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

Schwab U.S. Large-Cap Growth ETF logo
$35.45 -0.07 (-0.20%)
As of 08/5/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1073
Total
Institutional Inflows
(last 12 months)
$6.04B
Number of
Institutional Sellers
(last 12 months)
736
Total
Institutional Outflows
(last 12 months)
$1.45B
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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
7/12/2026 First Community Trust NA2,935$99K0.0%+662.3%0.000%
7/10/2026 Abound Wealth Management3,254$110K0.0%-13.7%0.000%
7/10/2026 Investors Research Corp61,608$2.09M0.4%-1.3%0.004%
7/10/2026 Annex Advisory Services LLC24,782$839K0.0%+3.9%0.001%
7/10/2026 Accel Wealth Management425,646$14.40M3.2%+3.5%0.024%
7/10/2026 Whitener Capital Management Inc.80,756$2.73M0.6%+18.8%0.005%
7/10/2026 JFS Wealth Advisors LLC202,784$6.86M0.3%-2.0%0.012%
7/10/2026 Nvest Wealth Strategies Inc.620,125$20.99M13.1%+1.8%0.036%
7/10/2026 Dagco Inc.780,001$26.40M4.9%+6.2%0.045%
7/10/2026 West Branch Capital LLC30,287$1.03M0.2%+103.6%0.002%
7/10/2026 William Mack & Associates Inc.379,763$12.85M4.5%+74.4%0.022%
7/10/2026 HRC Wealth Management LLC2,238,645$75.76M31.0%-0.5%0.128%
7/10/2026 Lederer & Associates Investment Counsel CA50,678$1.72M1.1%+10.2%0.003%
7/10/2026 Charles Schwab Trust Co2,310,654$78.19M4.4%+20.0%0.132%
7/10/2026 Scott Capital Advisors LLC90,777$3.07M0.5%+0.5%0.005%
7/10/2026 Highland Financial Advisors LLC96,624$3.27M0.7%-8.9%0.006%
7/10/2026 FC Advisory LLC108,424$3.67M1.0%+2.4%0.006%
7/10/2026 Fulcrum Equity Management19,498$660K0.5%+129.9%0.001%
7/10/2026 KMG Fiduciary Partners LLC112,454$3.81M0.4%-0.9%0.006%
7/10/2026 Redhawk Wealth Advisors Inc.702,640$23.78M2.3%+33.6%0.040%
7/10/2026 Marquette Asset Management LLC4,293,366$145.29M18.7%+0.6%0.246%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors112,443$3.81M0.4%+4.0%0.006%
7/10/2026 Wealthcare Advisory Partners LLC493,453$16.70M0.3%-0.9%0.028%
7/10/2026 Warner Financial Inc.306,809$10.38M3.1%+1.9%0.018%
7/9/2026 Financial Management Professionals Inc.11,803$399K0.0%-6.6%0.001%
7/9/2026 Revolve Wealth Partners LLC421,950$14.28M1.5%-0.2%0.024%
7/9/2026 Centurion Wealth Management LLC5,979$202K0.0%-16.4%0.000%
7/9/2026 Tenzing Financial LLC247,459$8.55M5.9%-1.5%0.014%
7/9/2026 LWM Advisors Inc.9,331$316K0.2%-4.7%0.001%
7/9/2026 Veery Capital LLC1,382,183$46.77M12.6%+2.3%0.079%
7/9/2026 Friday Financial756,729$25.96M6.9%+20.1%0.043%
7/9/2026 Focus Financial Network Inc.4,361,225$147.58M4.6%-7.8%0.250%
7/9/2026 Capital Wealth Management LLC547,416$18.53M4.5%+2.7%0.031%
7/9/2026 IFC & Insurance Marketing Inc.12,183$412K0.4%+12.6%0.001%
7/9/2026 Great Waters Wealth Management46,875$1.59M0.1%+5.3%0.003%
7/9/2026 Birchbrook Inc.94,049$3.18M1.5%+2.2%0.005%
7/9/2026 Whitaker Myers Wealth Managers LTD.579,315$19.60M3.3%+1.2%0.033%
7/9/2026 Arista Wealth Management LLC460,164$15.57M1.7%+43.1%0.026%
7/9/2026 Yanni & Associates Investment Advisors LLC30,710$1.04M1.0%-3.5%0.002%
7/9/2026 Tactive Advisors LLC85,523$2.89M0.7%+4.2%0.005%
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7/9/2026 Everhart Financial Group Inc.344,737$11.67M0.7%-3.7%0.020%
7/9/2026 Sax Wealth Advisors LLC129,986$4.40M0.2%+404.6%0.007%
7/9/2026 Sunburst Financial Group LLC36,256$1.23M0.2%-1.6%0.002%
7/9/2026 Affinity Capital Advisors LLC288,173$9.95M1.2%-0.2%0.017%
7/9/2026 Agate Pass Investment Management LLC8,925$302K0.1%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC333,578$10.81M0.2%+0.3%0.019%
7/9/2026 Polianta Ltd319,200$10.80M1.3%+1.9%0.018%
7/8/2026 Baring Financial LLC18,453$624K0.3%-12.4%0.001%
7/8/2026 Thayer Financial L.L.C.103,209$3.49M3.2%-0.6%0.006%
7/8/2026 Beacon Financial Strategies CORP6,852$232K0.1%+10.7%0.000%
7/8/2026 Sprinkle Financial Consultants LLC58,631$1.98M0.8%+0.7%0.003%
7/8/2026 Strategic Investment Solutions Inc. IL38,055$1.29M0.3%-7.3%0.002%
7/8/2026 First Heartland Consultants Inc.17,495$592K0.0%-25.1%0.001%
7/8/2026 Teamwork Financial Advisors LLC11,837$401K0.0%+6.6%0.001%
7/8/2026 OFS Enterprise LLC10,531$356K0.1%-14.7%0.001%
7/8/2026 Palouse Capital Management Inc.2,991$101K0.1%-53.8%0.000%
7/8/2026 Cooper Financial Group160,221$5.42M0.4%+2.0%0.009%
7/8/2026 Meriwether Wealth & Planning LLC656,757$22.23M11.0%+2.3%0.038%
7/8/2026 Threadgill Financial LLC959,491$32.33M13.3%+171.5%0.055%
7/8/2026 Twin Cities Retirement Group LLC46,532$1.58M1.3%-5.5%0.003%
7/8/2026 Castle Rock Wealth Management LLC6,389$218K0.0%N/A0.000%
7/8/2026 Apella Capital LLC113,098$3.88M0.1%-3.5%0.006%
7/8/2026 Westmount Partners LLC64,114$2.17M0.5%-2.2%0.004%
7/8/2026 Clark Asset Management LLC15,930$539K0.0%-38.0%0.001%
7/8/2026 Evanson Financial LLC24,114$816K0.0%N/A0.001%
7/8/2026 Hardin Capital Partners LLC6,933$235K0.1%N/A0.000%
7/8/2026 Thrive Wealth Management LLC5,430,697$183.78M23.3%+2.1%0.311%
7/8/2026 Archer Investment Management LLC127,697$4.32M1.5%+25.7%0.007%
7/7/2026 Fermata Advisors LLC182,814$6.19M1.3%+8.3%0.010%
7/7/2026 Integral Investment Advisors Inc.45,117$1.53M0.3%-6.2%0.003%
7/7/2026 Balefire LLC14,977$507K0.1%+42.1%0.001%
7/7/2026 Dynamic Advisor Solutions LLC230,937$7.82M0.2%+32.7%0.013%
7/7/2026 GAMMA Investing LLC2,145$73K0.0%+18.6%0.000%
7/7/2026 Avior Wealth Management LLC343,794$11.63M0.3%-28.0%0.020%
7/7/2026 Value Investment Professionals LLC9,377$317K0.3%N/A0.001%
7/7/2026 Prota Financial LLC266,635$9.10M6.0%-4.1%0.015%
7/7/2026 Wisconsin Wealth Advisors LLC48,629$1.65M1.4%+1.2%0.003%
7/7/2026 Canandaigua National Bank & Trust Co.9,936$336K0.0%N/A0.001%
7/7/2026 CGN Advisors LLC42,147$1.43M0.1%+1.4%0.002%
7/7/2026 PPS&V Asset Management Consultants Inc.598,435$20.25M10.9%+1.4%0.034%
7/7/2026 CoreCap Advisors LLC271,430$9.19M0.3%+0.1%0.016%
7/7/2026 Boston Standard Wealth Management LLC6,644$227K0.0%N/A0.000%
7/7/2026 City Center Advisors LLC17,319$586K0.5%+82.9%0.001%
7/7/2026 Howard Financial Services LTD.816,706$27.64M2.8%+14.5%0.047%
7/6/2026 Bulwark Capital Corp37,571$1.27M0.7%-5.1%0.002%
7/6/2026 RDA Financial Network56,782$1.92M0.4%+6.6%0.003%
7/6/2026 Trilogy Capital Inc.6,187$209K0.0%-60.8%0.000%
7/2/2026 Burkett Financial Services LLC1,615,100$54.66M17.1%-1.1%0.093%
7/2/2026 MassMutual Private Wealth & Trust FSB52,853$1.79M0.0%-0.7%0.003%
7/2/2026 Versant Capital Management Inc5,319$180K0.0%+29.8%0.000%
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7/2/2026 CX Institutional25,207$853K0.0%-89.6%0.001%
7/2/2026 First County Bank CT65,198$2.21M1.0%+5.7%0.004%
7/1/2026 Adelphi Trust Co33,628$1.14M0.8%+17.3%0.002%
7/1/2026 Global Wealth Strategies & Associates23,882$808K0.2%-8.3%0.001%
6/26/2026WealthPoint Financial LLC81,802$2.38M1.9%+10.9%0.005%
6/24/2026 Optimus Capital Advisors LLC22,717$662K0.4%+47.3%0.001%
6/23/2026Ballast Advisors LLC967,635$28.19M8.2%+10.6%0.057%
6/12/2026 S&A Financial Services Inc.258,391$7.53M5.2%N/A0.015%
6/11/2026LFG Wealth Partners LLC12,489$364K0.2%+55.7%0.001%
6/10/2026 FAS Wealth Partners Inc.355,423$10.35M0.6%-4.9%0.021%


SCHG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,769 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. ($1.97B), Sei Investments Co. ($1.39B), Mather Group LLC. ($1.36B), Charles Schwab Investment Management Inc. ($1.23B), LPL Financial LLC ($1.11B), Financial Engines Advisors L.L.C. ($1.11B), and Mariner LLC ($654.97M).Learn more on Schwab U.S. Large-Cap Growth ETF's institutional investors.

Of the 1,720 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. ($1.57B), Envestnet Asset Management Inc. ($52.23M), Sei Investments Co. ($36.95M), Charles Schwab Investment Management Inc. ($35.51M), Mather Group LLC. ($33.21M), Financial Engines Advisors L.L.C. ($28.54M), and LPL Financial LLC ($23.61M).

Institutional investors have bought a total of 195,588,810 shares in the last 24 months. This purchase volume represents approximately $6.08B in transactions.

Of the 736 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: Financial Engines Advisors L.L.C. ($4.19M), Lido Advisors LLC ($2.24M), Thrivent Financial for Lutherans ($1.98M), Strategic Blueprint LLC ($1.68M), Sei Investments Co. ($1.29M), Fund Evaluation Group LLC ($1.19M), and Two Sigma Investments LP ($1.17M).

Institutional investors have sold a total of 46,160,239 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.


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This page (NYSEARCA:SCHG) was last updated on 8/6/2026 by MarketBeat.com Staff.
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