Who owns Schwab U S Large Cap Growth ETF?
- Ticker: SCHG
- CUSIP Number: 808524300
Tip: Access positions for across all investors
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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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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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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Pensionmark Financial Group | 408k | $41M | 18% | Jun 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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Garde Capital | 246k | $25M | -8% | Jun 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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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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Ignite Planners | 229k | $24M | 0% | Sep 2024 |
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Vista Private Wealth Partners | 228k | $23M | 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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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 |