Schwab US Large-Cap GrowthSCHGETF
13F holders, Q2 2024 (June 30)1,187holders +53
95new positions
41sold out
3famous investors
$99.93avg. 13F price*
At the end of Q2 2024, 1,187 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 53 from Q1 2024. 95 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.1B), Envestnet Asset Management Inc. ($1.0B) and Sei Investments Co. ($918.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $80.5M |
| Exits | 41 | $63.1M |
All 13F filers, Q1 2024 → Q2 2024: 10,186,110 shares bought and 5,889,474 shares sold, net +4,296,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,187 holders
| Financial Engines Advisors L.L.C. | 2.38% | Reduce -6.6% | 10,611,856 | $1.1B |
| Envestnet Asset Management Inc. | 0.35% | Add +14.6% | 9,977,923 | $1.0B |
| Sei Investments Co. | 1.30% | Add +0.2% | 9,104,181 | $918.1M |
| Mather Group, Llc. | 10.37% | Add +1.1% | 9,080,140 | $841.9M |
| Avantax Planning Partners, Inc. | 14.56% | Reduce -6.3% | 4,492,287 | $453.0M |
| Osaic Holdings, Inc. | 1.02% | Reduce -12.8% | 4,293,388 | $433.0M |
| Mariner, LLC | 0.78% | Add +3.9% | 3,971,631 | $400.5M |
| LPL Financial LLC | 0.19% | Add +10.5% | 3,827,942 | $386.0M |
| Ameriprise Financial Inc. | 0.10% | Add +10.7% | 3,473,459 | $350.3M |
| Raymond James Financial Services Advisors, Inc. | 0.47% | Reduce -8.1% | 3,309,571 | $333.7M |
| Fund Evaluation Group, LLC | 17.14% | Reduce -3.0% | 2,770,542 | $279.4M |
| Morgan Stanley | 0.02% | Add +8.7% | 2,587,580 | $260.9M |
| OneDigital Investment Advisors LLC | 2.76% | Add +80.3% | 2,192,875 | $221.1M |
| McAdam, LLC | 11.12% | Add +4.4% | 1,833,824 | $184.9M |
| Cetera Investment Advisers | 0.41% | Add +5.3% | 1,785,294 | $180.0M |
| Cwm, LLC | 0.83% | Add +1.8% | 1,735,574 | $175.0M |
| Bank of America Corp. | 0.02% | Add +4.6% | 1,727,191 | $174.2M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +9.2% | 1,486,597 | $149.9M |
| Fort Pitt Capital Group, LLC | 4.42% | Reduce -1.5% | 1,443,690 | $145.6M |
| JPMorgan Chase & Co. | 0.01% | Add +8.8% | 1,436,787 | $144.9M |
| MML Investors Services, LLC | 0.57% | Add +10.2% | 1,410,176 | $142.2M |
| Thrive Wealth Management, LLC | 24.97% | Add +1.9% | 1,264,554 | $127.5M |
| Moneta Group Investment Advisors LLC | 1.92% | Add +0.1% | 1,190,991 | $120.1M |
| Focus Financial Network, Inc. | 4.96% | Add +0.2% | 1,140,331 | $116.1M |
| HighTower Advisors, LLC | 0.16% | Add +3.0% | 1,025,741 | $103.4M |
| Marquette Asset Management, LLC | 17.11% | Add +0.3% | 998,370 | $100.7M |
| Commonwealth Equity Services, LLC | 0.14% | Add +4.6% | 905,572 | $91.3M |
| HHM Wealth Advisors, LLC | 13.51% | Add +0.2% | 890,246 | $89.8M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -2.0% | 884,272 | $89.2M |
| Financial Advisors, LLC | 17.49% | Reduce -2.6% | 848,063 | $85.5M |
| Assetmark, Inc. | 0.26% | Reduce -1.1% | 843,932 | $85.1M |
| Cerity Partners LLC | 0.22% | Reduce -0.1% | 792,870 | $80.0M |
| Beacon Pointe Advisors, LLC | 0.93% | Add +0.5% | 776,193 | $78.3M |
| Avantax Advisory Services, Inc. | 0.55% | Add +57.5% | 765,244 | $77.2M |
| Krilogy Financial LLC | 5.66% | Reduce -4.4% | 761,020 | $76.7M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -1.0% | 753,217 | $76.0M |
| Legacy Financial Strategies, LLC | 17.34% | Add +3.4% | 698,888 | $72.1M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -0.2% | 711,010 | $71.7M |
| Truist Financial Corp. | 0.11% | Add +6.6% | 706,526 | $71.2M |
| Kestra Advisory Services, LLC | 0.39% | Add +45.4% | 748,018 | $70.3M |
| Wells Fargo & Company | 0.02% | Add +21.3% | 687,529 | $69.3M |
| Clark Capital Management Group, Inc. | 0.50% | Add +57.6% | 673,479 | $67.9M |
| Royal Bank of Canada | 0.02% | Add +9.2% | 667,743 | $67.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.3% | 664,809 | $67.0M |
| Brio Consultants, LLC | 10.89% | Reduce -1.0% | 655,103 | $66.1M |
| United Capital Financial Advisors, LLC | 0.52% | Reduce -2.6% | 596,900 | $60.2M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +7.8% | 581,772 | $58.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.25% | Reduce -0.6% | 578,561 | $58.3M |
| Rainey & Randall Wealth Advisors Inc. | 13.23% | Add +1.0% | 555,508 | $56.1M |
| Angeles Investment Advisors, LLC | 2.85% | Reduce -28.5% | 554,000 | $55.9M |
| One Capital Management, LLC | 1.82% | Reduce -1.3% | 530,937 | $53.5M |
| HRC Wealth Management, LLC | 36.28% | Add +2.6% | 525,419 | $53.0M |
| MAI Capital Management | 0.52% | Add +3.3% | 518,423 | $52.3M |
| Prime Capital Investment Advisors, LLC | 0.77% | Reduce -18.1% | 518,351 | $52.3M |
| Dechtman Wealth Management, LLC | 11.62% | Add +1.6% | 515,578 | $52.0M |
| Financial Management Professionals, Inc. | 7.02% | Add +0.7% | 507,560 | $51.2M |
| Advance Capital Management, Inc. | 2.41% | Add +2.5% | 505,126 | $50.9M |
| Financial Counselors Inc. | 0.81% | Reduce -1.1% | 497,379 | $50.2M |
| Koshinski Asset Management, Inc. | 4.60% | Reduce -3.4% | 473,864 | $49.6M |
| Northern Capital Management, Inc. | 32.77% | Reduce -2.6% | 486,900 | $49.1M |
| Kelman-Lazarov, Inc. | 9.10% | Reduce -3.5% | 483,724 | $48.8M |
| Nadler Financial Group, Inc. | 5.70% | Add +2.0% | 481,315 | $48.5M |
| Creative Planning | 0.05% | Add +2.0% | 473,368 | $47.7M |
| Gemmer Asset Management LLC | 5.11% | Add +0.5% | 473,325 | $47.7M |
| Berger Financial Group, Inc | 3.74% | Add +23.1% | 465,640 | $47.0M |
| Forte Capital LLC | 5.66% | Reduce -8.1% | 464,681 | $46.9M |
| Burkett Financial Services, LLC | 23.96% | Reduce -1.0% | 463,010 | $46.7M |
| Private Wealth Strategies, L.L.C. | 8.99% | Add +1.1% | 444,273 | $44.8M |
| UBS Group AG | 0.01% | Reduce -7.2% | 443,212 | $44.7M |
| Cornerstone Wealth Advisors, Inc. | 13.34% | Reduce -1.4% | 441,962 | $44.6M |
| Tradition Wealth Management, LLC | 4.07% | Add +3.9% | 417,313 | $42.1M |
| World Investment Advisors | 2.56% | Add +17.5% | 408,331 | $41.2M |
| HB Wealth Management, LLC | 0.47% | Reduce -1.6% | 403,063 | $40.6M |
| Summit Wealth & Retirement Planning, Inc. | 13.83% | Add +0.8% | 402,768 | $40.6M |
| Main Street Financial Solutions, LLC | 3.81% | Add +3.4% | 401,094 | $40.4M |
| Stratos Wealth Advisors, LLC | 1.99% | Add +3.4% | 398,341 | $40.2M |
| Angeles Wealth Management, LLC | 3.74% | Add +60.5% | 395,025 | $39.8M |
| Stifel Financial Corp. | 0.04% | Reduce -37.1% | 393,699 | $39.7M |
| Rollins Financial Advisors, LLC | 6.76% | Add +2.5% | 390,494 | $39.4M |
| Schneider Downs Wealth Management Advisors, LP | 8.44% | Reduce -3.2% | 376,107 | $37.9M |
| Park Avenue Securities LLC | 0.46% | Add +20.1% | 369,249 | $37.2M |
| XML Financial, LLC | 3.72% | Reduce -8.0% | 366,295 | $36.9M |
| GHP Investment Advisors, Inc. | 1.83% | Add +0.3% | 363,898 | $36.7M |
| Visionary Wealth Advisors | 2.25% | Reduce -5.0% | 341,756 | $34.5M |
| Unique Wealth, LLC | 8.84% | Reduce -0.7% | 334,534 | $33.7M |
| RE Dickinson Investment Advisors, LLC | 20.43% | Add +20.0% | 332,587 | $33.5M |
| Summit Asset Management, LLC | 3.92% | Add +1.5% | 329,207 | $33.2M |
| Strategic Blueprint, LLC | 2.24% | Add +1.8% | 326,041 | $32.9M |
| Prudential Financial Inc. | 0.05% | Add +13.2% | 324,128 | $32.7M |
| Triton Wealth Management, PLLC | 18.54% | Add +1.0% | 311,007 | $31.7M |
| Mokosak Advisory Group, LLC | 10.47% | Reduce -1.1% | 314,022 | $31.7M |
| Charles Schwab Trust Co | 2.92% | Reduce -4.5% | 312,783 | $31.5M |
| Financial Synergies Wealth Advisors, Inc. | 4.22% | Reduce -4.2% | 310,857 | $31.3M |
| Goepper Burkhardt LLC | 14.14% | Add +0.3% | 309,782 | $31.2M |
| Invst, LLC | 3.42% | Reduce -14.3% | 305,101 | $31.0M |
| Marshall Financial Group Inc. | 10.05% | Add +0.4% | 307,071 | $31.0M |
| Provident Wealth Management, LLC | 11.32% | Add +2.4% | 306,951 | $31.0M |
| Milestone Investment Advisors LLC | 8.10% | Add +0.7% | 302,218 | $30.5M |
| Bleakley Financial Group, LLC | 0.85% | Reduce -0.2% | 293,183 | $29.6M |
| Simplicity Wealth,LLC | 0.67% | Reduce -0.2% | 292,957 | $29.5M |
"% 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.