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

Schwab U.S. Large-Cap Growth ETF logo
$34.32 +0.25 (+0.73%)
As of 05/13/2026 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)
1175
Total
Institutional Inflows
(last 12 months)
$6.86B
Number of
Institutional Sellers
(last 12 months)
803
Total
Institutional Outflows
(last 12 months)
$1.76B
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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
5/13/2026Cetera Investment Advisers17,955,640$523.05M0.6%+5.9%1.062%
5/13/2026Wealthspire Retirement LLC186,972$5.45M0.3%-3.7%0.011%
5/13/2026Prestige Wealth Management Group LLC52,906$1.54M0.3%-13.1%0.003%
5/13/2026Signature Equity Partners LLC28,251$823K0.4%+17.6%0.002%
5/13/2026NewEdge Wealth LLC38,223$1.11M0.0%-34.4%0.002%
5/13/2026Petra Financial Advisors Inc.31,894$929K0.6%-59.1%0.002%
5/13/2026Goepper Burkhardt LLC1,400,063$40.78M13.6%+1.8%0.083%
5/12/2026 Insight Advisors LLC PA18,804$548K0.1%-2.2%0.001%
5/12/2026 Millennium Capital Advisors LLC82,766$2.41M1.5%-0.7%0.005%
5/12/2026 Fortis Capital Management LLC20,008$583K0.1%+9.9%0.001%
5/8/2026 PNC Financial Services Group Inc.122,904$3.58M0.0%+4.6%0.007%
5/8/2026 Summit Asset Management LLC1,443,974$42.06M5.9%+3.2%0.085%
5/8/2026 JMG Financial Group Ltd.254,821$7.42M0.2%-1.9%0.015%
5/8/2026 Alpha Zero LLC528,923$15.41M7.8%+7.3%0.031%
5/7/2026 Florida Financial Advisors LLC29,868$870K0.2%-9.9%0.002%
5/7/2026 Basepoint Wealth LLC10,245$298K0.2%+23.2%0.001%
5/7/2026 Meeder Advisory Services Inc.22,088$643K0.0%-12.4%0.001%
5/7/2026 Lowe Brockenbrough & Co. Inc.1,546,872$45.06M2.2%+227.6%0.092%
5/7/2026 NWK Group Inc.11,504$335K0.1%-3.4%0.001%
5/7/2026 Scarborough Advisors LLC1,810$53K0.0%N/A0.000%
5/7/2026 Balefire LLC10,543$307K0.1%+4.0%0.001%
5/7/2026 Parallel Advisors LLC107,137$3.12M0.1%+12.6%0.006%
5/7/2026 Pacific Wealth Strategies Group Inc.642,994$18.73M11.7%+45.5%0.038%
5/7/2026 Greenwood Gearhart LLC47,712$1.39M0.1%+107.1%0.003%
5/7/2026 Regimen Wealth LLC356,924$10.40M3.0%-11.3%0.021%
5/7/2026 True North Advisors LLC51,760$1.51M0.2%+5.8%0.003%
5/7/2026 Paradigm Strategies in Wealth Management LLC654,383$19.06M12.9%-4.6%0.039%
5/7/2026 Precision Wealth Strategies LLC55,740$1.62M0.5%-12.0%0.003%
5/7/2026 Spartan Wealth Advisory Services LLC27,811$810K0.1%N/A0.002%
5/7/2026 Ascent Wealth Partners LLC28,097$818K0.1%N/A0.002%
5/7/2026 Paces Ferry Wealth Advisors LLC684,526$19.94M8.3%+6.7%0.040%
5/7/2026 Hershey Financial Advisers LLC13,211$385K0.3%-12.3%0.001%
5/6/2026 IMA Advisory Services Inc.228,148$6.65M0.6%+7.4%0.013%
5/6/2026 Bartlett & CO. Wealth Management LLC189,737$5.53M0.1%-0.7%0.011%
5/6/2026 Simon Quick Advisors LLC56,916$1.66M0.1%-15.1%0.003%
5/6/2026 Aire Advisors LLC119,942$3.49M0.6%-0.5%0.007%
5/6/2026 SK Wealth Management LLC1,180,825$34.88M9.7%-2.5%0.070%
5/6/2026 GS Investments Inc.28,427$828K0.5%-2.7%0.002%
5/6/2026 Cornerstone Planning Group LLC132,091$3.85M0.5%+4,405.2%0.008%
5/6/2026 Modera Wealth Management LLC932,102$27.15M0.3%-3.4%0.055%
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5/6/2026 Townsend Asset Management Corp NC ADV67,761$1.97M0.7%-1.1%0.004%
5/6/2026 Juno Financial Group LLC434,333$12.65M5.0%+5.9%0.026%
5/6/2026 Advisortrust Partners LLC861$25K0.0%N/A0.000%
5/6/2026 Assetmark Inc.2,908,879$84.74M0.2%+0.3%0.172%
5/6/2026 Paradigm Capital Management LLC NV53,407$1.56M1.4%+2.0%0.003%
5/6/2026 Main Street Group LTD4,240$124K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC2,359,736$68.74M3.7%+1.0%0.140%
5/6/2026 Bauman Advisory Group LLC10,166$296K0.2%-95.8%0.001%
5/6/2026 SteelPeak Wealth LLC7,231$211K0.0%-21.3%0.000%
5/6/2026 One Day In July LLC16,536$482K0.0%N/A0.001%
5/6/2026 Frisch Financial Group Inc.20,870$608K0.1%+62.5%0.001%
5/6/2026 Independent Financial Group LLC442,282$12.88M0.4%N/A0.026%
5/6/2026 Dahring Cusmano LLC461,478$13.44M8.3%-13.7%0.027%
5/5/2026 Quartz Partners LLC33,061$963K0.4%-9.9%0.002%
5/5/2026 Vectors Research Management LLC11,995$349K0.1%-14.9%0.001%
5/5/2026 Wealthfront Advisers LLC171,043$4.98M0.0%+8.1%0.010%
5/5/2026 D.A. Davidson & CO.466,201$13.58M0.1%+5.1%0.028%
5/5/2026 RFG Bristol Wealth Advisors LLC160,529$4.68M1.3%+21.0%0.009%
5/5/2026 Members Advisory Group LLC142,824$4.16M1.4%-76.7%0.008%
5/5/2026 Bank of New York Mellon Corp330,041$9.61M0.0%-30.7%0.020%
5/5/2026 Milestone Investment Advisors LLC1,022,063$29.77M7.2%+0.8%0.060%
5/5/2026 Blackhawk Capital Partners LLC26,019$758K0.3%+8.4%0.002%
5/5/2026 Schwallier Wealth Management LLC660,428$19.24M14.1%+8.6%0.039%
5/5/2026 Geneos Wealth Management Inc.168,957$4.92M0.1%+25.7%0.010%
5/5/2026 Ethos Financial Group LLC865,812$25.22M1.8%-1.0%0.051%
5/5/2026 SouthState Bank Corp1,609$47K0.0%-70.2%0.000%
5/5/2026 Sanctuary Advisors LLC713,011$20.77M0.1%-12.3%0.042%
5/5/2026 Sigma Planning Corp943,430$27.48M0.8%-3.5%0.056%
5/5/2026 Members Trust Co23,486$684K0.0%-10.3%0.001%
5/5/2026 Wealthgarden F.S. LLC100,413$2.93M2.0%-10.9%0.006%
5/5/2026 CFO Capital Management LLC24,917$726K0.5%+19.0%0.001%
5/5/2026 Nwam LLC99,183$2.89M0.2%-2.1%0.006%
5/5/2026 Broadview Financial Management LLC115,945$3.38M2.3%+3.0%0.007%
5/5/2026 Avantax Planning Partners Inc.15,031,527$437.87M12.0%+0.9%0.889%
5/4/2026 AMG National Trust Bank12,000$350K0.0%-8.4%0.001%
5/4/2026 Retirement Planning Group LLC367,237$10.70M0.3%+70.5%0.022%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management108,045$3.15M0.1%+2.5%0.006%
5/4/2026 Bryn Mawr Trust Advisors LLC13,204$385K0.0%+63.5%0.001%
5/4/2026 Glassman Wealth Services17,241$502K0.1%+6.5%0.001%
5/4/2026 Bleakley Financial Group LLC1,847,663$53.82M0.8%+4.0%0.109%
5/4/2026 Center for Financial Planning Inc.951$28K0.0%N/A0.000%
5/4/2026 HBW Advisory Services LLC365,315$10.64M1.1%+16.0%0.022%
5/4/2026 Nadler Financial Group Inc.1,963,406$57.19M5.5%+1.9%0.116%
5/4/2026 TFR Capital LLC.82,846$2.41M0.7%-1.5%0.005%
5/4/2026 Sfam LLC4,025$117K0.1%-10.8%0.000%
5/4/2026 Chicago Partners Investment Group LLC383,506$11.17M0.2%+6.8%0.023%
5/4/2026 Team Financial Group LLC516,821$15.06M6.8%+7.1%0.031%
5/4/2026 Cdkv Holdings LLC667,041$19.43M17.1%-5.3%0.039%
5/4/2026 Uptick Partners LLC31,555$919K0.2%+15.7%0.002%
5/2/2026 Avion Wealth25,348$738K0.2%+1,820.3%0.001%
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5/2/2026 Persium Advisors LLC811,239$23.63M18.6%+3.1%0.048%
5/2/2026 Associated Banc Corp26,063$759K0.0%-2.4%0.002%
5/2/2026 Diversify Wealth Management LLC229,193$6.68M0.1%+34.2%0.014%
5/2/2026 Valmark Advisers Inc.55,272$1.61M0.0%+10.9%0.003%
5/2/2026 Pittenger & Anderson Inc.6,432$187K0.0%-17.7%0.000%
5/2/2026 R. W. Roge & Company Inc.68,337$1.99M0.9%-4.7%0.004%
5/2/2026 Carnegie Investment Counsel60,606$1.77M0.0%-2.5%0.004%
5/1/2026 Kaizen Financial Strategies554,386$17.81M7.8%+2.0%0.033%
5/1/2026 Seneca House Advisors9,502$277K0.1%-4.1%0.001%
5/1/2026 Castle Wealth Management LLC28,451$829K0.3%-2.1%0.002%


SCHG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,766 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. ($1.42B), 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 1,717 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), Charles Schwab Investment Management Inc. ($35.51M), Sei Investments Co. ($33.59M), Mather Group LLC. ($33.30M), Financial Engines Advisors L.L.C. ($28.54M), and LPL Financial LLC ($23.61M).

Institutional investors have bought a total of 226,787,691 shares in the last 24 months. This purchase volume represents approximately $6.94B in transactions.

Of the 803 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 ($2.18M), 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 57,099,445 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.


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This page (NYSEARCA:SCHG) was last updated on 5/14/2026 by MarketBeat.com Staff.
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