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

Schwab U.S. Large-Cap Growth ETF logo
$36.72 +0.38 (+1.05%)
Closing price 04:10 PM Eastern
Extended Trading
$36.73 +0.01 (+0.02%)
As of 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
1036
Total
Institutional Inflows
(last 12 months)
$4.62B
Number of
Institutional Sellers
(last 12 months)
715
Total
Institutional Outflows
(last 12 months)
$1.43B
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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
10/5/2026Ferguson Wellman Capital Management Inc.34,163$1.23M0.0%-9.3%0.002%
10/5/2026Adelphi Trust Co37,250$1.34M0.9%+10.8%0.002%
10/5/2026Eastern Bank9,625$346K0.0%N/A0.001%
10/5/2026FC Advisory LLC107,439$3.86M1.0%-0.9%0.006%
10/5/2026Collective Family Office LLC7,091$255K0.1%N/A0.000%
10/1/2026 Burkett Financial Services LLC1,620,809$58.24M17.6%+0.4%0.091%
10/1/2026 Stonebridge Financial Group LLC5,817$209K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.25,771$872K0.0%+98.3%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.1,573,141$53.24M0.2%-9.0%0.085%
9/23/2026Envestnet Asset Management Inc.61,784,989$2.09B0.3%-4.2%3.325%
9/18/2026Security National Bank of Sioux City Iowa IA1,848$63K0.0%N/A0.000%
9/15/2026Cherry Tree Wealth Management LLC2,860$97K0.0%N/A0.000%
9/11/2026Talon Private Wealth LLC44,393$1.50M0.2%N/A0.003%
9/9/2026Sequoia Financial Advisors LLC991,224$33.54M0.2%-1.7%0.056%
9/9/2026Van Hulzen Asset Management LLC19,140$648K0.0%+7.1%0.001%
9/9/2026Cahill Financial Advisors Inc.294,569$9.97M1.0%+1.5%0.017%
9/9/2026MCF Advisors LLC14,110$477K0.0%+68.3%0.001%
9/9/2026Archford Capital Strategies LLC375,554$12.71M1.3%+0.8%0.021%
9/9/2026Gemmer Asset Management LLC3,100,787$104.93M7.1%+0.9%0.177%
9/9/2026Lotus Asset Management LLC13,170$446K0.4%N/A0.001%
9/9/2026Summit Financial Strategies Inc.23,061$780K0.1%-12.7%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC14,423$488K0.0%-6.2%0.001%
9/9/2026NorthRock Partners LLC30,267$1.02M0.0%-11.1%0.002%
9/9/2026Integrated Wealth Concepts LLC1,602,761$54.24M0.3%-1.6%0.091%
9/9/2026RFG Advisory LLC209,648$7.09M0.1%-11.0%0.012%
9/9/2026NewEdge Advisors LLC668,557$22.62M0.1%+4.2%0.038%
9/9/2026Cypress Capital Management LLC WY8,589$291K0.2%+4.2%0.000%
9/9/2026IFP Advisors Inc937,753$31.73M0.6%-1.4%0.053%
9/9/2026Baird Financial Group Inc.186,849$6.32M0.0%+1.6%0.011%
9/9/2026One Charles Private Wealth Services LLC271,918$9.20M2.1%-1.2%0.015%
9/9/2026XY Planning Network Inc.16,427$556K0.1%N/A0.001%
9/8/2026Allworth Financial LP636,680$21.55M0.1%-37.0%0.036%
9/8/2026Waverly Advisors LLC3,660,774$123.88M0.7%+4.1%0.209%
9/4/2026Parkside Financial Bank & Trust108,263$3.66M0.2%-0.7%0.006%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group9,404$318K0.0%+20.5%0.001%
9/2/2026Kinetic Wealth Investment Advisors LLC24,947$844K0.4%N/A0.001%
9/2/2026Range Advisory LLC19,558$662K0.1%+69.5%0.001%
9/2/2026Capital & Planning LLC828,430$28.03M14.5%-8.6%0.047%
9/1/2026Planning Project LLC20,742$740K0.1%N/A0.001%
8/27/2026Corient Private Wealth LP246,822$8.35M0.0%-20.0%0.014%
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8/26/2026Affinity Wealth LLC1,659,345$56.15M30.2%+6.8%0.095%
8/24/2026Serenity Investment Advisors1,097,595$38.53M16.4%+2.5%0.063%
8/23/2026Studio Investment Management LLC10,814$366K0.1%+25.9%0.001%
8/23/2026Washington Trust Advisors Inc.5,524$187K0.0%+10.5%0.000%
8/23/2026Ameritas Advisory Services LLC387,811$13.12M0.3%+46.0%0.022%
8/23/2026Guardian Wealth Advisors LLC NC13,541$458K0.0%+6.8%0.001%
8/23/2026Wedmont Private Capital106,492$3.69M0.1%+0.7%0.006%
8/23/2026Kintra Wealth LLC36,390$1.31M0.1%-52.3%0.002%
8/23/2026Aspire Capital Advisors LLC10,207$345K0.1%-13.3%0.001%
8/23/2026Members Advisory Group LLC63,765$2.16M0.6%-55.4%0.004%
8/23/2026HB Wealth Management LLC1,723,874$58.34M0.3%-0.8%0.098%
8/23/2026Clay Northam Wealth Management LLC479,132$16.21M8.0%-1.0%0.027%
8/23/2026Asset Allocation Strategies LLC432,563$14.64M2.2%+1.7%0.025%
8/23/2026Fortitude Advisory Group L.L.C.31,661$1.07M0.4%+1.3%0.002%
8/23/2026Angeles Wealth Management LLC2,425,844$82.10M3.2%+2.8%0.138%
8/23/2026Unique Wealth LLC826,801$27.98M3.3%-11.4%0.047%
8/22/2026Advisory Solutions Group LLC143,020$4.84M1.6%N/A0.008%
8/22/2026Compass Financial Management LLC127,310$4.46M0.5%N/A0.007%
8/22/2026NI Acquisitions Company LLC1,027$35K0.0%N/A0.000%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC9,359$317K0.1%N/A0.001%
8/22/2026Markowski Investments48,386$1.64M0.4%N/A0.003%
8/22/2026Highland Investment Advisors LLC2,433$82K0.0%N/A0.000%
8/22/2026Invested Advisors12,924$437K0.4%-25.6%0.001%
8/22/2026MOR Wealth Management LLC796,661$26.96M10.8%-8.0%0.045%
8/22/2026Aventus Investment Advisors Inc.78,463$2.66M1.9%+1.6%0.004%
8/22/2026Elevation Wealth Management LLC28,864$977K0.7%-2.6%0.002%
8/22/2026BAM Wealth Management LLC7,279$246K0.2%N/A0.000%
8/22/2026K2 Financial Inc.64,657$2.23M1.6%-2.3%0.004%
8/22/2026SMART Wealth LLC17,176$581K0.1%-9.2%0.001%
8/22/2026Comprehensive Financial Planning Inc. PA79,876$2.70M1.4%-2.5%0.005%
8/22/2026Valued Retirements Inc.5,994$203K0.2%N/A0.000%
8/22/2026Investor s Fiduciary Advisor Network LLC7,189$243K0.1%N/A0.000%
8/22/2026Legacy Wealth Managment LLC ID184,085$6.23M2.8%N/A0.010%
8/22/2026Tudor Financial Inc.6,827$231K0.1%N/A0.000%
8/22/2026LifePlan Investment Advisors Inc.117,166$3.97M1.4%-0.8%0.007%
8/22/2026Barlow Wealth Partners LLC19,284$660K0.1%+24.1%0.001%
8/22/2026United Community Bank10,693$362K0.1%+90.9%0.001%
8/22/2026Kickstand Ventures LLC.563,859$19.08M3.5%+92.6%0.032%
8/22/2026Concurrent Investment Advisors LLC1,137,010$38.48M0.3%+16.6%0.065%
8/22/2026Prosperitas Financial LLC443,562$15.01M4.8%+0.7%0.025%
8/21/2026Lowery Thomas LLC737,508$24.95M12.1%+0.6%0.042%
8/21/2026Leo H. Evart Inc.337,766$11.43M9.0%-2.3%0.019%
8/21/2026Fairway Financial LLC344,149$11.65M8.0%+0.4%0.020%
8/21/2026Athena Investment Management119,086$4.03M2.4%-7.9%0.007%
8/21/2026Paragon Private Wealth Management LLC36,991$1.25M0.3%-18.7%0.002%
8/21/2026Rodgers & Associates LTD6,748$228K0.0%N/A0.000%
8/21/2026Continuum Advisory LLC36,523$1.24M0.1%+9.3%0.002%
8/21/2026Safeguard Investment Advisory Group LLC20,366$689K0.2%+6.7%0.001%
8/21/2026Orion Capital Management LLC1,406$48K0.0%N/A0.000%
8/21/2026Coppell Advisory Solutions LLC14,518$491K0.1%N/A0.001%
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8/21/2026MBA Advisors LLC341,586$11.56M3.8%+6.7%0.019%
8/21/2026SkyOak Wealth LLC786,395$26.61M4.4%+3.4%0.045%
8/21/2026XML Financial LLC1,683,381$56.97M4.1%+3.2%0.096%
8/21/2026Beacon Financial Advisory LLC34,671$1.17M0.2%+4.1%0.002%
8/21/2026Symphony Financial Ltd. Co.35,208$1.18M0.1%+18.1%0.002%
8/21/2026Secure Asset Management LLC6,462$219K0.0%-96.9%0.000%
8/21/2026R. W. Roge & Company Inc.67,699$2.29M1.0%-0.9%0.004%
8/21/2026Chesapeake Wealth Management185,701$6.28M1.8%+0.6%0.011%
8/21/2026Capital Wealth Management LLC547,416$18.53M3.8%+2.7%0.031%
8/21/2026Murphy Middleton Hinkle & Parker Inc.367,676$12.44M5.1%+6.0%0.021%


SCHG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,784 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. ($2.09B), 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 1,737 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. ($50.95M), Sei Investments Co. ($36.94M), Charles Schwab Investment Management Inc. ($35.51M), Mather Group LLC. ($33.21M), Financial Engines Advisors L.L.C. ($28.54M), and LPL Financial LLC ($23.24M).

Institutional investors have bought a total of 145,140,541 shares in the last 24 months. This purchase volume represents approximately $4.62B in transactions.

Of the 715 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), Envestnet Asset Management Inc. ($2.68M), Thrivent Financial for Lutherans ($1.98M), Strategic Blueprint LLC ($1.68M), Sei Investments Co. ($1.29M), Two Sigma Investments LP ($1.17M), and Osaic Holdings Inc. ($1.15M).

Institutional investors have sold a total of 44,594,220 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
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