Who owns Schwab U S Large Cap Growth ETF?

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Analyze quarterly positions in Schwab U S Large Cap Growth ETF with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab U S Large Cap Growth ETF stock

Who bought or sold Schwab U S Large Cap Growth ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Mather Group 9.0M $745M 0% Mar 2024
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Advisor Group Holdings 6.3M $520M -18% Dec 2023
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Honkamp Krueger Financial Services 4.9M $409M -4% Dec 2023
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Mariner Wealth Advisors 3.7M $305M 2% Dec 2023
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Raymond James Financial Services Advisors 3.2M $267M 4% Dec 2023
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Fund Evaluation Group 2.4M $196M -3% Dec 2023
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CWM 1.7M $158M 10% Mar 2024
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McAdam 1.7M $139M 4% Dec 2023
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Focus Financial Network 1.5M $122M 100% Dec 2023
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Fort Pitt Capital 1.5M $136M -26% Mar 2024
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Bank of America Corporation 1.4M $115M 12% Dec 2023
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Thrive Wealth Management 1.2M $115M 0% Mar 2024
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Jpmorgan Chase & Co 1.2M $97M 23% Dec 2023
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HighTower Advisors 1.0M $84M -3% Dec 2023
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Marquette Asset Management 1.0M $83M -8% Dec 2023
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Financial Advisors 904k $75M -2% Dec 2023
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Wealth Enhancement Advisory Services 902k $84M -2% Mar 2024
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Moneta Group Investment Advisors 896k $74M 5% Dec 2023
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Commonwealth Equity Services 839k $70M -1% Dec 2023
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Krilogy Financial 819k $68M -6% Dec 2023
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Assetmark 818k $68M -3% Dec 2023
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HPM Partners 802k $67M 62% Dec 2023
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Tradition Wealth Management 732k $57M 16% Dec 2023
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Beacon Pointe Advisors 732k $61M 1% Dec 2023
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Brio Consultants 723k $60M 0% Dec 2023
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Legacy Financial Strategies 676k $63M 2% Mar 2024
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Granite Bay Wealth Management 637k $49M -6% Dec 2023
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Branch Banking & Trust Company 636k $53M -3% Dec 2023
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United Capital Financial Advisers 630k $52M -8% Dec 2023
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CliftonLarsonAllen Wealth Advisors 598k $50M -4% Dec 2023
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Prime Capital Investment Advisors 589k $49M 0% Dec 2023
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Royal Bank of Canada 553k $46M 15% Dec 2023
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Financial Counselors 551k $46M 5% Dec 2023
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Wells Fargo & Company 551k $46M 22% Dec 2023
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One Capital Management 544k $45M -6% Dec 2023
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Rainey & Randall Investment Management 537k $45M 2% Dec 2023
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Envestnet Portfolio Solutions 528k $44M 100% Dec 2023
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Hrc Wealth Management 508k $42M 100% Dec 2023
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Kelman-Lazarov 507k $42M -2% Dec 2023
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Financial Management Professionals 504k $47M 2% Mar 2024
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Creative Planning 503k $42M -9% Dec 2023
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Kestra Advisory Services 497k $41M -1% Dec 2023
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MAI Wealth Advisors 494k $41M -1% Dec 2023
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Advance Capital Management 493k $46M 8500% Mar 2024
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Forte Capital 488k $41M 0% Dec 2023
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Gemmer Asset Management 487k $40M -1% Dec 2023
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Burkett Financial Services 486k $40M 100% Dec 2023
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UBS Group 475k $39M 1% Dec 2023
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Dechtman Wealth Management 473k $39M 20% Dec 2023
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Cambridge Investment Research Advisors 467k $39M -1% Dec 2023
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Nadler Financial 466k $39M -2% Dec 2023
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Cornerstone Wealth Advisors 448k $42M -1% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 430k $36M -3% Dec 2023
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HB Wealth Management 416k $35M -4% Dec 2023
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Global Assets Advisory 395k $4.3M 100% Mar 2024
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Main Street Financial Solutions 393k $33M 1% Dec 2023
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Stratos Wealth Advisors 385k $36M -18% Mar 2024
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Summit Wealth & Retirement Planning 381k $32M -1% Dec 2023
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Berger Financial Group 378k $35M -2% Mar 2024
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H D Vest Advisory Services 378k $31M 29% Dec 2023
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Schneider Downs Wealth Management Advisors 377k $31M 8% Dec 2023
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Stifel Financial 373k $31M 33% Dec 2023
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Goldman Sachs Group 369k $31M 1559% Dec 2023
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GHP Investment Advisors 361k $30M 0% Dec 2023
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Mokosak Advisory Group 353k $29M -1% Dec 2023
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Pensionmark Financial Group 351k $29M 629% Dec 2023
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Private Wealth Strategies 344k $29M -2% Dec 2023
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Unique Wealth 337k $31M 5% Mar 2024
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Invst 336k $30M -2% Dec 2023
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Charles Schwab Trust 327k $30M 12% Mar 2024
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Financial Synergies Wealth Advisors 325k $30M 1% Mar 2024
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Visionary Wealth Advisors 322k $27M 3% Dec 2023
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Summit Asset Management 321k $27M -1% Dec 2023
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Marshall Financial Group 319k $27M -1% Dec 2023
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Lido Advisors 317k $19M 100% Dec 2023
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Rollins Financial 316k $26M 37% Dec 2023
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Triton Wealth Management, P 313k $25M 1% Dec 2023
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FLC Capital Advisors 311k $26M -5% Dec 2023
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Park Avenue Securities 308k $29M 3% Mar 2024
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Bleakley Financial Group 305k $25M 2% Dec 2023
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Sawtooth Asset Management 305k $25M 2% Dec 2023
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Provident Wealth Management 304k $25M 21% Dec 2023
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B&D White Capital Company 303k $25M 1% Dec 2023
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Goepper Burkhardt 301k $27M 3% Dec 2023
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Apollon Wealth Management 292k $24M 51% Dec 2023
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Milestone Investment Advisors 291k $24M -2% Dec 2023
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Strategic Blueprint 291k $24M 14% Dec 2023
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Capital Planning 289k $27M 1% Mar 2024
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Curtis Advisory Group 287k $24M 27% Dec 2023
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Modera Wealth Management 284k $24M -3% Dec 2023
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SRS Capital Advisors 284k $24M 2046% Dec 2023
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Garde Capital 279k $23M -1% Dec 2023
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ProVise Management Group 275k $23M -2% Dec 2023
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Perigon Wealth Management 274k $23M 4% Dec 2023
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Financial Advisors Network 274k $23M 3% Dec 2023
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Ballast Advisors 249k $21M -2% Dec 2023
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Raymond James & Associates 249k $21M 9% Dec 2023
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Captrust Financial Advisors 248k $21M 1% Dec 2023
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Mercer Global Advisors 245k $20M -4% Dec 2023
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MinichMacGregor Wealth Management 241k $22M -42% Mar 2024
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IFP Advisors 240k $20M 0% Dec 2023
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Fountainhead AM 233k $19M 3% Dec 2023
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AE Wealth Management 233k $20M 3% Dec 2023
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Visionary Horizons 232k $21M 7% Mar 2024
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Us Bancorp 232k $19M -35% Dec 2023
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Harbor Group 225k $21M -1% Mar 2024
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Ignite Planners 223k $21M 4% Mar 2024
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CRA Financial Services 219k $18M -1% Dec 2023
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Aspen Wealth Strategies 216k $18M -14% Dec 2023
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Valley National Advisers 215k $17M 9% Dec 2023
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Kuntz Lesher Capital 207k $17M 1% Dec 2023
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Savant Capital Management 202k $17M -6% Dec 2023
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Cary Street Partner Investment Advisory 201k $17M 3% Dec 2023
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Atria Wealth Solutions 200k $17M 12% Dec 2023
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Wagner Bowman Management 200k $19M -13% Mar 2024
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Proequities 199k $17B 31% Dec 2023
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Family Asset Management 199k $17M 1% Dec 2023
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Paradigm, Strategies in Wealth Management 197k $16M -3% Dec 2023
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Souders Financial Advisors 190k $16M 2% Dec 2023
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Threadgill Financial 187k $17M 99% Mar 2024
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B & T Capital Management DBA Alpha Capital Management 186k $17M -1% Mar 2024
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Global Strategic Investment Solutions 181k $15M -6% Dec 2023
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Spectrum Asset Management 181k $15M 98% Dec 2023
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SkyOak Wealt 178k $15M 8% Dec 2023
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Patriot Financial Group Insurance Agency 178k $15M -1% Dec 2023
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FRG Family Wealth Advisors 178k $15M 6% Dec 2023
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Emerald Investment Partners 177k $15M 4% Dec 2023
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LVW Advisors 176k $15M -2% Dec 2023
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Sunbelt Securities 174k $16M -1% Mar 2024
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Ackerman Capital Advisors 166k $14M 14% Dec 2023
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Ethos Financial Group 163k $14M 12% Dec 2023
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Private Advisor 162k $13M 22% Dec 2023
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Two Sigma Investments 158k $13M 61% Dec 2023
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Pps&v Asset Management Consultants 157k $15M -2% Mar 2024
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Mutual Advisors 156k $13M 4% Dec 2023
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Claro Advisors 154k $13M 27% Dec 2023
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AllGen Financial Advisors 153k $13M 180% Dec 2023
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Pegasus Partners 153k $13M -4% Dec 2023
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Ausdal Financial Partners 151k $14M 3% Mar 2024
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Black Diamond Financial 150k $12M 9% Dec 2023
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Allegheny Financial Group 148k $12M 5% Dec 2023
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Gill Capital Partners 145k $12M 0% Dec 2023
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Systelligence 144k $13M -10% Mar 2024
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Sage Financial 142k $12M 3% Dec 2023
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Curbstone Financial Management 142k $13M -2% Mar 2024
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Sequoia Financial Advisors 142k $12M 3% Dec 2023
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Apexium Financial 139k $12M 10% Dec 2023
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Financial Advisory Corp 137k $11M 27% Dec 2023
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Meridian Wealth Management 135k $11M -51% Dec 2023
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Schaeffer Financial 135k $11M 100% Dec 2023
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LCNB 135k $11M -2% Dec 2023
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Northeast Financial Group 127k $12M -10% Mar 2024
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Retirement Guys Formula 126k $11M -18% Dec 2023
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Stratos Wealth Partners 124k $12M -12% Mar 2024
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Marshall Wace 89k $7.4M -55% Dec 2023
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Koshinski Asset Management 66k $5.5M -85% Dec 2023
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Compass Advisory Group 44k $3.6M -69% Dec 2023
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Strategic Advocates 39k $3.6M -82% Mar 2024
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Win Advisors 17k $1.4M -96% Dec 2023
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