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

Schwab U.S. Large-Cap Growth ETF logo
$35.10 -0.20 (-0.57%)
As of 06/2/2026 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)
1171
Total
Institutional Inflows
(last 12 months)
$7.04B
Number of
Institutional Sellers
(last 12 months)
797
Total
Institutional Outflows
(last 12 months)
$1.74B
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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
6/1/2026 Flagship Wealth Advisors LLC116,218$3.40M1.4%-59.1%0.007%
6/1/2026 Foguth Wealth Management LLC.5,897$172K0.0%N/A0.000%
6/1/2026 Integrated Investment Consultants LLC253,438$7.38M1.6%-1.2%0.015%
6/1/2026 Keel Point LLC43,673$1.27M0.1%-1.6%0.003%
5/29/2026 Ipsen Advisor Group LLC13,025$379K0.3%-9.6%0.001%
5/29/2026 Immaculate Wealth Management LLC26,357$768K6.1%N/A0.002%
5/29/2026 Asset Dedication LLC142,807$4.16M0.3%+11.7%0.008%
5/27/2026 Tenret Co LLC68,139$1.99M1.0%-6.1%0.004%
5/27/2026 Alpha Capital Advisors Inc. ADV94,668$2.76M2.6%+7.9%0.006%
5/27/2026 Allen Capital Group LLC101,176$2.95M0.3%+4.4%0.006%
5/26/2026 Serenity Investment Advisors1,070,844$31.19M12.0%+11.6%0.063%
5/26/2026 Glenmede Trust Co. NA9,366$273K0.0%+19.5%0.001%
5/26/2026 Summit Financial Wealth Advisors LLC110,461$3.22M0.5%+5.7%0.007%
5/22/2026 Summitry LLC7,461$217K0.0%N/A0.000%
5/22/2026 Wellington Grp LLC2,150$63K0.0%-23.4%0.000%
5/21/2026 J. Derek Lewis & Associates Inc.99,683$2.90M0.6%+1.4%0.006%
5/20/2026 Cadia Private Client LLC10,419$304K0.2%-29.2%0.001%
5/20/2026 SOA Wealth Advisors LLC.12,747$371K0.0%-4.1%0.001%
5/19/2026 Western Wealth Management LLC254,923$7.43M0.3%+396.4%0.015%
5/19/2026 Orographic Financial Advisors LLC9,849$286K0.2%N/A0.001%
5/19/2026 Paragon Private Wealth Management LLC45,512$1.33M0.4%+27.0%0.003%
5/19/2026 Royal Fund Management LLC303,169$8.83M0.8%-2.6%0.018%
5/19/2026 NewEdge Advisors LLC394,525$11.49M0.2%-41.4%0.023%
5/19/2026 Bank of America Corp DE10,007,876$291.53M0.0%+17.1%0.592%
5/19/2026 Vestwell Advisors LLC1,467,221$42.74M11.7%+17.6%0.087%
5/19/2026 Chesapeake Wealth Management184,572$5.38M1.7%-1.1%0.011%
5/19/2026 Cassady Wealth & Retirement Planning LLC189,783$5.53M2.7%+2.9%0.011%
5/19/2026 Centaurus Financial Inc.181,585$5.29M0.3%+6.8%0.011%
5/19/2026 Arkadios Wealth Advisors262,816$7.66M0.1%+38.4%0.016%
5/18/2026 Sunbelt Securities Inc.744,512$21.69M1.4%+2.4%0.044%
5/18/2026 EverSource Wealth Advisors LLC49,760$1.45M0.0%-11.3%0.003%
5/18/2026 Royal Bank of Canada2,848,539$82.98M0.0%+0.6%0.169%
5/18/2026 Empowered Funds LLC48,868$1.42M0.0%+9.9%0.003%
5/16/2026 KCM Investment Advisors LLC40,103$1.17M0.0%-2.7%0.002%
5/16/2026 Quantinno Capital Management LP520,220$15.15M0.0%+37.2%0.031%
5/16/2026 Copley Financial Group Inc.9,045$263K0.2%-5.6%0.001%
5/15/2026 Northeast Financial Group Inc.752,372$21.92M5.4%+2.4%0.045%
5/15/2026 Gateway Wealth Partners LLC15,357$447K0.0%N/A0.001%
5/15/2026 Quadcap Wealth Management LLC66,233$1.93M0.2%-3.0%0.004%
5/15/2026 Everest Financial Group LLC332,460$9.69M1.6%+33.1%0.020%
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5/15/2026 Windsor Advisory Group LLC37,235$1.09M0.9%+57.5%0.002%
5/15/2026 Waverly Advisors LLC3,515,835$102.42M0.8%+39.3%0.208%
5/14/2026 Pennington Partners & CO. LLC8,754$255K0.1%N/A0.001%
5/14/2026 GC Wealth Management RIA LLC29,309$854K0.0%+3.0%0.002%
5/14/2026 Compound Planning Inc.2,024,864$58.98M1.8%-3.5%0.120%
5/14/2026 Klingman & Associates LLC14,381$419K0.0%-13.0%0.001%
5/14/2026 Modern Wealth Management LLC14,794$435K0.0%-83.6%0.001%
5/14/2026 RMG Wealth Management LLC5,413,826$157.71M18.8%+228,621.0%0.320%
5/14/2026 American Financial Advisors LLC21,224$618K0.1%+14.1%0.001%
5/14/2026 Sei Investments Co.47,564,768$1.39B1.3%+7.6%2.814%
5/14/2026 Group One Trading LLC1,050$31K0.0%-96.4%0.000%
5/14/2026 Ascension Capital Advisors Inc.13,503$393K0.1%+21.3%0.001%
5/14/2026 Lido Advisors LLC3,114,183$90.72M0.3%-1.9%0.184%
5/14/2026 B&D White Capital Company LLC288,801$8.41M1.0%-67.8%0.017%
5/13/2026 Cetera Investment Advisers17,955,640$523.05M0.6%+5.9%1.062%
5/13/2026 Wealthspire Retirement LLC186,972$5.45M0.3%-3.7%0.011%
5/13/2026 Prestige Wealth Management Group LLC52,906$1.54M0.3%-13.1%0.003%
5/13/2026 Signature Equity Partners LLC28,251$823K0.4%+17.6%0.002%
5/13/2026 NewEdge Wealth LLC38,223$1.11M0.0%-34.4%0.002%
5/13/2026 Petra Financial Advisors Inc.31,894$929K0.6%-59.1%0.002%
5/13/2026 Goepper 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%
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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%
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%


SCHG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,773 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 1,722 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. ($33.30M), Financial Engines Advisors L.L.C. ($28.54M), and LPL Financial LLC ($23.61M).

Institutional investors have bought a total of 228,647,350 shares in the last 24 months. This purchase volume represents approximately $7.04B in transactions.

Of the 796 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 55,888,941 shares in the last 24 months. This volume of shares sold represents approximately $1.74B in transactions.


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This page (NYSEARCA:SCHG) was last updated on 6/3/2026 by MarketBeat.com Staff.
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