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

Schwab U.S. Large-Cap Growth ETF logo
$26.15
+0.22 (+0.85%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
726
Total
Institutional Inflows
(last 12 months)
$636.84M
Number of
Institutional Sellers
(last 12 months)
524
Total
Institutional Outflows
(last 12 months)
$340.19M
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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
11/2/2024Ted Buchan & Co2,344$244K0.1%N/A0.001%
11/2/2024Summit Wealth & Retirement Planning Inc.390,251$40.66M13.0%-3.1%0.133%
11/2/2024XML Financial LLC377,217$39.30M3.6%+3.0%0.129%
11/2/2024RKL Wealth Management LLC221,180$23.04M2.1%-1.8%0.076%
11/1/2024Atria Investments Inc122,969$12.81M0.2%+9.8%0.042%
11/1/2024First Personal Financial Services34,601$3.61M0.8%-2.7%0.012%
11/1/2024Resolute Advisors LLC5,782$602K0.1%N/A0.002%
11/1/2024Assetmark Inc.843,116$87.84M0.2%-0.1%0.288%
11/1/2024Verdence Capital Advisors LLC119,031$12.40M1.0%+2.3%0.041%
11/1/2024Pegasus Partners Ltd.129,814$13.52M1.3%-13.5%0.044%
11/1/2024Rovin Capital UT ADV133,942$13.95M5.2%-2.1%0.046%
11/1/2024Holistic Planning LLC2,101$219K0.1%N/A0.001%
11/1/2024SpiderRock Advisors LLC6,155$641K0.0%-7.3%0.002%
11/1/2024Leavell Investment Management Inc.32,652$3.40M0.2%+22.6%0.011%
11/1/2024Strategic Family Wealth Counselors L.L.C.124,666$12.99M4.5%-0.4%0.043%
11/1/2024 Presidio Capital Management LLC2,113$220K0.1%N/A0.001%
11/1/2024 Bensler LLC40,238$4.19M0.5%-7.7%0.014%
11/1/2024 Vista Capital Partners Inc.3,420$356K0.0%+35.8%0.001%
10/31/2024 TFB Advisors LLC5,767$601K0.2%+7.2%0.002%
10/31/2024 Keudell Morrison Wealth Management33,018$3.44M0.9%+11.6%0.011%
10/31/2024 Cozad Asset Management Inc.9,835$1.03M0.1%-16.7%0.003%
10/31/2024 Financial Services Advisory Inc36,590$3.81M0.9%-84.6%0.013%
10/31/2024 Wealth Architects LLC8,011$835K0.1%-8.9%0.003%
10/31/2024 Forte Capital LLC ADV468,109$48.77M5.5%+0.7%0.160%
10/31/2024 D.B. Root & Company LLC54,299$5.66M1.9%+12.1%0.019%
10/31/2024 Dechtman Wealth Management LLC462,526$48.19M9.9%-10.3%0.158%
10/31/2024 Concurrent Investment Advisors LLC36,777$3.83M0.1%+217.3%0.013%
10/31/2024 Family Asset Management LLC186,741$19.46M11.7%+1.3%0.064%
10/30/2024 Schaeffer Financial LLC117,935$12.29M12.5%+0.5%0.040%
10/30/2024 Maia Wealth LLC15,104$1.57M0.4%+254.3%0.005%
10/30/2024 RTD Financial Advisors Inc.56,628$5.90M0.7%-12.6%0.019%
10/30/2024 Ballast Advisors LLC245,759$25.60M7.9%-1.8%0.084%
10/30/2024 Milestone Investment Advisors LLC296,509$30.89M8.7%-1.9%0.101%
10/30/2024 Beacon Financial Advisory LLC2,932$305K0.1%+38.5%0.001%
10/30/2024 MinichMacGregor Wealth Management LLC335,702$34.97M7.5%+39.9%0.115%
10/30/2024 Ameritas Advisory Services LLC57,530$5.99M0.3%-3.5%0.020%
10/30/2024 Arthur M. Cohen & Associates LLC12,662$1.30M0.2%+18.7%0.004%
10/30/2024 United Advisor Group LLC5,113$533K0.1%-43.8%0.002%
10/30/2024 James J. Burns & Company LLC167,859$17.49M3.2%-2.6%0.057%
10/30/2024 Madden Advisory Services Inc.41,434$4.32M2.0%-2.1%0.014%
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10/30/2024 FSM Wealth Advisors LLC77,474$8.07M2.1%+9.0%0.026%
10/30/2024 Leeward Financial Partners LLC93,601$9.75M3.7%+2.3%0.032%
10/29/2024 Opes Wealth Management LLC89,683$9.34M1.8%-0.8%0.031%
10/29/2024 Westbourne Investment Advisors Inc.47,802$4.98M1.7%+1.7%0.016%
10/29/2024 First National Bank Sioux Falls58,376$6.08M2.8%+12.2%0.020%
10/29/2024 Angeles Wealth Management LLC447,160$46.59M4.0%+13.2%0.153%
10/29/2024 Whitener Capital Management Inc.7,270$757K0.2%+15.0%0.002%
10/29/2024 Latko Wealth Management Ltd.24,540$2.56M1.6%N/A0.008%
10/29/2024 Prosperitas Financial LLC92,752$9.66M5.2%+2.4%0.032%
10/29/2024 Fort Pitt Capital Group LLC1,480,195$154.21M4.3%+2.5%0.506%
10/29/2024 Indie Asset Partners LLC17,389$1.81M1.4%+35.6%0.006%
10/29/2024 REDW Wealth LLC4,123$430K0.1%-33.9%0.001%
10/29/2024 Clear Creek Financial Management LLC1,949$203K0.0%N/A0.001%
10/29/2024 Princeton Global Asset Management LLC4,950$516K0.1%+9.4%0.002%
10/29/2024 Visionary Horizons LLC261,432$27.24M18.2%+2.1%0.089%
10/29/2024 Sage Financial Group Inc.136,017$14.17M1.2%-0.9%0.047%
10/29/2024 Chicago Partners Investment Group LLC260,666$27.16M0.9%+322.6%0.089%
10/29/2024 Farther Finance Advisors LLC3,770$393K0.0%-65.9%0.001%
10/28/2024 Lowe Brockenbrough & Co. Inc.145,388$15.15M1.0%+4.9%0.050%
10/28/2024 Atlas Financial Advisors Inc.5,170$539K0.9%+11.5%0.002%
10/28/2024 Nadler Financial Group Inc.485,658$50.60M5.6%+0.9%0.166%
10/28/2024 Creative Financial Designs Inc. ADV54,100$5.64M0.5%-13.2%0.018%
10/28/2024 Focus Financial Network Inc.1,141,934$118.97M4.9%+0.1%0.390%
10/28/2024 Principal Securities Inc.190,177$19.81M0.5%+9.2%0.065%
10/28/2024 Pacific Wealth Strategies Group Inc.102,657$10.70M7.9%+5.2%0.035%
10/28/2024 Aspen Wealth Strategies LLC195,078$20.32M13.1%+3.3%0.067%
10/28/2024 Reston Wealth Management LLC18,769$1.96M0.7%-3.5%0.006%
10/28/2024 US Bancorp DE195,240$20.34M0.0%-2.7%0.067%
10/28/2024 Petra Financial Advisors Inc.18,514$1.93M1.3%-2.1%0.006%
10/25/2024 Financial Advocates Investment Management33,370$3.45M0.2%-8.5%0.011%
10/25/2024 Bellevue Asset Management LLC3,958$412K0.2%+14.6%0.001%
10/25/2024 JFS Wealth Advisors LLC60,373$6.29M0.4%-0.8%0.021%
10/25/2024 Diversify Wealth Management LLC149,791$15.61M1.4%+4,448.8%0.051%
10/25/2024 First Trust Direct Indexing L.P.4,651$485K0.0%-9.1%0.002%
10/25/2024 GSB Wealth Management LLC58,062$6.05M1.5%-0.7%0.020%
10/25/2024 Mutual Advisors LLC639,541$66.63M1.9%+311.1%0.219%
10/25/2024 Lodestar Private Asset Management LLC19,643$2.05M0.3%-4.4%0.007%
10/25/2024 Vanguard Capital Wealth Advisors2,796$291K0.3%N/A0.001%
10/25/2024 Valmark Advisers Inc.14,720$1.53M0.0%-16.2%0.005%
10/25/2024 Strategic Blueprint LLC353,538$36.83M2.3%+8.4%0.121%
10/25/2024 Diversify Advisory Services LLC95,699$9.97M0.5%+419.9%0.033%
10/25/2024 Integrated Advisors Network LLC95,963$10.00M0.5%-2.9%0.033%
10/25/2024 Cornerstone Wealth Advisors Inc.441,425$45.99M12.8%-0.1%0.151%
10/25/2024 Pallas Capital Advisors LLC131,167$13.67M0.5%+330.5%0.045%
10/24/2024 Old Port Advisors25,012$2.61M0.7%-6.3%0.009%
10/24/2024 TCI Wealth Advisors Inc.7,051$735K0.1%+32.4%0.002%
10/24/2024 Patriot Financial Group Insurance Agency LLC158,559$16.52M2.2%+4.0%0.054%
10/24/2024 Smithbridge Asset Management Inc. DE77,112$8.03M1.4%-2.1%0.026%
10/24/2024 Lederer & Associates Investment Counsel CA5,956$620K0.4%-15.6%0.002%
10/24/2024 Gemmer Asset Management LLC469,636$48.93M4.9%-0.8%0.161%
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10/24/2024 FSA Advisors Inc.11,423$1.17M1.2%-9.9%0.004%
10/24/2024 Motiv8 Investments LLC1,956$204K0.1%N/A0.001%
10/24/2024 J.W. Cole Advisors Inc.75,849$7.90M0.3%+19.9%0.026%
10/24/2024 Alpha Financial Partners LLC3,044$317K0.2%N/A0.001%
10/24/2024 Ackerman Capital Advisors LLC165,232$17.21M4.4%-29.7%0.056%
10/24/2024 Valley National Advisers Inc.154,065$16.05M2.9%-34.9%0.053%
10/24/2024 Financial Management Professionals Inc.452,746$47.17M5.9%-10.8%0.155%
10/24/2024 Paradigm Strategies in Wealth Management LLC194,560$20.27M12.7%+2.7%0.067%
10/24/2024 AllGen Financial Advisors Inc.116,995$12.19M4.0%-15.7%0.040%
10/24/2024 Bristlecone Advisors LLC20,444$2.13M0.2%+7.7%0.007%
(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, 1,178 institutional investors and hedge funds held shares of Schwab U.S. Large-Cap Growth ETF. The most heavily invested institutionals were Mather Group LLC. ($1.02B), Envestnet Asset Management Inc. ($1.01B), Financial Engines Advisors L.L.C. ($930.73M), Sei Investments Co. ($918.07M), Osaic Holdings Inc. ($456.80M), Avantax Planning Partners Inc. ($409.13M), and LPL Financial LLC ($386.01M).Learn more on SCHG's institutional investors.

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

Of the 1,024 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: Envestnet Asset Management Inc. ($5.70M), Mather Group LLC. ($3.06M), Osaic Holdings Inc. ($2.21M), Sei Investments Co. ($2.13M), Raymond James Financial Services Advisors Inc. ($1.95M), Cetera Investment Advisers ($1.66M), and Focus Financial Network Inc. ADV ($1.47M).

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

Institutional investors have bought a total of 67,271,697 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

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

Of the 696 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), Global Strategic Investment Solutions LLC ($1.86M), Avantax Planning Partners Inc. ($1.71M), Osaic Holdings Inc. ($1.65M), Retirement Planning Group ($1.49M), and Orgel Wealth Management LLC ($996.24K).

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

Institutional investors have sold a total of 35,148,094 shares in the last 24 months. This volume of shares sold represents approximately $655.60M in transactions.


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This page (NYSEARCA:SCHG) was last updated on 11/2/2024 by MarketBeat.com Staff
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