silverlake Wealth Management LLC37,527$2.09M1.3%N/A0.015%
2/15/2023Retirement Group LLC3,619$0.20M0.1%+74.9%0.001%
2/15/2023TD Capital Management LLC743$41K0.0%-26.9%0.000%
2/15/2023Greenwood Gearhart Inc.5,109$0.28M0.0%+8.2%0.002%
2/15/2023Front Row Advisors LLC5,302$0.30M0.2%-16.8%0.002%
2/15/2023CI Private Wealth LLC11,969$0.67M0.0%N/A0.005%
2/15/2023WealthPlan Investment Management LLC7,357$0.46M0.0%+8.0%0.003%
2/15/2023Moneta Group Investment Advisors LLC835,799,910$46.44B1.2%+146,562.4%341.073%
2/15/2023CIC Wealth LLC10,249$0.57M0.2%N/A0.004%
2/15/2023Apollon Wealth Management LLC81,589$4.53M0.3%+0.5%0.033%
2/15/2023Goepper Burkhardt LLC269,784$14.99M10.5%+0.9%0.110%
2/15/2023Captrust Financial Advisors202,531$11.25M0.1%-1.0%0.083%
2/15/2023IHT Wealth Management LLC77,223$4.29M0.3%-8.3%0.032%
2/15/2023Jane Street Group LLC123,701$6.87M0.0%N/A0.050%
2/15/2023SageView Advisory Group LLC13,330$0.74M0.1%N/A0.005%
2/15/2023Patriot Investment Management Group Inc.9,114$0.56M0.0%+56.3%0.004%
2/15/2023Cahill Financial Advisors Inc.59,554$3.31M0.6%-4.1%0.024%
2/15/2023Legacy Financial Strategies LLC500,121$27.79M11.5%+3.1%0.204%
2/15/2023Cerity Partners LLC432,910$24.05M0.2%+1,309.9%0.177%
2/15/2023Shorepoint Capital Partners LLC112,895$6.27M1.7%-3.0%0.046%
2/15/2023Smith Anglin Financial LLC46,989$2.61M0.5%-1.3%0.019%
2/15/2023Sovereign Financial Group Inc.30,446$1.69M0.7%-37.7%0.012%
2/15/2023Strategic Investment Solutions Inc. IL7,340$0.47M0.2%N/A0.003%
2/15/2023Laidlaw Wealth Management LLC127,052$7.06M1.5%+1.8%0.052%
2/15/2023Linscomb & Williams Inc.70,298$3.91M0.2%+251.2%0.029%
2/15/2023Money Concepts Capital Corp30,784$1.71M0.1%+29.5%0.013%
2/15/2023Montag & Caldwell LLC3,954$0.22M0.0%-49.3%0.002%
2/15/2023Morgan Stanley1,164,265$64.69M0.0%-26.7%0.475%
2/15/2023Mariner LLC3,492,586$194.05M0.6%+12.2%1.425%
2/15/2023Equitable Holdings Inc.87,183$4.84M0.1%+13.8%0.036%
2/15/2023Facet Wealth Inc.5,745$0.36M0.0%N/A0.002%
2/15/2023FinTrust Capital Advisors LLC4,520$0.25M0.1%+12.5%0.002%
2/15/2023Ancora Advisors LLC11,098$0.62M0.0%-2.9%0.005%
2/15/2023Apexium Financial LP110,691$6.15M0.6%+17.5%0.045%
2/15/2023Avant Capital LLC28,164$1.57M1.9%-2.6%0.011%
2/15/2023ICA Group Wealth Management LLC1,114$62K0.0%N/A0.000%
2/14/2023Oxford Financial Group Ltd.13,178$0.73M0.1%-45.5%0.005%
2/14/2023SJA Financial Advisory LLC43,011$2.39M2.1%N/A0.018%
2/14/2023Cetera Advisor Networks LLC640,077$35.56M0.3%+22.9%0.261%
2/14/2023Cetera Investment Advisers374,235$20.79M0.2%+137.5%0.153%
2/14/2023Cetera Advisors LLC247,719$13.76M0.2%+110.2%0.101%
2/14/2023Laurel Wealth Advisors Inc.13,758$0.76M0.1%-2.1%0.006%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC472,718$26.26M2.0%-32.6%0.193%
2/14/2023Grey Fox Wealth Advisors LLC3,602$0.20M0.1%N/A0.001%
2/14/2023Lowe Brockenbrough & Co. Inc.358,523$19.92M1.7%+19.7%0.146%
2/14/2023Silvercrest Asset Management Group LLC6,932$0.39M0.0%N/A0.003%
2/14/2023Private Wealth Strategies L.L.C.327,666$18.22M5.2%+4.8%0.134%
2/14/2023Townsquare Capital LLC4,483$0.25M0.0%N/A0.002%
2/13/2023Financial Planning & Information Services Inc.13,059$0.73M0.2%N/A0.005%
2/13/2023Summit Asset Management LLC327,240$18.18M5.3%+1.7%0.134%
2/13/2023First Republic Investment Management Inc.24,844$1.38M0.0%-5.8%0.010%
2/13/2023Charles Schwab Investment Advisory Inc.150,619$8.37M0.0%+1,065.9%0.061%
2/13/2023Baird Financial Group Inc.190,175$10.57M0.0%+656.7%0.078%
2/13/2023Kingsview Wealth Management LLC54,841$3.05M0.1%-3.5%0.022%
2/13/2023Apriem Advisors5,623$0.31M0.1%-6.7%0.002%
2/13/2023BOKF NA4,495$0.25M0.0%+17.3%0.002%
2/13/2023Bessemer Group Inc.7,484$0.42M0.0%+243.3%0.003%
2/13/2023Integrated Wealth Concepts LLC330,763$18.38M0.5%+229.6%0.135%
2/13/2023Wells Fargo & Company MN411,722$22.88M0.0%-31.6%0.168%
2/13/2023Joseph P. Lucia & Associates LLC53,393$2.97M2.2%-3.8%0.022%
2/13/2023Southern Wealth Management LLP18,699$1.04M0.4%+21.3%0.008%
2/13/2023Forte Capital LLC ADV4,752$0.26M0.0%N/A0.002%
2/13/2023D L Carlson Investment Group Inc.8,351$0.46M0.1%-41.0%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, 988 institutional investors and hedge funds held shares of Schwab U.S. Large-Cap Growth ETF. The most heavily invested institutionals were Private Advisor Group LLC ($3.33B), Financial Engines Advisors L.L.C. ($1.08B), Mather Group LLC. ($495.27M), Sei Investments Co. ($486.15M), Avantax Planning Partners Inc. ($368.90M), Advisor Group Holdings Inc. ($356.03M), and Envestnet Asset Management Inc. ($273.51M).Learn more on SCHG's institutional investors.

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

Of the 949 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: Moneta Group Investment Advisors LLC ($835.46M), Financial Engines Advisors L.L.C. ($9.64M), Sei Investments Co. ($7.77M), Mather Group LLC. ($6.28M), Envestnet Asset Management Inc. ($4.11M), Avantax Planning Partners Inc. ($3.92M), and Advisor Group Holdings Inc. ($3.71M).

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

Institutional investors have bought a total of 939,718,506 shares in the last 24 months. This purchase volume represents approximately $53.60B in transactions.

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

Of the 543 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. ($3.26M), Retirement Planning Group ($1.44M), Legacy Wealth Management Inc ($1.42M), Global Strategic Investment Solutions LLC ($1.02M), Avantax Planning Partners Inc. ($0.99M), Orgel Wealth Management LLC ($0.99M), and McAdam LLC ($0.82M).

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

Institutional investors have sold a total of 26,378,076 shares in the last 24 months. This volume of shares sold represents approximately $1.65B in transactions.

This page (NYSEARCA:SCHG) was last updated on 3/29/2023 by MarketBeat.com Staff