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

Schwab U.S. Large-Cap Growth ETF logo
$27.47 +0.07 (+0.26%)
(As of 01:00 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
739
Total
Institutional Inflows
(last 12 months)
$729.35M
Number of
Institutional Sellers
(last 12 months)
514
Total
Institutional Outflows
(last 12 months)
$269.47M
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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
11/19/2024 Invst LLC260,160$27.10M3.3%-14.7%0.089%
11/18/2024 TD Private Client Wealth LLC98,132$10.22M0.3%+15.5%0.034%
11/18/2024 Arete Wealth Advisors LLC2,187$227K0.0%N/A0.001%
11/18/2024 Asset Allocation Strategies LLC38,378$4.00M1.1%+458.9%0.013%
11/18/2024 Sunbelt Securities Inc.185,381$19.31M1.9%+2.4%0.063%
11/18/2024 Coldstream Capital Management Inc.90,565$9.43M0.2%-2.3%0.031%
11/18/2024 McCarthy Asset Management Inc.96,479$10.05M6.2%+0.4%0.033%
11/18/2024 FRG Family Wealth Advisors LLC172,720$17.99M3.2%-7.7%0.059%
11/15/2024 Nabity Jensen Investment Management Inc40,724$4.24M3.2%N/A0.014%
11/15/2024 Continuum Advisory LLC8,034$837K0.1%+254.4%0.003%
11/15/2024 Hamilton Capital LLC15,060$1.57M0.1%+300.0%0.005%
11/15/2024 Roffman Miller Associates Inc. PA9,333$972K0.1%-3.8%0.003%
11/15/2024 MML Investors Services LLC1,540,573$160.50M0.6%+9.2%0.527%
11/15/2024 Orion Portfolio Solutions LLC29,258$3.05M0.1%+19.0%0.010%
11/15/2024 EP Wealth Advisors LLC84,143$8.77M0.1%+6.3%0.029%
11/15/2024 Jane Street Group LLC2,075$216K0.0%-97.1%0.001%
11/15/2024 Stifel Financial Corp408,463$42.56M0.0%+3.8%0.140%
11/15/2024 SYM FINANCIAL Corp5,789$603K0.1%-11.3%0.002%
11/15/2024 Quadrature Capital Ltd4,484$467K0.0%N/A0.002%
11/15/2024 Quantinno Capital Management LP3,977$414K0.0%N/A0.001%
11/15/2024 Redwood Investment Management LLC2,092$218K0.0%N/A0.001%
11/15/2024 Resurgent Financial Advisors LLC7,088$738K0.4%+8.9%0.002%
11/15/2024 Pinnacle Family Advisors LLC56,871$5.93M3.1%-0.9%0.019%
11/15/2024 IHT Wealth Management LLC159,146$16.47M0.5%+86.1%0.054%
11/15/2024 Integrated Wealth Concepts LLC382,380$39.84M0.5%+249.2%0.131%
11/15/2024 HighTower Advisors LLC1,085,862$113.13M0.2%+5.9%0.371%
11/15/2024 Hilltop Holdings Inc.4,143$432K0.0%N/A0.001%
11/15/2024 Coastwise Capital Group LLC2,067$215K0.2%N/A0.001%
11/15/2024 Benjamin Edwards Inc.63,747$6.65M0.1%N/A0.022%
11/15/2024 Paradigm Capital Management LLC NV10,545$1.10M1.1%N/A0.004%
11/14/2024 Tradition Wealth Management LLC418,306$43.58M3.9%+0.2%0.143%
11/14/2024 Kolinsky Wealth Management LLC22,454$2.34M1.5%+7.2%0.008%
11/14/2024 Flow Traders U.S. LLC20,330$2.12M0.1%+56.7%0.007%
11/14/2024 Verition Fund Management LLC4,353$453K0.0%N/A0.001%
11/14/2024 Captrust Financial Advisors469,215$48.88M0.1%+98.3%0.160%
11/14/2024 Rockefeller Capital Management L.P.65,562$6.83M0.0%-1.3%0.022%
11/14/2024 Hantz Financial Services Inc.541$56K0.0%N/A0.000%
11/14/2024 Financial Counselors Inc.493,355$51.40M0.8%-0.8%0.169%
11/14/2024 Providence Capital Advisors LLC1,010$105K0.0%N/A0.000%
11/14/2024 National Wealth Management Group LLC2,178$227K0.2%N/A0.001%
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11/14/2024 Bell Investment Advisors Inc1,924$200K0.0%-35.0%0.001%
11/14/2024 CreativeOne Wealth LLC28,587$2.98M0.1%+306.0%0.010%
11/13/2024 Insight Wealth Partners LLC12,426$1.30M0.3%+72.6%0.004%
11/13/2024 Cynosure Group LLC8,458$881K0.1%-9.5%0.003%
11/13/2024 Townsquare Capital LLC43,604$4.54M0.1%-19.7%0.015%
11/13/2024 Avestar Capital LLC41,170$4.29M0.4%+2.1%0.014%
11/13/2024 FMR LLC73,009$7.61M0.0%+15.7%0.025%
11/13/2024 D.A. Davidson & CO.112,147$11.68M0.1%+6.4%0.038%
11/13/2024 Summit Financial Wealth Advisors LLC19,211$2.00M0.4%+10.5%0.007%
11/13/2024 Elios Financial Group Inc.2,042$213K0.1%N/A0.001%
11/13/2024 Acorn Wealth Advisors LLC13,705$1.43M0.6%+18.4%0.005%
11/13/2024 Private Trust Co. NA5,552$578K0.1%+31.8%0.002%
11/13/2024 Diversified LLC12,257$1.28M0.1%+20.2%0.004%
11/13/2024 Independent Advisor Alliance31,575$3.29M0.1%-9.0%0.011%
11/13/2024Fisher Asset Management LLC7,031$733K0.0%-34.9%0.002%
11/12/2024Von Berge Wealth Management Group LLC190,575$19.85M10.2%+245.4%0.065%
11/12/2024 Summit Trail Advisors LLC8,902$927K0.0%N/A0.003%
11/12/2024 Cahill Financial Advisors Inc.64,052$6.67M0.9%+3.9%0.022%
11/12/2024 SevenBridge Financial Group LLC31,725$3.31M0.6%+276.3%0.011%
11/12/2024 Centaurus Financial Inc.27,330$2.85M0.2%+10.9%0.009%
11/12/2024Larson Financial Group LLC24,007$2.50M0.1%+25.3%0.008%
11/12/2024 Wescott Financial Advisory Group LLC6,097$635K0.1%-11.9%0.002%
11/12/2024 StoneX Group Inc.14,585$1.52M0.1%+39.5%0.005%
11/12/2024 WESPAC Advisors LLC6,594$687K0.5%-52.4%0.002%
11/12/2024 Truepoint Inc.4,960$517K0.0%+33.8%0.002%
11/12/2024 Kingsview Wealth Management LLC90,955$9.48M0.2%+18.9%0.031%
11/12/2024 Advisory Services & Investments LLC88,263$9.20M6.3%-8.7%0.030%
11/12/2024 Cerity Partners LLC796,255$82.95M0.2%+0.4%0.272%
11/12/2024 Great Valley Advisor Group Inc.42,798$4.46M0.1%+2.5%0.015%
11/12/2024 Certified Advisory Corp71,635$7.46M0.8%+3.8%0.024%
11/12/2024 Stonebrook Private Inc.6,910$720K0.2%+21.3%0.002%
11/12/2024 Nwam LLC16,521$1.72M0.1%N/A0.006%
11/12/2024 Meridian Wealth Management LLC236,476$24.64M1.2%N/A0.081%
11/12/2024 Citigroup Inc.124,237$12.94M0.0%+19.3%0.042%
11/12/2024 AlphaCore Capital LLC8,894$927K0.2%+9.2%0.003%
11/12/2024 Sei Investments Co.9,556,995$995.65M1.3%+5.0%3.267%
11/12/2024 Lathrop Investment Management Corp2,100$219K0.0%N/A0.001%
11/12/2024 Investors Research Corp12,042$1.26M0.3%+3.4%0.004%
11/12/2024 Charles Schwab Investment Management Inc.1,170,784$121.97M0.0%+76.1%0.400%
11/12/2024 Blackhawk Capital Partners LLC.12,876$1.34M0.7%+20.1%0.004%
11/12/2024 GS Investments Inc.7,887$822K0.4%-8.6%0.003%
11/12/2024 Integrated Investment Consultants LLC69,253$7.22M0.2%-2.4%0.024%
11/9/2024 LPL Financial LLC4,293,248$447.27M0.2%+12.2%1.468%
11/8/2024 Steele Capital Management Inc.52,788$5.50M0.3%-7.0%0.018%
11/8/2024 Cedar Wealth Management LLC10,937$1.14M0.4%+6.1%0.004%
11/8/2024 Sachetta LLC15,559$1.62M0.6%+38.9%0.005%
11/8/2024 Avior Wealth Management LLC39,335$4.10M0.2%-47.1%0.013%
11/8/2024 PNC Financial Services Group Inc.11,802$1.23M0.0%-5.8%0.004%
11/8/2024 Lowery Thomas LLC167,776$17.48M11.9%+3.4%0.057%
11/8/2024 Equita Financial Network Inc.3,118$325K0.1%-63.3%0.001%
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11/8/2024 BIP Wealth LLC4,305$449K0.0%+25.4%0.001%
11/8/2024 Prospera Financial Services Inc9,454$985K0.0%+16.1%0.003%
11/7/2024 Chesapeake Wealth Management42,690$4.45M1.5%+1.1%0.015%
11/7/2024 Schwallier Wealth Management LLC47,481$4.95M3.5%+3.5%0.016%
11/7/2024 Amara Financial LLC.25,697$2.68M2.6%N/A0.009%
11/7/2024 Fortis Advisors LLC4,557$475K0.3%+18.1%0.002%
11/7/2024 OneAscent Wealth Management LLC11,543$1.20M0.5%N/A0.004%
11/7/2024 MidAtlantic Capital Management Inc.29,161$3.04M2.2%N/A0.010%
11/7/2024 Tidemark LLC734$76K0.0%+119.8%0.000%
11/7/2024 Cassaday & Co Wealth Management LLC28,970$3.02M0.1%+3.8%0.010%
(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, 1,185 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), Sei Investments Co. ($995.65M), Financial Engines Advisors L.L.C. ($930.73M), Osaic Holdings Inc. ($456.80M), LPL Financial LLC ($447.27M), and Avantax Planning Partners Inc. ($409.13M).Learn more on SCHG's institutional investors.

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

Of the 1,022 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. ($5.31M), Sei Investments Co. ($2.58M), Mather Group LLC. ($2.58M), Osaic Holdings Inc. ($2.21M), Raymond James Financial Services Advisors Inc. ($1.95M), Cetera Investment Advisers ($1.66M), and Accredited Investors Inc. ($1.61M).

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

Institutional investors have bought a total of 69,474,772 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

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

Of the 700 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 34,728,330 shares in the last 24 months. This volume of shares sold represents approximately $655.06M in transactions.


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This page (NYSEARCA:SCHG) was last updated on 11/21/2024 by MarketBeat.com Staff
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