Schwab US Large-Cap GrowthSCHGETF
13F holders, Q1 2024 (March 31)1,134holders
4famous investors
$92.10avg. 13F price*
At the end of Q1 2024, 1,134 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($1.1B), Sei Investments Co. ($842.8M) and Envestnet Asset Management Inc. ($807.0M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $198.5M |
| Exits | 55 | $84.2M |
Ownership 1,134 holders
| Financial Engines Advisors L.L.C. | 2.37% | Reduce -6.3% | 11,362,537 | $1.1B |
| Sei Investments Co. | 1.24% | Add +0.9% | 9,089,817 | $842.8M |
| Envestnet Asset Management Inc. | 0.30% | Add +9.6% | 8,703,328 | $807.0M |
| Mather Group, Llc. | 11.76% | Reduce -0.4% | 8,984,508 | $745.4M |
| Osaic Holdings, Inc. | 1.02% | Reduce -21.4% | 4,926,478 | $456.8M |
| Avantax Planning Partners, Inc. | 14.40% | Reduce -2.8% | 4,794,139 | $444.5M |
| Mariner, LLC | 0.73% | Add +4.0% | 3,821,628 | $354.3M |
| Raymond James Financial Services Advisors, Inc. | 0.50% | Add +11.8% | 3,600,863 | $333.9M |
| LPL Financial LLC | 0.17% | Add +26.8% | 3,465,600 | $321.3M |
| Ameriprise Financial Inc. | 0.08% | Add +15.6% | 3,137,703 | $290.8M |
| Fund Evaluation Group, LLC | 16.58% | Add +21.1% | 2,857,021 | $264.9M |
| Morgan Stanley | 0.02% | Add +25.4% | 2,380,288 | $220.7M |
| McAdam, LLC | 10.44% | Add +4.7% | 1,757,045 | $162.9M |
| Cwm, LLC | 0.77% | Add +9.8% | 1,705,477 | $158.1M |
| Cetera Investment Advisers | 0.37% | Add +259.4% | 1,696,108 | $157.3M |
| Bank of America Corp. | 0.02% | Add +19.5% | 1,650,546 | $153.0M |
| Fort Pitt Capital Group, LLC | 4.19% | Reduce -25.5% | 1,465,883 | $135.9M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +24.1% | 1,360,930 | $126.2M |
| JPMorgan Chase & Co. | 0.01% | Add +13.0% | 1,320,740 | $122.5M |
| MML Investors Services, LLC | 0.49% | Add +10.8% | 1,279,732 | $118.7M |
| Thrive Wealth Management, LLC | 23.77% | Add +0.1% | 1,240,444 | $115.0M |
| OneDigital Investment Advisors LLC | 1.77% | Add +106.8% | 1,216,087 | $112.8M |
| Moneta Group Investment Advisors LLC | 1.80% | Add +32.8% | 1,190,224 | $110.4M |
| Focus Financial Network, Inc. | 4.94% | — | 1,137,950 | $101.3M |
| HighTower Advisors, LLC | 0.15% | Reduce -1.1% | 995,873 | $92.3M |
| Marquette Asset Management, LLC | 16.00% | Reduce -0.8% | 995,279 | $92.3M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -1.8% | 901,945 | $83.6M |
| HHM Wealth Advisors, LLC | 13.56% | Reduce -5.1% | 888,384 | $82.4M |
| Financial Advisors, LLC | 16.71% | Reduce -3.7% | 870,657 | $80.7M |
| Commonwealth Equity Services, LLC | 0.13% | Add +3.2% | 865,875 | $80.3M |
| Assetmark, Inc. | 0.26% | Add +4.3% | 852,891 | $79.1M |
| Krilogy Financial LLC | 5.66% | Reduce -2.8% | 795,805 | $73.8M |
| Cerity Partners LLC | 0.19% | Reduce -1.0% | 793,684 | $73.5M |
| Angeles Investment Advisors, LLC | 3.82% | Reduce -57.0% | 775,000 | $71.9M |
| Beacon Pointe Advisors, LLC | 0.80% | Add +5.6% | 772,322 | $71.6M |
| Thrivent Financial for Lutherans | 0.14% | Add +28.8% | 760,608 | $70.5M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Add +35.1% | 712,400 | $66.1M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 680,540 | $63.1M |
| Legacy Financial Strategies, LLC | 16.15% | Add +2.2% | 675,999 | $62.7M |
| Truist Financial Corp. | 0.09% | Add +4.2% | 662,817 | $61.5M |
| Brio Consultants, LLC | 10.34% | Reduce -8.5% | 661,458 | $61.3M |
| Prime Capital Investment Advisors, LLC | 0.82% | Add +7.5% | 633,163 | $58.7M |
| Stifel Financial Corp. | 0.07% | Add +67.7% | 625,791 | $58.0M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -2.7% | 612,920 | $56.8M |
| Royal Bank of Canada | 0.01% | Add +10.6% | 611,338 | $56.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.23% | Reduce -2.6% | 582,099 | $54.0M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 566,658 | $52.5M |
| Rainey & Randall Wealth Advisors Inc. | 11.92% | Add +2.5% | 549,855 | $51.0M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +15.5% | 539,438 | $50.0M |
| One Capital Management, LLC | 1.81% | Reduce -1.0% | 537,960 | $49.9M |
| Kestra Advisory Services, LLC | 0.32% | Add +3.5% | 514,616 | $47.7M |
| HRC Wealth Management, LLC | 34.70% | Add +0.8% | 512,157 | $47.5M |
| Dechtman Wealth Management, LLC | 10.97% | Add +7.3% | 507,288 | $47.0M |
| Forte Capital LLC | 5.80% | Add +3.7% | 505,820 | $46.9M |
| Financial Management Professionals, Inc. | 6.89% | Add +2.2% | 503,948 | $46.7M |
| Financial Counselors Inc. | 0.79% | Reduce -8.8% | 502,703 | $46.6M |
| MAI Capital Management | 0.49% | Add +1.5% | 501,738 | $46.5M |
| Kelman-Lazarov, Inc. | 9.09% | Reduce -1.1% | 501,533 | $46.5M |
| Northern Capital Management, Inc. | 32.34% | Add +3.1% | 499,798 | $46.3M |
| Advance Capital Management, Inc. | 3.17% | Add +8500.1% | 492,871 | $45.7M |
| Koshinski Asset Management, Inc. | 4.66% | Add +643.7% | 490,730 | $45.5M |
| Avantax Advisory Services, Inc. | 0.40% | Add +28.7% | 485,942 | $45.1M |
| UBS Group AG | 0.01% | Add +0.4% | 477,409 | $44.3M |
| Nadler Financial Group, Inc. | 5.39% | Add +1.2% | 471,911 | $43.8M |
| Gemmer Asset Management LLC | 5.07% | Reduce -3.2% | 471,156 | $43.7M |
| Burkett Financial Services, LLC | 22.35% | Reduce -3.7% | 467,512 | $43.3M |
| Creative Planning | 0.05% | Reduce -7.9% | 463,842 | $43.0M |
| Cornerstone Wealth Advisors, Inc. | 12.80% | Reduce -0.7% | 448,320 | $41.6M |
| Private Wealth Strategies, L.L.C. | 8.82% | Add +28.0% | 439,605 | $40.8M |
| Clark Capital Management Group, Inc. | 0.30% | Reduce -10.2% | 427,222 | $39.6M |
| HB Wealth Management, LLC | 0.48% | Reduce -1.5% | 409,587 | $38.0M |
| Tradition Wealth Management, LLC | 3.77% | Reduce -45.1% | 401,858 | $37.3M |
| Summit Wealth & Retirement Planning, Inc. | 13.20% | Add +4.8% | 399,398 | $37.0M |
| XML Financial, LLC | 3.78% | Reduce -0.5% | 398,024 | $36.9M |
| Schneider Downs Wealth Management Advisors, LP | 8.31% | Add +3.0% | 388,679 | $36.0M |
| Main Street Financial Solutions, LLC | 3.84% | Reduce -1.2% | 388,020 | $36.0M |
| Stratos Wealth Advisors, LLC | 2.12% | Reduce -18.3% | 385,301 | $35.7M |
| Rollins Financial Advisors, LLC | 6.65% | Add +20.4% | 380,880 | $35.3M |
| Berger Financial Group, Inc | 2.89% | Reduce -2.2% | 378,272 | $35.1M |
| GHP Investment Advisors, Inc. | 1.67% | Add +0.7% | 362,860 | $33.6M |
| Marshall Wace, LLP | 0.06% | Add +304.9% | 361,530 | $33.5M |
| Visionary Wealth Advisors | 2.25% | Add +11.6% | 359,588 | $33.3M |
| Invst, LLC | 3.92% | Add +6.1% | 356,089 | $33.0M |
| World Investment Advisors | 4.61% | Reduce -0.9% | 347,467 | $32.2M |
| Unique Wealth, LLC | 8.82% | Add +5.2% | 337,018 | $31.2M |
| Charles Schwab Trust Co | 2.87% | Add +12.4% | 327,431 | $30.4M |
| Financial Synergies Wealth Advisors, Inc. | 3.95% | Add +0.7% | 324,580 | $30.1M |
| Summit Asset Management, LLC | 3.57% | Add +1.1% | 324,220 | $30.1M |
| Strategic Blueprint, LLC | 2.11% | Add +10.0% | 320,205 | $29.7M |
| Mokosak Advisory Group, LLC | 9.72% | Reduce -10.2% | 317,468 | $29.4M |
| FLC Capital Advisors | 7.37% | Add +1.1% | 314,757 | $29.2M |
| Goepper Burkhardt LLC | 13.36% | Add +2.5% | 308,875 | $28.7M |
| Redhawk Wealth Advisors, Inc. | 4.66% | Add +3177.4% | 308,960 | $28.6M |
| Park Avenue Securities LLC | 0.37% | Add +2.8% | 307,502 | $28.5M |
| Marshall Financial Group Inc. | 9.35% | Reduce -4.2% | 305,896 | $28.4M |
| B&D White Capital Company, LLC | 6.22% | Reduce -0.4% | 301,833 | $28.0M |
| Milestone Investment Advisors LLC | 7.50% | Add +3.1% | 300,117 | $27.8M |
| Provident Wealth Management, LLC | 10.41% | Reduce -1.3% | 299,698 | $27.8M |
| Triton Wealth Management, PLLC | 19.05% | Reduce -1.6% | 307,854 | $27.5M |
| Bleakley Financial Group, LLC | 0.79% | Reduce -3.6% | 293,829 | $27.2M |
"% 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.