NYSEARCA:SCHG

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

$62.60

-0.31 (-0.49%)

(As of 03/28/2023 12:00 AM ET)

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Today's Range: $62.15
▼
$62.87
50-Day Range: $57.25
▼
$64.06
52-Week Range: $53.18
▼
$76.90

Volume: 689,270 shs
Average Volume: 1.03 million shs
Market Capitalization: $15.38 billion

Assets Under Management: $15.66 billion
Dividend Yield: 0.50%
Net Expense Ratio: 0.04%

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Institutional Ownership

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Number of Institutional Buyers (last 12 months): 841
Total Institutional Inflows (last 12 months): $52.53 B
Number of Institutional Sellers (last 12 months): 362
Total Institutional Outflows (last 12 months): $913.59 M

SCHG Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/28/2023	Werba Rubin Papier Wealth Management	5,392	$0.30M	0.1%	N/A	0.002%
3/15/2023	Milestone Investment Advisors LLC	275,792	$15.32M	5.4%	N/A	0.112%
3/15/2023	B. Riley Wealth Advisors Inc.	19,015	$1.06M	0.0%	+57.7%	0.008%
3/13/2023	Claro Advisors LLC	25,434	$1.41M	0.5%	N/A	0.010%
3/10/2023	Mather Group LLC.	8,914,118	$495.27M	9.5%	+15.3%	3.628%
3/6/2023	Rockefeller Capital Management L.P.	68,554	$3.81M	0.0%	-18.6%	0.028%

3/2/2023	Reston Wealth Management LLC	72,946	$4.05M	2.2%	+6.1%	0.030%
3/1/2023	Smithbridge Asset Management Inc. DE	78,570	$4.37M	1.2%	+1.2%	0.032%
3/1/2023	Whitener Capital Management Inc.	6,385	$0.36M	0.2%	-15.4%	0.003%
3/1/2023	Panoramic Investment Advisors LLC	36,719	$2.04M	2.1%	N/A	0.015%
2/28/2023	Trust Investment Advisors	3,970	$0.22M	0.1%	N/A	0.002%
2/27/2023	Kalos Management Inc.	3,185	$0.18M	0.4%	N/A	0.001%
2/24/2023	Garde Capital Inc.	298,451	$16.58M	2.0%	+21.2%	0.122%
2/24/2023	Athena Investment Management	28,666	$1.59M	1.2%	+2.3%	0.012%
2/23/2023	Chesapeake Wealth Management	33,819	$1.88M	0.8%	+1.0%	0.014%
2/21/2023	Insight Advisors LLC PA	45,345	$2.50M	0.9%	-1.7%	0.019%
2/21/2023	Northwestern Mutual Wealth Management Co.	1,071,616	$59.54M	0.1%	+14.9%	0.437%
2/21/2023	B. Riley Wealth Advisors Inc.	19,015	$1.06M	0.0%	+57.7%	0.008%
2/17/2023	Truist Financial Corp	581,132	$32.29M	0.1%	-2.2%	0.237%
2/17/2023	Palouse Capital Management Inc.	3,669	$7.68M	0.5%	N/A	0.001%
2/16/2023	Bensler LLC	72,807	$4.05M	0.9%	+4.5%	0.030%
2/16/2023	GHP Investment Advisors Inc.	328,358	$18.24M	1.2%	+11.6%	0.134%
2/16/2023	WealthPLAN Partners LLC	7,357	$0.47M	0.0%	N/A	0.003%
2/16/2023	American Trust	110,061	$6.12M	0.6%	N/A	0.045%
2/16/2023	Moneta Group Investment Advisors LLC	7,913	$46.44M	1.2%	-98.6%	0.003%
2/16/2023	Berkshire Asset Management LLC PA	90,232	$5.01M	0.3%	+28.3%	0.037%
2/16/2023	Certified Advisory Corp	42,082	$2.34M	0.5%	N/A	0.017%
2/16/2023	Clay Northam Wealth Management LLC	122,959	$6.83M	7.9%	N/A	0.050%
2/16/2023	CreativeOne Wealth LLC	29,269	$1.63M	0.1%	-0.7%	0.012%
2/16/2023	Financial Advocates Investment Management	57,694	$3.21M	0.2%	-34.5%	0.024%
2/16/2023	Personal Capital Advisors Corp	3,690	$0.21M	0.0%	N/A	0.002%
2/16/2023	RFG Advisory LLC	15,925	$1.01M	0.1%	-3.9%	0.006%
2/16/2023	Resurgent Financial Advisors LLC	1,902	$0.11M	0.1%	N/A	0.001%
2/16/2023	United Capital Financial Advisers LLC	819,978	$45.56M	0.3%	-13.6%	0.335%
2/16/2023	Harbour Investments Inc.	63,307	$3.52M	0.2%	+16.5%	0.026%
2/16/2023	One Capital Management LLC	96,229	$5.35M	0.3%	-66.0%	0.039%
2/16/2023	IMA Wealth Inc.	62,205	$3.46M	0.9%	+8.5%	0.025%
2/16/2023	Silverlake Wealth Management LLC	37,527	$2.09M	1.3%	N/A	0.015%
2/15/2023	Retirement Group LLC	3,619	$0.20M	0.1%	+74.9%	0.001%
2/15/2023	TD Capital Management LLC	743	$41K	0.0%	-26.9%	0.000%

2/15/2023	Greenwood Gearhart Inc.	5,109	$0.28M	0.0%	+8.2%	0.002%
2/15/2023	Front Row Advisors LLC	5,302	$0.30M	0.2%	-16.8%	0.002%
2/15/2023	CI Private Wealth LLC	11,969	$0.67M	0.0%	N/A	0.005%
2/15/2023	WealthPlan Investment Management LLC	7,357	$0.46M	0.0%	+8.0%	0.003%
2/15/2023	Moneta Group Investment Advisors LLC	835,799,910	$46.44B	1.2%	+146,562.4%	341.073%
2/15/2023	CIC Wealth LLC	10,249	$0.57M	0.2%	N/A	0.004%
2/15/2023	Apollon Wealth Management LLC	81,589	$4.53M	0.3%	+0.5%	0.033%
2/15/2023	Goepper Burkhardt LLC	269,784	$14.99M	10.5%	+0.9%	0.110%
2/15/2023	Captrust Financial Advisors	202,531	$11.25M	0.1%	-1.0%	0.083%
2/15/2023	IHT Wealth Management LLC	77,223	$4.29M	0.3%	-8.3%	0.032%
2/15/2023	Jane Street Group LLC	123,701	$6.87M	0.0%	N/A	0.050%
2/15/2023	SageView Advisory Group LLC	13,330	$0.74M	0.1%	N/A	0.005%
2/15/2023	Patriot Investment Management Group Inc.	9,114	$0.56M	0.0%	+56.3%	0.004%
2/15/2023	Cahill Financial Advisors Inc.	59,554	$3.31M	0.6%	-4.1%	0.024%
2/15/2023	Legacy Financial Strategies LLC	500,121	$27.79M	11.5%	+3.1%	0.204%
2/15/2023	Cerity Partners LLC	432,910	$24.05M	0.2%	+1,309.9%	0.177%
2/15/2023	Shorepoint Capital Partners LLC	112,895	$6.27M	1.7%	-3.0%	0.046%
2/15/2023	Smith Anglin Financial LLC	46,989	$2.61M	0.5%	-1.3%	0.019%
2/15/2023	Sovereign Financial Group Inc.	30,446	$1.69M	0.7%	-37.7%	0.012%
2/15/2023	Strategic Investment Solutions Inc. IL	7,340	$0.47M	0.2%	N/A	0.003%
2/15/2023	Laidlaw Wealth Management LLC	127,052	$7.06M	1.5%	+1.8%	0.052%
2/15/2023	Linscomb & Williams Inc.	70,298	$3.91M	0.2%	+251.2%	0.029%
2/15/2023	Money Concepts Capital Corp	30,784	$1.71M	0.1%	+29.5%	0.013%
2/15/2023	Montag & Caldwell LLC	3,954	$0.22M	0.0%	-49.3%	0.002%
2/15/2023	Morgan Stanley	1,164,265	$64.69M	0.0%	-26.7%	0.475%
2/15/2023	Mariner LLC	3,492,586	$194.05M	0.6%	+12.2%	1.425%
2/15/2023	Equitable Holdings Inc.	87,183	$4.84M	0.1%	+13.8%	0.036%
2/15/2023	Facet Wealth Inc.	5,745	$0.36M	0.0%	N/A	0.002%
2/15/2023	FinTrust Capital Advisors LLC	4,520	$0.25M	0.1%	+12.5%	0.002%
2/15/2023	Ancora Advisors LLC	11,098	$0.62M	0.0%	-2.9%	0.005%
2/15/2023	Apexium Financial LP	110,691	$6.15M	0.6%	+17.5%	0.045%
2/15/2023	Avant Capital LLC	28,164	$1.57M	1.9%	-2.6%	0.011%
2/15/2023	ICA Group Wealth Management LLC	1,114	$62K	0.0%	N/A	0.000%
2/14/2023	Oxford Financial Group Ltd.	13,178	$0.73M	0.1%	-45.5%	0.005%
2/14/2023	SJA Financial Advisory LLC	43,011	$2.39M	2.1%	N/A	0.018%
2/14/2023	Cetera Advisor Networks LLC	640,077	$35.56M	0.3%	+22.9%	0.261%
2/14/2023	Cetera Investment Advisers	374,235	$20.79M	0.2%	+137.5%	0.153%
2/14/2023	Cetera Advisors LLC	247,719	$13.76M	0.2%	+110.2%	0.101%
2/14/2023	Laurel Wealth Advisors Inc.	13,758	$0.76M	0.1%	-2.1%	0.006%
2/14/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	472,718	$26.26M	2.0%	-32.6%	0.193%
2/14/2023	Grey Fox Wealth Advisors LLC	3,602	$0.20M	0.1%	N/A	0.001%
2/14/2023	Lowe Brockenbrough & Co. Inc.	358,523	$19.92M	1.7%	+19.7%	0.146%
2/14/2023	Silvercrest Asset Management Group LLC	6,932	$0.39M	0.0%	N/A	0.003%
2/14/2023	Private Wealth Strategies L.L.C.	327,666	$18.22M	5.2%	+4.8%	0.134%
2/14/2023	Townsquare Capital LLC	4,483	$0.25M	0.0%	N/A	0.002%
2/13/2023	Financial Planning & Information Services Inc.	13,059	$0.73M	0.2%	N/A	0.005%
2/13/2023	Summit Asset Management LLC	327,240	$18.18M	5.3%	+1.7%	0.134%
2/13/2023	First Republic Investment Management Inc.	24,844	$1.38M	0.0%	-5.8%	0.010%
2/13/2023	Charles Schwab Investment Advisory Inc.	150,619	$8.37M	0.0%	+1,065.9%	0.061%
2/13/2023	Baird Financial Group Inc.	190,175	$10.57M	0.0%	+656.7%	0.078%

2/13/2023	Kingsview Wealth Management LLC	54,841	$3.05M	0.1%	-3.5%	0.022%
2/13/2023	Apriem Advisors	5,623	$0.31M	0.1%	-6.7%	0.002%
2/13/2023	BOKF NA	4,495	$0.25M	0.0%	+17.3%	0.002%
2/13/2023	Bessemer Group Inc.	7,484	$0.42M	0.0%	+243.3%	0.003%
2/13/2023	Integrated Wealth Concepts LLC	330,763	$18.38M	0.5%	+229.6%	0.135%
2/13/2023	Wells Fargo & Company MN	411,722	$22.88M	0.0%	-31.6%	0.168%
2/13/2023	Joseph P. Lucia & Associates LLC	53,393	$2.97M	2.2%	-3.8%	0.022%
2/13/2023	Southern Wealth Management LLP	18,699	$1.04M	0.4%	+21.3%	0.008%
2/13/2023	Forte Capital LLC ADV	4,752	$0.26M	0.0%	N/A	0.002%
2/13/2023	D L Carlson Investment Group Inc.	8,351	$0.46M	0.1%	-41.0%	0.003%

(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, 988 institutional investors and hedge funds held shares of Schwab U.S. Large-Cap Growth ETF. The most heavily invested institutionals were Private Advisor Group LLC ($3.33B), Financial Engines Advisors L.L.C. ($1.08B), Mather Group LLC. ($495.27M), Sei Investments Co. ($486.15M), Avantax Planning Partners Inc. ($368.90M), Advisor Group Holdings Inc. ($356.03M), and Envestnet Asset Management Inc. ($273.51M).Learn more on SCHG's institutional investors.
Which institutional investors have been buying Schwab U.S. Large-Cap Growth ETF stock?: Of the 949 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: Moneta Group Investment Advisors LLC ($835.46M), Financial Engines Advisors L.L.C. ($9.64M), Sei Investments Co. ($7.77M), Mather Group LLC. ($6.28M), Envestnet Asset Management Inc. ($4.11M), Avantax Planning Partners Inc. ($3.92M), and Advisor Group Holdings Inc. ($3.71M).
How much institutional buying is happening at Schwab U.S. Large-Cap Growth ETF?: Institutional investors have bought a total of 939,718,506 shares in the last 24 months. This purchase volume represents approximately $53.60B in transactions.

Which Schwab U.S. Large-Cap Growth ETF major shareholders have been selling company stock?: Of the 543 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. ($3.26M), Retirement Planning Group ($1.44M), Legacy Wealth Management Inc ($1.42M), Global Strategic Investment Solutions LLC ($1.02M), Avantax Planning Partners Inc. ($0.99M), Orgel Wealth Management LLC ($0.99M), and McAdam LLC ($0.82M).
How much institutional selling is happening at Schwab U.S. Large-Cap Growth ETF?: Institutional investors have sold a total of 26,378,076 shares in the last 24 months. This volume of shares sold represents approximately $1.65B in transactions.

This page (NYSEARCA:SCHG) was last updated on 3/29/2023 by MarketBeat.com Staff

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

SCHG Institutional Buying and Selling by Quarter

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

SCHG Institutional Ownership - Frequently Asked Questions

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

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

SCHG Institutional Buying and Selling by Quarter

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

SCHG Institutional Ownership - Frequently Asked Questions