Schwab US Large-Cap GrowthSCHGETF
13F holders, Q2 2025 (June 30)1,465holders +86
138new positions
53sold out
4famous investors
$29.23avg. 13F price*
At the end of Q2 2025, 1,465 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 86 from Q1 2025. 138 opened new positions and 53 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Sei Investments Co. ($1.3B) and Mather Group, Llc. ($1.2B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 138 | $173.1M |
| Exits | 53 | $32.4M |
All 13F filers, Q1 2025 → Q2 2025: 87,566,246 shares bought and 23,021,793 shares sold, net +64,544,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,465 holders
| Envestnet Asset Management Inc. | 0.47% | Add +14.5% | 55,240,546 | $1.6B |
| Sei Investments Co. | 1.55% | Add +11.0% | 45,745,266 | $1.3B |
| Mather Group, Llc. | 13.19% | Add +4.5% | 42,286,978 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.23% | Reduce -0.0% | 38,175,151 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.17% | Add +653.7% | 32,809,028 | $958.4M |
| LPL Financial LLC | 0.27% | Add +13.2% | 27,854,880 | $813.6M |
| Osaic Holdings, Inc. | 0.98% | Add +6.7% | 18,835,687 | $549.4M |
| Mariner, LLC | 0.75% | Add +3.1% | 17,810,580 | $520.2M |
| Ameriprise Financial Inc. | 0.11% | Reduce -0.1% | 15,458,404 | $451.3M |
| Raymond James Financial Inc. | 0.15% | Add +3.3% | 15,317,027 | $447.4M |
| Avantax Planning Partners, Inc. | 14.09% | Add +2.1% | 15,205,975 | $444.2M |
| Cetera Investment Advisers | 0.46% | Reduce -0.7% | 9,269,786 | $270.8M |
| Fund Evaluation Group, LLC | 10.38% | Reduce -9.7% | 9,190,023 | $268.4M |
| Northwestern Mutual Wealth Management Co. | 0.20% | Add +11.3% | 9,187,006 | $268.4M |
| Morgan Stanley | 0.02% | Reduce -6.6% | 8,926,321 | $260.7M |
| MML Investors Services, LLC | 0.73% | Add +22.3% | 8,643,532 | $252.5M |
| Bank of America Corp. | 0.02% | Add +5.1% | 8,063,125 | $235.5M |
| HighTower Advisors, LLC | 0.29% | Add +3.7% | 7,897,044 | $230.7M |
| JPMorgan Chase & Co. | 0.02% | Add +7.6% | 7,489,982 | $218.8M |
| Cwm, LLC | 0.75% | Add +0.9% | 7,274,770 | $212.5M |
| OneDigital Investment Advisors LLC | 2.36% | Reduce -12.5% | 7,265,280 | $212.2M |
| McAdam, LLC | 10.89% | Add +1.8% | 6,807,071 | $198.8M |
| Moneta Group Investment Advisors LLC | 2.00% | Add +8.6% | 5,757,249 | $168.2M |
| NorthCoast Asset Management LLC | 0.70% | Add +2.3% | 5,611,963 | $163.9M |
| Avantax Advisory Services, Inc. | 0.88% | Add +8.3% | 5,466,642 | $159.7M |
| Thrive Wealth Management, LLC | 23.96% | Add +6.0% | 5,077,667 | $148.3M |
| RMG Wealth Management LLC | 21.93% | — | 4,795,625 | $142.6M |
| Commonwealth Equity Services, LLC | 0.19% | Add +19.1% | 4,863,412 | $142.1M |
| Focus Financial Network, Inc. | 5.55% | Add +5.1% | 4,814,801 | $140.6M |
| Clark Capital Management Group, Inc. | 0.94% | Reduce -0.5% | 4,626,680 | $135.1M |
| Marquette Asset Management, LLC | 21.11% | Add +7.9% | 4,311,747 | $125.9M |
| Wells Fargo & Company | 0.02% | Add +6.8% | 3,842,162 | $112.2M |
| HHM Wealth Advisors, LLC | 13.07% | Add +6.3% | 3,765,364 | $110.0M |
| Beacon Pointe Advisors, LLC | 1.11% | Add +0.2% | 3,651,154 | $106.7M |
| Two Sigma Investments, LP | 0.18% | Reduce -6.4% | 3,330,123 | $97.3M |
| Assetmark, Inc. | 0.22% | Add +1.3% | 3,208,414 | $93.7M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +2.6% | 3,144,561 | $92.5M |
| Cerity Partners LLC | 0.16% | Add +2.5% | 3,119,923 | $91.1M |
| Golden Reserve Retirement LLC | 29.21% | Add +12.2% | 3,118,407 | $91.0M |
| Rainey & Randall Wealth Advisors Inc. | 16.52% | Reduce -0.1% | 3,088,420 | $90.2M |
| Truist Financial Corp. | 0.13% | Reduce -4.2% | 3,079,130 | $89.9M |
| Financial Advisors, LLC | 16.57% | Reduce -1.9% | 3,045,218 | $89.0M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -16.3% | 3,041,261 | $88.8M |
| Legacy Financial Strategies, LLC | 16.96% | Add +3.1% | 2,959,493 | $86.4M |
| Krilogy Financial LLC | 4.94% | Add +1.4% | 2,951,085 | $86.2M |
| Royal Bank of Canada | 0.02% | Add +3.6% | 2,876,034 | $84.0M |
| Park Avenue Securities LLC | 0.75% | Add +27.9% | 2,793,121 | $81.6M |
| Waverly Advisors, LLC | 0.76% | Add +9.1% | 2,384,385 | $69.6M |
| Berger Financial Group, Inc | 4.31% | Add +2.9% | 2,271,714 | $66.4M |
| HRC Wealth Management, LLC | 35.31% | Add +5.5% | 2,267,730 | $66.2M |
| Brio Consultants, LLC | 9.61% | Reduce -0.9% | 2,252,676 | $65.8M |
| MAI Capital Management | 0.46% | Add +0.0% | 2,252,000 | $65.8M |
| Stifel Financial Corp. | 0.06% | Reduce -7.9% | 2,124,997 | $62.1M |
| Kestra Advisory Services, LLC | 0.30% | Reduce -11.0% | 2,109,063 | $61.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.03% | Reduce -1.5% | 2,095,181 | $61.2M |
| Angeles Wealth Management, LLC | 4.18% | Reduce -21.7% | 2,087,707 | $61.0M |
| UBS Group AG | 0.01% | Add +15.4% | 2,085,902 | $60.9M |
| Koshinski Asset Management, Inc. | 4.58% | Add +0.9% | 2,076,826 | $60.7M |
| United Capital Financial Advisors, LLC | 0.48% | Reduce -7.9% | 2,023,549 | $59.1M |
| Thrivent Financial for Lutherans | 0.13% | Add +296.4% | 2,020,286 | $59.0M |
| Financial Management Professionals, Inc. | 6.53% | Add +4.4% | 1,985,739 | $58.0M |
| Visionary Wealth Advisors | 2.96% | Add +4.7% | 1,984,470 | $58.0M |
| Nadler Financial Group, Inc. | 5.81% | Add +2.7% | 1,942,809 | $56.7M |
| Merit Financial Group, LLC | 0.62% | Add +132.1% | 1,916,661 | $56.0M |
| Creative Planning | 0.05% | Reduce -0.4% | 1,874,072 | $54.7M |
| Kelman-Lazarov, Inc. | 8.84% | Add +2.2% | 1,867,657 | $54.6M |
| Main Street Financial Solutions, LLC | 3.92% | Add +7.3% | 1,851,661 | $54.1M |
| Gemmer Asset Management LLC | 4.76% | Add +0.3% | 1,834,662 | $53.6M |
| Compound Planning, Inc. | 2.02% | Add +25.9% | 1,831,771 | $53.5M |
| Northern Capital Management, Inc. | 31.04% | Reduce -1.8% | 1,806,661 | $52.8M |
| Prime Capital Investment Advisors, LLC | 0.69% | Reduce -35.7% | 1,787,599 | $52.2M |
| HB Wealth Management, LLC | 0.42% | Add +12.9% | 1,779,473 | $52.0M |
| Cornerstone Wealth Advisors, Inc. | 13.18% | Add +0.2% | 1,746,511 | $51.0M |
| Belpointe Asset Management LLC | 2.10% | Add +51.0% | 1,725,277 | $50.4M |
| Burkett Financial Services, LLC | 17.94% | Add +1.8% | 1,705,702 | $49.8M |
| Bleakley Financial Group, LLC | 1.26% | Add +23.0% | 1,695,563 | $49.5M |
| Strategic Blueprint, LLC | 2.39% | Add +4.2% | 1,664,649 | $48.6M |
| Triton Wealth Management, PLLC | 20.67% | — | 1,611,594 | $48.4M |
| Schneider Downs Wealth Management Advisors, LP | 7.17% | Add +4.0% | 1,640,699 | $47.9M |
| Tradition Wealth Management, LLC | 3.82% | Add +0.0% | 1,636,557 | $47.8M |
| Charles Schwab Trust Co | 3.54% | Reduce -3.8% | 1,614,097 | $47.1M |
| Captrust Financial Advisors | 0.10% | Reduce -2.1% | 1,606,125 | $46.9M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -10.7% | 1,603,479 | $46.8M |
| XML Financial, LLC | 4.05% | Add +2.1% | 1,595,988 | $46.6M |
| Forte Capital LLC | 4.98% | Reduce -9.6% | 1,584,832 | $46.3M |
| Summit Wealth & Retirement Planning, Inc. | 12.14% | Reduce -0.1% | 1,547,821 | $45.2M |
| Midwest Trust Co | 0.63% | — | 1,547,812 | $45.2M |
| Rollins Financial Advisors, LLC | 7.05% | Reduce -6.6% | 1,513,062 | $44.2M |
| GHP Investment Advisors, Inc. | 1.90% | Add +0.5% | 1,465,966 | $42.8M |
| Focus Partners Advisor Solutions, LLC | 0.56% | Reduce -14.3% | 1,448,022 | $42.3M |
| Integrated Wealth Concepts LLC | 0.42% | Add +13.1% | 1,424,503 | $41.6M |
| Summit Asset Management, LLC | 6.54% | Add +0.3% | 1,374,580 | $40.2M |
| Novem Group | 5.02% | Add +25.6% | 1,355,187 | $39.6M |
| World Investment Advisors | 0.89% | Add +157.6% | 1,343,084 | $39.2M |
| Goepper Burkhardt LLC | 14.28% | Add +5.5% | 1,327,110 | $38.8M |
| Principal Securities, Inc. | 0.73% | Add +66.9% | 1,324,545 | $38.7M |
| Veery Capital, LLC | 13.16% | Add +5.5% | 1,310,038 | $38.3M |
| Ausdal Financial Partners, Inc. | 2.53% | Add +0.8% | 1,295,841 | $37.9M |
| Provident Wealth Management, LLC | 12.36% | Reduce -0.6% | 1,293,869 | $37.8M |
| Affinity Wealth LLC | 31.29% | Add +7.1% | 1,257,561 | $36.7M |
"% 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.