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

Schwab U.S. Large-Cap Growth ETF logo
$29.54 -0.68 (-2.25%)
Closing price 08/1/2025 04:10 PM Eastern
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$29.50 -0.04 (-0.14%)
As of 08/1/2025 07:58 PM 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)
1381
Total
Institutional Inflows
(last 12 months)
$59.60B
Number of
Institutional Sellers
(last 12 months)
554
Total
Institutional Outflows
(last 12 months)
$39.98B
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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
8/1/2025Paradigm Strategies in Wealth Management LLC728,410$21.28M13.9%+1.3%0.048%
8/1/2025Bull Oak Capital LLC6,855$200K0.1%N/A0.000%
8/1/2025FSA Advisors Inc.25,635$749K0.6%-49.7%0.002%
8/1/2025Milestone Asset Management Group LLC155,468$4.54M3.4%+5.0%0.010%
8/1/2025James Investment Research Inc.63,761$1.86M0.2%+8.3%0.004%
8/1/2025Zhang Financial LLC17,104$500K0.0%+6.6%0.001%
8/1/2025First National Trust Co12,434$363K0.0%-11.1%0.001%
8/1/2025Signet Investment Advisory Group Inc.68,020$1.99M1.0%-1.8%0.004%
8/1/2025Clark Asset Management LLC12,524$366K0.0%-14.4%0.001%
8/1/2025GPM Growth Investors Inc.465,025$13.58M5.4%+0.5%0.030%
8/1/2025Petra Financial Advisors Inc.77,620$2.27M1.4%+63.9%0.005%
8/1/2025Equita Financial Network Inc.9,808$286K0.1%-8.5%0.001%
8/1/2025GWN Securities Inc.62,772$1.83M0.3%+16.9%0.004%
8/1/2025Advisory Alpha LLC133,152$3.89M0.1%-0.8%0.009%
8/1/2025Facet Wealth Inc.1,104,582$33.38M0.8%-1.6%0.072%
8/1/2025Penobscot Wealth Management7,648$223K0.1%N/A0.001%
8/1/2025Schmidt P J Investment Management Inc.88,111$2.57M0.4%+11.4%0.006%
8/1/2025Financial Counselors Inc.742,682$21.69M30.7%-62.9%0.049%
8/1/2025Brookwood Investment Group LLC57,265$1.67M0.3%-11.0%0.004%
8/1/2025First Command Advisory Services Inc.5,217$152K0.0%-12.0%0.000%
8/1/2025Ashton Thomas Private Wealth LLC22,494$657K0.0%+10.2%0.001%
8/1/2025Delta Investment Management LLC9,599$280K0.1%-9.2%0.001%
8/1/2025Envestnet Asset Management Inc.55,240,546$1.61B0.5%+14.5%3.620%
8/1/2025Chilton Capital Management LLC1,950$57K0.0%N/A0.000%
7/31/2025 Wealthfront Advisers LLC106,850$3.12M0.0%+6.7%0.007%
7/31/2025 New Hampshire Trust79,988$2.34M0.5%+32.6%0.005%
7/31/2025 Perissos Private Wealth Management LLC154,054$4.50M3.6%-0.2%0.010%
7/31/2025 Ballast Advisors LLC915,285$26.74M7.9%-2.7%0.060%
7/31/2025 McCarthy Asset Management Inc.339,849$9.93M6.7%-5.4%0.022%
7/31/2025 Ingalls & Snyder LLC7,100$207K0.0%N/A0.000%
7/31/2025 Schneider Downs Wealth Management Advisors LP1,640,699$47.93M7.2%+4.0%0.108%
7/31/2025 Heirloom Wealth Management113,543$3.32M0.9%+2.3%0.007%
7/31/2025 Brighton Jones LLC18,956$554K0.0%+51.0%0.001%
7/31/2025 CVA Family Office LLC166,666$4.87M0.7%+8.9%0.011%
7/31/2025 Guardian Financial Partners LLC193,460$5.65M2.5%+12.9%0.013%
7/31/2025 B & T Capital Management DBA Alpha Capital Management698,752$20.41M3.5%-13.3%0.046%
7/31/2025 BIP Wealth LLC17,027$497K0.0%-18.7%0.001%
7/31/2025 Focus Partners Advisor Solutions LLC1,448,022$42.30M0.6%-14.3%0.095%
7/31/2025 Insight Wealth Partners LLC41,208$1.20M0.5%-1.4%0.003%
7/31/2025 Glass Jacobson Investment Advisors llc1,035$30K0.0%-99.0%0.000%
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7/31/2025 Opes Wealth Management LLC408,818$11.94M2.1%+5.3%0.027%
7/31/2025 Guardian Asset Advisors LLC43,128$1.26M0.7%-1.5%0.003%
7/31/2025 Carnegie Investment Counsel54,818$1.60M0.0%+241.1%0.004%
7/31/2025 FSM Wealth Advisors LLC394,811$11.53M1.9%+15.8%0.026%
7/31/2025 Gill Capital Partners LLC523,945$15.30M4.9%-1.3%0.034%
7/31/2025 Turning Point Benefit Group Inc.26,073$762K0.6%+21.5%0.002%
7/31/2025 Planning Center Inc.32,540$950K0.1%-7.6%0.002%
7/30/2025 KPP Advisory Services LLC127,373$3.72M0.6%+0.9%0.008%
7/30/2025 Schaper Benz & Wise Investment Counsel Inc. WI6,936$203K0.0%N/A0.000%
7/30/2025 Paragon Advisors LLC9,460$276K0.1%+8.1%0.001%
7/30/2025 Bleakley Financial Group LLC1,695,563$49.53M1.3%+23.0%0.111%
7/30/2025 Insight Advisors LLC PA23,449$685K0.1%-29.2%0.002%
7/30/2025 Cambridge Capital Management LLC170,416$4.98M2.7%N/A0.011%
7/30/2025 Strategic Blueprint LLC1,664,649$48.62M2.4%+4.2%0.109%
7/30/2025 Freedom Investment Management Inc.227,419$6.64M0.5%+29.0%0.015%
7/30/2025 Forum Financial Management LP14,284$417K0.0%+3.2%0.001%
7/30/2025 White Lighthouse Investment Management Inc.15,179$443K0.1%+3.4%0.001%
7/30/2025 Black Diamond Financial LLC876,953$25.62M4.0%-6.7%0.057%
7/30/2025 TFB Advisors LLC25,674$750K0.2%+4.0%0.002%
7/30/2025 Exencial Wealth Advisors LLC256,495$7.49M0.3%+12.7%0.017%
7/30/2025 Brookstone Capital Management301,073$8.79M0.1%-2.5%0.020%
7/30/2025 Studio Investment Management LLC6,885$201K0.0%N/A0.000%
7/30/2025 Retirement Planning Group LLC226,855$6.63M0.3%+44.1%0.015%
7/30/2025 D.A. Davidson & CO.442,843$12.94M0.1%+0.7%0.029%
7/30/2025 Fiduciary Family Office LLC8,705$254K0.1%N/A0.001%
7/30/2025 Fingerlakes Wealth Management Inc.195,093$5.70M4.3%+17.0%0.013%
7/30/2025 DecisionMap Wealth Management LLC36,130$1.06M0.7%-1.3%0.002%
7/30/2025 BG Investment Services Inc.10,032$293K0.4%N/A0.001%
7/30/2025 Mid American Wealth Advisory Group Inc.889$26K0.0%N/A0.000%
7/30/2025 LGT Financial Advisors LLC12,729$372K0.9%+3.9%0.001%
7/30/2025 Avidian Wealth Enterprises LLC67,820$1.98M0.1%-3.8%0.004%
7/30/2025 Bogart Wealth LLC617,997$18.05M0.8%+1.9%0.041%
7/30/2025 Crewe Advisors LLC7,467$218K0.0%+2,045.7%0.000%
7/30/2025 WBH Advisory Inc.730,249$21.33M1.8%+8.6%0.048%
7/29/2025 FLC Capital Advisors1,100,864$32.16M6.6%-8.3%0.072%
7/29/2025 Elevation Capital Advisory LLC417,929$12.21M4.9%N/A0.027%
7/29/2025 Members Advisory Group LLC774,708$22.63M8.5%+4.3%0.051%
7/29/2025 Stephens Inc. AR29,133$851K0.0%+6.8%0.002%
7/29/2025 Financial Advisors LLC3,045,218$88.95M16.6%-1.9%0.200%
7/29/2025 Madison Wealth Partners Inc76,113$2.22M0.5%-12.3%0.005%
7/29/2025 Forvis Mazars Wealth Advisors LLC7,975$233K0.0%N/A0.001%
7/29/2025 Crux Wealth Advisors92,975$2.72M1.2%+0.6%0.006%
7/29/2025 Chicago Partners Investment Group LLC317,729$9.51M0.3%+7.4%0.021%
7/29/2025 Financial Synergies Wealth Advisors Inc.1,225,655$35.80M3.9%-0.3%0.080%
7/29/2025 Kelman Lazarov Inc.1,867,657$54.55M8.8%+2.2%0.122%
7/29/2025 Dumont & Blake Investment Advisors LLC26,467$773K0.2%+4.1%0.002%
7/29/2025 Systelligence LLC625,096$18.26M3.4%+1.7%0.041%
7/29/2025 International Assets Investment Management LLC26,875$785K0.0%+31.6%0.002%
7/29/2025 Ballast Inc.239,349$6.99M2.9%N/A0.016%
7/29/2025 Northern Capital Management Inc.1,806,661$52.77M31.0%-1.8%0.118%
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7/29/2025 Swmg LLC8,336$253K0.1%N/A0.001%
7/29/2025 Signature Estate & Investment Advisors LLC60,928$1.78M0.0%+32.6%0.004%
7/29/2025 Quotient Wealth Partners LLC130,447$3.81M0.1%-10.6%0.009%
7/29/2025 May Barnhard Investments LLC408,031$11.92M5.6%-1.1%0.027%
7/29/2025 Koshinski Asset Management Inc.2,076,826$60.66M4.6%+0.9%0.136%
7/29/2025 Hoese & Co LLP36,276$1.06M0.9%-9.1%0.002%
7/29/2025 Curbstone Financial Management Corp526,903$15.39M3.2%-1.0%0.035%
7/29/2025 Spreng Capital Management Inc.1,010,693$29.52M12.2%-0.3%0.066%
7/29/2025 Lutz Financial Services LLC19,334$565K0.0%-31.3%0.001%
7/29/2025 Rodgers & Associates LTD7,280$213K0.0%-26.6%0.000%
(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, 1,535 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. ($1.61B), Mather Group LLC. ($1.24B), Sei Investments Co. ($1.06B), 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 1,492 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. ($48.10M), Mather Group LLC. ($33.30M), Sei Investments Co. ($29.57M), Financial Engines Advisors L.L.C. ($28.54M), LPL Financial LLC ($21.31M), 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 2,142,762,416 shares in the last 24 months. This purchase volume represents approximately $59.60B in transactions.

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

Of the 552 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), Financial Counselors Inc. ($1.26M), Redhawk Wealth Advisors Inc. ($1.20M), Envestnet Portfolio Solutions Inc. ($1.16M), Prime Capital Investment Advisors LLC ($1.13M), and MinichMacGregor Wealth Management LLC ($1.01M).

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

Institutional investors have sold a total of 1,594,762,311 shares in the last 24 months. This volume of shares sold represents approximately $39.98B in transactions.



This page (NYSEARCA:SCHG) was last updated on 8/2/2025 by MarketBeat.com Staff
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