Schwab US Large-Cap GrowthSCHGETF
13F holders, Q4 2025 (December 31)1,639holders +128
84new positions
53sold out
4famous investors
$32.60avg. 13F price*
At the end of Q4 2025, 1,639 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 128 from Q3 2025. 84 opened new positions and 53 sold out. The largest holders were Envestnet Asset Management Inc. ($2.1B), Sei Investments Co. ($1.4B) and Mather Group, Llc. ($1.4B). 4 famous investors held it, including Paul Tudor Jones (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $193.5M |
| Exits | 53 | $235.3M |
All 13F filers, Q3 2025 → Q4 2025: 60,233,748 shares bought and 31,878,412 shares sold, net +28,355,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,639 holders
| Envestnet Asset Management Inc. | 0.62% | Add +3.9% | 64,327,203 | $2.1B |
| Sei Investments Co. | 1.42% | Reduce -0.6% | 44,207,939 | $1.4B |
| Mather Group, Llc. | 14.05% | Reduce -0.8% | 41,810,550 | $1.4B |
| Charles Schwab Investment Management Inc. | 0.19% | Add +9.4% | 37,744,872 | $1.2B |
| LPL Financial LLC | 0.30% | Add +7.8% | 34,166,654 | $1.1B |
| Financial Engines Advisors L.L.C. | 2.10% | Reduce -4.5% | 33,984,232 | $1.1B |
| Mariner, LLC | 0.78% | Add +12.5% | 20,078,592 | $655.0M |
| Osaic Holdings, Inc. | 0.87% | Reduce -5.9% | 18,282,953 | $596.4M |
| Ameriprise Financial Inc. | 0.13% | Add +5.3% | 17,605,054 | $574.0M |
| Vantagepoint Investment Advisers LLC | 4.48% | Add +6.5% | 17,067,494 | $556.7M |
| Cetera Investment Advisers | 0.60% | Add +10.2% | 16,960,267 | $553.2M |
| Raymond James Financial Inc. | 0.15% | Add +2.6% | 14,890,934 | $485.7M |
| Avantax Planning Partners, Inc. | 13.59% | Reduce -0.8% | 14,890,533 | $485.7M |
| MML Investors Services, LLC | 0.93% | Add +15.3% | 11,726,425 | $382.5M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +5.4% | 10,572,063 | $344.9M |
| Fund Evaluation Group, LLC | 10.19% | Reduce -2.1% | 9,445,586 | $308.2M |
| Morgan Stanley | 0.02% | Reduce -0.5% | 8,820,737 | $287.7M |
| Bank of America Corp. | 0.02% | Add +1.8% | 8,546,544 | $278.8M |
| JPMorgan Chase & Co. | 0.02% | Add +0.7% | 8,443,988 | $275.4M |
| HighTower Advisors, LLC | 0.30% | Add +2.9% | 8,369,417 | $273.0M |
| Cwm, LLC | 0.66% | Add +2.1% | 7,458,612 | $243.3M |
| McAdam, LLC | 10.83% | Add +3.5% | 7,256,974 | $236.7M |
| OneDigital Investment Advisors LLC | 2.29% | Reduce -3.0% | 7,168,249 | $233.8M |
| Wells Fargo & Company | 0.04% | Add +54.1% | 6,783,933 | $221.3M |
| Focus Partners Wealth | 0.25% | Add +655.4% | 6,602,251 | $215.3M |
| Moneta Group Investment Advisors LLC | 1.41% | Reduce -2.4% | 5,729,958 | $186.9M |
| Thrive Wealth Management, LLC | 23.61% | Reduce -0.9% | 4,922,527 | $160.6M |
| Focus Financial Network, Inc. | 5.41% | Add +0.4% | 4,761,784 | $155.3M |
| Clark Capital Management Group, Inc. | 0.91% | Add +4.6% | 4,560,951 | $148.8M |
| Marquette Asset Management, LLC | 20.44% | Reduce -1.2% | 4,244,236 | $138.4M |
| Creative Planning | 0.10% | Add +113.0% | 4,214,539 | $137.5M |
| Golden Reserve Retirement LLC | 24.74% | Add +14.5% | 4,107,553 | $134.0M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -22.1% | 3,860,376 | $125.9M |
| Park Avenue Securities LLC | 1.01% | Add +12.8% | 3,646,617 | $119.0M |
| Beacon Pointe Advisors, LLC | 0.83% | Reduce -0.1% | 3,639,546 | $118.7M |
| HHM Wealth Advisors, LLC | 13.40% | Reduce -3.7% | 3,482,686 | $113.6M |
| Krilogy Financial LLC | 3.83% | Add +7.7% | 3,465,069 | $112.5M |
| Truist Financial Corp. | 0.14% | Add +0.7% | 3,235,999 | $105.6M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Reduce -1.5% | 3,233,007 | $105.5M |
| Lido Advisors, LLC | 0.40% | Add +28.2% | 3,173,962 | $102.1M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +0.8% | 3,109,536 | $102.1M |
| Thrivent Financial for Lutherans | 0.18% | Add +7909.6% | 3,110,459 | $101.5M |
| Rainey & Randall Wealth Advisors Inc. | 16.48% | Add +0.4% | 3,096,774 | $101.0M |
| Cerity Partners LLC | 0.15% | Add +0.7% | 3,065,447 | $100.0M |
| Assetmark, Inc. | 0.19% | Reduce -5.9% | 2,901,375 | $94.6M |
| Legacy Financial Strategies, LLC | 16.48% | Reduce -1.9% | 2,853,067 | $93.1M |
| United Capital Financial Advisors, LLC | 0.56% | Add +45.3% | 2,847,963 | $92.9M |
| Royal Bank of Canada | 0.02% | Reduce -1.2% | 2,831,744 | $92.4M |
| BlueStem Wealth Partners, LLC | 10.17% | New | 2,823,123 | $92.1M |
| UBS Group AG | 0.02% | Add +29.1% | 2,787,861 | $90.9M |
| Gemmer Asset Management LLC | 6.79% | Add +34.6% | 2,702,334 | $88.2M |
| Waverly Advisors, LLC | 0.67% | Add +5.2% | 2,523,361 | $82.3M |
| Savvy Advisors, Inc. | 2.50% | Add +44.8% | 2,371,128 | $77.3M |
| Angeles Wealth Management, LLC | 4.21% | Add +7.2% | 2,336,825 | $76.2M |
| Berger Financial Group, Inc | 4.34% | Add +1.2% | 2,295,428 | $74.9M |
| HRC Wealth Management, LLC | 35.12% | Reduce -1.0% | 2,248,063 | $73.3M |
| MAI Capital Management | 0.42% | Reduce -0.7% | 2,242,182 | $73.1M |
| Stifel Financial Corp. | 0.06% | Reduce -0.4% | 2,175,121 | $71.0M |
| Brio Consultants, LLC | 9.05% | Reduce -3.6% | 2,135,184 | $69.6M |
| Kestra Advisory Services, LLC | 0.28% | Add +16.0% | 2,112,917 | $68.9M |
| Koshinski Asset Management, Inc. | 4.43% | Add +0.0% | 2,106,262 | $68.7M |
| Compound Planning, Inc. | 2.02% | Reduce -1.4% | 2,097,817 | $68.4M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +10.9% | 1,952,024 | $63.7M |
| Nadler Financial Group, Inc. | 5.85% | Add +0.6% | 1,927,577 | $62.9M |
| Belpointe Asset Management LLC | 2.18% | Add +1.6% | 1,849,921 | $60.3M |
| Kelman-Lazarov, Inc. | 8.55% | Reduce -1.2% | 1,834,823 | $59.9M |
| HB Wealth Management, LLC | 0.39% | Reduce -0.3% | 1,834,718 | $59.8M |
| Financial Management Professionals, Inc. | 6.17% | Reduce -8.2% | 1,832,835 | $59.8M |
| BIP Wealth, LLC | 2.05% | Add +5268.4% | 1,779,503 | $58.0M |
| Bleakley Financial Group, LLC | 1.01% | Add +2.5% | 1,776,112 | $57.9M |
| Exchange Traded Concepts, LLC | 0.48% | Add +15.6% | 1,764,116 | $57.5M |
| Midwest Trust Co | 0.72% | Add +12.3% | 1,763,856 | $57.5M |
| Charles Schwab Trust Co | 3.76% | Add +1.8% | 1,753,222 | $57.2M |
| Northern Capital Management, Inc. | 30.05% | Reduce -2.2% | 1,743,373 | $56.9M |
| Merit Financial Group, LLC | 0.45% | Reduce -5.6% | 1,731,654 | $56.5M |
| Main Street Financial Solutions, LLC | 4.06% | Reduce -12.6% | 1,661,436 | $54.2M |
| Cornerstone Wealth Advisors, Inc. | 12.35% | Reduce -2.2% | 1,628,504 | $53.1M |
| Schneider Downs Wealth Management Advisors, LP | 5.92% | Add +0.3% | 1,609,284 | $52.5M |
| Burkett Financial Services, LLC | 17.81% | Reduce -3.7% | 1,599,626 | $52.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.77% | Reduce -2.0% | 1,565,180 | $51.1M |
| Focus Partners Advisor Solutions, LLC | 0.62% | Add +5.3% | 1,557,983 | $50.8M |
| Tradition Wealth Management, LLC | 3.64% | Reduce -1.9% | 1,556,145 | $50.8M |
| Prime Capital Investment Advisors, LLC | 0.61% | Reduce -4.0% | 1,540,446 | $50.2M |
| Summit Wealth & Retirement Planning, Inc. | 11.74% | Reduce -1.7% | 1,528,494 | $49.9M |
| XML Financial, LLC | 4.00% | Reduce -5.5% | 1,501,657 | $49.0M |
| Captrust Financial Advisors | 0.09% | Reduce -3.1% | 1,468,737 | $47.9M |
| GHP Investment Advisors, Inc. | 1.95% | Reduce -0.4% | 1,454,774 | $47.5M |
| Triton Wealth Management, PLLC | 17.62% | Reduce -7.5% | 1,495,238 | $46.8M |
| Rollins Financial Advisors, LLC | 6.78% | Reduce -4.6% | 1,415,926 | $46.2M |
| Summit Asset Management, LLC | 6.46% | Add +0.7% | 1,399,024 | $45.6M |
| Ausdal Financial Partners, Inc. | 2.10% | Add +1.2% | 1,386,608 | $45.2M |
| Goepper Burkhardt LLC | 14.61% | Add +2.7% | 1,374,716 | $44.8M |
| Principal Securities, Inc. | 0.68% | Add +6.2% | 1,359,101 | $44.3M |
| Visionary Wealth Advisors | 1.96% | Add +1.2% | 1,331,813 | $43.4M |
| Veery Capital, LLC | 13.19% | Reduce -1.1% | 1,317,731 | $43.0M |
| Affinity Wealth LLC | 29.14% | Add +8.2% | 1,305,484 | $42.6M |
| Financial Advisors Network, Inc. | 5.80% | Add +2.5% | 1,298,123 | $42.3M |
| Provident Wealth Management, LLC | 12.38% | Reduce -0.4% | 1,281,453 | $41.8M |
| Financial Synergies Wealth Advisors, Inc. | 3.83% | Reduce -0.4% | 1,215,160 | $39.6M |
| Dravo Bay LLC | 16.45% | Add +2.6% | 1,213,888 | $39.6M |
"% 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.