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

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$90.58
+1.73 (+1.95%)
(As of 04/26/2024 ET)
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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)
723
Total
Institutional Inflows
(last 12 months)
$2.53B
Number of
Institutional Sellers
(last 12 months)
507
Total
Institutional Outflows
(last 12 months)
$1.37B
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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
4/27/2024Guardian Financial Partners LLC30,485$2.83M1.9%+8.6%0.010%
4/27/2024Glass Jacobson Investment Advisors llc22,717$2.11M0.8%+8.6%0.008%
4/27/2024Nadler Financial Group Inc.471,911$43.76M5.4%+1.2%0.162%
4/27/2024Conning Inc.152,752$14.16M0.5%+50.1%0.053%
4/27/2024Fonville Wealth Management LLC2,235$207K0.1%N/A0.001%
4/27/2024Finer Wealth Management Inc.3,957$367K0.2%-8.8%0.001%
4/27/2024Foster Victor Wealth Advisors LLC76,069$7.10M0.6%-9.2%0.026%
4/27/2024Members Advisory Group LLC130,572$12.11M6.9%+1.1%0.045%
4/26/2024BLB&B Advisors LLC136,331$12.64M0.7%+123.9%0.047%
4/26/2024MBA Advisors LLC79,137$7.34M3.8%-9.6%0.027%
4/26/2024LifeSteps Financial Inc.6,930$643K0.5%-10.1%0.002%
4/26/2024Rocky Mountain Advisers LLC5,290$490K0.2%-7.0%0.002%
4/26/2024Prestige Wealth Management Group LLC18,078$1.68M0.4%-18.3%0.006%
4/26/2024Bellevue Asset Management LLC2,825$262K0.1%+88.5%0.001%
4/26/2024Crestone Asset Management LLC2,330$216K0.0%N/A0.001%
4/26/2024Schmidt P J Investment Management Inc.13,435$1.25M0.2%+81.6%0.005%
4/26/2024YHB Investment Advisors Inc.112,892$10.47M0.9%+9.7%0.039%
4/26/2024First Personal Financial Services36,895$3.42M0.8%-6.8%0.013%
4/26/2024Chicago Partners Investment Group LLC58,259$5.21M0.2%+17.9%0.020%
4/26/2024MONECO Advisors LLC5,148$477K0.1%-3.8%0.002%
4/26/2024Sprinkle Financial Consultants LLC30,689$2.85M2.4%-0.6%0.011%
4/26/2024Verdence Capital Advisors LLC115,774$10.74M1.0%-10.2%0.040%
4/26/2024Triton Wealth Management PLLC307,854$27.51M18.2%-1.6%0.106%
4/26/2024Bogart Wealth LLC124,451$11.54M0.6%-1.6%0.043%
4/25/2024Bishop & Co Investment Management LLC2,283$212K0.1%N/A0.001%
4/25/2024Q3 Asset Management12,075$1.12M0.3%-89.6%0.004%
4/25/2024Lodestar Private Asset Management LLC20,808$1.93M0.3%+3.7%0.007%
4/25/2024MTM Investment Management LLC343$32K0.0%N/A0.000%
4/25/2024Eudaimonia Partners LLC75,395$6.99M1.7%+14.3%0.026%
4/25/2024 Valeo Financial Advisors LLC11,674$1.04M0.0%+7.1%0.004%
4/25/2024Eudaimonia Advisors LLC41,548$3.85M2.1%+10.5%0.014%
4/25/2024 Summit Financial LLC17,773$1.65M0.1%-66.3%0.006%
4/25/2024 Cambridge Investment Research Advisors Inc.539,438$50.02M0.2%+15.5%0.186%
4/25/2024 Christopher J. Hasenberg Inc60,174$5.58M2.7%+0.3%0.021%
4/25/2024 Heirloom Wealth Management28,822$2.67M0.9%+2.2%0.010%
4/24/2024 Leavell Investment Management Inc.25,423$2.36M0.1%+6.1%0.009%
4/24/2024 Krilogy Financial LLC795,805$73.79M5.7%-2.8%0.274%
4/24/2024 Win Advisors Inc.117,538$10.90M4.8%+602.6%0.040%
4/24/2024 Pegasus Partners Ltd.152,560$14.15M1.5%-0.1%0.052%
4/24/2024 Blue Bell Private Wealth Management LLC14,071$1.31M0.3%-26.8%0.005%
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4/24/2024 Tenret Co LLC19,655$1.82M1.3%-6.9%0.007%
4/24/2024 Dakota Wealth Management43,317$4.02M0.1%+6.0%0.015%
4/24/2024 Smith Anglin Financial LLC47,778$4.43M0.5%+0.5%0.016%
4/24/2024 Simplicity Wealth LLC293,607$27.22M0.6%N/A0.101%
4/24/2024 Archford Capital Strategies LLC54,789$5.08M0.9%+9.9%0.019%
4/24/2024 NBT Bank N A NY6,402$594K0.0%-28.7%0.002%
4/24/2024 Ackerman Capital Advisors LLC172,549$16.00M4.4%+4.2%0.059%
4/24/2024 Spire Wealth Management7,058$654K0.0%+4.9%0.002%
4/24/2024 Gemmer Asset Management LLC471,156$43.69M5.1%-3.2%0.162%
4/24/2024 Dechtman Wealth Management LLC507,288$47.04M11.0%+7.3%0.174%
4/24/2024 West Branch Capital LLC5,318$493K0.2%N/A0.002%
4/23/2024 Godsey & Gibb Inc.1,660$154K0.0%-9.5%0.001%
4/23/2024 James J. Burns & Company LLC127,211$11.70M4.1%-28.8%0.044%
4/23/2024 Bfsg LLC21,435$1.99M0.3%-0.7%0.007%
4/23/2024 Global Retirement Partners LLC36,988$3.43M0.1%-33.3%0.013%
4/23/2024 Mason & Associates Inc2,877$267K0.1%-14.4%0.001%
4/23/2024 TriaGen Wealth Management LLC93,235$8.65M3.6%+3.5%0.032%
4/23/2024 Sage Mountain Advisors LLC21,581$2.00M0.2%+49.3%0.007%
4/23/2024 AllGen Financial Advisors Inc.140,770$13.05M5.3%-8.0%0.048%
4/23/2024 Spectrum Asset Management Inc. NB CA 91,791$8.51M3.6%-49.3%0.032%
4/23/2024 Nations Financial Group Inc. IA ADV2,258$209K0.0%N/A0.001%
4/23/2024 Gradient Investments LLC2,624$243K0.0%+25.1%0.001%
4/23/2024 Fifth Third Bancorp1,705$158K0.0%-31.9%0.001%
4/23/2024 McAdam LLC1,757,045$162.91M10.4%+4.7%0.604%
4/23/2024 Warner Financial Inc.62,864$5.83M2.9%+8.8%0.022%
4/23/2024 Duncker Streett & Co. Inc.19,955$1.85M0.4%-1.5%0.007%
4/23/2024 Strategic Blueprint LLC320,205$29.69M2.1%+10.0%0.110%
4/23/2024 Revisor Wealth Management LLC31,028$2.72M1.2%+162.9%0.011%
4/23/2024 Financial Consulate Inc.5,088$472K0.1%+7.4%0.002%
4/23/2024 Accurate Wealth Management LLC4,209$366K0.1%-6.2%0.001%
4/23/2024 Wealth Effects LLC2,353$218K0.1%N/A0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.3,600,863$333.87M0.5%+11.8%1.238%
4/23/2024 Crescent Sterling Ltd.20,534$1.90M1.7%+5.5%0.007%
4/22/2024 Strategic Financial Concepts LLC7,152$663K0.2%N/A0.002%
4/22/2024 Rovin Capital UT ADV128,837$11.95M4.9%-6.2%0.044%
4/22/2024 American Financial Advisors LLC3,820$354K0.0%+33.8%0.001%
4/22/2024 PFG Investments LLC33,552$3.11M0.2%N/A0.012%
4/22/2024 Provident Wealth Management LLC299,698$27.79M10.4%-1.3%0.103%
4/22/2024 Altfest L J & Co. Inc.7,447$691K0.1%-2.3%0.003%
4/22/2024 Donaldson Capital Management LLC47,156$4.37M0.2%+14.5%0.016%
4/22/2024 Raymond James & Associates258,349$23.95M0.0%+3.8%0.089%
4/22/2024 Westbourne Investment Advisors Inc.43,106$4.00M1.5%+1.4%0.015%
4/22/2024 Aurora Private Wealth Inc.7,884$732K0.6%+57.9%0.003%
4/22/2024 Arthur M. Cohen & Associates LLC10,670$989K0.2%+15.4%0.004%
4/22/2024 Rainey & Randall Investment Management Inc.549,855$50.98M11.9%+2.4%0.189%
4/22/2024Ashton Thomas Private Wealth LLC20,093$1.86M0.1%-32.4%0.007%
4/22/2024 Strategic Advisors LLC2,218$206K0.0%N/A0.001%
4/19/2024 Everett Harris & Co. CA4,950$459K0.0%+14.2%0.002%
4/19/2024 Retirement Guys Formula LLC143,283$13.29M6.5%+13.7%0.049%
4/19/2024 Powers Advisory Group LLC61,570$5.71M3.3%+3.4%0.021%
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4/19/2024 RTD Financial Advisors Inc.67,848$6.29M0.8%-6.5%0.023%
4/19/2024 Veery Capital LLC70,312$6.52M2.7%-0.2%0.024%
4/19/2024 Wealth Management Resources Inc.3,661$339K0.1%-3.4%0.001%
4/19/2024 Accel Wealth Management2,898$269K0.1%N/A0.001%
4/19/2024 Cornerstone Wealth Management LLC18,887$1.75M0.1%+8.6%0.006%
4/19/2024 Mainsail Financial Group LLC72,123$6.69M4.6%+1.0%0.025%
4/19/2024 Financial Sense Advisors Inc.7,432$689K0.2%+58.0%0.003%
4/19/2024 Brickley Wealth Management2,509$233K0.1%-6.4%0.001%
4/19/2024 Valley National Advisers Inc.221,361$20.52M3.1%+3.2%0.076%
4/19/2024 IVC Wealth Advisors LLC4,844$449K0.3%-3.3%0.002%
(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, 1,115 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), Mather Group LLC. ($833.04M), Sei Investments Co. ($747.00M), Envestnet Asset Management Inc. ($658.62M), Osaic Holdings Inc. ($491.17M), 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 1,041 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: Financial Engines Advisors L.L.C. ($9.20M), Sei Investments Co. ($6.78M), Envestnet Asset Management Inc. ($6.37M), Mather Group LLC. ($6.34M), Avantax Planning Partners Inc. ($3.87M), Advisor Group Holdings Inc. ($3.49M), and Raymond James Financial Services Advisors Inc. ($2.54M).

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

Institutional investors have bought a total of 110,560,318 shares in the last 24 months. This purchase volume represents approximately $7.72B in transactions.

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

Of the 647 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. ($2.16M), Global Strategic Investment Solutions LLC ($1.91M), Angeles Investment Advisors LLC ($1.65M), Retirement Planning Group ($1.49M), Legacy Wealth Management Inc ($1.41M), and Total Investment Management Inc. ($1.17M).

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

Institutional investors have sold a total of 35,931,694 shares in the last 24 months. This volume of shares sold represents approximately $2.41B in transactions.


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This page (NYSEARCA:SCHG) was last updated on 4/28/2024 by MarketBeat.com Staff

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