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

Schwab U.S. Large-Cap Growth ETF logo
$23.91 -0.94 (-3.78%)
Closing price 04/10/2025 04:10 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)
1274
Total
Institutional Inflows
(last 12 months)
$57.60B
Number of
Institutional Sellers
(last 12 months)
416
Total
Institutional Outflows
(last 12 months)
$250.75M
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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
4/11/2025Safeguard Financial LLC678,574$16.99M3.7%+20.9%0.049%
4/11/2025Signal Advisors Wealth LLC19,329$484K0.0%+86.9%0.001%
4/11/2025Harbor Group Inc.796,017$19.93M4.0%-1.2%0.057%
4/11/2025Annex Advisory Services LLC23,583$591K0.0%-18.9%0.002%
4/10/2025Retirement Planning Group LLC157,408$3.94M0.2%+25.7%0.011%
4/10/2025Charles Schwab Trust Co1,678,384$42.03M3.5%+21.8%0.121%
4/10/2025Chesley Taft & Associates LLC69,403$1.74M0.1%N/A0.005%
4/10/2025Thrive Wealth Management LLC4,788,212$119.90M22.9%-6.6%0.344%
4/10/2025Fermata Advisors LLC105,984$2.65M0.5%+138.0%0.008%
4/10/2025L. Roy Papp & Associates LLP22,941$574K0.1%-6.1%0.002%
4/10/2025Secure Asset Management LLC9,395$235K0.0%-55.4%0.001%
4/10/2025GenWealth Group Inc.117,884$2.95M0.7%+2.3%0.008%
4/10/2025Brand Asset Management Group Inc.103,778$2.60M1.1%-5.6%0.007%
4/10/2025Granite Bay Wealth Management LLC20,454$512K0.2%-13.9%0.001%
4/10/2025Financial Management Professionals Inc.1,902,447$47.64M6.1%+3.7%0.137%
4/10/2025Teamwork Financial Advisors LLC9,912$248K0.0%N/A0.001%
4/10/2025Strategic Planning Group LLC594,965$14.90M2.9%+3.0%0.043%
4/10/2025Accel Wealth Management325,992$8.16M3.0%+1,116.1%0.023%
4/10/2025TrueWealth Advisors LLC43,872$1.10M0.4%+1.0%0.003%
4/10/2025CGN Advisors LLC29,015$727K0.1%+4.1%0.002%
4/10/2025Threadgill Financial LLC8,218$206K0.1%N/A0.001%
4/10/2025EWG Elevate Inc.376,469$9.43M3.5%+23.1%0.027%
4/10/2025Smith Anglin Financial LLC167,885$4.20M0.4%+0.8%0.012%
4/9/2025 RFG Advisory LLC410,443$10.28M0.3%-4.8%0.030%
4/9/2025 HBW Advisory Services LLC64,754$1.62M0.2%+2.2%0.005%
4/9/2025 Merit Financial Group LLC825,862$20.68M0.3%+466.1%0.059%
4/9/2025 Marquette Asset Management LLC3,997,684$100.10M17.6%-0.8%0.288%
4/9/2025 Milestone Asset Management LLC138,839$3.48M0.7%N/A0.010%
4/9/2025 Capital CS Group LLC71,839$1.80M2.9%+10.5%0.005%
4/9/2025 LVW Advisors LLC793,295$19.86M2.4%+19.1%0.057%
4/9/2025 NBC Securities Inc.11,252$281K0.0%+562,500.0%0.001%
4/9/2025 Worth Asset Management LLC10,590$265K0.1%-29.5%0.001%
4/9/2025 Fiduciary Alliance LLC458,376$11.48M1.1%+7.8%0.033%
4/9/2025 Advance Capital Management Inc.1,380,697$34.57M1.7%-21.3%0.099%
4/9/2025 Bond & Devick Financial Network Inc.19,720$494K0.2%+300.0%0.001%
4/9/2025 Kaizen Financial Strategies527,942$13.22M7.6%+4.3%0.038%
4/8/2025 Dumont & Blake Investment Advisors LLC25,431$637K0.2%-6.3%0.002%
4/8/2025 Veery Capital LLC1,242,387$31.11M12.1%-0.6%0.089%
4/8/2025 Presidio Capital Management LLC12,177$305K0.1%+44.1%0.001%
4/8/2025 Highland Financial Advisors LLC134,862$3.38M1.2%+6.1%0.010%
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4/8/2025 Weinberger Asset Management Inc619,259$15.51M6.6%-1.6%0.045%
4/8/2025 Investors Research Corp53,193$1.33M0.3%+6.3%0.004%
4/8/2025 New Hampshire Trust60,319$1.51M0.3%-11.4%0.004%
4/8/2025 James J. Burns & Company LLC640,185$16.03M2.9%-2.1%0.046%
4/8/2025 Advisory Alpha LLC11,216$281K0.0%-90.6%0.001%
4/8/2025 Legacy Financial Strategies LLC2,869,487$71.85M15.7%+4.4%0.206%
4/8/2025 Parallel Advisors LLC31,624$792K0.0%-5.4%0.002%
4/7/2025 First County Bank CT 40,529$1.02M0.6%N/A0.003%
4/7/2025 GAMMA Investing LLC1,703$43K0.0%+2,404.4%0.000%
4/7/2025 AdvisorNet Financial Inc41,259$1.03M0.1%-31.0%0.003%
4/4/2025 Baring Financial LLC134,105$3.36M2.8%+1.7%0.010%
4/2/2025 Lederer & Associates Investment Counsel CA24,766$620K0.5%+3.5%0.002%
4/2/2025 Marotta Asset Management11,939$299K0.1%-73.8%0.001%
4/1/2025 Modus Advisors LLC49,656$1.24M0.4%-5.1%0.004%
4/1/2025 MassMutual Private Wealth & Trust FSB47,275$1.18M0.0%-16.2%0.003%
4/1/2025 Emprise Bank8,829$221K0.1%-55.3%0.001%
3/27/2025Milestone Asset Management Group LLC150,638$4.20M3.8%N/A0.011%
3/24/2025Fulcrum Equity Management24,441$681K0.7%+268.8%0.002%
3/21/2025Nestegg Advisors Inc.195,686$5.49M5.6%N/A0.014%
3/18/2025Triton Wealth Management PLLC1,283,917$34.88M17.8%+300.1%0.093%
3/18/2025CWC Advisors LLC.9,728$271K0.3%+300.0%0.001%
3/17/2025Wealth Enhancement Advisory Services LLC3,246,949$90.49M0.2%+277.9%0.235%
3/13/2025Silver Oak Wealth Advisors Services LLC19,694$549K0.5%N/A0.001%
3/12/2025Centaurus Financial Inc.118,793$3.31M0.2%+334.7%0.009%
3/12/2025Wealthedge Investment Advisors LLC198,619$5.54M2.5%N/A0.014%
3/10/2025SpringVest Wealth Management LLC29,521$823K0.7%N/A0.002%
3/6/2025Elite Financial Inc.347,392$9.68M5.2%N/A0.025%
3/6/2025Wood Tarver Financial Group LLC4,104$114K0.0%N/A0.000%
3/6/2025Kilter Group LLC8,253$230K0.1%N/A0.001%
3/6/2025TFR Capital LLC.91,511$2.55M1.3%N/A0.007%
3/5/2025 Castle Rock Wealth Management LLC7,028$203K0.0%N/A0.001%
3/5/2025Copley Financial Group Inc.12,850$358K0.3%+382.4%0.001%
3/3/2025SK Wealth Management LLC704,048$19.62M10.0%+0.2%0.051%
2/28/2025BridgePort Financial Solutions LLC18,706$502K0.2%N/A0.001%
2/27/2025Skyline Advisors Inc.555,980$15.50M6.0%+417.4%0.040%
2/27/2025Bernard Wealth Management Corp.1,811$50K0.0%N/A0.000%
2/27/2025XY Planning Network Inc.21,739$606K0.5%N/A0.002%
2/27/2025Carolinas Wealth Consulting LLC23,898$666K0.1%+300.0%0.002%
2/26/2025Yoffe Investment Management LLC13,824$385K0.6%N/A0.001%
2/26/2025Sculati Wealth Management LLC78,541$2.19M0.9%+260.6%0.006%
2/26/2025Advisor Resource Council7,336$204K0.1%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.77,335$2.16M0.1%+263.5%0.006%
2/25/2025Integrated Advisors Network LLC402,441$11.22M0.5%+319.4%0.029%
2/25/2025Garde Capital Inc.954,090$26.59M1.8%+296.5%0.069%
2/24/2025Wilkins Miller Wealth Management LLC260,163$7.25M7.6%N/A0.089%
2/24/2025Hall Capital Management Co. Inc.16,566$462K0.2%N/A0.006%
2/24/2025Liberty Square Wealth Partners LLC10,000$289K0.1%N/A0.003%
2/24/2025Great Valley Advisor Group Inc.163,303$4.55M0.1%+281.6%0.056%
2/24/2025Ameriflex Group Inc.92,789$2.64M1.2%N/A0.032%
2/24/2025United Advisor Group LLC40,161$1.12M0.2%+685.5%0.014%
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2/22/2025American Trust90,873$2.53M0.2%N/A0.031%
2/21/2025Vermillion Wealth Management Inc.21,693$605K0.3%N/A0.007%
2/21/2025AlphaCore Capital LLC32,197$897K0.2%+262.0%0.011%
2/20/2025Forum Financial Management LP12,318$343K0.0%+300.3%0.004%
2/20/2025Michels Family Financial LLC67,359$1.88M1.7%N/A0.023%
2/20/2025Revisor Wealth Management LLC58,774$1.65M1.5%+290.1%0.020%
2/19/2025Blue Sky Capital Consultants Group Inc.38,584$1.08M0.6%N/A0.013%
2/19/2025North Star Asset Management Inc.19,275$537K0.0%+327.4%0.007%
2/19/2025Invst LLC1,030,684$28.73M3.5%+296.2%0.352%
2/19/2025Retirement Planning Group LLC NY17,200$479K0.5%N/A0.006%
(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, 1,443 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 1,390 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. ($30.83M), 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 2,102,145,545 shares in the last 24 months. This purchase volume represents approximately $58.22B in transactions.

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

Of the 668 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 29,712,473 shares in the last 24 months. This volume of shares sold represents approximately $612.55M in transactions.


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This page (NYSEARCA:SCHG) was last updated on 4/11/2025 by MarketBeat.com Staff
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