Schwab US Large-Cap GrowthSCHGETF
13F holders, Q2 2026 (June 30)1,674holders +46
123new positions
74sold out
5famous investors
$33.81avg. 13F price*
At the end of Q2 2026, 1,674 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 46 from Q1 2026. 123 opened new positions and 74 sold out. The largest holders were Charles Schwab Investment Management Inc. ($4.1B), Envestnet Asset Management Inc. ($2.1B) and Sei Investments Co. ($1.6B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US Large-Cap Growth
- CUSIP
- 808524300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $81.2M |
| Exits | 74 | $25.6M |
All 13F filers, Q1 2026 → Q2 2026: 122,383,864 shares bought and 75,220,594 shares sold, net +47,163,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,674 holders
| Charles Schwab Investment Management Inc. | 0.55% | Add +180.4% | 121,984,901 | $4.1B |
| Envestnet Asset Management Inc. | 0.49% | Reduce -4.2% | 61,784,989 | $2.1B |
| Sei Investments Co. | 1.42% | Add +0.2% | 47,660,218 | $1.6B |
| Financial Engines Advisors L.L.C. | 2.36% | Add +15.0% | 39,212,098 | $1.3B |
| LPL Financial LLC | 0.29% | Add +2.7% | 38,293,135 | $1.3B |
| Mariner, LLC | 0.68% | Reduce -2.3% | 19,308,603 | $653.4M |
| Cetera Investment Advisers | 0.59% | Add +6.0% | 19,036,117 | $644.2M |
| Osaic Holdings, Inc. | 0.73% | Add +1.1% | 18,396,878 | $622.6M |
| Vantagepoint Investment Advisers LLC | 4.32% | No change | 17,067,494 | $577.6M |
| Raymond James Financial Inc. | 0.16% | Add +7.2% | 16,967,726 | $574.2M |
| Ameriprise Financial Inc. | 0.11% | Reduce -2.5% | 16,012,825 | $542.1M |
| Avantax Planning Partners, Inc. | 12.59% | Reduce -0.5% | 14,951,817 | $506.0M |
| Fund Evaluation Group, LLC | 13.38% | Add +37.1% | 14,648,669 | $495.7M |
| Mather Group, Llc. | 3.84% | Reduce -70.1% | 13,008,967 | $440.2M |
| Northwestern Mutual Wealth Management Co. | 0.20% | Add +8.1% | 10,969,343 | $371.2M |
| MML Investors Services, LLC | 0.75% | Add +19.5% | 10,841,383 | $366.9M |
| Wells Fargo & Company | 0.06% | Add +21.5% | 10,473,435 | $354.4M |
| Morgan Stanley | 0.02% | Add +2.3% | 9,519,537 | $322.1M |
| McAdam, LLC | 11.16% | Add +15.2% | 8,537,060 | $288.9M |
| Bank of America Corp. | 0.02% | Reduce -15.6% | 8,445,311 | $285.8M |
| JPMorgan Chase & Co. | 0.02% | Add +4.0% | 8,221,023 | $275.1M |
| OneDigital Investment Advisors LLC | 2.22% | Add +3.9% | 7,776,295 | $263.1M |
| HighTower Advisors, LLC | 0.24% | Reduce -14.7% | 7,356,889 | $249.0M |
| Focus Partners Wealth | 0.24% | Reduce -43.7% | 6,836,103 | $231.3M |
| Beacon Pointe Advisors, LLC | 1.06% | Add +0.7% | 6,744,828 | $228.2M |
| Moneta Group Investment Advisors LLC | 1.67% | Add +3.5% | 6,662,859 | $225.5M |
| RMG Wealth Management LLC | 21.59% | Add +8.5% | 5,875,545 | $209.2M |
| Thrive Wealth Management, LLC | 23.66% | Add +2.1% | 5,430,697 | $183.8M |
| Clark Capital Management Group, Inc. | 0.83% | Reduce -2.7% | 4,491,439 | $152.0M |
| Focus Financial Network, Inc. | 4.57% | Reduce -7.8% | 4,361,225 | $147.6M |
| Marquette Asset Management, LLC | 18.71% | Add +0.6% | 4,293,366 | $145.3M |
| Golden Reserve Retirement LLC | 22.65% | Add +4.6% | 4,249,804 | $143.8M |
| Krilogy Financial LLC | 3.75% | Add +0.3% | 3,745,015 | $126.7M |
| HHM Wealth Advisors, LLC | 12.70% | Add +3.7% | 3,728,072 | $126.2M |
| Waverly Advisors, LLC | 0.72% | Add +4.1% | 3,660,774 | $123.9M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -1.9% | 3,627,963 | $122.8M |
| Park Avenue Securities LLC | 0.74% | Add +2.3% | 3,491,855 | $118.2M |
| Truist Financial Corp. | 0.14% | Add +7.1% | 3,403,303 | $115.2M |
| Cerity Partners LLC | 0.14% | Add +22.1% | 3,902,668 | $113.1M |
| UBS Group AG | 0.02% | Reduce -0.2% | 3,269,280 | $110.6M |
| Creative Planning | 0.06% | Reduce -1.1% | 3,250,027 | $110.0M |
| Thrivent Financial for Lutherans | 0.19% | Add +5.8% | 3,211,989 | $108.7M |
| Rainey & Randall Wealth Advisors Inc. | 15.11% | Add +0.2% | 3,124,543 | $105.7M |
| Gemmer Asset Management LLC | 7.05% | Add +0.9% | 3,100,787 | $104.9M |
| Savvy Advisors, Inc. | 2.22% | Add +6.9% | 3,061,326 | $103.6M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +2.8% | 2,979,322 | $100.8M |
| Legacy Financial Strategies, LLC | 15.39% | Add +1.3% | 2,937,132 | $99.4M |
| United Capital Financial Advisors, LLC | 0.54% | Reduce -0.3% | 2,898,121 | $98.1M |
| Royal Bank of Canada | 0.02% | Add +0.8% | 2,872,709 | $97.2M |
| Berger Financial Group, Inc | 4.92% | Add +9.4% | 2,842,453 | $96.2M |
| Kestra Advisory Services, LLC | 0.29% | Add +13.2% | 2,689,962 | $91.0M |
| Assetmark, Inc. | 0.15% | Reduce -11.0% | 2,587,733 | $87.6M |
| Angeles Wealth Management, LLC | 3.76% | Add +2.8% | 2,425,844 | $82.1M |
| Charles Schwab Trust Co | 4.36% | Add +20.0% | 2,310,654 | $78.2M |
| HRC Wealth Management, LLC | 30.99% | Reduce -0.5% | 2,238,645 | $75.8M |
| Stifel Financial Corp. | 0.06% | Add +5.7% | 2,221,385 | $75.2M |
| Koshinski Asset Management, Inc. | 3.96% | Add +3.1% | 2,196,663 | $74.3M |
| Prime Capital Investment Advisors, LLC | 0.70% | Reduce -2.5% | 2,128,665 | $72.0M |
| MAI Capital Management | 0.27% | Reduce -0.5% | 2,095,721 | $70.9M |
| Compound Planning, Inc. | 1.85% | Add +3.4% | 2,094,006 | $70.9M |
| Exchange Traded Concepts, LLC | 0.34% | Add +16.1% | 2,056,897 | $69.6M |
| Nadler Financial Group, Inc. | 5.80% | Add +3.0% | 2,021,747 | $68.4M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +2.3% | 1,892,340 | $65.6M |
| BlueStem Wealth Partners, LLC | 6.49% | Reduce -30.3% | 1,924,760 | $65.1M |
| Belpointe Asset Management LLC | 2.08% | Add +1.1% | 1,885,406 | $63.8M |
| Kelman-Lazarov, Inc. | 8.34% | Add +0.6% | 1,882,199 | $63.7M |
| Brio Consultants, LLC | 7.46% | Add +0.6% | 1,880,176 | $63.6M |
| Bleakley Financial Group, LLC | 0.80% | Add +0.4% | 1,855,593 | $62.8M |
| Merit Financial Group, LLC | 0.38% | Add +0.8% | 1,817,577 | $61.5M |
| Black Diamond Financial, LLC | 5.31% | Add +41.3% | 1,780,462 | $60.3M |
| Northern Capital Management, Inc. | 25.68% | Add +1.1% | 1,779,876 | $60.2M |
| Main Street Financial Solutions, LLC | 3.85% | Add +2.1% | 1,771,594 | $60.0M |
| Midwest Trust Co | 0.68% | Reduce -1.9% | 1,761,252 | $59.6M |
| Midwest Capital Advisors, LLC | 23.91% | Add +34.7% | 1,739,571 | $58.9M |
| HB Wealth Management, LLC | 0.33% | Reduce -0.8% | 1,723,874 | $58.3M |
| Lowe Brockenbrough & Co. Inc. | 2.58% | Add +10.8% | 1,713,342 | $58.0M |
| XML Financial, LLC | 4.14% | Add +3.2% | 1,683,381 | $57.0M |
| Schneider Downs Wealth Management Advisors, LP | 5.34% | Add +2.4% | 1,680,065 | $56.9M |
| Affinity Wealth LLC | 30.16% | Add +6.8% | 1,659,345 | $56.2M |
| Burkett Financial Services, LLC | 17.10% | Reduce -1.1% | 1,615,100 | $54.7M |
| Integrated Wealth Concepts LLC | 0.35% | Reduce -1.6% | 1,602,761 | $54.2M |
| Cornerstone Wealth Advisors, Inc. | 11.28% | Reduce -2.2% | 1,590,638 | $53.8M |
| Captrust Financial Advisors | 0.08% | Add +12.4% | 1,588,057 | $53.7M |
| World Investment Advisors | 0.89% | Reduce -0.5% | 1,790,665 | $53.7M |
| Jones Financial Companies LLLP | 0.02% | Add +16.2% | 1,626,152 | $53.4M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -9.0% | 1,573,141 | $53.2M |
| Savant Capital, LLC | 0.15% | Add +136.7% | 1,638,568 | $52.6M |
| Southern Michigan Bank & Trust | 18.69% | Add +0.7% | 1,553,292 | $52.6M |
| Focus Partners Advisor Solutions, LLC | 0.45% | Add +7.5% | 1,552,951 | $52.6M |
| Ausdal Financial Partners, Inc. | 2.03% | Add +8.8% | 1,529,124 | $51.7M |
| Summit Wealth & Retirement Planning, Inc. | 10.91% | Add +0.3% | 1,522,032 | $51.5M |
| Tradition Wealth Management, LLC | 3.09% | Add +1.8% | 1,491,128 | $50.5M |
| Triton Wealth Management, PLLC | 15.41% | Reduce -2.7% | 1,465,478 | $50.2M |
| GHP Investment Advisors, Inc. | 1.83% | Add +0.5% | 1,468,755 | $49.7M |
| Summit Asset Management, LLC | 6.21% | Reduce -0.8% | 1,431,690 | $48.4M |
| Principal Securities, Inc. | 0.58% | Reduce -3.9% | 1,417,627 | $48.0M |
| Dravo Bay LLC | 16.54% | Add +10.8% | 1,412,717 | $47.8M |
| Goepper Burkhardt LLC | 14.35% | Add +0.9% | 1,412,525 | $47.8M |
| Visionary Wealth Advisors | 1.87% | Add +2.6% | 1,402,726 | $47.5M |
| Veery Capital, LLC | 12.56% | Add +2.3% | 1,382,183 | $46.8M |
"% of holder's portfolio" is SCHG's weight in each manager's 13F, not the share of Schwab US Large-Cap Growth the manager owns.