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 | 48M | $1.2B | 14% | Mar 2025 |
|
| Mather Group | 41M | $1.0B | 3% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 38M | $956M | -4% | Mar 2025 |
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| Sei Investments | 38M | $1.1B | 299% | Dec 2024 |
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| LPL Financial | 25M | $616M | 12% | Mar 2025 |
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| Advisor Group Holdings | 18M | $442M | 70% | Mar 2025 |
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| Mariner Wealth Advisors | 17M | $433M | 1% | Mar 2025 |
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| Honkamp Krueger Financial Services | 15M | $373M | -3% | Mar 2025 |
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| Raymond James Financial | 15M | $371M | 2% | Mar 2025 |
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| Ameriprise Financial | 14M | $400M | 331% | Dec 2024 |
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| Morgan Stanley | 11M | $305M | 100% | Dec 2024 |
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| Fund Evaluation Group | 10M | $255M | -7% | Mar 2025 |
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| Resources Investment Advisors | 8.3M | $208M | 1% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 7.7M | $216M | 318% | Dec 2024 |
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| McAdam | 7.6M | $212M | 312% | Dec 2024 |
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| Cetera Investment Advisers | 7.3M | $204M | 296% | Dec 2024 |
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| CWM | 7.2M | $181M | 3% | Mar 2025 |
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| Bank of America Corporation | 7.1M | $198M | 290% | Dec 2024 |
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| Jpmorgan Chase & Co | 7.0M | $174M | 16% | Mar 2025 |
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| Mml Investors Services | 6.3M | $175M | 308% | Dec 2024 |
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| Kovitz Investment Group Partners | 5.8M | $163M | 81533% | Dec 2024 |
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| Moneta Group Investment Advisors | 5.3M | $133M | 10% | Mar 2025 |
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| Thrive Wealth Management | 4.8M | $120M | -7% | Mar 2025 |
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| Clark Capital Management Group | 4.7M | $117M | 56% | Mar 2025 |
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| Focus Financial Network | 4.6M | $115M | -1% | Mar 2025 |
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| HighTower Advisors | 4.5M | $124M | 311% | Dec 2024 |
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| Charles Schwab Investment Management | 4.4M | $109M | -3% | Mar 2025 |
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| H D Vest Advisory Services | 4.1M | $115M | 390% | Dec 2024 |
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| Marquette Asset Management | 4.0M | $100M | -1% | Mar 2025 |
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| Commonwealth Equity Services | 3.9M | $109M | 312% | Dec 2024 |
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| Cambridge Investment Research Advisors | 3.6M | $91M | 22% | Mar 2025 |
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| HHM Wealth Advisors | 3.5M | $89M | 3% | Mar 2025 |
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| Beacon Pointe Advisors | 3.5M | $97M | 335% | Dec 2024 |
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| Branch Banking & Trust Company | 3.2M | $81M | 7% | Mar 2025 |
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| Two Sigma Investments | 3.2M | $89M | 613% | Dec 2024 |
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| Wells Fargo & Company | 3.2M | $88M | 319% | Dec 2024 |
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| Assetmark | 3.1M | $87M | 270% | Dec 2024 |
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| Financial Advisors | 3.1M | $78M | -3% | Mar 2025 |
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| Rainey & Randall Investment Management | 3.1M | $77M | 1% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 3.1M | $77M | -6% | Mar 2025 |
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| HPM Partners | 3.0M | $76M | 4% | Mar 2025 |
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| Krilogy Financial | 2.9M | $73M | 3% | Mar 2025 |
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| Legacy Financial Strategies | 2.9M | $72M | 4% | Mar 2025 |
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| Golden Reserve Retirement | 2.8M | $70M | 100% | Mar 2025 |
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| Royal Bank of Canada | 2.8M | $77M | 321% | Dec 2024 |
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| Angeles Wealth Management | 2.7M | $67M | 33% | Mar 2025 |
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| Thrivent Financial for Lutherans | 2.5M | $69M | 268% | Dec 2024 |
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| Lido Advisors | 2.5M | $69M | 5709% | Dec 2024 |
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| Kestra Advisory Services | 2.3M | $65M | 238% | Dec 2024 |
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| Dechtman Wealth Management | 2.3M | $64M | 395% | Dec 2024 |
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| MAI Wealth Advisors | 2.3M | $56M | 1% | Mar 2025 |
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| Berger Financial Group | 2.2M | $55M | 3% | Mar 2025 |
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| United Capital Financial Advisers | 2.2M | $55M | -2% | Mar 2025 |
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| Park Avenue Securities | 2.2M | $55M | 29% | Mar 2025 |
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| Hrc Wealth Management | 2.1M | $54M | 0% | Mar 2025 |
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| CliftonLarsonAllen Wealth Advisors | 2.1M | $53M | -4% | Mar 2025 |
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| One Capital Management | 2.1M | $59M | 302% | Dec 2024 |
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| Koshinski Asset Management | 2.1M | $52M | -100% | Mar 2025 |
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| Financial Counselors | 2.0M | $50M | 1% | Mar 2025 |
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| Prime Capital Investment Advisors | 1.9M | $53M | 286% | Dec 2024 |
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| Financial Management Professionals | 1.9M | $48M | 4% | Mar 2025 |
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| Visionary Wealth Advisors | 1.9M | $53M | 474% | Dec 2024 |
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| Nadler Financial | 1.9M | $47M | -4% | Mar 2025 |
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| Creative Planning | 1.9M | $47M | 3% | Mar 2025 |
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| Kelman-Lazarov | 1.9M | $52M | 279% | Dec 2024 |
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| Northern Capital Management | 1.8M | $46M | -4% | Mar 2025 |
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| Gemmer Asset Management | 1.8M | $46M | 1% | Mar 2025 |
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| UBS Group | 1.8M | $45M | -1% | Mar 2025 |
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| Envestnet Portfolio Solutions | 1.8M | $45M | -35% | Mar 2025 |
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| Forte Capital | 1.8M | $44M | -1% | Mar 2025 |
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| Cornerstone Wealth Advisors | 1.7M | $44M | 2% | Mar 2025 |
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| Main Street Financial Solutions | 1.7M | $43M | 0% | Mar 2025 |
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| Integrated Wealth Concepts | 1.7M | $48M | 349% | Dec 2024 |
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| Buckingham Strategic Partners | 1.7M | $42M | -4% | Mar 2025 |
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| Charles Schwab Trust | 1.7M | $42M | 22% | Mar 2025 |
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| Burkett Financial Services | 1.7M | $42M | -3% | Mar 2025 |
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| Stifel Financial | 1.7M | $47M | 309% | Dec 2024 |
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| Captrust Financial Advisors | 1.7M | $46M | 254% | Dec 2024 |
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| Tradition Wealth Management | 1.6M | $46M | 293% | Dec 2024 |
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| Rollins Financial Advisors | 1.6M | $41M | 2% | Mar 2025 |
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| Strategic Blueprint | 1.6M | $40M | 8% | Mar 2025 |
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| HB Wealth Management | 1.6M | $40M | 0% | Mar 2025 |
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| XML Financial | 1.6M | $39M | 1% | Mar 2025 |
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| Summit Wealth & Retirement Planning | 1.5M | $39M | 1% | Mar 2025 |
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| Schneider Downs Wealth Management Advisors | 1.5M | $43M | 305% | Dec 2024 |
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| GHP Investment Advisors | 1.5M | $37M | 0% | Mar 2025 |
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| Atomi Financial Group | 1.5M | $36M | 11% | Mar 2025 |
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| Advance Capital Management | 1.4M | $35M | -21% | Mar 2025 |
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| Bleakley Financial Group | 1.4M | $35M | 47% | Mar 2025 |
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| Summit Asset Management | 1.4M | $38M | 317% | Dec 2024 |
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| Mercer Global Advisors | 1.3M | $34M | 5% | Mar 2025 |
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| RE Dickinson Investment Advisors | 1.3M | $37M | 293% | Dec 2024 |
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| Provident Wealth Management | 1.3M | $33M | 1% | Mar 2025 |
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| Triton Wealth Management, P | 1.3M | $35M | 300% | Dec 2024 |
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| Goepper Burkhardt | 1.3M | $32M | 2% | Mar 2025 |
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| Avenue 1 Advisors | 1.2M | $31M | -1% | Mar 2025 |
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| Financial Synergies Wealth Advisors | 1.2M | $31M | -1% | Mar 2025 |
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| B&D White Capital Company | 1.2M | $34M | 388% | Dec 2024 |
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| FLC Capital Advisors | 1.2M | $30M | 1% | Mar 2025 |
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| Curtis Advisory Group | 1.2M | $29M | -6% | Mar 2025 |
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| Financial Advisors Network | 1.2M | $32M | 100% | Dec 2024 |
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| Sequoia Financial Advisors | 1.1M | $29M | 133% | Mar 2025 |
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| Mokosak Advisory Group | 1.1M | $29M | -9% | Mar 2025 |
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| Facet Wealth | 1.1M | $29M | 938% | Mar 2025 |
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| Marshall Financial Group | 1.1M | $28M | -3% | Mar 2025 |
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| Dravo Bay | 1.1M | $28M | -7% | Mar 2025 |
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| Milestone Investment Advisors | 1.1M | $28M | -6% | Mar 2025 |
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| Brady Martz Wealth Solutions | 1.1M | $28M | -6% | Mar 2025 |
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| Capital Planning | 1.1M | $28M | -4% | Mar 2025 |
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| Novem Group | 1.1M | $27M | -6% | Mar 2025 |
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| Midwest Capital Advisors | 1.1M | $27M | 100% | Mar 2025 |
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| Ausdal Financial Partners | 1.0M | $29M | 544% | Dec 2024 |
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| Richardson Capital Management | 1.0M | $26M | 1% | Mar 2025 |
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| Invst | 1.0M | $29M | 296% | Dec 2024 |
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| Spreng Capital Management | 1.0M | $25M | 2% | Mar 2025 |
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| Johnson Investment Counsel | 1.0M | $25M | 8% | Mar 2025 |
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| SRS Capital Advisors | 997k | $28M | 286% | Dec 2024 |
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| Modera Wealth Management | 986k | $25M | -3% | Mar 2025 |
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| Visionary Horizons | 983k | $25M | -9% | Mar 2025 |
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| CRA Financial Services | 982k | $25M | 5% | Mar 2025 |
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| We Are One Seven | 948k | $24M | 0% | Mar 2025 |
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| Vista Private Wealth Partners | 941k | $26M | 311% | Dec 2024 |
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| Ballast Advisors | 941k | $24M | 1% | Mar 2025 |
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| Black Diamond Financial | 940k | $24M | 7% | Mar 2025 |
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| Sigma Planning | 935k | $23M | -1% | Mar 2025 |
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| Garde Capital | 934k | $23M | -2% | Mar 2025 |
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| IFP Advisors | 933k | $23M | 4% | Mar 2025 |
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| Atria Wealth Solutions | 910k | $23M | -6% | Mar 2025 |
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| Savvy Advisors | 899k | $23M | 158% | Mar 2025 |
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| Geneos Wealth Management | 898k | $23M | 371% | Mar 2025 |
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| Meridian Wealth Management | 896k | $22M | -7% | Mar 2025 |
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| Ignite Planners | 876k | $23M | -3% | Mar 2025 |
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| Merit Financial Group | 826k | $21M | 466% | Mar 2025 |
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| Weaver Capital Management | 817k | $21M | -6% | Mar 2025 |
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| B & T Capital Management DBA Alpha Capital Management | 806k | $20M | 5% | Mar 2025 |
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| Ethos Financial Group | 803k | $22M | 0% | Mar 2025 |
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| Kuntz Lesher Capital | 798k | $20M | -5% | Mar 2025 |
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| Harbor Group | 796k | $20M | -1% | Mar 2025 |
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| Unique Wealth | 796k | $20M | -27% | Mar 2025 |
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| Principal Securities | 794k | $22M | 0% | Mar 2025 |
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| LVW Advisors | 793k | $20M | 19% | Mar 2025 |
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| Fountainhead AM | 790k | $20M | -3% | Mar 2025 |
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| Stratos Wealth Advisors | 769k | $19M | -47% | Mar 2025 |
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| Perigon Wealth Management | 767k | $19M | 8% | Mar 2025 |
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| SK Wealth Management | 764k | $18M | 9% | Mar 2025 |
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| Brass Tax Wealth Management | 759k | $19M | 5% | Mar 2025 |
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| Kingswood Wealth Advisors | 753k | $19M | 2% | Mar 2025 |
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| Valley National Advisers | 744k | $18M | 12% | Mar 2025 |
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| Members Advisory Group | 743k | $19M | 5% | Mar 2025 |
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| Us Bancorp | 741k | $19M | -2% | Mar 2025 |
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| Savant Capital Management | 738k | $19M | -1% | Mar 2025 |
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| Paradigm, Strategies in Wealth Management | 719k | $18M | -3% | Mar 2025 |
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| MinichMacGregor Wealth Management | 706k | $18M | -46% | Mar 2025 |
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| Pensionmark Financial Group | 522k | $13M | -56% | Mar 2025 |
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| Redhawk Wealth Advisors | 441k | $11M | -71% | Mar 2025 |
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| Apollon Wealth Management | 336k | $8.4M | -69% | Mar 2025 |
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| Independent Advisor Alliance | 122k | $3.0M | -87% | Mar 2025 |
|
Who sold out of Schwab U S Large Cap Growth ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brio Consultants | Dec 2024 | 2.6M | $72M |