Schwab US Large-Cap GrowthSCHGETF
13F holders, Q3 2024 (September 30)1,230holders +43
90new positions
55sold out
5famous investors
$99.45avg. 13F price*
At the end of Q3 2024, 1,230 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 43 from Q2 2024. 90 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($1.1B), Financial Engines Advisors L.L.C. ($1.1B) and Mather Group, Llc. ($1.0B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $102.3M |
| Exits | 55 | $117.3M |
All 13F filers, Q2 2024 → Q3 2024: 17,291,587 shares bought and 6,720,228 shares sold, net +10,571,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,230 holders
| Envestnet Asset Management Inc. | 0.37% | Add +9.6% | 10,938,669 | $1.1B |
| Financial Engines Advisors L.L.C. | 2.27% | Add +6.0% | 11,250,158 | $1.1B |
| Mather Group, Llc. | 13.07% | Add +7.5% | 9,764,967 | $1.0B |
| Sei Investments Co. | 1.29% | Add +5.0% | 9,556,995 | $995.6M |
| LPL Financial LLC | 0.20% | Add +12.2% | 4,293,248 | $447.3M |
| Mariner, LLC | 0.79% | Add +8.1% | 4,291,232 | $447.1M |
| Osaic Holdings, Inc. | 0.94% | Reduce -6.8% | 4,001,675 | $416.8M |
| Avantax Planning Partners, Inc. | 14.58% | Reduce -13.1% | 3,902,832 | $406.6M |
| Ameriprise Financial Inc. | 0.09% | Reduce -3.9% | 3,338,359 | $347.9M |
| Raymond James Financial Services Advisors, Inc. | 0.44% | Reduce -3.9% | 3,181,896 | $331.5M |
| Fund Evaluation Group, LLC | 17.84% | Add +11.7% | 3,094,739 | $322.4M |
| OneDigital Investment Advisors LLC | 2.57% | Reduce -1.6% | 2,158,425 | $224.9M |
| Morgan Stanley | 0.02% | Reduce -19.9% | 2,072,902 | $216.0M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +24.6% | 1,852,226 | $193.0M |
| McAdam, LLC | 10.80% | Add +0.8% | 1,848,527 | $192.6M |
| Cetera Investment Advisers | 0.42% | Add +3.3% | 1,843,785 | $192.1M |
| Bank of America Corp. | 0.02% | Add +5.6% | 1,823,521 | $190.0M |
| Cwm, LLC | 0.78% | Reduce -0.2% | 1,731,755 | $180.4M |
| MML Investors Services, LLC | 0.58% | Add +9.3% | 1,540,573 | $160.5M |
| Fort Pitt Capital Group, LLC | 4.34% | Add +2.5% | 1,480,195 | $154.2M |
| JPMorgan Chase & Co. | 0.01% | Add +0.3% | 1,440,866 | $150.1M |
| Thrive Wealth Management, LLC | 24.48% | Add +1.3% | 1,280,870 | $133.4M |
| Moneta Group Investment Advisors LLC | 1.84% | Add +308.0% | 4,859,051 | $126.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +76.1% | 1,170,784 | $122.0M |
| Focus Financial Network, Inc. | 4.86% | Add +0.1% | 1,141,934 | $119.0M |
| HighTower Advisors, LLC | 0.17% | Add +5.9% | 1,085,862 | $113.1M |
| Marquette Asset Management, LLC | 16.21% | Reduce -1.7% | 981,226 | $102.2M |
| Commonwealth Equity Services, LLC | 0.15% | Add +5.1% | 951,370 | $99.1M |
| HHM Wealth Advisors, LLC | 12.81% | Reduce -2.6% | 867,126 | $90.3M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -2.8% | 859,124 | $89.5M |
| Avantax Advisory Services, Inc. | 0.58% | Add +10.2% | 843,539 | $87.9M |
| Assetmark, Inc. | 0.25% | Reduce -0.1% | 843,116 | $87.8M |
| Financial Advisors, LLC | 16.44% | Reduce -2.3% | 828,327 | $86.3M |
| Beacon Pointe Advisors, LLC | 0.96% | Add +3.2% | 801,075 | $83.5M |
| Cerity Partners LLC | 0.18% | Add +0.4% | 796,255 | $83.0M |
| Wells Fargo & Company | 0.02% | Add +9.9% | 755,394 | $78.7M |
| Krilogy Financial LLC | 5.28% | Reduce -3.2% | 736,735 | $76.8M |
| Truist Financial Corp. | 0.12% | Add +1.9% | 720,253 | $75.0M |
| Clark Capital Management Group, Inc. | 0.51% | Add +6.9% | 719,661 | $75.0M |
| Kestra Advisory Services, LLC | 0.40% | Reduce -8.1% | 687,827 | $71.7M |
| Envestnet Portfolio Solutions, Inc. | 0.23% | Reduce -4.1% | 681,856 | $71.0M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -10.4% | 674,835 | $70.3M |
| Legacy Financial Strategies, LLC | 15.24% | Reduce -5.1% | 663,017 | $69.1M |
| Royal Bank of Canada | 0.02% | Reduce -1.6% | 657,026 | $68.4M |
| Brio Consultants, LLC | 10.73% | Reduce -1.2% | 647,229 | $67.4M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +8.3% | 629,903 | $65.6M |
| Rainey & Randall Wealth Advisors Inc. | 12.96% | Add +4.3% | 579,290 | $60.3M |
| United Capital Financial Advisors, LLC | 0.49% | Reduce -4.5% | 569,992 | $59.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.34% | Reduce -3.3% | 559,693 | $58.3M |
| HRC Wealth Management, LLC | 35.48% | Add +0.3% | 527,252 | $54.9M |
| One Capital Management, LLC | 1.75% | Reduce -0.9% | 526,282 | $54.8M |
| MAI Capital Management | 0.52% | Add +0.1% | 518,973 | $54.1M |
| Berger Financial Group, Inc | 3.76% | Add +7.4% | 499,965 | $52.1M |
| Financial Counselors Inc. | 0.76% | Reduce -0.8% | 493,355 | $51.4M |
| Prime Capital Investment Advisors, LLC | 0.73% | Reduce -4.8% | 493,267 | $51.4M |
| Kelman-Lazarov, Inc. | 8.80% | Add +1.5% | 490,976 | $51.1M |
| Nadler Financial Group, Inc. | 5.58% | Add +0.9% | 485,658 | $50.6M |
| Northern Capital Management, Inc. | 31.83% | Reduce -0.7% | 483,535 | $50.4M |
| Koshinski Asset Management, Inc. | 4.35% | Add +1.8% | 482,350 | $50.3M |
| Gemmer Asset Management LLC | 4.90% | Reduce -0.8% | 469,636 | $48.9M |
| Captrust Financial Advisors | 0.15% | Add +98.3% | 469,215 | $48.9M |
| Forte Capital LLC | 5.52% | Add +0.7% | 468,109 | $48.8M |
| Dechtman Wealth Management, LLC | 9.86% | Reduce -10.3% | 462,526 | $48.2M |
| Creative Planning | 0.05% | Reduce -2.6% | 461,208 | $48.0M |
| Financial Management Professionals, Inc. | 5.86% | Reduce -10.8% | 452,746 | $47.2M |
| Two Sigma Investments, LP | 0.11% | Add +321.7% | 449,500 | $46.8M |
| Angeles Wealth Management, LLC | 4.01% | Add +13.2% | 447,160 | $46.6M |
| Burkett Financial Services, LLC | 19.21% | Reduce -3.7% | 446,078 | $46.5M |
| Cornerstone Wealth Advisors, Inc. | 12.78% | Reduce -0.1% | 441,425 | $46.0M |
| UBS Group AG | 0.01% | Reduce -0.9% | 439,232 | $45.8M |
| Tradition Wealth Management, LLC | 3.88% | Add +0.2% | 418,306 | $43.6M |
| Main Street Financial Solutions, LLC | 3.92% | Add +2.1% | 409,453 | $42.7M |
| Stifel Financial Corp. | 0.04% | Add +3.8% | 408,463 | $42.6M |
| Park Avenue Securities LLC | 0.47% | Add +9.0% | 402,589 | $41.9M |
| Advance Capital Management, Inc. | 1.84% | Reduce -21.0% | 399,237 | $41.6M |
| HB Wealth Management, LLC | 0.45% | Reduce -1.0% | 398,897 | $41.6M |
| Summit Wealth & Retirement Planning, Inc. | 12.98% | Reduce -3.1% | 390,251 | $40.7M |
| Rollins Financial Advisors, LLC | 6.72% | Reduce -0.4% | 388,796 | $40.5M |
| Stratos Wealth Advisors, LLC | 1.84% | Reduce -3.6% | 384,034 | $40.0M |
| Integrated Wealth Concepts LLC | 0.49% | Add +249.2% | 382,380 | $39.8M |
| XML Financial, LLC | 3.65% | Add +3.0% | 377,217 | $39.3M |
| Schneider Downs Wealth Management Advisors, LP | 8.04% | Add +0.2% | 376,927 | $39.3M |
| GHP Investment Advisors, Inc. | 1.75% | Add +0.7% | 366,394 | $38.2M |
| Charles Schwab Trust Co | 3.19% | Add +13.4% | 354,585 | $36.9M |
| Strategic Blueprint, LLC | 2.30% | Add +8.4% | 353,538 | $36.8M |
| Prudential Financial Inc. | 0.05% | Add +8.7% | 352,372 | $36.7M |
| RE Dickinson Investment Advisors, LLC | 19.90% | Add +1.9% | 338,967 | $35.3M |
| MinichMacGregor Wealth Management, LLC | 7.50% | Add +40.0% | 335,702 | $35.0M |
| Visionary Wealth Advisors | 2.10% | Reduce -3.2% | 330,932 | $34.5M |
| Summit Asset Management, LLC | 3.91% | Reduce -0.3% | 328,391 | $34.2M |
| Mokosak Advisory Group, LLC | 9.94% | Add +1.3% | 318,130 | $33.1M |
| Triton Wealth Management, PLLC | 18.73% | Add +3.2% | 320,876 | $33.0M |
| Provident Wealth Management, LLC | 11.13% | Add +2.0% | 313,102 | $32.6M |
| Goepper Burkhardt LLC | 13.45% | Add +1.0% | 312,953 | $32.6M |
| Financial Synergies Wealth Advisors, Inc. | 4.02% | Reduce -0.1% | 310,634 | $32.4M |
| Unique Wealth, LLC | 7.12% | Reduce -10.7% | 298,649 | $31.1M |
| Milestone Investment Advisors LLC | 8.65% | Reduce -1.9% | 296,509 | $30.9M |
| Marshall Financial Group Inc. | 9.32% | Reduce -3.5% | 296,168 | $30.9M |
| FLC Capital Advisors | 7.06% | Add +2.2% | 293,628 | $30.6M |
| Dravo Bay LLC | 15.64% | Add +621.7% | 291,867 | $30.4M |
"% 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.