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

Schwab U.S. Large-Cap Growth ETF logo
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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)
1261
Total
Institutional Inflows
(last 12 months)
$57.45B
Number of
Institutional Sellers
(last 12 months)
415
Total
Institutional Outflows
(last 12 months)
$232.31M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2025 Elite Financial Inc.347,392$9.68M5.2%N/A0.025%
3/6/2025 Wood Tarver Financial Group LLC4,104$114K0.0%N/A0.000%
3/6/2025 Kilter Group LLC8,253$230K0.1%N/A0.001%
3/6/2025 TFR Capital LLC.91,511$2.55M1.3%N/A0.007%
3/5/2025 Castle Rock Wealth Management LLC7,028$203K0.0%N/A0.001%
3/5/2025 Copley Financial Group Inc.12,850$358K0.3%+382.4%0.001%
3/3/2025 SK Wealth Management LLC704,048$19.62M10.0%+0.2%0.051%
2/28/2025 BridgePort Financial Solutions LLC18,706$502K0.2%N/A0.001%
2/27/2025 Skyline Advisors Inc.555,980$15.50M6.0%+417.4%0.040%
2/27/2025 Bernard Wealth Management Corp.1,811$50K0.0%N/A0.000%
2/27/2025 XY Planning Network Inc.21,739$606K0.5%N/A0.002%
2/27/2025 Carolinas Wealth Consulting LLC23,898$666K0.1%+300.0%0.002%
2/26/2025 Yoffe Investment Management LLC13,824$385K0.6%N/A0.001%
2/26/2025 Sculati Wealth Management LLC78,541$2.19M0.9%+260.6%0.006%
2/26/2025 Advisor Resource Council7,336$204K0.1%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.77,335$2.16M0.1%+263.5%0.006%
2/25/2025 Integrated Advisors Network LLC402,441$11.22M0.5%+319.4%0.029%
2/25/2025 Garde Capital Inc.954,090$26.59M1.8%+296.5%0.069%
2/24/2025 Wilkins Miller Wealth Management LLC260,163$7.25M7.6%N/A0.089%
2/24/2025 Hall Capital Management Co. Inc.16,566$462K0.2%N/A0.006%
2/24/2025 Liberty Square Wealth Partners LLC10,000$289K0.1%N/A0.003%
2/24/2025 Great Valley Advisor Group Inc.163,303$4.55M0.1%+281.6%0.056%
2/24/2025 Ameriflex Group Inc.92,789$2.64M1.2%N/A0.032%
2/24/2025 United Advisor Group LLC40,161$1.12M0.2%+685.5%0.014%
2/22/2025 American Trust90,873$2.53M0.2%N/A0.031%
2/21/2025 Vermillion Wealth Management Inc.21,693$605K0.3%N/A0.007%
2/21/2025 AlphaCore Capital LLC32,197$897K0.2%+262.0%0.011%
2/20/2025 Forum Financial Management LP12,318$343K0.0%+300.3%0.004%
2/20/2025 Michels Family Financial LLC67,359$1.88M1.7%N/A0.023%
2/20/2025 Revisor Wealth Management LLC58,774$1.65M1.5%+290.1%0.020%
2/19/2025 Blue Sky Capital Consultants Group Inc.38,584$1.08M0.6%N/A0.013%
2/19/2025 North Star Asset Management Inc.19,275$537K0.0%+327.4%0.007%
2/19/2025 Invst LLC1,030,684$28.73M3.5%+296.2%0.352%
2/19/2025 Retirement Planning Group LLC NY17,200$479K0.5%N/A0.006%
2/19/2025 Pinney & Scofield Inc.3,760$105K0.1%N/A0.001%
2/19/2025 WCG Wealth Advisors LLC42,303$1.18M0.1%+246.6%0.014%
2/18/2025 Western Wealth Management LLC286,500$7.99M2.4%+320.2%0.098%
2/18/2025 Sunbelt Securities Inc.671,577$18.90M1.7%+262.3%0.230%
2/18/2025 Fourth Dimension Wealth LLC9,696$270K0.1%N/A0.003%
2/18/2025 Retirement Planning Group LLC125,270$3.49M0.2%+329.9%0.043%
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2/18/2025 Headinvest LLC35,769$997K0.2%+339.6%0.012%
2/18/2025 JT Stratford LLC50,359$1.40M0.2%+430.4%0.017%
2/18/2025 Mosaic Family Wealth Partners LLC17,777$495K0.1%+704.4%0.006%
2/18/2025 Pinkerton Retirement Specialists LLC9,516$265K0.0%+273.2%0.003%
2/18/2025 McIlrath & Eck LLC1,748$49K0.0%+300.0%0.001%
2/18/2025 McCarthy Asset Management Inc.363,528$10.13M7.1%+276.8%0.124%
2/18/2025 Novem Group1,145,050$31.91M4.6%N/A0.391%
2/18/2025 Focus Partners Advisor Solutions LLC1,765,494$49.20M0.8%+1,291.1%0.604%
2/18/2025 First Heartland Consultants Inc.9,032$252K0.0%+326.8%0.003%
2/18/2025 Kolinsky Wealth Management LLC97,122$2.71M1.7%+332.5%0.033%
2/18/2025 Continuum Advisory LLC9,522$265K0.0%+18.5%0.003%
2/18/2025 Mpwm Advisory Solutions LLC1,276$36K0.0%N/A0.000%
2/18/2025 Delta Investment Management LLC7,572$211K0.0%N/A0.003%
2/18/2025 Lantern Wealth Advisors LLC25,233$703K0.5%+331.6%0.009%
2/18/2025 Vanguard Capital Wealth Advisors14,853$414K0.5%+431.2%0.005%
2/17/2025 Waverly Advisors LLC700,613$19.53M0.3%+308.0%0.240%
2/17/2025 Windsor Advisory Group LLC29,930$834K1.0%+309.7%0.010%
2/17/2025 Visionary Wealth Advisors1,901,176$52.99M3.1%+474.5%0.650%
2/17/2025 Vista Cima Wealth Management LLC367,301$10.24M10.6%N/A0.126%
2/17/2025 Two Sigma Investments LP3,204,323$89.30M0.2%+612.9%1.095%
2/17/2025 Tidal Investments LLC117,873$3.29M0.0%N/A0.040%
2/17/2025 Stonebrook Private Inc.29,214$814K0.2%+322.8%0.010%
2/17/2025 Scissortail Wealth Management LLC136,075$3.79M1.0%+88,260.4%0.047%
2/17/2025 Snowden Capital Advisors LLC77,275$2.15M0.1%+291.4%0.026%
2/17/2025 Security National Bank of SO Dak50,128$1.40M0.8%+300.0%0.017%
2/17/2025 Silvercrest Asset Management Group LLC26,400$736K0.0%+299.4%0.009%
2/17/2025 Royal Bank of Canada2,765,394$77.07M0.0%+320.9%0.945%
2/17/2025 Redwood Financial Network Corp40,493$1.13M0.8%+329.3%0.014%
2/17/2025 Redwood Investment Management LLC8,120$226K0.0%+288.1%0.003%
2/17/2025 Quadcap Wealth Management LLC60,749$1.69M0.2%N/A0.021%
2/17/2025 Quantinno Capital Management LP30,137$840K0.0%+657.8%0.010%
2/17/2025 Paradigm Capital Management LLC NV47,569$1.33M1.2%+351.1%0.016%
2/17/2025 Main Street Group LTD4,548$127K0.0%+300.0%0.002%
2/17/2025 NorthRock Partners LLC22,888$638K0.0%N/A0.008%
2/17/2025 Napa Wealth Management119,122$3.32M1.4%N/A0.041%
2/17/2025 Millennium Management LLC8,027$224K0.0%N/A0.003%
2/17/2025 Logan Capital Management Inc.67,232$1.87M0.1%+300.0%0.023%
2/17/2025 Laird Norton Wetherby Trust Company LLC14,052$392K0.1%N/A0.005%
2/17/2025 LifePlan Investment Advisors Inc.116,678$3.25M2.0%+280.0%0.040%
2/17/2025 Kaizen Financial Strategies506,215$14.11M8.0%+298.7%0.173%
2/17/2025 Guardian Wealth Advisors LLC NC4,652$130K0.0%+302.8%0.002%
2/17/2025 Global Assets Advisory LLC17,024$474K0.3%+300.0%0.006%
2/17/2025 Ground Swell Capital LLC19,145$534K0.8%N/A0.007%
2/17/2025 Focus Partners Wealth522,464$14.56M0.0%+171.9%0.179%
2/17/2025 Francis Financial Inc.8,888$248K0.1%+300.0%0.003%
2/17/2025 Evensky & Katz LLC22,495$627K0.0%+300.0%0.008%
2/17/2025 Cladis Investment Advisory LLC7,536$210K0.1%N/A0.003%
2/17/2025 Clark Capital Management Group Inc.2,978,909$83.02M0.6%+313.9%1.018%
2/17/2025 Dunhill Financial LLC1,660$46K0.0%N/A0.001%
2/17/2025 EPG Wealth Management LLC1,827$51K0.0%+299.8%0.001%
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2/17/2025 EP Wealth Advisors LLC408,444$11.38M0.1%+385.4%0.140%
2/17/2025 CoreCap Advisors LLC271,666$7.57M0.3%+145.7%0.093%
2/17/2025 Cresset Asset Management LLC268,009$7.47M0.0%+156.8%0.092%
2/17/2025 Cambridge Investment Research Advisors Inc.2,971,333$82.81M0.3%+371.7%1.016%
2/17/2025 Cetera Investment Advisers7,304,069$203.56M0.4%+296.1%2.497%
2/17/2025 BOKF NA1,224$34K0.0%+300.0%0.000%
2/17/2025 Cahill Financial Advisors Inc.257,951$7.19M1.0%+302.7%0.088%
2/17/2025 Captrust Financial Advisors1,661,944$46.32M0.1%+254.2%0.568%
2/17/2025 Cary Street Partners Financial LLC732,318$20.41M0.7%N/A0.250%
2/17/2025 Brown Wealth Management LLC105,606$2.94M1.0%+295.6%0.036%
(Data available from 1/1/2016 forward)

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SCHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHG shares?

During the previous two years, 1,434 institutional investors and hedge funds held shares of Schwab U.S. Large-Cap Growth ETF. The most heavily invested institutionals were Koshinski Asset Management Inc. ($43.58B), Envestnet Asset Management Inc. ($1.18B), Financial Engines Advisors L.L.C. ($1.11B), Mather Group LLC. ($1.09B), Sei Investments Co. ($1.06B), LPL Financial LLC ($614.62M), and Mariner LLC ($478.72M).Learn more on SCHG's institutional investors.

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

Of the 1,381 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: Koshinski Asset Management Inc. ($1.56B), Envestnet Asset Management Inc. ($35.84M), Mather Group LLC. ($32.01M), Sei Investments Co. ($29.77M), Financial Engines Advisors L.L.C. ($28.54M), LPL Financial LLC ($18.97M), and Raymond James Financial Inc. ($14.49M).

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

Institutional investors have bought a total of 2,097,444,594 shares in the last 24 months. This purchase volume represents approximately $58.07B in transactions.

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

Of the 670 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. ($3.29M), Angeles Investment Advisors LLC ($1.87M), Avantax Planning Partners Inc. ($1.71M), Osaic Holdings Inc. ($1.65M), Global Strategic Investment Solutions LLC ($1.01M), Fort Pitt Capital Group LLC ($934.82K), and International Assets Investment Management LLC ($857.22K).

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

Institutional investors have sold a total of 28,857,537 shares in the last 24 months. This volume of shares sold represents approximately $589.56M in transactions.


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This page (NYSEARCA:SCHG) was last updated on 3/10/2025 by MarketBeat.com Staff
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