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

$99.69
+1.31 (+1.33%)
(As of 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
707
Total
Institutional Inflows
(last 12 months)
$2.49B
Number of
Institutional Sellers
(last 12 months)
515
Total
Institutional Outflows
(last 12 months)
$1.53B
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SCHG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/11/2024OMC Financial Services LTD5,410$502K0.3%N/A0.002%
6/4/2024 Tactive Advisors LLC5,903$547K0.3%N/A0.002%
5/30/2024 Peninsula Wealth LLC25,352$2.35M0.3%N/A0.009%
5/29/2024 Pathway Financial Advisers LLC939$87K0.0%N/A0.000%
5/29/2024 Garde Capital Inc.268,248$24.87M1.7%-3.9%0.092%
5/24/2024 Cetera Advisor Networks LLC875,415$81.17M0.4%+8.3%0.299%
5/24/2024 Cetera Advisors LLC349,741$32.43M0.3%+3.1%0.120%
5/24/2024 Cetera Investment Advisers1,696,108$157.26M0.4%+259.4%0.580%
5/24/2024 Invst LLC356,089$33.05M3.9%+6.1%0.122%
5/23/2024 FSA Advisors Inc.12,819$1.19M1.3%+25.7%0.004%
5/22/2024 Burney Co.5,355$497K0.0%-6.5%0.002%
5/21/2024Sanibel Captiva Trust Company Inc.9,427$874K0.0%+165.3%0.003%
5/20/2024 Independent Wealth Network Inc.3,462$321K0.2%+29.6%0.001%
5/17/2024 XML Financial LLC398,024$36.91M3.8%-0.5%0.136%
5/17/2024 Comerica Bank15,333$1.42M0.0%+10.9%0.005%
5/17/2024 Pineridge Advisors LLC386$36K0.0%+45.7%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.21,175$1.96M0.0%+11.7%0.007%
5/16/2024 Ancora Advisors LLC11,207$1.04M0.0%+7.4%0.004%
5/16/2024 Waverly Advisors LLC123,667$11.47M0.3%+3,819.7%0.042%
5/16/2024 Silvercrest Asset Management Group LLC6,772$628K0.0%-2.3%0.002%
5/16/2024 Captrust Financial Advisors239,381$21.95M0.1%-3.4%0.082%
5/16/2024 Econ Financial Services Corp5,274$489K0.3%-4.3%0.002%
5/15/2024 SVB Wealth LLC25,690$2.38M0.1%+2.6%0.009%
5/15/2024 Price T Rowe Associates Inc. MD6,321$587K0.0%N/A0.002%
5/15/2024 Kestra Advisory Services LLC514,616$47.72M0.3%+3.5%0.176%
5/15/2024 1832 Asset Management L.P.5,830$541K0.0%+18.0%0.002%
5/15/2024 Linscomb Wealth Inc.37,570$3.48M0.2%+7.2%0.013%
5/14/2024 Axxcess Wealth Management LLC4,610$427K0.0%-29.6%0.002%
5/14/2024 EP Wealth Advisors LLC75,890$7.04M0.1%-7.2%0.026%
5/14/2024 Freestone Capital Holdings LLC4,123$382K0.0%N/A0.001%
5/14/2024 CreativeOne Wealth LLC32,225$2.99M0.1%+909.2%0.011%
5/14/2024 Sculati Wealth Management LLC84,484$7.83M3.4%-1.0%0.029%
5/14/2024 Forte Capital LLC ADV505,820$46.90M5.8%+3.7%0.173%
5/14/2024 Sentinel Pension Advisors Inc.28,210$2.62M0.6%+1,032.5%0.010%
5/14/2024 Evermay Wealth Management LLC2,628$244K0.0%-8.8%0.001%
5/14/2024 Burns Matteson Capital Management LLC29,698$2.75M1.6%-8.9%0.010%
5/14/2024 Owen LaRue LLC6,294$584K0.4%-16.6%0.002%
5/13/2024 Goepper Burkhardt LLC308,875$28.70M13.4%+2.5%0.106%
5/13/2024Cedar Wealth Management LLC11,467$1.06M0.3%+9.3%0.004%
5/13/2024 O Shaughnessy Asset Management LLC24,962$2.31M0.0%+9.6%0.009%
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5/11/2024 Spreng Capital Management Inc.107,315$9.95M5.4%+33.2%0.037%
5/11/2024 Lcnb Corp139,588$12.94M4.7%+3.6%0.048%
5/11/2024 Resurgent Financial Advisors LLC8,717$808K0.4%+7.0%0.003%
5/11/2024 Beaumont Financial Advisors LLC21,396$1.98M0.2%-6.7%0.007%
5/11/2024 Cynosure Group LLC9,391$871K0.2%+19.2%0.003%
5/11/2024 Northern Capital Management Inc.499,798$46.34M32.3%+3.1%0.171%
5/10/2024 Osaic Holdings Inc.4,926,478$456.80M1.0%-21.4%1.684%
5/10/2024 Blue Barn Wealth LLC40,160$3.72M2.1%-8.6%0.014%
5/10/2024 Cooper Haims Advisors LLC18,711$1.74M1.0%-4.3%0.006%
5/10/2024 Broadview Financial Management LLC34,584$3.21M2.3%-8.2%0.012%
5/10/2024 Ciovacco Capital Management LLC84,373$7.82M5.3%+83.8%0.029%
5/10/2024 Kelman Lazarov Inc.501,533$46.50M9.1%-1.0%0.171%
5/10/2024 Nwam LLC12,231$1.13M0.1%-29.6%0.004%
5/10/2024 Reston Wealth Management LLC19,378$1.80M0.7%-23.6%0.007%
5/9/2024 Barden Capital Management Inc.33,891$3.14M3.0%-38.9%0.012%
5/9/2024 ProVise Management Group LLC236,533$21.93M1.9%-14.1%0.081%
5/9/2024 Leo Wealth LLC43,408$4.03M0.4%+1.5%0.015%
5/9/2024 Orion Portfolio Solutions LLC18,230$1.69M0.0%-7.4%0.006%
5/9/2024 Blair William & Co. IL48,858$4.53M0.0%-2.4%0.017%
5/9/2024 HBK Sorce Advisory LLC14,318$1.33M0.0%+2.0%0.005%
5/9/2024 Kingsview Wealth Management LLC70,878$6.57M0.2%+14.6%0.024%
5/9/2024 JBR Co Financial Management Inc12,323$1.14M0.9%-10.5%0.004%
5/9/2024 Clearwater Capital Advisors LLC15,079$1.40M0.1%-9.8%0.005%
5/9/2024 Delta Investment Management LLC2,185$203K0.0%N/A0.001%
5/9/2024 SageView Advisory Group LLC10,961$1.02M0.0%-18.0%0.004%
5/9/2024 Charles Schwab Investment Advisory Inc.3,865$358K0.0%-3.0%0.001%
5/9/2024 Souders Financial Advisors180,372$16.72M2.6%-5.1%0.062%
5/9/2024 Angeles Wealth Management LLC246,083$22.82M2.3%N/A0.084%
5/9/2024 New Insight Wealth Advisors3,668$340K0.2%+37.7%0.001%
5/9/2024 Koshinski Asset Management Inc.490,730$45.50M4.7%+643.7%0.168%
5/8/2024 Schneider Downs Wealth Management Advisors LP388,679$36.04M8.3%+3.0%0.133%
5/8/2024 Cozad Asset Management Inc.11,810$1.10M0.1%+1.5%0.004%
5/8/2024 MAI Capital Management501,738$46.52M0.5%+1.5%0.172%
5/8/2024 Ethos Financial Group LLC171,736$15.93M3.0%+5.6%0.059%
5/8/2024 Bleakley Financial Group LLC293,829$27.24M0.8%-3.6%0.100%
5/8/2024 Avantax Advisory Services Inc.485,942$45.06M0.4%+28.7%0.166%
5/8/2024 US Bancorp DE214,706$19.91M0.0%-7.3%0.073%
5/8/2024 Roffman Miller Associates Inc. PA9,619$892K0.1%-3.9%0.003%
5/8/2024 Tranquility Partners LLC4,870$452K0.2%-5.0%0.002%
5/8/2024 Watershed Private Wealth LLC20,657$1.92M0.8%-18.5%0.007%
5/8/2024 Semus Wealth Partners LLC7,943$736K0.6%-69.4%0.003%
5/8/2024 Thoroughbred Financial Services LLC8,059$747K0.1%+13.4%0.003%
5/7/2024 Capital Square LLC8,067$748K0.5%N/A0.003%
5/7/2024 Fiduciary Family Office LLC5,124$475K0.2%N/A0.002%
5/7/2024 WMG Financial Advisors LLC5,302$492K0.3%N/A0.002%
5/7/2024 White Lighthouse Investment Management Inc.3,612$335K0.1%-8.3%0.001%
5/7/2024 Sei Investments Co.9,089,817$842.81M1.2%+0.9%3.108%
5/7/2024 GW Henssler & Associates Ltd.20,069$1.86M0.1%-2.7%0.007%
5/7/2024 Stonebrook Private Inc.4,935$458K0.1%+6.7%0.002%
5/7/2024 Keudell Morrison Wealth Management27,180$2.52M0.8%+11.0%0.009%
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You can get the name and ticker symbol, absolutely free, right here.
5/7/2024 Atomi Financial Group Inc.145,611$13.50M1.2%+70.1%0.050%
5/7/2024 Allegheny Financial Group LTD157,904$14.64M4.5%+7.1%0.054%
5/7/2024 WealthPLAN Partners LLC5,473$507K0.1%-28.1%0.002%
5/7/2024 KCM Investment Advisors LLC7,956$738K0.0%-6.8%0.003%
5/7/2024 Topel & Distasi Wealth Management LLC50,255$4.66M2.1%-0.9%0.017%
5/7/2024 Oppenheimer Asset Management Inc.2,822$262K0.0%-40.4%0.001%
5/7/2024 Oppenheimer & Co. Inc.43,295$4.01M0.1%+17.4%0.015%
5/7/2024 PFG Advisors65,307$6.06M0.4%+30.7%0.022%
5/7/2024 Guardian Asset Advisors LLC24,116$2.24M1.9%-23.3%0.008%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management19,858$1.84M0.1%+115.0%0.007%
(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, 1,107 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), Sei Investments Co. ($842.81M), Mather Group LLC. ($833.04M), Envestnet Asset Management Inc. ($658.62M), Osaic Holdings Inc. ($456.80M), 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 968 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: Envestnet Asset Management Inc. ($4.50M), Sei Investments Co. ($3.62M), Mather Group LLC. ($2.71M), Osaic Holdings Inc. ($2.21M), Raymond James Financial Services Advisors Inc. ($2.02M), Cetera Investment Advisers ($1.61M), and Focus Financial Network Inc. ADV ($1.47M).

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

Institutional investors have bought a total of 71,460,600 shares in the last 24 months. This purchase volume represents approximately $4.85B in transactions.

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

Of the 671 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), Osaic Holdings Inc. ($1.65M), Angeles Investment Advisors LLC ($1.65M), Retirement Planning Group ($1.49M), and Legacy Wealth Management Inc ($1.41M).

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

Institutional investors have sold a total of 38,441,738 shares in the last 24 months. This volume of shares sold represents approximately $2.65B in transactions.


This page (NYSEARCA:SCHG) was last updated on 6/12/2024 by MarketBeat.com Staff

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