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

Schwab U.S. Large-Cap Growth ETF logo
$28.45 -0.09 (-0.32%)
Closing price 01/31/2025 04:10 PM Eastern
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$28.42 -0.04 (-0.12%)
As of 01/31/2025 07:59 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)
939
Total
Institutional Inflows
(last 12 months)
$48.27B
Number of
Institutional Sellers
(last 12 months)
464
Total
Institutional Outflows
(last 12 months)
$275.34M
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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
1/31/2025Global Retirement Partners LLC170,750$4.76M0.1%+354.1%0.058%
1/31/2025Bigelow Investment Advisors LLC159,187$4.44M2.1%+291.8%0.054%
1/31/2025Plan Group Financial LLC7,586$211K0.1%+274.2%0.003%
1/31/2025Klingman & Associates LLC18,125$505K0.0%+289.6%0.006%
1/31/2025Mcdonald Partners LLC10,600$295K0.1%+300.0%0.004%
1/31/2025Morton Brown Family Wealth LLC9,376$261K0.1%+300.0%0.003%
1/31/2025Creative Capital Management Investments LLC1,825$51K0.0%+300.2%0.001%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,299$259K0.0%+179.3%0.003%
1/31/2025Valley Wealth Managers Inc.904$25K0.0%+300.0%0.000%
1/31/2025Steele Capital Management Inc.204,659$5.70M0.3%+287.7%0.070%
1/31/2025Bfsg LLC98,845$2.76M0.3%+299.6%0.034%
1/31/2025HighMark Wealth Management LLC2,045$57K0.0%+300.2%0.001%
1/31/2025CRA Financial Services LLC936,147$26.09M4.5%+307.5%0.320%
1/31/2025Atria Wealth Solutions Inc.968,201$26.98M0.3%+307.4%0.331%
1/31/2025Fortis Group Advisors LLC19,388$540K0.1%+110.9%0.007%
1/31/2025D.A. Davidson & CO.466,872$13.01M0.1%+316.3%0.160%
1/31/2025Empower Advisory Group LLC15,360$428K0.0%+609.5%0.005%
1/31/2025Truist Financial Corp3,006,792$83.80M0.1%+317.5%1.028%
1/31/2025Pittenger & Anderson Inc.7,812$218K0.0%+300.0%0.003%
1/31/2025Human Investing LLC1,025$29K0.0%N/A0.000%
1/31/2025Systelligence LLC532,181$14.83M3.7%+308.6%0.182%
1/31/2025Retirement Income Solutions Inc56,200$1.57M0.3%+300.0%0.019%
1/31/2025Macroview Investment Management LLC168,305$4.69M4.7%+301.5%0.058%
1/31/2025Capital Performance Advisors LLP10,552$294K0.1%+300.0%0.004%
1/31/2025Strategic Advisors LLC74,732$2.08M0.4%+471.0%0.026%
1/31/2025WBH Advisory Inc.657,511$18.33M1.7%+265.0%0.225%
1/31/2025Topel & Distasi Wealth Management LLC201,020$5.60M2.4%+300.0%0.069%
1/31/2025Pathway Financial Advisors LLC16,780$468K0.1%+300.0%0.006%
1/31/2025JFS Wealth Advisors LLC222,770$6.21M0.4%+269.0%0.076%
1/31/2025J.W. Cole Advisors Inc.344,279$9.60M0.4%+353.9%0.118%
1/30/2025 Opes Wealth Management LLC360,714$10.05M2.1%+302.2%0.123%
1/30/2025 Valmark Advisers Inc.45,713$1.27M0.0%+210.6%0.016%
1/30/2025 Csenge Advisory Group189,776$5.29M0.3%+2.8%0.065%
1/30/2025 Palouse Capital Management Inc.7,381$206K0.1%+303.1%0.003%
1/30/2025 James Investment Research Inc.48,757$1.36M0.2%+393.8%0.017%
1/30/2025 Game Plan Financial Advisors LLC122,664$3.42M1.6%+84.1%0.042%
1/30/2025 JNBA Financial Advisors4,069$113K0.0%+300.1%0.001%
1/30/2025 Strategic Financial Concepts LLC25,549$712K0.0%+322.7%0.009%
1/30/2025 Allworth Financial LP281,091$8.12M0.0%+922.7%0.096%
1/30/2025 Principal Securities Inc.793,563$22.12M0.5%+317.3%0.271%
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1/30/2025 Everhart Financial Group Inc.468,177$13.05M2.7%+291.3%0.160%
1/30/2025 Check Capital Management Inc. CA9,800$273K0.0%+300.0%0.003%
1/30/2025 Lakeridge Wealth Management LLC21,723$605K0.3%+275.2%0.007%
1/30/2025 Beacon Capital Management LLC2,847$79K0.0%+305.6%0.001%
1/30/2025 Next Level Wealth Planning LLC370,113$10.32M8.1%N/A0.127%
1/30/2025 Seascape Capital Management11,520$321K0.1%N/A0.004%
1/30/2025 American Financial Advisors LLC16,520$460K0.1%+285.9%0.006%
1/30/2025 Highland Financial Advisors LLC127,056$3.54M1.2%+300.0%0.043%
1/30/2025 Newman Dignan & Sheerar Inc.260,358$7.26M1.9%-0.6%0.089%
1/30/2025 Salomon & Ludwin LLC1,280$36K0.0%+300.0%0.000%
1/30/2025 Members Trust Co24,148$673K0.0%+300.0%0.008%
1/30/2025 Compass Financial Group INC SD199,024$5.55M1.1%+334.8%0.068%
1/30/2025 WealthPLAN Partners LLC23,230$647K0.1%+268.4%0.008%
1/30/2025 Quadrant Private Wealth Management LLC36,017$1.00M0.2%+347.3%0.012%
1/30/2025 Valeo Financial Advisors LLC40,031$1.12M0.0%+243.1%0.014%
1/30/2025 Latko Wealth Management Ltd.101,979$2.84M1.7%+315.6%0.035%
1/30/2025 Blue Trust Inc.5,027$140K0.0%+29.7%0.002%
1/30/2025 Bright Futures Wealth Management LLC.15,498$441K0.4%N/A0.005%
1/30/2025 Walkner Condon Financial Advisors LLC8,995$251K0.1%+299.8%0.003%
1/30/2025 Bogart Wealth LLC492,232$13.72M0.6%+299.7%0.168%
1/30/2025 DHJJ Financial Advisors Ltd.346,140$9.65M3.8%+297.8%0.118%
1/30/2025 MidAtlantic Capital Management Inc.52,260$1.46M1.1%+79.2%0.018%
1/30/2025 Sunburst Financial Group LLC37,361$1.04M0.3%+296.4%0.013%
1/30/2025 Guardian Asset Advisors LLC49,688$1.38M0.9%+249.4%0.017%
1/30/2025 Pathway Financial Advisers LLC5,460$152K0.1%N/A0.002%
1/29/2025 Avestar Capital LLC196,489$5.48M0.5%+377.3%0.067%
1/29/2025 Kickstand Ventures LLC.188,643$5.26M1.3%+292.7%0.064%
1/29/2025 Hudock Inc.12,503$348K0.1%+300.1%0.004%
1/29/2025 Morris Financial Concepts Inc.8,076$225K0.1%+238.3%0.003%
1/29/2025 Howard Bailey Securities LLC262,054$7.30M2.7%+310.7%0.090%
1/29/2025 Tranquility Partners LLC16,655$464K0.2%+294.2%0.006%
1/29/2025 R. W. Roge & Company Inc.53,349$1.49M0.8%+293.4%0.018%
1/29/2025 Castle Wealth Management LLC33,319$929K0.4%+293.3%0.011%
1/29/2025 Consolidated Planning Corp14,340$400K0.1%+300.0%0.005%
1/29/2025 Hidden Cove Wealth Management LLC23,815$664K0.5%N/A0.008%
1/29/2025 Evolution Advisers Inc.3,032$84K0.0%+226.0%0.001%
1/29/2025 Diversified Portfolios Inc.23,832$664K0.1%N/A0.008%
1/29/2025 Retirement Guys Formula LLC593,640$16.55M8.3%+292.5%0.203%
1/29/2025 Avion Wealth2,839$79K0.0%+299.9%0.001%
1/29/2025 Avidian Wealth Enterprises LLC70,830$1.97M0.1%+299.9%0.024%
1/29/2025 Gladstone Institutional Advisory LLC137,668$3.84M0.2%+253.7%0.047%
1/29/2025 Atlas Wealth Partners LLC56,878$1.59M2.0%+364.4%0.019%
1/29/2025 Perissos Private Wealth Management LLC154,204$4.30M3.2%+449.2%0.053%
1/29/2025 MeadowBrook Investment Advisors LLC1,244$35K0.0%+300.0%0.000%
1/29/2025 TFB Advisors LLC24,505$683K0.2%+324.9%0.008%
1/29/2025 Capital Advisors Inc. OK24,647$687K0.0%+336.2%0.008%
1/29/2025 Certuity LLC554,235$15.45M1.7%+411.3%0.189%
1/29/2025 Beacon Financial Group14,424$402K0.0%+208.5%0.005%
1/29/2025 SRH Advisors LLC21,160$590K0.2%+300.0%0.007%
1/29/2025 Signet Investment Advisory Group Inc.68,910$1.92M1.0%+300.0%0.024%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

Click here for my report
1/29/2025 Fairman Group LLC16,123$449K0.4%+300.4%0.006%
1/29/2025 L. Roy Papp & Associates LLP24,421$681K0.1%+297.7%0.008%
1/29/2025 Leavell Investment Management Inc.133,975$3.73M0.2%+310.3%0.046%
1/29/2025 Portfolio Design Labs LLC8,648$241K0.0%N/A0.003%
1/29/2025 Quent Capital LLC2,088$58K0.0%+300.0%0.001%
1/29/2025 True Vision MN LLC90,714$2.53M1.5%+284.3%0.031%
1/29/2025 Latitude Advisors LLC7,336$204K0.1%N/A0.003%
1/29/2025 Hartline Investment Corp8,924$249K0.0%+297.0%0.003%
1/29/2025 Stonebridge Financial Group LLC5,040$140K0.0%N/A0.002%
1/29/2025 Armor Investment Advisors LLC3,260$91K0.0%+199.1%0.001%
(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, 1,260 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), Mather Group LLC. ($1.09B), Envestnet Asset Management Inc. ($1.01B), Sei Investments Co. ($995.65M), Financial Engines Advisors L.L.C. ($930.73M), Osaic Holdings Inc. ($456.80M), and LPL Financial LLC ($447.27M).Learn more on SCHG's institutional investors.

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

Of the 1,146 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), Mather Group LLC. ($32.01M), McAdam LLC ($6.97M), Envestnet Asset Management Inc. ($5.31M), Thrive Wealth Management LLC ($3.96M), Focus Financial Network Inc. ($3.47M), and Marquette Asset Management LLC ($3.05M).

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

Institutional investors have bought a total of 1,772,528,409 shares in the last 24 months. This purchase volume represents approximately $48.88B in transactions.

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

Of the 685 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 30,639,726 shares in the last 24 months. This volume of shares sold represents approximately $614.22M in transactions.


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This page (NYSEARCA:SCHG) was last updated on 2/1/2025 by MarketBeat.com Staff
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