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

Schwab U.S. Large-Cap Growth ETF logo
$29.45 +0.10 (+0.34%)
Closing price 07/14/2025 04:10 PM Eastern
Extended Trading
$29.65 +0.20 (+0.68%)
As of 07:19 AM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Number of
Institutional Buyers
(last 12 months)
1351
Total
Institutional Inflows
(last 12 months)
$58.77B
Number of
Institutional Sellers
(last 12 months)
518
Total
Institutional Outflows
(last 12 months)
$39.76B
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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
7/14/2025 Seek First Inc.700,734$20.47M16.5%+5.1%0.046%
7/14/2025Baring Financial LLC139,700$4.08M3.0%+4.2%0.009%
7/14/2025Golden State Equity Partners48,966$1.43M0.3%+4.7%0.003%
7/14/2025Brady Martz Wealth Solutions LLC858,063$25.06M4.8%-22.0%0.056%
7/14/2025AdvisorNet Financial Inc35,707$1.04M0.1%-13.5%0.002%
7/14/2025CRA Financial Services LLC1,021,763$29.85M4.6%+4.1%0.067%
7/14/2025Capital CS Group LLC84,961$2.48M4.0%+18.3%0.006%
7/14/2025LaFleur & Godfrey LLC12,578$367K0.0%-7.6%0.001%
7/14/2025Sentinel Pension Advisors LLC15,138$442K0.1%-75.2%0.001%
7/14/2025Friday Financial502,740$14.69M7.5%+0.4%0.033%
7/14/2025Strategic Planning Group LLC624,143$18.23M3.0%+4.9%0.041%
7/14/2025U.S. Capital Wealth Advisors LLC270,971$7.92M0.2%+15.4%0.018%
7/14/2025Painted Porch Advisors LLC6,888$201K0.1%N/A0.000%
7/14/2025Abound Wealth Management1,962$57K0.0%+408.3%0.000%
7/14/2025Whitener Capital Management Inc.48,433$1.42M0.4%+16.4%0.003%
7/14/2025Park Avenue Securities LLC2,793,121$81.59M0.8%+28.0%0.183%
7/11/2025 Vanguard Capital Wealth Advisors19,794$578K0.6%-25.7%0.001%
7/11/2025 Annex Advisory Services LLC22,896$669K0.0%-2.9%0.002%
7/11/2025 Skyline Advisors Inc.566,492$16.55M6.1%+1.1%0.037%
7/11/2025 Sprinkle Financial Consultants LLC59,487$1.74M1.1%-49.9%0.004%
7/11/2025 Colorado Capital Management Inc.37,218$1.09M0.5%+14.6%0.002%
7/11/2025 Meriwether Wealth & Planning LLC693,312$20.25M12.7%+3.9%0.046%
7/11/2025 Hilltop Wealth Advisors LLC27,916$815K0.5%-3.7%0.002%
7/11/2025 Farther Finance Advisors LLC428,616$12.52M0.3%+11.2%0.028%
7/11/2025 Great Waters Wealth Management58,533$1.71M0.2%-4.5%0.004%
7/11/2025 Silver Oak Securities Incorporated123,997$3.62M0.3%-27.5%0.008%
7/11/2025 CX Institutional189,617$5.54M0.2%+2,712.9%0.012%
7/11/2025 UMB Bank n.a.32,607$952K0.0%-3.0%0.002%
7/11/2025 My Legacy Advisors LLC16,174$476K0.2%+33.6%0.001%
7/11/2025 LongView Wealth Management40,788$1.19M0.4%-77.6%0.003%
7/11/2025 SeaCrest Wealth Management LLC516,338$15.08M1.6%+6.2%0.034%
7/11/2025 Diversified Trust Co136,432$3.99M0.1%+0.6%0.009%
7/10/2025 Triangle Securities Wealth Management15,064$440K0.1%N/A0.001%
7/10/2025 Orgel Wealth Management LLC171,905$5.02M0.1%+17.7%0.011%
7/10/2025 Legacy Financial Strategies LLC2,959,493$86.45M17.0%+3.1%0.195%
7/10/2025 Worth Asset Management LLC11,308$330K0.2%+6.8%0.001%
7/10/2025 YHB Investment Advisors Inc.478,119$13.97M1.1%-3.6%0.031%
7/10/2025 Redhawk Wealth Advisors Inc.364,149$10.64M1.3%-17.4%0.024%
7/10/2025 Mogy Joel R Investment Counsel Inc.1,896$55K0.0%N/A0.000%
7/10/2025 Exchange Traded Concepts LLC1,058,190$30.91M0.4%N/A0.070%
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7/10/2025 Weinberger Asset Management Inc626,941$18.31M7.1%+1.2%0.041%
7/10/2025 Polianta Ltd288,500$8.43M3.6%N/A0.019%
7/10/2025 Bigelow Investment Advisors LLC155,584$4.55M2.0%+0.3%0.010%
7/10/2025 Wealth Enhancement Advisory Services LLC3,144,561$92.51M0.2%+2.6%0.207%
7/10/2025 SK Wealth Management LLC871,180$25.65M11.1%+14.0%0.057%
7/10/2025 Wedmont Private Capital66,773$1.97M0.1%+0.6%0.004%
7/10/2025 Secure Asset Management LLC78,758$2.30M0.4%+738.3%0.005%
7/10/2025 KMG Fiduciary Partners LLC121,583$3.55M0.3%+11.2%0.008%
7/10/2025 Signal Advisors Wealth LLC14,216$415K0.0%-26.5%0.001%
7/10/2025 Focus Financial Network Inc.4,814,801$140.64M5.6%+5.1%0.317%
7/9/2025 Praetorian Wealth Management Inc.15,180$443K0.1%+42.6%0.001%
7/9/2025 Dynamic Advisor Solutions LLC268,831$7.85M0.2%-25.4%0.018%
7/9/2025 Chesley Taft & Associates LLC68,203$1.99M0.1%-1.7%0.004%
7/9/2025 Sunpointe LLC21,028$614K0.2%N/A0.001%
7/9/2025 Pallas Capital Advisors LLC135,972$3.97M0.2%-6.9%0.009%
7/9/2025 Affinity Capital Advisors LLC304,835$8.90M1.5%-2.7%0.020%
7/9/2025 Westbourne Investments Inc.87,094$2.54M1.4%+3.0%0.006%
7/9/2025 Fermata Advisors LLC143,254$4.18M1.1%+35.2%0.009%
7/9/2025 Keystone Wealth Services LLC7,361$215K0.1%N/A0.000%
7/9/2025 Thrive Wealth Management LLC5,077,667$148.32M23.9%+6.0%0.334%
7/9/2025 Balefire LLC10,342$302K0.1%+8.1%0.001%
7/9/2025 Burt Wealth Advisors30,250$884K0.2%-2.2%0.002%
7/9/2025 Krilogy Financial LLC2,951,085$86.20M4.9%+1.3%0.194%
7/9/2025 Fiduciary Alliance LLC690,128$20.16M1.5%+50.6%0.045%
7/9/2025 Boyum Wealth Architects LLC53,918$1.58M1.2%N/A0.004%
7/9/2025 PPS&V Asset Management Consultants Inc.609,057$17.79M11.2%+6.3%0.040%
7/9/2025 Pacific Capital Wealth Advisors Inc.92,201$2.69M0.5%N/A0.006%
7/9/2025 Christopher J. Hasenberg Inc116,008$3.39M1.3%-51.4%0.008%
7/9/2025 Brand Asset Management Group Inc.109,942$3.21M1.2%+5.9%0.007%
7/9/2025 Riversedge Advisors LLC7,616$222K0.0%N/A0.001%
7/9/2025 Bulwark Capital Corp29,908$874K0.7%N/A0.002%
7/9/2025 Westmount Partners LLC64,653$1.89M0.5%+220.9%0.004%
7/9/2025 MassMutual Private Wealth & Trust FSB51,143$1.49M0.0%+8.2%0.003%
7/8/2025 Strategic Advocates LLC75,509$2.21M0.7%-0.9%0.005%
7/8/2025 Ehrlich Financial Group16,268$475K0.3%+2.3%0.001%
7/8/2025 Juncture Wealth Strategies LLC26,926$787K0.3%N/A0.002%
7/8/2025 Advance Capital Management Inc.1,212,690$35.42M1.6%-12.2%0.080%
7/8/2025 Granite Bay Wealth Management LLC17,100$499K0.2%-16.4%0.001%
7/8/2025 Persium Advisors LLC775,638$22.66M18.8%+6.3%0.051%
7/8/2025 Richard P Slaughter Associates Inc10,306$301K0.1%-9.0%0.001%
7/8/2025 Gradient Investments LLC12,920$377K0.0%+56.7%0.001%
7/8/2025 Adams Asset Advisors LLC46,573$1.36M0.2%N/A0.003%
7/8/2025 Parallel Advisors LLC19,258$563K0.0%-39.1%0.001%
7/7/2025 Investors Research Corp57,743$1.69M0.3%+8.6%0.004%
7/7/2025 Teamwork Financial Advisors LLC12,101$353K0.0%+22.1%0.001%
7/7/2025 Veery Capital LLC1,310,038$38.27M13.2%+5.4%0.086%
7/7/2025 Capital Asset Advisory Services LLC7,223$209K0.0%N/A0.000%
7/7/2025 Whitaker Myers Wealth Managers LTD.494,318$14.44M3.6%+26.1%0.033%
7/7/2025 Insight Wealth Strategies LLC7,891$228K0.0%N/A0.001%
7/7/2025 Roxbury Financial LLC2,416$71K0.1%N/A0.000%
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7/7/2025 Nova Wealth Management Inc.8,194$239K0.2%+53.0%0.001%
7/7/2025 Salem Investment Counselors Inc.6,221$182K0.0%+12.2%0.000%
7/7/2025 RDA Financial Network40,964$1.20M0.3%+18.7%0.003%
7/3/2025 TrueWealth Advisors LLC43,376$1.27M0.4%-1.1%0.003%
7/3/2025 Garde Capital Inc.930,214$27.17M1.4%-0.4%0.062%
7/3/2025 Collective Family Office LLC7,342$214K0.1%N/A0.000%
7/3/2025 City Center Advisors LLC11,597$339K0.4%N/A0.001%
7/2/2025 HBW Advisory Services LLC150,269$4.39M0.5%+132.1%0.010%
7/2/2025 Howard Financial Services LTD.289,897$8.47M1.1%N/A0.019%
7/2/2025 Marotta Asset Management41,557$1.21M0.2%+248.1%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, 1,509 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. ($1.21B), Sei Investments Co. ($1.06B), Mather Group LLC. ($1.01B), Financial Engines Advisors L.L.C. ($956.20M), LPL Financial LLC ($616.16M), Mariner LLC ($478.72M), and Osaic Holdings Inc. ($456.80M).Learn more on Schwab U.S. Large-Cap Growth ETF's institutional investors.

Which institutional investors have been buying Schwab U.S. Large-Cap Growth ETF's stock?

Of the 1,458 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. ($1.56B), Envestnet Asset Management Inc. ($41.12M), Mather Group LLC. ($31.47M), Sei Investments Co. ($29.57M), Financial Engines Advisors L.L.C. ($28.54M), LPL Financial LLC ($21.50M), and Raymond James Financial Inc. ($14.82M).

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

Institutional investors have bought a total of 2,114,490,409 shares in the last 24 months. This purchase volume represents approximately $58.77B in transactions.

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

Of the 516 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: Koshinski Asset Management Inc. ($1.56B), Financial Engines Advisors L.L.C. ($1.60M), Redhawk Wealth Advisors Inc. ($1.28M), Envestnet Portfolio Solutions Inc. ($973.59K), McAdam LLC ($935.33K), International Assets Investment Management LLC ($851.99K), and Independent Advisor Alliance ($850.93K).

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

Institutional investors have sold a total of 1,587,454,394 shares in the last 24 months. This volume of shares sold represents approximately $39.76B in transactions.



This page (NYSEARCA:SCHG) was last updated on 7/15/2025 by MarketBeat.com Staff
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