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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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 10M | $1.0B | 15% | Jun 2024 |
|
| Mather Group | 9.8M | $1.0B | 8% | Sep 2024 |
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| Honkamp Krueger Financial Services | 4.5M | $453M | -6% | Jun 2024 |
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| Mariner Wealth Advisors | 4.0M | $401M | 4% | Jun 2024 |
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| LPL Financial | 3.8M | $386M | 10% | Jun 2024 |
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| Raymond James Financial Services Advisors | 3.2M | $332M | -4% | Sep 2024 |
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| Fund Evaluation Group | 2.8M | $279M | -3% | Jun 2024 |
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| Morgan Stanley | 2.6M | $261M | 9% | Jun 2024 |
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| Resources Investment Advisors | 2.2M | $221M | 80% | Jun 2024 |
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| McAdam | 1.8M | $193M | 1% | 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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| Bank of America Corporation | 1.7M | $174M | 5% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 1.5M | $150M | 9% | Jun 2024 |
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| Fort Pitt Capital | 1.4M | $146M | -2% | Jun 2024 |
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| Jpmorgan Chase & Co | 1.4M | $145M | 9% | Jun 2024 |
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| Mml Investors Services | 1.4M | $142M | 10% | Jun 2024 |
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| Thrive Wealth Management | 1.3M | $133M | 1% | Sep 2024 |
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| Moneta Group Investment Advisors | 1.2M | $120M | 0% | Jun 2024 |
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| Focus Financial Network | 1.1M | $116M | 0% | Jun 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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| HHM Wealth Advisors | 890k | $90M | 0% | Jun 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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| Assetmark | 844k | $85M | -1% | Jun 2024 |
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| Financial Advisors | 828k | $86M | -2% | Sep 2024 |
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| HPM Partners | 793k | $80M | 0% | Jun 2024 |
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| Beacon Pointe Advisors | 776k | $78M | 1% | Jun 2024 |
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| H D Vest Advisory Services | 765k | $77M | 57% | Jun 2024 |
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| Kestra Advisory Services | 748k | $70M | 45% | Jun 2024 |
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| Krilogy Financial | 737k | $77M | -3% | Sep 2024 |
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| Envestnet Portfolio Solutions | 711k | $72M | 0% | Jun 2024 |
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| Branch Banking & Trust Company | 707k | $71M | 7% | Jun 2024 |
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| Wells Fargo & Company | 688k | $69M | 21% | Jun 2024 |
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| Royal Bank of Canada | 668k | $67M | 9% | Jun 2024 |
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| Charles Schwab Investment Management | 665k | $67M | -2% | Jun 2024 |
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| Legacy Financial Strategies | 663k | $69M | -5% | Sep 2024 |
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| Brio Consultants | 647k | $67M | -1% | Sep 2024 |
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| United Capital Financial Advisers | 597k | $60M | -3% | Jun 2024 |
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| Cambridge Investment Research Advisors | 582k | $59M | 8% | Jun 2024 |
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| Rainey & Randall Investment Management | 579k | $60M | 4% | Sep 2024 |
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| Strategic Financial Concepts | 578k | $36M | 7977% | Jun 2024 |
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| CliftonLarsonAllen Wealth Advisors | 560k | $58M | -3% | Sep 2024 |
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| Angeles Investment | 554k | $56M | -29% | Jun 2024 |
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| One Capital Management | 531k | $54M | -1% | Jun 2024 |
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| Hrc Wealth Management | 525k | $53M | 3% | Jun 2024 |
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| MAI Wealth Advisors | 518k | $52M | 3% | Jun 2024 |
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| Prime Capital Investment Advisors | 518k | $52M | -18% | Jun 2024 |
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| Dechtman Wealth Management | 516k | $52M | 2% | Jun 2024 |
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| Financial Management Professionals | 508k | $51M | 1% | Jun 2024 |
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| Financial Counselors | 497k | $50M | -1% | Jun 2024 |
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| Northern Capital Management | 487k | $49M | -3% | Jun 2024 |
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| Kelman-Lazarov | 484k | $49M | -4% | Jun 2024 |
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| Koshinski Asset Management | 482k | $50M | 2% | Sep 2024 |
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| Nadler Financial | 481k | $49M | 2% | Jun 2024 |
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| Gemmer Asset Management | 473k | $48M | 0% | Jun 2024 |
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| Forte Capital | 465k | $47M | -8% | Jun 2024 |
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| Creative Planning | 461k | $48M | -3% | 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 | 442k | $45M | -1% | Jun 2024 |
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| Tradition Wealth Management | 417k | $42M | 4% | Jun 2024 |
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| Pensionmark Financial Group | 408k | $41M | 18% | Jun 2024 |
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| Summit Wealth & Retirement Planning | 403k | $41M | 1% | 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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| Angeles Wealth Management | 395k | $40M | 61% | Jun 2024 |
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| Stifel Financial | 394k | $40M | -37% | Jun 2024 |
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| Stratos Wealth Advisors | 384k | $40M | -4% | Sep 2024 |
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| Schneider Downs Wealth Management Advisors | 376k | $38M | -3% | Jun 2024 |
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| XML Financial | 366k | $37M | -8% | Jun 2024 |
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| GHP Investment Advisors | 364k | $37M | 0% | Jun 2024 |
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| Charles Schwab Trust | 355k | $37M | 13% | Sep 2024 |
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| Visionary Wealth Advisors | 342k | $35M | -5% | Jun 2024 |
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| RE Dickinson Investment Advisors | 333k | $34M | 20% | Jun 2024 |
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| Summit Asset Management | 329k | $33M | 2% | Jun 2024 |
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| Strategic Blueprint | 326k | $33M | 2% | Jun 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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| Financial Synergies Wealth Advisors | 311k | $32M | 0% | Sep 2024 |
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| Goepper Burkhardt | 310k | $31M | 0% | Jun 2024 |
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| Marshall Financial Group | 307k | $31M | 0% | Jun 2024 |
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| Invst | 305k | $31M | -14% | Jun 2024 |
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| Milestone Investment Advisors | 302k | $31M | 1% | Jun 2024 |
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| Unique Wealth | 299k | $31M | -11% | Sep 2024 |
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| FLC Capital Advisors | 294k | $31M | 2% | 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 | $29M | 0% | Jun 2024 |
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| Raymond James & Associates | 281k | $29M | 3% | Sep 2024 |
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| SRS Capital Advisors | 265k | $27M | -3% | Jun 2024 |
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| Bleakley Financial Group | 264k | $28M | -10% | Sep 2024 |
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| Modera Wealth Management | 262k | $26M | -2% | Jun 2024 |
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| Atria Wealth Solutions | 259k | $26M | 10% | Jun 2024 |
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| Richardson Capital Management | 257k | $26M | 2% | Jun 2024 |
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| Visionary Horizons | 256k | $26M | 10% | Jun 2024 |
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| Apollon Wealth Management | 253k | $26M | -10% | Jun 2024 |
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| Ballast Advisors | 250k | $25M | -2% | Jun 2024 |
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| Garde Capital | 246k | $25M | -8% | Jun 2024 |
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| We Are One Seven | 244k | $25M | -3% | Sep 2024 |
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| MinichMacGregor Wealth Management | 240k | $24M | 0% | Jun 2024 |
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| Financial Services Advisory | 238k | $24M | 189% | Jun 2024 |
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| Valley National Advisers | 237k | $23M | 7% | Jun 2024 |
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| Captrust Financial Advisors | 237k | $24M | -1% | Jun 2024 |
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| Archford Capital Strategies | 235k | $6.3M | 317% | Sep 2024 |
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| Ackerman Capital Advisors | 235k | $24M | 36% | Jun 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 | -13% | Jun 2024 |
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| IFP Advisors | 225k | $23M | 1% | Jun 2024 |
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| Kuntz Lesher Capital | 225k | $23M | 2% | Jun 2024 |
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| Weaver Capital Management | 225k | $23M | -1% | Sep 2024 |
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| Fountainhead AM | 220k | $22M | -6% | Jun 2024 |
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| Harbor Group | 207k | $22M | -6% | Sep 2024 |
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| Us Bancorp | 201k | $20M | -7% | Jun 2024 |
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| Savant Capital Management | 197k | $20M | -2% | Jun 2024 |
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| B & T Capital Management DBA Alpha Capital Management | 195k | $20M | -3% | Sep 2024 |
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| Paradigm, Strategies in Wealth Management | 190k | $19M | -4% | Jun 2024 |
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| Aspen Wealth Strategies | 189k | $19M | -7% | Jun 2024 |
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| Souders Financial Advisors | 188k | $19M | 4% | Jun 2024 |
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| FRG Family Wealth Advisors | 187k | $18M | 4% | Jun 2024 |
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| Ethos Financial Group | 186k | $19M | 8% | Jun 2024 |
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| Family Asset Management | 184k | $19M | -2% | Jun 2024 |
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| Cary Street Partner Investment Advisory | 184k | $19M | 1% | Jun 2024 |
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| Colony | 184k | $19M | 618% | Jun 2024 |
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| Ally Invest Advisors | 182k | $18M | 9% | Jun 2024 |
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| Sunbelt Securities | 181k | $18M | 4% | Jun 2024 |
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| Wagner Bowman Management | 180k | $19M | -2% | Sep 2024 |
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| USAdvisors Wealth Management | 180k | $16M | 83% | Jun 2024 |
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| Redhawk Wealth Advisors | 179k | $19M | -20% | Sep 2024 |
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| Black Diamond Financial | 177k | $18M | 18% | Jun 2024 |
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| SkyOak Wealt | 177k | $18M | 2% | Jun 2024 |
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| ProVise Management Group | 177k | $18M | -25% | Jun 2024 |
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| Proequities | 174k | $18B | -4% | Sep 2024 |
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| Principal Securities | 174k | $18M | 32% | Jun 2024 |
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| James J. Burns & Company | 172k | $17M | 35% | Jun 2024 |
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| Perigon Wealth Management | 170k | $18M | -39% | Sep 2024 |
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| Sigma Planning | 169k | $17M | 72% | Jun 2024 |
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| LVW Advisors | 167k | $17M | 1% | Sep 2024 |
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| Global Strategic Investment Solutions | 166k | $17M | -8% | Jun 2024 |
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| Allegheny Financial Group | 165k | $17M | 5% | Jun 2024 |
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| Keeler & Nadler Financial Planning & Wealth Management | 165k | $17M | 4% | Sep 2024 |
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| Q3 Asset Management | 165k | $16M | 1264% | Jun 2024 |
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| Lowe, Brockenbrough & Company | 139k | $14M | -21% | Jun 2024 |
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| Integrated Wealth Concepts | 110k | $11M | -48% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 74k | $7.5M | -74% | Jun 2024 |
|
| Marshall Wace | 72k | $7.3M | -80% | Jun 2024 |
|
| Simplicity Wealth | 2.1k | $223k | -99% | Sep 2024 |
|
Who sold out of Schwab U S Large Cap Growth ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Threadgill Financial | Jun 2024 | 199k | $20M |
| Lincoln National | Mar 2024 | 166k | $15M |