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

Schwab U.S. Large-Cap Growth ETF logo
$35.32 +0.15 (+0.43%)
As of 08/25/2026 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)
1028
Total
Institutional Inflows
(last 12 months)
$4.70B
Number of
Institutional Sellers
(last 12 months)
710
Total
Institutional Outflows
(last 12 months)
$1.32B
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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
8/24/2026 Serenity Investment Advisors1,097,595$38.53M16.4%+2.5%0.063%
8/23/2026 Studio Investment Management LLC10,814$366K0.1%+25.9%0.001%
8/23/2026 Washington Trust Advisors Inc.5,524$187K0.0%+10.5%0.000%
8/23/2026 Ameritas Advisory Services LLC387,811$13.12M0.3%+46.0%0.022%
8/23/2026 Guardian Wealth Advisors LLC NC13,541$458K0.0%+6.8%0.001%
8/23/2026 Wedmont Private Capital106,492$3.69M0.1%+0.7%0.006%
8/23/2026 Kintra Wealth LLC36,390$1.31M0.1%-52.3%0.002%
8/23/2026 Aspire Capital Advisors LLC10,207$345K0.1%-13.3%0.001%
8/23/2026 Members Advisory Group LLC63,765$2.16M0.6%-55.4%0.004%
8/23/2026 HB Wealth Management LLC1,723,874$58.34M0.3%-0.8%0.098%
8/23/2026 Clay Northam Wealth Management LLC479,132$16.21M8.0%-1.0%0.027%
8/23/2026 Asset Allocation Strategies LLC432,563$14.64M2.2%+1.7%0.025%
8/23/2026 Fortitude Advisory Group L.L.C.31,661$1.07M0.4%+1.3%0.002%
8/23/2026 Angeles Wealth Management LLC2,425,844$82.10M3.2%+2.8%0.138%
8/23/2026 Unique Wealth LLC826,801$27.98M3.3%-11.4%0.047%
8/22/2026 Advisory Solutions Group LLC143,020$4.84M1.6%N/A0.008%
8/22/2026 Compass Financial Management LLC127,310$4.46M0.5%N/A0.007%
8/22/2026 NI Acquisitions Company LLC1,027$35K0.0%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC9,359$317K0.1%N/A0.001%
8/22/2026 Markowski Investments48,386$1.64M0.4%N/A0.003%
8/22/2026 Highland Investment Advisors LLC2,433$82K0.0%N/A0.000%
8/22/2026 Invested Advisors12,924$437K0.4%-25.6%0.001%
8/22/2026 MOR Wealth Management LLC796,661$26.96M10.8%-8.0%0.045%
8/22/2026 Aventus Investment Advisors Inc.78,463$2.66M1.9%+1.6%0.004%
8/22/2026 Elevation Wealth Management LLC28,864$977K0.7%-2.6%0.002%
8/22/2026 BAM Wealth Management LLC7,279$246K0.2%N/A0.000%
8/22/2026 K2 Financial Inc.64,657$2.23M1.6%-2.3%0.004%
8/22/2026 SMART Wealth LLC17,176$581K0.1%-9.2%0.001%
8/22/2026 Comprehensive Financial Planning Inc. PA79,876$2.70M1.4%-2.5%0.005%
8/22/2026 Valued Retirements Inc.5,994$203K0.2%N/A0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC7,189$243K0.1%N/A0.000%
8/22/2026 Legacy Wealth Managment LLC ID184,085$6.23M2.8%N/A0.010%
8/22/2026 Tudor Financial Inc.6,827$231K0.1%N/A0.000%
8/22/2026 LifePlan Investment Advisors Inc.117,166$3.97M1.4%-0.8%0.007%
8/22/2026 Barlow Wealth Partners LLC19,284$660K0.1%+24.1%0.001%
8/22/2026 United Community Bank10,693$362K0.1%+90.9%0.001%
8/22/2026 Kickstand Ventures LLC.563,859$19.08M3.5%+92.6%0.032%
8/22/2026 Concurrent Investment Advisors LLC1,137,010$38.48M0.3%+16.6%0.065%
8/22/2026 Prosperitas Financial LLC443,562$15.01M4.8%+0.7%0.025%
8/21/2026 Lowery Thomas LLC737,508$24.95M12.1%+0.6%0.042%
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8/21/2026 Leo H. Evart Inc.337,766$11.43M9.0%-2.3%0.019%
8/21/2026 Fairway Financial LLC344,149$11.65M8.0%+0.4%0.020%
8/21/2026 Athena Investment Management119,086$4.03M2.4%-7.9%0.007%
8/21/2026 Paragon Private Wealth Management LLC36,991$1.25M0.3%-18.7%0.002%
8/21/2026 Rodgers & Associates LTD6,748$228K0.0%N/A0.000%
8/21/2026 Continuum Advisory LLC36,523$1.24M0.1%+9.3%0.002%
8/21/2026 Safeguard Investment Advisory Group LLC20,366$689K0.2%+6.7%0.001%
8/21/2026 Orion Capital Management LLC1,406$48K0.0%N/A0.000%
8/21/2026 Coppell Advisory Solutions LLC14,518$491K0.1%N/A0.001%
8/21/2026 MBA Advisors LLC341,586$11.56M3.8%+6.7%0.019%
8/21/2026 SkyOak Wealth LLC786,395$26.61M4.4%+3.4%0.045%
8/21/2026 XML Financial LLC1,683,381$56.97M4.1%+3.2%0.096%
8/21/2026 Beacon Financial Advisory LLC34,671$1.17M0.2%+4.1%0.002%
8/21/2026 Symphony Financial Ltd. Co.35,208$1.18M0.1%+18.1%0.002%
8/21/2026 Secure Asset Management LLC6,462$219K0.0%-96.9%0.000%
8/21/2026 R. W. Roge & Company Inc.67,699$2.29M1.0%-0.9%0.004%
8/21/2026 Chesapeake Wealth Management185,701$6.28M1.8%+0.6%0.011%
8/21/2026 Capital Wealth Management LLC547,416$18.53M3.8%+2.7%0.031%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.367,676$12.44M5.1%+6.0%0.021%
8/21/2026 Acorn Wealth Advisors LLC326,945$11.06M2.5%+16.1%0.019%
8/21/2026 Rinkey Investments60,688$2.05M0.5%+0.6%0.003%
8/20/2026 Avant Capital LLC97,467$3.30M2.1%+0.3%0.006%
8/20/2026 Cooper Haims Advisors LLC66,531$2.25M0.9%-2.9%0.004%
8/20/2026 Gill Capital Partners LLC425,446$14.40M3.8%-7.3%0.024%
8/20/2026 Clifford Swan Investment Counsel LLC14,518$491K0.0%-42.7%0.001%
8/20/2026 Denver PWM LLC736,549$26.36M7.3%-0.7%0.042%
8/20/2026 Orgel Wealth Management LLC227,877$7.71M0.1%+3.3%0.013%
8/20/2026 Strategic Advisors LLC67,381$2.28M0.4%-9.3%0.004%
8/20/2026 Greenleaf Trust6,976$236K0.0%N/A0.000%
8/13/2026 Capital Square LLC43,195$1.50M0.7%N/A0.002%
8/12/2026 Compass Financial Management LLC127,310$4.46M0.5%N/A0.007%
8/12/2026 C M Bidwell & Associates Ltd.3,906$132K0.1%N/A0.000%
8/7/2026 Trust Co. of Vermont2,220$75K0.0%N/A0.000%
7/12/2026 First Community Trust NA2,935$99K0.0%+662.3%0.000%
7/10/2026 Abound Wealth Management3,254$110K0.0%-13.7%0.000%
7/10/2026 Investors Research Corp61,608$2.09M0.4%-1.3%0.004%
7/10/2026 Annex Advisory Services LLC24,782$839K0.0%+3.9%0.001%
7/10/2026 Accel Wealth Management425,646$14.40M3.2%+3.5%0.024%
7/10/2026 Whitener Capital Management Inc.80,756$2.73M0.6%+18.8%0.005%
7/10/2026 JFS Wealth Advisors LLC202,784$6.86M0.3%-2.0%0.012%
7/10/2026 Nvest Wealth Strategies Inc.620,125$20.99M13.1%+1.8%0.036%
7/10/2026 Dagco Inc.780,001$26.40M4.9%+6.2%0.045%
7/10/2026 West Branch Capital LLC30,287$1.03M0.2%+103.6%0.002%
7/10/2026 William Mack & Associates Inc.379,763$12.85M4.5%+74.4%0.022%
7/10/2026 HRC Wealth Management LLC2,238,645$75.76M31.0%-0.5%0.128%
7/10/2026 Lederer & Associates Investment Counsel CA50,678$1.72M1.1%+10.2%0.003%
7/10/2026 Charles Schwab Trust Co2,310,654$78.19M4.4%+20.0%0.132%
7/10/2026 Scott Capital Advisors LLC90,777$3.07M0.5%+0.5%0.005%
7/10/2026 Highland Financial Advisors LLC96,624$3.27M0.7%-8.9%0.006%
7/10/2026 FC Advisory LLC108,424$3.67M1.0%+2.4%0.006%
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7/10/2026 Fulcrum Equity Management19,498$660K0.5%+129.9%0.001%
7/10/2026 KMG Fiduciary Partners LLC112,454$3.81M0.4%-0.9%0.006%
7/10/2026 Redhawk Wealth Advisors Inc.702,640$23.78M2.3%+33.6%0.040%
7/10/2026 Marquette Asset Management LLC4,293,366$145.29M18.7%+0.6%0.246%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors112,443$3.81M0.4%+4.0%0.006%
7/10/2026 Wealthcare Advisory Partners LLC493,453$16.70M0.3%-0.9%0.028%
7/10/2026 Warner Financial Inc.306,809$10.38M3.1%+1.9%0.018%
7/9/2026 Financial Management Professionals Inc.11,803$399K0.0%-6.6%0.001%
7/9/2026 Revolve Wealth Partners LLC421,950$14.28M1.5%-0.2%0.024%
7/9/2026 Centurion Wealth Management LLC5,979$202K0.0%-16.4%0.000%


SCHG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,775 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 1,728 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. ($50.95M), Sei Investments Co. ($36.94M), Charles Schwab Investment Management Inc. ($35.51M), Mather Group LLC. ($33.21M), Financial Engines Advisors L.L.C. ($28.54M), and LPL Financial LLC ($23.24M).

Institutional investors have bought a total of 148,075,226 shares in the last 24 months. This purchase volume represents approximately $4.70B in transactions.

Of the 710 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), Thrivent Financial for Lutherans ($1.98M), Strategic Blueprint LLC ($1.68M), Sei Investments Co. ($1.29M), Two Sigma Investments LP ($1.17M), Osaic Holdings Inc. ($1.15M), and Commonwealth Equity Services LLC ($1.10M).

Institutional investors have sold a total of 41,244,963 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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