Schwab US Large-Cap GrowthSCHGETF
13F holders, Q1 2025 (March 31)1,379holders −7
90new positions
93sold out
5famous investors
$25.05avg. 13F price*
At the end of Q1 2025, 1,379 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, down 7 from Q4 2024. 90 opened new positions and 93 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), Sei Investments Co. ($1.0B) and Mather Group, Llc. ($1.0B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $89.5M |
| Exits | 93 | $92.2M |
All 13F filers, Q4 2024 → Q1 2025: 60,306,369 shares bought and 1,592,262,058 shares sold, net −1,531,955,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,379 holders
| Envestnet Asset Management Inc. | 0.39% | Add +13.6% | 48,260,555 | $1.2B |
| Sei Investments Co. | 1.33% | Add +8.0% | 41,221,209 | $1.0B |
| Mather Group, Llc. | 11.71% | Add +3.2% | 40,450,598 | $1.0B |
| Financial Engines Advisors L.L.C. | 2.05% | Reduce -4.0% | 38,186,941 | $956.2M |
| LPL Financial LLC | 0.24% | Add +11.6% | 24,607,170 | $616.2M |
| Osaic Holdings, Inc. | 0.99% | Add +23.3% | 17,660,027 | $442.2M |
| Mariner, LLC | 0.72% | Add +0.6% | 17,277,037 | $432.6M |
| Ameriprise Financial Inc. | 0.10% | Add +7.7% | 15,477,880 | $387.6M |
| Avantax Planning Partners, Inc. | 13.20% | Reduce -3.1% | 14,887,267 | $372.8M |
| Raymond James Financial Inc. | 0.14% | Add +2.3% | 14,822,162 | $371.1M |
| Fund Evaluation Group, LLC | 11.01% | Reduce -6.6% | 10,171,352 | $254.7M |
| Morgan Stanley | 0.02% | Reduce -12.6% | 9,553,769 | $239.2M |
| Cetera Investment Advisers | 0.45% | Add +27.9% | 9,339,176 | $233.9M |
| OneDigital Investment Advisors LLC | 2.46% | Add +1.0% | 8,301,684 | $207.9M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +6.6% | 8,250,812 | $206.6M |
| Bank of America Corp. | 0.02% | Add +7.9% | 7,669,877 | $192.1M |
| HighTower Advisors, LLC | 0.26% | Add +70.8% | 7,614,284 | $190.7M |
| Cwm, LLC | 0.72% | Add +3.4% | 7,213,032 | $180.6M |
| MML Investors Services, LLC | 0.59% | Add +12.3% | 7,065,460 | $176.9M |
| JPMorgan Chase & Co. | 0.01% | Add +16.0% | 6,958,280 | $174.2M |
| McAdam, LLC | 10.36% | Reduce -12.3% | 6,685,573 | $167.4M |
| NorthCoast Asset Management LLC | 0.69% | Reduce -6.4% | 5,487,959 | $137.4M |
| Moneta Group Investment Advisors LLC | 1.83% | Add +10.4% | 5,301,276 | $132.7M |
| Avantax Advisory Services, Inc. | 0.77% | Add +22.2% | 5,048,098 | $126.4M |
| Thrive Wealth Management, LLC | 22.91% | Reduce -6.6% | 4,788,212 | $119.9M |
| Clark Capital Management Group, Inc. | 0.83% | Add +56.1% | 4,651,417 | $116.5M |
| Focus Financial Network, Inc. | 4.69% | Reduce -0.6% | 4,580,537 | $114.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.0% | 4,353,238 | $109.0M |
| Commonwealth Equity Services, LLC | 0.14% | Add +4.2% | 4,083,199 | $102.2M |
| Marquette Asset Management, LLC | 17.64% | Reduce -0.8% | 3,997,684 | $100.1M |
| Beacon Pointe Advisors, LLC | 1.03% | Add +4.6% | 3,642,930 | $91.2M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +22.3% | 3,632,538 | $91.0M |
| Wells Fargo & Company | 0.02% | Add +13.6% | 3,598,429 | $90.1M |
| Two Sigma Investments, LP | 0.20% | Add +11.0% | 3,557,323 | $89.1M |
| HHM Wealth Advisors, LLC | 11.95% | Add +3.2% | 3,543,726 | $88.7M |
| Truist Financial Corp. | 0.13% | Add +6.9% | 3,215,418 | $80.5M |
| Assetmark, Inc. | 0.22% | Add +1.5% | 3,168,418 | $79.3M |
| Financial Advisors, LLC | 15.33% | Reduce -2.7% | 3,102,728 | $77.7M |
| Rainey & Randall Wealth Advisors Inc. | 15.14% | Add +0.7% | 3,090,227 | $77.4M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -5.6% | 3,065,521 | $76.8M |
| Cerity Partners LLC | 0.16% | Add +4.3% | 3,044,472 | $76.2M |
| Krilogy Financial LLC | 4.72% | Add +3.2% | 2,911,879 | $72.9M |
| Legacy Financial Strategies, LLC | 15.67% | Add +4.4% | 2,869,487 | $71.9M |
| Prime Capital Investment Advisors, LLC | 0.81% | Add +45.9% | 2,780,742 | $69.6M |
| Golden Reserve Retirement LLC | 27.68% | — | 2,779,742 | $69.6M |
| Royal Bank of Canada | 0.02% | Add +0.4% | 2,775,383 | $69.5M |
| Lido Advisors, LLC | 0.40% | Add +9.2% | 2,698,795 | $67.6M |
| Angeles Wealth Management, LLC | 5.55% | Add +33.3% | 2,665,995 | $66.8M |
| Kestra Advisory Services, LLC | 0.29% | Add +2.0% | 2,369,371 | $59.3M |
| Stifel Financial Corp. | 0.06% | Add +38.1% | 2,307,178 | $57.8M |
| Brio Consultants, LLC | 8.94% | Reduce -11.9% | 2,273,321 | $56.9M |
| MAI Capital Management | 0.43% | Add +0.6% | 2,251,048 | $56.4M |
| Berger Financial Group, Inc | 3.84% | Add +3.2% | 2,207,231 | $55.3M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -1.6% | 2,196,439 | $55.0M |
| Waverly Advisors, LLC | 0.67% | Add +211.9% | 2,185,039 | $54.7M |
| Park Avenue Securities LLC | 0.67% | Add +29.3% | 2,182,955 | $54.7M |
| HRC Wealth Management, LLC | 33.39% | Reduce -0.5% | 2,148,750 | $53.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.99% | Reduce -4.0% | 2,127,611 | $53.3M |
| Koshinski Asset Management, Inc. | 4.38% | Reduce -99.9% | 2,057,977 | $51.5M |
| Financial Counselors Inc. | 0.76% | Add +0.8% | 2,001,404 | $50.1M |
| Financial Management Professionals, Inc. | 6.08% | Add +3.7% | 1,902,447 | $47.6M |
| Visionary Wealth Advisors | 2.85% | Reduce -0.3% | 1,896,214 | $47.5M |
| Nadler Financial Group, Inc. | 5.25% | Reduce -4.0% | 1,891,862 | $47.4M |
| Creative Planning | 0.04% | Add +3.0% | 1,881,483 | $47.1M |
| Northern Capital Management, Inc. | 30.03% | Reduce -3.9% | 1,839,298 | $46.1M |
| Gemmer Asset Management LLC | 4.57% | Add +0.9% | 1,828,284 | $45.8M |
| Kelman-Lazarov, Inc. | 8.31% | Reduce -1.7% | 1,827,134 | $45.8M |
| UBS Group AG | 0.01% | Reduce -1.2% | 1,808,053 | $45.3M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -35.1% | 1,796,120 | $45.0M |
| Forte Capital LLC | 5.21% | Reduce -1.0% | 1,753,774 | $43.9M |
| Cornerstone Wealth Advisors, Inc. | 12.12% | Add +2.0% | 1,742,740 | $43.6M |
| Main Street Financial Solutions, LLC | 3.75% | Reduce -0.3% | 1,726,023 | $43.2M |
| Focus Partners Advisor Solutions, LLC | 0.64% | Reduce -4.3% | 1,689,445 | $42.3M |
| Charles Schwab Trust Co | 3.52% | Add +21.8% | 1,678,384 | $42.0M |
| Burkett Financial Services, LLC | 17.10% | Reduce -2.6% | 1,675,726 | $42.0M |
| Captrust Financial Advisors | 0.10% | Reduce -1.2% | 1,641,423 | $41.1M |
| Tradition Wealth Management, LLC | 3.61% | Reduce -0.3% | 1,636,452 | $41.0M |
| Rollins Financial Advisors, LLC | 7.06% | Add +1.9% | 1,619,495 | $40.6M |
| B&D White Capital Company, LLC | 5.97% | Add +33.5% | 1,618,148 | $40.5M |
| Strategic Blueprint, LLC | 2.18% | Add +8.4% | 1,597,817 | $40.0M |
| Schneider Downs Wealth Management Advisors, LP | 7.16% | Add +3.4% | 1,578,030 | $39.5M |
| HB Wealth Management, LLC | 0.33% | Reduce -0.2% | 1,576,201 | $39.5M |
| XML Financial, LLC | 3.66% | Add +1.0% | 1,563,630 | $39.2M |
| Summit Wealth & Retirement Planning, Inc. | 11.89% | Add +1.1% | 1,548,983 | $38.8M |
| GHP Investment Advisors, Inc. | 1.76% | Reduce -0.2% | 1,458,877 | $36.5M |
| Compound Planning, Inc. | 1.66% | Add +10.8% | 1,454,801 | $36.4M |
| Advance Capital Management, Inc. | 1.65% | Reduce -21.3% | 1,380,697 | $34.6M |
| Bleakley Financial Group, LLC | 1.11% | Add +47.0% | 1,379,008 | $34.5M |
| Summit Asset Management, LLC | 5.94% | Reduce 0.0% | 1,369,927 | $34.3M |
| Mercer Global Advisors Inc. | 0.08% | Add +5.0% | 1,342,186 | $33.6M |
| Provident Wealth Management, LLC | 11.23% | Add +1.2% | 1,301,581 | $32.6M |
| Ausdal Financial Partners, Inc. | 2.43% | Add +22.4% | 1,285,061 | $32.2M |
| Integrated Wealth Concepts LLC | 0.37% | Reduce -26.6% | 1,259,646 | $31.5M |
| Goepper Burkhardt LLC | 12.60% | Add +2.1% | 1,258,518 | $31.5M |
| Veery Capital, LLC | 12.10% | Reduce -0.6% | 1,242,387 | $31.1M |
| Financial Synergies Wealth Advisors, Inc. | 3.75% | Reduce -0.5% | 1,229,324 | $30.8M |
| FLC Capital Advisors | 6.74% | Add +1.4% | 1,200,148 | $30.1M |
| Financial Advisors Network, Inc. | 4.91% | Add +1.7% | 1,183,234 | $29.6M |
| Curtis Advisory Group, LLC | 8.64% | Reduce -5.6% | 1,175,033 | $29.4M |
| Affinity Wealth LLC | 30.07% | Add +5.5% | 1,173,979 | $29.4M |
"% 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.