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 | 65M | $1.9B | 0% | Mar 2026 |
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| Sei Investments | 48M | $1.4B | 8% | Mar 2026 |
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| Mather Group | 44M | $1.3B | 4% | Mar 2026 |
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| Charles Schwab Investment Management | 38M | $1.2B | 9% | Dec 2025 |
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| LPL Financial | 37M | $1.1B | 9% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 34M | $1.1B | -5% | Dec 2025 |
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| Mariner Wealth Advisors | 20M | $576M | -2% | Mar 2026 |
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| Advisor Group Holdings | 18M | $596M | -6% | Dec 2025 |
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| Cetera Investment Advisers | 18M | $523M | 6% | Mar 2026 |
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| Vantagepoint Investment Advisers | 17M | $497M | 0% | Mar 2026 |
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| Ameriprise Financial | 16M | $479M | -7% | Mar 2026 |
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| Oasis Advisors | 15M | $21M | 3337% | Mar 2026 |
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| Honkamp Krueger Financial Services | 15M | $438M | 1% | Mar 2026 |
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| Raymond James Financial | 15M | $486M | 3% | Dec 2025 |
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| Fund Evaluation Group | 11M | $311M | 13% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 10M | $296M | -4% | Mar 2026 |
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| Bank of America Corporation | 10M | $292M | 100% | Mar 2026 |
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| Morgan Stanley | 9.3M | $271M | 5% | Mar 2026 |
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| Mml Investors Services | 9.1M | $264M | -23% | Mar 2026 |
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| HighTower Advisors | 8.6M | $251M | 3% | Mar 2026 |
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| Wells Fargo & Company | 8.6M | $251M | 27% | Mar 2026 |
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| Resources Investment Advisors | 7.5M | $218M | 4% | Mar 2026 |
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| CWM | 7.5M | $243M | 2% | Dec 2025 |
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| McAdam | 7.4M | $216M | 2% | Mar 2026 |
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| Colony | 6.6M | $215M | 655% | Dec 2025 |
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| Moneta Group Investment Advisors | 6.4M | $187M | 12% | Mar 2026 |
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| RMG Wealth Management | 5.4M | $185M | 228621% | Mar 2026 |
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| Thrive Wealth Management | 5.3M | $155M | 8% | Mar 2026 |
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| Focus Financial Network | 4.7M | $138M | -1% | Mar 2026 |
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| Clark Capital Management Group | 4.6M | $149M | 5% | Dec 2025 |
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| Marquette Asset Management | 4.3M | $124M | 1% | Mar 2026 |
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| Golden Reserve Retirement | 4.1M | $118M | -1% | Mar 2026 |
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| Krilogy Financial | 3.7M | $120M | 8% | Mar 2026 |
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| Commonwealth Equity Services | 3.7M | $108M | -4% | Mar 2026 |
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| Beacon Pointe Advisors | 3.6M | $119M | 0% | Dec 2025 |
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| HHM Wealth Advisors | 3.6M | $105M | 3% | Mar 2026 |
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| Park Avenue Securities | 3.4M | $99M | -6% | Mar 2026 |
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| Creative Planning | 3.3M | $96M | -22% | Mar 2026 |
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| UBS Group | 3.3M | $95M | 17% | Mar 2026 |
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| HPM Partners | 3.2M | $93M | 4% | Mar 2026 |
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| Branch Banking & Trust Company | 3.2M | $93M | -2% | Mar 2026 |
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| Rainey & Randall Investment Management | 3.1M | $91M | 1% | Mar 2026 |
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| Lido Advisors | 3.1M | $91M | -2% | Mar 2026 |
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| Gemmer Asset Management | 3.1M | $90M | 14% | Mar 2026 |
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| Thrivent Financial for Lutherans | 3.0M | $88M | -2% | Mar 2026 |
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| Assetmark | 2.9M | $85M | 0% | Mar 2026 |
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| United Capital Financial Advisers | 2.9M | $85M | 2% | Mar 2026 |
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| Legacy Financial Strategies | 2.9M | $85M | 2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 2.9M | $84M | -10% | Mar 2026 |
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| Savvy Advisors | 2.9M | $83M | 21% | Mar 2026 |
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| Royal Bank of Canada | 2.8M | $83M | -1% | Mar 2026 |
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| BlueStem Wealth Partners | 2.8M | $80M | -2% | Mar 2026 |
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| Berger Financial Group | 2.6M | $76M | 13% | Mar 2026 |
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| Warren Averett Asset Management | 2.5M | $82M | 5% | Dec 2025 |
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| Kestra Advisory Services | 2.4M | $69M | 12% | Mar 2026 |
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| Angeles Wealth Management | 2.4M | $69M | 1% | Mar 2026 |
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| Hrc Wealth Management | 2.2M | $66M | 0% | Mar 2026 |
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| Prime Capital Investment Advisors | 2.2M | $64M | 42% | Mar 2026 |
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| Koshinski Asset Management | 2.1M | $62M | 1% | Mar 2026 |
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| MAI Wealth Advisors | 2.1M | $61M | -6% | Mar 2026 |
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| Stifel Financial | 2.1M | $61M | -3% | Mar 2026 |
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| Atomi Financial Group | 2.1M | $68M | -1% | Dec 2025 |
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| Nadler Financial | 2.0M | $57M | 2% | Mar 2026 |
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| BIP Wealth | 1.9M | $57M | 9% | Mar 2026 |
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| Charles Schwab Trust | 1.9M | $56M | 10% | Mar 2026 |
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| Kelman-Lazarov | 1.9M | $55M | 2% | Mar 2026 |
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| Brio Consultants | 1.9M | $62M | -12% | Mar 2026 |
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| Belpointe Asset Management | 1.9M | $54M | 1% | Mar 2026 |
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| Bleakley Financial Group | 1.8M | $54M | 4% | Mar 2026 |
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| Merit Financial Group | 1.8M | $53M | 4% | Mar 2026 |
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| Pensionmark Financial Group | 1.8M | $52M | 79% | Mar 2026 |
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| Midwest Trust | 1.8M | $52M | 2% | Mar 2026 |
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| Exchange Traded Concepts | 1.8M | $52M | 0% | Mar 2026 |
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| Northern Capital Management | 1.8M | $51M | 1% | Mar 2026 |
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| HB Wealth Management | 1.7M | $51M | -5% | Mar 2026 |
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| Envestnet Portfolio Solutions | 1.7M | $50M | -11% | Mar 2026 |
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| Main Street Financial Solutions | 1.7M | $54M | -13% | Dec 2025 |
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| Burkett Financial Services | 1.6M | $48M | 2% | Mar 2026 |
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| TSG Advice Partners | 1.6M | $48M | 100% | Mar 2026 |
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| XML Financial | 1.6M | $48M | 9% | Mar 2026 |
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| Integrated Wealth Concepts | 1.6M | $47M | 34% | Mar 2026 |
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| Cornerstone Wealth Advisors | 1.6M | $47M | 0% | Mar 2026 |
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| Schneider Downs Wealth Management Advisors | 1.6M | $53M | 0% | Dec 2025 |
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| Tradition Wealth Management | 1.6M | $51M | -2% | Dec 2025 |
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| Lowe, Brockenbrough & Company | 1.5M | $45M | 228% | Mar 2026 |
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| Southern Michigan Bank & Trust | 1.5M | $45M | 100% | Mar 2026 |
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| Summit Wealth & Retirement Planning | 1.5M | $44M | -1% | Mar 2026 |
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| Triton Wealth Management, P | 1.5M | $45M | 1% | Mar 2026 |
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| Two Sigma Investments | 1.5M | $44M | 268% | Mar 2026 |
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| Principal Securities | 1.5M | $43M | 9% | Mar 2026 |
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| Captrust Financial Advisors | 1.5M | $48M | -3% | Dec 2025 |
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| Vestwell Advisors | 1.5M | $43M | 18% | Mar 2026 |
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| GHP Investment Advisors | 1.5M | $43M | 1% | Mar 2026 |
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| Summit Asset Management | 1.4M | $42M | 3% | Mar 2026 |
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| Buckingham Strategic Partners | 1.4M | $42M | -7% | Mar 2026 |
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| Ausdal Financial Partners | 1.4M | $41M | 1% | Mar 2026 |
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| Goepper Burkhardt | 1.4M | $41M | 2% | Mar 2026 |
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| Advance Capital Management | 1.4M | $40M | 16% | Mar 2026 |
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| Visionary Wealth Advisors | 1.4M | $40M | 3% | Mar 2026 |
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| Avenue 1 Advisors | 1.4M | $39M | 3% | Mar 2026 |
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| Facet Wealth | 1.3M | $39M | 26% | Mar 2026 |
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| Rollins Financial Advisors | 1.3M | $39M | -6% | Mar 2026 |
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| Mercer Global Advisors | 1.3M | $38M | 16% | Mar 2026 |
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| Midwest Capital Advisors | 1.3M | $38M | 64% | Mar 2026 |
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| Provident Wealth Management | 1.3M | $37M | 0% | Mar 2026 |
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| Dravo Bay | 1.3M | $37M | 5% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 1.3M | $37M | -19% | Mar 2026 |
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| Black Diamond Financial | 1.3M | $37M | 8% | Mar 2026 |
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| Financial Synergies Wealth Advisors | 1.2M | $36M | 2% | Mar 2026 |
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| Rsm Us Wealth Management | 1.2M | $36M | 157% | Mar 2026 |
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| Curtis Advisory Group | 1.2M | $35M | 1% | Mar 2026 |
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| Mokosak Advisory Group | 1.2M | $35M | 1% | Mar 2026 |
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| SK Wealth Management | 1.2M | $35M | -2% | Mar 2026 |
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| Novem Group | 1.2M | $34M | 3% | Mar 2026 |
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| FLC Capital Advisors | 1.1M | $33M | 5% | Mar 2026 |
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| Johnson Investment Counsel | 1.1M | $32M | -3% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.1M | $36M | 14% | Dec 2025 |
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| Serenity Investment Advisors | 1.1M | $37M | 12% | Mar 2026 |
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| Valley National Advisers | 1.1M | $31M | 6% | Mar 2026 |
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| Richardson Capital Management | 1.0M | $30M | 2% | Mar 2026 |
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| Fortis Capital Advisors | 1.0M | $30M | 1% | Mar 2026 |
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| CRA Financial Services | 1.0M | $30M | 3% | Mar 2026 |
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| Milestone Investment Advisors | 1.0M | $30M | 1% | Mar 2026 |
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| Sequoia Financial Advisors | 1.0M | $29M | -6% | Mar 2026 |
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| Invst | 997k | $29M | -3% | Mar 2026 |
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| Seneca Financial Advisors | 987k | $29M | 17% | Mar 2026 |
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| Advisors Capital Management | 976k | $28M | 42% | Mar 2026 |
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| Concurrent Investment Advisors | 975k | $28M | -1% | Mar 2026 |
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| Visionary Horizons | 972k | $28M | -7% | Mar 2026 |
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| Hanson McClain Advisors | 972k | $32M | 52% | Dec 2025 |
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| Ballast Advisors | 968k | $28M | 11% | Mar 2026 |
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| IFP Advisors | 952k | $28M | 2% | Mar 2026 |
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| Camden Capital | 951k | $28M | 28% | Mar 2026 |
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| AQR Capital Management | 951k | $28M | 51% | Mar 2026 |
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| Sigma Planning | 943k | $28M | -4% | Mar 2026 |
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| Summit Financial | 938k | $27M | 18% | Mar 2026 |
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| Unique Wealth | 933k | $27M | -2% | Mar 2026 |
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| Modera Wealth Management | 932k | $27M | -3% | Mar 2026 |
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| Ignite Planners | 931k | $27M | -2% | Mar 2026 |
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| Ally Invest Advisors | 917k | $27M | 3% | Mar 2026 |
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| We Are One Seven | 915k | $30M | 1% | Dec 2025 |
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| Citigroup | 914k | $27M | 100% | Mar 2026 |
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| Private Advisor | 914k | $27M | -12% | Mar 2026 |
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| Td Private Client Wealth | 910k | $27M | 8% | Mar 2026 |
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| Capital Planning | 906k | $26M | 15% | Mar 2026 |
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| Garde Capital | 901k | $26M | -2% | Mar 2026 |
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| Global Retirement Partners | 899k | $29M | 406% | Dec 2025 |
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| Meridian Wealth Management | 876k | $26M | 3% | Mar 2026 |
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| MOR Wealth Management | 866k | $25M | 0% | Mar 2026 |
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| Ethos Financial Group | 866k | $25M | -1% | Mar 2026 |
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| Weaver Capital Management | 859k | $25M | -1% | Mar 2026 |
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| Kingswood Wealth Advisors | 836k | $24M | -17% | Mar 2026 |
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| Spreng Capital Management | 748k | $22M | -26% | Mar 2026 |
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| Vista Private Wealth Partners | 741k | $25M | -31% | Mar 2026 |
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| Smithbridge Asset Management | 525k | $15M | -44% | Mar 2026 |
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| Storen Legacy Partners | 391k | $11M | -58% | Mar 2026 |
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| B&D White Capital Company | 289k | $8.4M | -68% | Mar 2026 |
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| Goldman Sachs Group | 149k | $4.3M | -85% | Mar 2026 |
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| Financial Management Professionals | 13k | $368k | -99% | Mar 2026 |
|
Who sold out of Schwab U S Large Cap Growth ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 8.4M | $268M |
| Wealth Enhancement Advisory Services | Dec 2025 | 3.1M | $102M |