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
Financial Engines Advisors L.L.C 11M $1.1B -1% Sep 2024
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Envestnet Asset Management 11M $1.1B 10% Sep 2024
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Mather Group 9.8M $1.0B 8% Sep 2024
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Sei Investments 9.6M $996M 5% Sep 2024
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Moneta Group Investment Advisors 4.9M $127M 308% Sep 2024
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Honkamp Krueger Financial Services 4.5M $453M -6% Jun 2024
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LPL Financial 4.3M $447M 12% Sep 2024
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Mariner Wealth Advisors 4.3M $447M 8% Sep 2024
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Advisor Group Holdings 4.0M $417M -19% Sep 2024
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Raymond James Financial Services Advisors 3.2M $332M -4% Sep 2024
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Fund Evaluation Group 3.1M $322M 12% Sep 2024
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Morgan Stanley 2.6M $261M 9% Jun 2024
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Resources Investment Advisors 2.2M $225M -2% Sep 2024
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Northwestern Mutual Wealth Management Company 1.9M $193M 25% Sep 2024
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McAdam 1.8M $193M 1% Sep 2024
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Bank of America Corporation 1.8M $190M 6% Sep 2024
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Cetera Investment Advisers 1.8M $180M 5% Jun 2024
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CWM 1.7M $180M 0% Sep 2024
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Mml Investors Services 1.5M $161M 9% Sep 2024
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Fort Pitt Capital 1.5M $154M 3% Sep 2024
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Jpmorgan Chase & Co 1.4M $150M 0% Sep 2024
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Thrive Wealth Management 1.3M $133M 1% Sep 2024
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Charles Schwab Investment Management 1.2M $122M 76% Sep 2024
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Focus Financial Network 1.1M $119M 0% Sep 2024
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HighTower Advisors 1.0M $103M 3% Jun 2024
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Marquette Asset Management 981k $102M -2% Sep 2024
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Commonwealth Equity Services 951k $99M 5% Sep 2024
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Wealth Enhancement Advisory Services 884k $89M -2% Jun 2024
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International Assets Investment Management 871k $9.4M 17789% Sep 2024
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HHM Wealth Advisors 867k $90M -3% Sep 2024
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Assetmark 843k $88M 0% Sep 2024
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Financial Advisors 828k $86M -2% Sep 2024
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Beacon Pointe Advisors 801k $84M 3% Sep 2024
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HPM Partners 796k $83M 0% Sep 2024
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H D Vest Advisory Services 765k $77M 57% Jun 2024
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Wells Fargo & Company 755k $79M 10% Sep 2024
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Krilogy Financial 737k $77M -3% Sep 2024
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Branch Banking & Trust Company 707k $71M 7% Jun 2024
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Kestra Advisory Services 688k $72M -8% Sep 2024
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Envestnet Portfolio Solutions 682k $71M -4% Sep 2024
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Thrivent Financial for Lutherans 675k $70M -11% Sep 2024
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Legacy Financial Strategies 663k $69M -5% Sep 2024
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Royal Bank of Canada 657k $69M -2% Sep 2024
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Brio Consultants 647k $67M -1% Sep 2024
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Sanctuary Advisors 642k $18M 344% Sep 2024
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Mutual Advisors 640k $17M 311% Sep 2024
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Cambridge Investment Research Advisors 630k $66M 8% Sep 2024
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Rainey & Randall Investment Management 579k $60M 4% Sep 2024
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United Capital Financial Advisers 570k $59M -5% Sep 2024
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CliftonLarsonAllen Wealth Advisors 560k $58M -3% Sep 2024
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Hrc Wealth Management 527k $55M 0% Sep 2024
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One Capital Management 526k $55M -1% Sep 2024
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MAI Wealth Advisors 519k $54M 0% Sep 2024
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Berger Financial Group 500k $52M 32% Sep 2024
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Financial Counselors 497k $50M -1% Jun 2024
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Prime Capital Investment Advisors 493k $51M -5% Sep 2024
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Kelman-Lazarov 491k $51M 1% Sep 2024
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Nadler Financial 486k $51M 1% Sep 2024
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Northern Capital Management 484k $50M -1% Sep 2024
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Koshinski Asset Management 482k $50M 2% Sep 2024
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Gemmer Asset Management 470k $49M -1% Sep 2024
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Captrust Financial Advisors 469k $49M 98% Sep 2024
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Forte Capital 468k $49M 1% Sep 2024
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Dechtman Wealth Management 463k $48M -10% Sep 2024
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Creative Planning 461k $48M -3% Sep 2024
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Financial Management Professionals 453k $47M -11% Sep 2024
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Angeles Wealth Management 447k $47M 13% Sep 2024
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Burkett Financial Services 446k $47M -4% Sep 2024
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Private Wealth Strategies 444k $45M 1% Jun 2024
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Cornerstone Wealth Advisors 441k $46M 0% Sep 2024
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Tradition Wealth Management 418k $44M 0% Sep 2024
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Main Street Financial Solutions 410k $43M 6% Sep 2024
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Park Avenue Securities 403k $42M 9% Sep 2024
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Advance Capital Management 399k $42M -21% Sep 2024
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HB Wealth Management 399k $42M -1% Sep 2024
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Stifel Financial 394k $40M -37% Jun 2024
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Summit Wealth & Retirement Planning 390k $41M -3% Sep 2024
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Rollins Financial Advisors 389k $41M 2% Sep 2024
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Stratos Wealth Advisors 384k $40M -4% Sep 2024
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Integrated Wealth Concepts 382k $40M 249% Sep 2024
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XML Financial 377k $39M 3% Sep 2024
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Schneider Downs Wealth Management Advisors 377k $39M 0% Sep 2024
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GHP Investment Advisors 366k $38M 1% Sep 2024
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Charles Schwab Trust 355k $37M 13% Sep 2024
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Strategic Blueprint 354k $37M 8% Sep 2024
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RE Dickinson Investment Advisors 339k $35M 2% Sep 2024
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MinichMacGregor Wealth Management 336k $35M 40% Sep 2024
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Visionary Wealth Advisors 331k $35M -3% Sep 2024
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Summit Asset Management 328k $34M 0% Sep 2024
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Triton Wealth Management, P 321k $33M 3% Sep 2024
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Mokosak Advisory Group 318k $33M 1% Sep 2024
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Provident Wealth Management 313k $33M 2% Sep 2024
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Goepper Burkhardt 313k $33M 1% Sep 2024
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Financial Synergies Wealth Advisors 311k $32M 0% Sep 2024
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Unique Wealth 299k $31M -11% Sep 2024
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Milestone Investment Advisors 297k $31M -2% Sep 2024
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Marshall Financial Group 296k $31M -4% Sep 2024
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FLC Capital Advisors 294k $31M 2% Sep 2024
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Dravo Bay 292k $30M 622% Sep 2024
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Atomi Financial Group 291k $30M 19% Sep 2024
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Capital Planning 290k $30M 0% Sep 2024
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Curtis Advisory Group 287k $30M 0% Sep 2024
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Raymond James & Associates 281k $29M 3% Sep 2024
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Bleakley Financial Group 264k $28M -10% Sep 2024
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Newman Dignan & Sheerar 262k $7.0M 291% Sep 2024
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Visionary Horizons 261k $27M 2% Sep 2024
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Chicago Partners Investment 261k $6.9M 323% Sep 2024
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Richardson Capital Management 260k $27M 1% Sep 2024
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Invst 260k $27M -15% Sep 2024
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Modera Wealth Management 259k $27M -1% Sep 2024
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SRS Capital Advisors 258k $27M -3% Sep 2024
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Avenue 1 Advisors 257k $27M 208% Sep 2024
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B&D White Capital Company 249k $26M -18% Sep 2024
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Ballast Advisors 246k $26M -2% Sep 2024
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We Are One Seven 244k $25M -3% Sep 2024
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Garde Capital 241k $25M -2% Sep 2024
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Atria Wealth Solutions 238k $25M -8% Sep 2024
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Meridian Wealth Management 237k $25M 100% Sep 2024
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Archford Capital Strategies 235k $6.3M 317% Sep 2024
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Apollon Wealth Management 235k $24M -7% Sep 2024
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Mercer Global Advisors 233k $24M -1% Jun 2024
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Spreng Capital Management 232k $24M 116% Sep 2024
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CRA Financial Services 230k $24M 0% Sep 2024
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Vista Private Wealth Partners 229k $24M 0% Sep 2024
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Ignite Planners 229k $24M 0% Sep 2024
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IFP Advisors 225k $23M 1% Jun 2024
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Weaver Capital Management 225k $23M -1% Sep 2024
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Kuntz Lesher Capital 221k $23M -2% Sep 2024
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Sigma Planning 212k $22M 25% Sep 2024
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Fountainhead AM 208k $22M -6% Sep 2024
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Harbor Group 207k $22M -6% Sep 2024
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Financial Planning & Information Services 200k $21M 23% Sep 2024
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Susquehanna International 198k $21M 34% Sep 2024
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B & T Capital Management DBA Alpha Capital Management 195k $20M -3% Sep 2024
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Us Bancorp 195k $20M -3% Sep 2024
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Aspen Wealth Strategies 195k $20M 3% Sep 2024
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Paradigm, Strategies in Wealth Management 195k $20M 3% Sep 2024
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Colony 192k $20M 5% Sep 2024
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Savant Capital Management 191k $20M -3% Sep 2024
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Black Diamond Financial 191k $20M 8% Sep 2024
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Von Berge Wealth Management Group 191k $5.2M 245% Sep 2024
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Principal Securities 190k $20M 9% Sep 2024
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Cary Street Partner Investment Advisory 188k $20M 2% Sep 2024
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Family Asset Management 187k $20M 1% Sep 2024
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Sunbelt Securities 185k $19M 2% Sep 2024
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Csenge Advisory Group 185k $4.9M 356% Sep 2024
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Ethos Financial Group 183k $19M -2% Sep 2024
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Wagner Bowman Management 180k $19M -2% Sep 2024
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SkyOak Wealt 180k $19M 2% Sep 2024
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Redhawk Wealth Advisors 179k $19M -20% Sep 2024
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Proequities 174k $18B -4% Sep 2024
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Souders Financial Advisors 173k $18M -8% Sep 2024
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FRG Family Wealth Advisors 173k $18M -8% Sep 2024
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Perigon Wealth Management 170k $18M -39% Sep 2024
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Ackerman Capital Advisors 165k $17M -30% Sep 2024
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Ally Invest Advisors 162k $17M -11% Sep 2024
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Valley National Advisers 154k $16M -35% Sep 2024
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USAdvisors Wealth Management 115k $12M -36% Sep 2024
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Pensionmark Financial Group 100k $10M -76% Sep 2024
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Financial Services Advisory 37k $3.8M -85% Sep 2024
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Strategic Financial Concepts 6.0k $630k -99% Sep 2024
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Simplicity Wealth 2.1k $223k -99% Sep 2024
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Who sold out of Schwab U S Large Cap Growth ETF?

Fund or Company Name Date Sold Shares Held Valued At
Angeles Investment Jun 2024 554k $56M
Threadgill Financial Jun 2024 199k $20M