Schwab US Large-Cap GrowthSCHGETF
13F holders, Q4 2024 (December 31)1,386holders +156
110new positions
44sold out
6famous investors
$8.65avg. 13F price*
At the end of Q4 2024, 1,386 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 156 from Q3 2024. 110 opened new positions and 44 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), Financial Engines Advisors L.L.C. ($1.1B) and Mather Group, Llc. ($1.1B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $88.5M |
| Exits | 44 | $90.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,603,778,102 shares bought and 51,681,498 shares sold, net +1,552,096,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,386 holders
| Envestnet Asset Management Inc. | 0.38% | Reduce -2.9% | 42,485,323 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.33% | Reduce -11.6% | 39,788,567 | $1.1B |
| Mather Group, Llc. | 14.17% | Add +0.3% | 39,195,946 | $1.1B |
| Sei Investments Co. | 1.37% | Reduce -0.2% | 38,159,110 | $1.1B |
| LPL Financial LLC | 0.25% | Add +28.4% | 22,053,161 | $614.6M |
| Mariner, LLC | 0.80% | No change | 17,176,803 | $478.7M |
| Avantax Planning Partners, Inc. | 15.44% | Reduce -1.5% | 15,371,381 | $428.4M |
| Raymond James Financial Inc. | 0.15% | — | 14,489,666 | $403.8M |
| Ameriprise Financial Inc. | 0.10% | Add +7.6% | 14,371,770 | $400.4M |
| Osaic Holdings, Inc. | 0.90% | Reduce -10.5% | 14,322,607 | $399.2M |
| Morgan Stanley | 0.02% | Add +31.8% | 10,931,853 | $304.7M |
| Fund Evaluation Group, LLC | 14.19% | Reduce -12.0% | 10,890,440 | $303.6M |
| OneDigital Investment Advisors LLC | 2.66% | Reduce -4.8% | 8,219,837 | $229.1M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +4.5% | 7,742,948 | $215.8M |
| McAdam, LLC | 11.59% | Add +3.1% | 7,620,902 | $212.4M |
| Cetera Investment Advisers | 0.43% | Reduce -1.0% | 7,304,069 | $203.6M |
| Bank of America Corp. | 0.02% | Reduce -2.5% | 7,110,164 | $198.2M |
| Cwm, LLC | 0.81% | Add +0.8% | 6,979,366 | $194.5M |
| MML Investors Services, LLC | 0.60% | Add +2.1% | 6,289,445 | $175.3M |
| JPMorgan Chase & Co. | 0.01% | Add +4.1% | 5,997,778 | $167.2M |
| NorthCoast Asset Management LLC | 0.80% | Add +20389.8% | 5,864,179 | $163.4M |
| Thrive Wealth Management, LLC | 25.70% | Add +0.1% | 5,128,931 | $142.9M |
| Moneta Group Investment Advisors LLC | 1.87% | Reduce -75.3% | 4,801,342 | $133.8M |
| Focus Financial Network, Inc. | 5.11% | Add +0.9% | 4,609,367 | $128.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -4.2% | 4,487,020 | $125.1M |
| HighTower Advisors, LLC | 0.17% | Add +2.6% | 4,458,615 | $124.3M |
| Avantax Advisory Services, Inc. | 0.72% | Add +22.5% | 4,132,097 | $115.2M |
| Marquette Asset Management, LLC | 18.32% | Add +2.6% | 4,028,428 | $112.3M |
| Commonwealth Equity Services, LLC | 0.16% | Add +3.0% | 3,918,674 | $109.2M |
| Beacon Pointe Advisors, LLC | 1.08% | Add +8.7% | 3,482,685 | $97.1M |
| HHM Wealth Advisors, LLC | 13.01% | Reduce -1.0% | 3,432,708 | $95.7M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -5.5% | 3,246,949 | $90.5M |
| Two Sigma Investments, LP | 0.22% | Add +78.2% | 3,204,323 | $89.3M |
| Financial Advisors, LLC | 17.04% | Reduce -3.8% | 3,187,865 | $88.8M |
| Wells Fargo & Company | 0.02% | Add +4.9% | 3,168,558 | $88.3M |
| Assetmark, Inc. | 0.24% | Reduce -7.4% | 3,121,781 | $87.0M |
| Rainey & Randall Wealth Advisors Inc. | 16.96% | Add +32.5% | 3,069,436 | $85.5M |
| Truist Financial Corp. | 0.13% | Add +4.4% | 3,006,792 | $83.8M |
| Clark Capital Management Group, Inc. | 0.58% | Add +3.5% | 2,978,909 | $83.0M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +17.9% | 2,971,333 | $82.8M |
| Cerity Partners LLC | 0.18% | Reduce -8.3% | 2,919,588 | $81.4M |
| Krilogy Financial LLC | 5.24% | Reduce -4.3% | 2,821,392 | $78.6M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Add +1.5% | 2,768,318 | $77.2M |
| Royal Bank of Canada | 0.02% | Add +5.2% | 2,765,394 | $77.1M |
| Legacy Financial Strategies, LLC | 16.48% | Add +3.7% | 2,749,443 | $76.5M |
| Brio Consultants, LLC | 11.26% | Reduce -0.3% | 2,581,833 | $72.0M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -8.1% | 2,481,627 | $69.1M |
| Lido Advisors, LLC | 0.43% | Add +1352.2% | 2,472,229 | $68.9M |
| Kestra Advisory Services, LLC | 0.36% | Reduce -15.6% | 2,322,893 | $64.7M |
| Dechtman Wealth Management, LLC | 12.34% | Add +23.8% | 2,290,663 | $63.8M |
| MAI Capital Management | 0.46% | Add +7.8% | 2,237,436 | $62.4M |
| United Capital Financial Advisors, LLC | 0.53% | Reduce -2.1% | 2,232,323 | $62.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.20% | Reduce -1.0% | 2,217,000 | $61.8M |
| HRC Wealth Management, LLC | 35.71% | Add +2.3% | 2,158,369 | $60.2M |
| Berger Financial Group, Inc | 4.12% | Add +7.0% | 2,139,171 | $59.6M |
| One Capital Management, LLC | 1.95% | Add +0.6% | 2,116,636 | $59.0M |
| Koshinski Asset Management, Inc. | 4.80% | Add +80952.1% | 1,563,819,806 | $56.1M |
| Angeles Wealth Management, LLC | 4.59% | Add +11.8% | 1,999,984 | $55.7M |
| Financial Counselors Inc. | 0.81% | Add +0.7% | 1,986,412 | $55.4M |
| Nadler Financial Group, Inc. | 5.79% | Add +1.5% | 1,971,311 | $54.9M |
| Northern Capital Management, Inc. | 32.71% | Reduce -1.0% | 1,913,968 | $53.3M |
| Prime Capital Investment Advisors, LLC | 0.77% | Reduce -3.4% | 1,905,763 | $53.1M |
| Visionary Wealth Advisors | 3.11% | Add +43.6% | 1,901,176 | $53.0M |
| Kelman-Lazarov, Inc. | 9.32% | Reduce -5.4% | 1,858,695 | $51.8M |
| Financial Management Professionals, Inc. | 6.46% | Add +1.3% | 1,834,971 | $51.1M |
| UBS Group AG | 0.01% | Add +4.2% | 1,830,285 | $51.0M |
| Creative Planning | 0.05% | Reduce -1.0% | 1,827,102 | $50.9M |
| Gemmer Asset Management LLC | 4.97% | Reduce -3.5% | 1,812,328 | $50.5M |
| Forte Capital LLC | 5.55% | Reduce -5.4% | 1,770,830 | $49.4M |
| Focus Partners Advisor Solutions, LLC | 0.83% | Add +247.8% | 1,765,494 | $49.2M |
| Advance Capital Management, Inc. | 2.24% | Add +9.9% | 1,755,024 | $48.9M |
| Main Street Financial Solutions, LLC | 4.76% | Add +5.7% | 1,731,835 | $48.3M |
| Burkett Financial Services, LLC | 19.60% | Reduce -3.6% | 1,720,426 | $47.9M |
| Integrated Wealth Concepts LLC | 0.56% | Add +12.3% | 1,717,408 | $47.9M |
| Cornerstone Wealth Advisors, Inc. | 13.07% | Reduce -3.2% | 1,708,473 | $47.6M |
| Park Avenue Securities LLC | 0.48% | Add +4.9% | 1,688,980 | $47.1M |
| Stifel Financial Corp. | 0.05% | Add +2.3% | 1,671,113 | $46.6M |
| Captrust Financial Advisors | 0.13% | Reduce -11.4% | 1,661,944 | $46.3M |
| Tradition Wealth Management, LLC | 4.03% | Reduce -1.9% | 1,642,174 | $45.8M |
| Rollins Financial Advisors, LLC | 6.92% | Add +2.2% | 1,589,809 | $44.3M |
| HB Wealth Management, LLC | 0.45% | Reduce -1.0% | 1,579,711 | $44.0M |
| XML Financial, LLC | 3.96% | Add +2.6% | 1,548,615 | $43.2M |
| Summit Wealth & Retirement Planning, Inc. | 13.22% | Reduce -1.8% | 1,532,498 | $42.7M |
| Schneider Downs Wealth Management Advisors, LP | 8.00% | Add +1.2% | 1,526,033 | $42.5M |
| Redhawk Wealth Advisors, Inc. | 5.71% | Add +111.7% | 1,516,701 | $42.3M |
| Strategic Blueprint, LLC | 2.45% | Add +4.3% | 1,474,452 | $41.1M |
| GHP Investment Advisors, Inc. | 1.90% | Reduce -0.2% | 1,462,363 | $40.8M |
| Stratos Wealth Advisors, LLC | 1.95% | Reduce -5.1% | 1,458,427 | $40.6M |
| Charles Schwab Trust Co | 3.30% | Reduce -2.8% | 1,378,549 | $38.4M |
| Summit Asset Management, LLC | 6.71% | Add +4.3% | 1,369,929 | $38.2M |
| Compound Planning, Inc. | 1.85% | Add +12.8% | 1,313,437 | $36.6M |
| MinichMacGregor Wealth Management, LLC | 7.60% | Reduce -2.2% | 1,313,142 | $36.6M |
| Provident Wealth Management, LLC | 11.96% | Add +2.7% | 1,286,419 | $35.9M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -67.9% | 1,278,036 | $35.6M |
| Triton Wealth Management, PLLC | 17.96% | No change | 1,283,917 | $34.9M |
| Mokosak Advisory Group, LLC | 10.46% | Reduce -1.6% | 1,251,633 | $34.9M |
| Veery Capital, LLC | 13.33% | Add +21.8% | 1,250,110 | $34.8M |
| Curtis Advisory Group, LLC | 9.17% | Add +8.5% | 1,244,686 | $34.7M |
| Financial Synergies Wealth Advisors, Inc. | 4.27% | Reduce -0.6% | 1,235,506 | $34.4M |
| Goepper Burkhardt LLC | 13.95% | Reduce -1.5% | 1,232,778 | $34.4M |
"% 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.