Schwab US Large-Cap GrowthSCHGETF
13F holders, Q3 2025 (September 30)1,511holders +46
110new positions
55sold out
4famous investors
$31.99avg. 13F price*
At the end of Q3 2025, 1,511 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 46 from Q2 2025. 110 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Sei Investments Co. ($1.4B) and Mather Group, Llc. ($1.3B). 4 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $592.4M |
| Exits | 55 | $115.5M |
All 13F filers, Q2 2025 → Q3 2025: 62,451,320 shares bought and 26,734,124 shares sold, net +35,717,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,511 holders
| Envestnet Asset Management Inc. | 0.57% | Add +12.0% | 61,891,690 | $2.0B |
| Sei Investments Co. | 1.53% | Reduce -2.8% | 44,450,869 | $1.4B |
| Mather Group, Llc. | 13.58% | Reduce -0.3% | 42,168,342 | $1.3B |
| Financial Engines Advisors L.L.C. | 2.17% | Reduce -6.8% | 35,589,129 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.18% | Add +5.2% | 34,514,445 | $1.1B |
| LPL Financial LLC | 0.30% | Add +13.8% | 31,701,940 | $1.0B |
| Osaic Holdings, Inc. | 0.85% | Add +3.2% | 19,432,886 | $608.4M |
| Mariner, LLC | 0.74% | Add +0.2% | 17,849,389 | $569.6M |
| Ameriprise Financial Inc. | 0.12% | Add +8.2% | 16,720,317 | $533.4M |
| Vantagepoint Investment Advisers LLC | 4.18% | New | 16,029,106 | $511.5M |
| Cetera Investment Advisers | 0.57% | Add +66.0% | 15,387,321 | $491.0M |
| Avantax Planning Partners, Inc. | 13.74% | Reduce -1.3% | 15,014,311 | $479.1M |
| Raymond James Financial Inc. | 0.15% | Reduce -5.2% | 14,516,716 | $463.2M |
| MML Investors Services, LLC | 0.87% | Add +17.7% | 10,174,284 | $324.7M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +9.2% | 10,027,556 | $320.0M |
| Fund Evaluation Group, LLC | 11.15% | Add +5.0% | 9,652,892 | $308.0M |
| Morgan Stanley | 0.02% | Reduce -0.7% | 8,864,287 | $282.9M |
| Bank of America Corp. | 0.02% | Add +4.1% | 8,392,134 | $267.8M |
| JPMorgan Chase & Co. | 0.02% | Add +12.0% | 8,386,478 | $267.6M |
| HighTower Advisors, LLC | 0.29% | Add +3.0% | 8,132,749 | $259.5M |
| OneDigital Investment Advisors LLC | 2.42% | Add +1.8% | 7,393,016 | $235.9M |
| Cwm, LLC | 0.70% | Add +0.4% | 7,302,629 | $233.0M |
| McAdam, LLC | 11.03% | Add +3.0% | 7,014,190 | $223.8M |
| Moneta Group Investment Advisors LLC | 1.49% | Add +1.9% | 5,867,969 | $187.2M |
| NorthCoast Asset Management LLC | 0.71% | Add +1.6% | 5,701,018 | $181.9M |
| RMG Wealth Management LLC | 22.37% | Add +3.2% | 4,950,788 | $158.8M |
| Thrive Wealth Management, LLC | 23.93% | Reduce -2.2% | 4,968,190 | $158.5M |
| Commonwealth Equity Services, LLC | 0.20% | Add +1.9% | 4,955,408 | $158.1M |
| Focus Financial Network, Inc. | 5.40% | Reduce -1.5% | 4,743,014 | $151.3M |
| Wells Fargo & Company | 0.03% | Add +14.6% | 4,401,983 | $140.5M |
| Clark Capital Management Group, Inc. | 0.87% | Reduce -5.8% | 4,359,851 | $139.1M |
| Marquette Asset Management, LLC | 20.98% | Reduce -0.4% | 4,296,094 | $137.1M |
| Beacon Pointe Advisors, LLC | 0.99% | Reduce -0.2% | 3,643,232 | $116.3M |
| HHM Wealth Advisors, LLC | 13.35% | Reduce -4.0% | 3,615,280 | $115.4M |
| Golden Reserve Retirement LLC | 29.72% | Add +15.1% | 3,588,350 | $114.5M |
| Krilogy Financial LLC | 3.99% | Add +9.1% | 3,218,478 | $106.2M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +8.0% | 3,283,430 | $104.8M |
| Park Avenue Securities LLC | 0.81% | Add +15.8% | 3,233,030 | $103.2M |
| Truist Financial Corp. | 0.14% | Add +4.4% | 3,215,099 | $102.6M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -1.9% | 3,084,753 | $99.2M |
| Rainey & Randall Wealth Advisors Inc. | 16.45% | Reduce -0.1% | 3,085,404 | $98.5M |
| Assetmark, Inc. | 0.21% | Reduce -3.9% | 3,084,416 | $98.4M |
| Cerity Partners LLC | 0.16% | Reduce -2.4% | 3,044,766 | $97.2M |
| Financial Advisors, LLC | 16.63% | Reduce -3.4% | 2,940,881 | $93.8M |
| Legacy Financial Strategies, LLC | 16.77% | Reduce -1.7% | 2,909,284 | $92.8M |
| Royal Bank of Canada | 0.02% | Reduce -0.3% | 2,865,973 | $91.5M |
| Lido Advisors, LLC | 0.33% | Add +376.8% | 2,476,025 | $79.0M |
| Waverly Advisors, LLC | 0.76% | Add +0.6% | 2,399,120 | $76.6M |
| HRC Wealth Management, LLC | 35.32% | Add +0.1% | 2,269,773 | $72.4M |
| Berger Financial Group, Inc | 4.33% | Reduce -0.2% | 2,267,841 | $72.4M |
| MAI Capital Management | 0.45% | Add +0.3% | 2,258,299 | $72.1M |
| Brio Consultants, LLC | 9.72% | Reduce -1.7% | 2,214,447 | $70.7M |
| Stifel Financial Corp. | 0.06% | Add +2.7% | 2,182,875 | $69.7M |
| Angeles Wealth Management, LLC | 4.26% | Add +4.4% | 2,179,648 | $69.6M |
| Two Sigma Investments, LP | 0.11% | Reduce -35.0% | 2,163,723 | $69.0M |
| UBS Group AG | 0.01% | Add +3.5% | 2,159,997 | $68.9M |
| Compound Planning, Inc. | 2.20% | Add +16.2% | 2,128,290 | $67.9M |
| Gemmer Asset Management LLC | 5.17% | Add +9.5% | 2,008,315 | $64.1M |
| Financial Management Professionals, Inc. | 6.63% | Add +0.6% | 1,997,526 | $63.7M |
| Creative Planning | 0.05% | Add +5.6% | 1,979,083 | $63.2M |
| United Capital Financial Advisors, LLC | 0.45% | Reduce -3.1% | 1,960,348 | $62.6M |
| Nadler Financial Group, Inc. | 5.83% | Reduce -1.4% | 1,915,823 | $61.1M |
| Main Street Financial Solutions, LLC | 3.89% | Add +2.6% | 1,900,128 | $60.6M |
| Kelman-Lazarov, Inc. | 8.78% | Reduce -0.6% | 1,856,765 | $59.2M |
| HB Wealth Management, LLC | 0.40% | Add +3.4% | 1,839,853 | $58.7M |
| Merit Financial Group, LLC | 0.54% | Reduce -4.3% | 1,834,030 | $58.5M |
| Strategic Blueprint, LLC | 2.55% | Add +10.0% | 1,831,652 | $58.4M |
| Kestra Advisory Services, LLC | 0.27% | Reduce -13.6% | 1,821,437 | $58.1M |
| Belpointe Asset Management LLC | 2.22% | Add +5.6% | 1,821,134 | $58.1M |
| Northern Capital Management, Inc. | 30.85% | Reduce -1.4% | 1,781,828 | $56.9M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +9.7% | 1,759,358 | $56.1M |
| Bleakley Financial Group, LLC | 1.28% | Add +2.2% | 1,732,869 | $55.3M |
| Charles Schwab Trust Co | 3.73% | Add +6.7% | 1,722,369 | $55.0M |
| Triton Wealth Management, PLLC | 20.61% | Add +0.3% | 1,617,086 | $54.2M |
| Cornerstone Wealth Advisors, Inc. | 12.86% | Reduce -4.7% | 1,665,245 | $53.1M |
| Burkett Financial Services, LLC | 18.28% | Reduce -2.6% | 1,661,825 | $53.0M |
| Savvy Advisors, Inc. | 2.40% | Add +35.5% | 1,637,120 | $52.2M |
| Prime Capital Investment Advisors, LLC | 0.64% | Reduce -10.2% | 1,604,808 | $51.2M |
| Schneider Downs Wealth Management Advisors, LP | 6.07% | Reduce -2.2% | 1,603,876 | $51.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.80% | Reduce -23.8% | 1,597,106 | $51.0M |
| XML Financial, LLC | 4.13% | Reduce -0.5% | 1,588,681 | $50.7M |
| Tradition Wealth Management, LLC | 3.74% | Reduce -3.1% | 1,585,803 | $50.6M |
| Midwest Trust Co | 0.65% | Add +1.5% | 1,571,231 | $50.1M |
| Summit Wealth & Retirement Planning, Inc. | 12.19% | Add +0.4% | 1,554,241 | $49.6M |
| Exchange Traded Concepts, LLC | 0.46% | Add +44.3% | 1,526,522 | $48.7M |
| Integrated Wealth Concepts LLC | 0.44% | Add +7.1% | 1,525,782 | $48.7M |
| Captrust Financial Advisors | 0.10% | Reduce -5.7% | 1,515,427 | $48.4M |
| Rollins Financial Advisors, LLC | 7.17% | Reduce -1.9% | 1,483,725 | $47.3M |
| Focus Partners Advisor Solutions, LLC | 0.54% | Add +2.2% | 1,480,156 | $47.3M |
| GHP Investment Advisors, Inc. | 1.96% | Reduce -0.4% | 1,460,301 | $46.6M |
| Summit Asset Management, LLC | 6.82% | Add +1.1% | 1,389,325 | $44.3M |
| Ausdal Financial Partners, Inc. | 2.13% | Add +5.7% | 1,370,264 | $43.7M |
| World Investment Advisors | 0.89% | Add +1.7% | 1,366,416 | $43.6M |
| Goepper Burkhardt LLC | 14.56% | Add +0.9% | 1,338,676 | $42.7M |
| Veery Capital, LLC | 13.43% | Add +1.8% | 1,332,974 | $42.5M |
| Visionary Wealth Advisors | 1.96% | Reduce -33.7% | 1,315,499 | $42.0M |
| Provident Wealth Management, LLC | 12.41% | Reduce -0.6% | 1,286,217 | $41.0M |
| Principal Securities, Inc. | 0.67% | Reduce -3.4% | 1,279,964 | $40.8M |
| Financial Advisors Network, Inc. | 5.72% | Add +3.9% | 1,265,928 | $40.4M |
| Advance Capital Management, Inc. | 1.73% | Add +3.2% | 1,251,592 | $39.9M |
"% 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.