Go Pro
→ From the man who predicted 2008 crash… (From Porter & Company) (Ad)tc pixel Free SCHG Stock Alerts

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

Schwab U.S. Large-Cap Growth ETF logo
$34.58 +0.21 (+0.61%)
As of 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)
1170
Total
Institutional Inflows
(last 12 months)
$6.99B
Number of
Institutional Sellers
(last 12 months)
801
Total
Institutional Outflows
(last 12 months)
$1.73B
Get SCHG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab U.S. Large-Cap Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHG Institutional Buying and Selling by Quarter

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

Export
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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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%
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad)

Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call. They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months. Brown and Chaikin have released the full details for investors who want to get ahead of it.tc pixel

See Jeff Brown and Marc Chaikin's full analysis and next steps here
7/2/2026 CX Institutional25,207$853K0.0%-89.6%0.001%
7/2/2026 First County Bank CT 65,198$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%
6/24/2026Optimus Capital Advisors LLC22,717$662K0.4%+47.3%0.001%
6/23/2026Ballast Advisors LLC967,635$28.19M8.2%+10.6%0.057%
6/12/2026S&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%
6/10/2026FAS Wealth Partners Inc.355,423$10.35M0.6%-4.9%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. ($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 1,730 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 226,744,338 shares in the last 24 months. This purchase volume represents approximately $6.99B in transactions.

Of the 800 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), Financial Counselors Inc. ($1.26M), and Prime Capital Investment Advisors LLC ($1.24M).

Institutional investors have sold a total of 55,598,844 shares in the last 24 months. This volume of shares sold represents approximately $1.73B in transactions.


Related Companies

This page (NYSEARCA:SCHG) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
Trump Admin to Pump $1 Billion into this “Off-the-Radar” AI Stock
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into...
InvestorPlace | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
SpaceX Opens Up 11% — Here’s What You Need to Know
SpaceX - ticker SPCX - just completed the biggest IPO in American history, raising $75 billion at a $1.8 trill...
Porter & Company | Sponsoredtc pixel
Buy this stock tomorrow
Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership...
Chaikin Analytics | Sponsoredtc pixel
Urgent: Invest In ‘Elon’s iPhone’ Before July 22nd
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
ALT SL: These Two Men Who Picked Nvidia Say: “Buy this Elon Supplier”
Jeff Brown and Marc Chaikin - the two investors who picked Nvidia before it climbed as much as 36,000% - are i...
Brownstone Research | Sponsoredtc pixel
When I found Rolls-Royce under $2, most people thought I was crazy
In 2022, Karim Rahemtulla recommended Rolls-Royce when it traded under $2. The stock climbed more than 1,100% ...
Monument Traders Alliance | Sponsoredtc pixel