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 13M $931M -11% Sep 2023
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Mather Group 9.0M $749M -4% Dec 2023
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Sei Investments 8.7M $630M 1% Sep 2023
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Envestnet Asset Management 6.3M $460M 3% Sep 2023
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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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LPL Financial 2.5M $185M 7% Sep 2023
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Fund Evaluation Group 2.4M $196M -3% Dec 2023
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Ameriprise Financial 2.2M $162M 3% Sep 2023
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Fort Pitt Capital 2.0M $163M -2% Dec 2023
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Morgan Stanley 1.8M $133M -2% Sep 2023
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Angeles Investment 1.8M $128M -48% Sep 2023
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McAdam 1.7M $139M 4% Dec 2023
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CWM 1.6M $129M 6% Dec 2023
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Focus Financial Network 1.5M $122M 100% Dec 2023
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Bank of America Corporation 1.4M $115M 12% Dec 2023
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Thrive Wealth Management 1.2M $103M 0% Dec 2023
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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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HHM Wealth Advisors 968k $70M -13% Sep 2023
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Wealth Enhancement Advisory Services 918k $76M -2% Dec 2023
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Financial Advisors 904k $75M -2% Dec 2023
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Moneta Group Investment Advisors 896k $74M 5% Dec 2023
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Mml Investors Services 881k $64M 5% Sep 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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Northwestern Mutual Wealth Management Company 805k $59M -31% Sep 2023
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Financial Network Investment Corporation 803k $58M 1% Sep 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 662k $55M 2% Dec 2023
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Resources Investment Advisors 639k $47M -6% Sep 2023
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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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Strategic Investment Solutions 627k $47M 8270% Sep 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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Thrivent Financial for Lutherans 557k $41M 2% Sep 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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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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Financial Management Professionals 493k $41M 0% Dec 2023
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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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Northern Capital Management 473k $34M 16% Sep 2023
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Dechtman Wealth Management 473k $39M 20% Dec 2023
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Stratos Wealth Advisors 472k $39M 7% Dec 2023
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Lowe, Brockenbrough & Company 469k $34M 4% Sep 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 452k $38M 1% Dec 2023
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Cetera Investment Advisers 432k $31M -14% Sep 2023
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Nelson, Van Denburg & Campbell Wealth Management 430k $36M -3% Dec 2023
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MinichMacGregor Wealth Management 418k $35M 64% Dec 2023
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HB Wealth Management 416k $35M -4% Dec 2023
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Main Street Financial Solutions 393k $33M 1% Dec 2023
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XML Financial 387k $28M 21% Sep 2023
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Berger Financial Group 387k $32M 5% Dec 2023
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Summit Wealth & Retirement Planning 381k $32M -1% Dec 2023
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Clark Capital Management Group 380k $28M -31% Sep 2023
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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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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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Invst 336k $30M -2% Dec 2023
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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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Unique Wealth 320k $27M 0% Dec 2023
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Multi-Financial Securities 320k $23M 13% Sep 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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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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Park Avenue Securities 299k $25M 20% 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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Charles Schwab Trust 291k $24M 9% Dec 2023
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Strategic Blueprint 291k $24M 14% Dec 2023
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Curtis Advisory Group 287k $24M 27% Dec 2023
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Capital Planning 285k $24M 2% 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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Vista Private Wealth Partners 243k $18M -2% Sep 2023
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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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Us Bancorp 232k $19M -35% Dec 2023
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Wagner Bowman Management 229k $19M 1% Dec 2023
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Harbor Group 228k $19M -6% Dec 2023
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Strategic Advocates 220k $18M 100% Dec 2023
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RE Dickinson Investment Advisors 220k $16M 0% Sep 2023
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CRA Financial Services 219k $18M -1% Dec 2023
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Integrated Wealth Concepts 219k $16M -34% Sep 2023
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Visionary Horizons 217k $18M 100% 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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Ignite Planners 213k $17M 7% 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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Proequities 199k $17B 31% Dec 2023
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Family Asset Management 199k $17M 1% Dec 2023
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Regimen Wealth 198k $14M 0% Sep 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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B & T Capital Management DBA Alpha Capital Management 188k $16M -4% Dec 2023
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James J. Burns & Company 183k $13M -1% Sep 2023
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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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Sunbelt Securities 176k $15M 4% Dec 2023
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LVW Advisors 176k $15M -2% Dec 2023
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Systelligence 159k $13M -19% Dec 2023
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Stratos Wealth Partners 141k $12M -26% Dec 2023
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Meridian Wealth Management 135k $11M -51% Dec 2023
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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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Win Advisors 17k $1.4M -96% Dec 2023
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Appleton Group Wealth Management 12k $842k -96% Sep 2023
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