Schwab US Large-Cap GrowthSCHGETF
13F holders, Q1 2026 (March 31)1,628holders −11
89new positions
94sold out
4famous investors
$28.75avg. 13F price*
At the end of Q1 2026, 1,628 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, down 11 from Q4 2025. 89 opened new positions and 94 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), Sei Investments Co. ($1.4B) and Mather Group, Llc. ($1.3B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $104.7M |
| Exits | 94 | $68.1M |
All 13F filers, Q4 2025 → Q1 2026: 81,586,289 shares bought and 28,241,212 shares sold, net +53,345,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,628 holders
| Envestnet Asset Management Inc. | 0.50% | Add +0.2% | 64,461,584 | $1.9B |
| Sei Investments Co. | 1.28% | Add +7.6% | 47,564,768 | $1.4B |
| Mather Group, Llc. | 12.65% | Add +4.1% | 43,528,965 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.19% | Add +15.3% | 43,506,074 | $1.3B |
| LPL Financial LLC | 0.29% | Add +9.1% | 37,283,856 | $1.1B |
| Financial Engines Advisors L.L.C. | 2.02% | Add +0.4% | 34,105,277 | $993.5M |
| Mariner, LLC | 0.67% | Reduce -1.6% | 19,764,193 | $575.7M |
| Osaic Holdings, Inc. | 0.78% | Reduce -0.4% | 18,201,902 | $530.1M |
| Cetera Investment Advisers | 0.56% | Add +5.9% | 17,955,640 | $523.0M |
| Vantagepoint Investment Advisers LLC | 4.21% | No change | 17,067,494 | $497.2M |
| Ameriprise Financial Inc. | 0.11% | Reduce -6.7% | 16,425,833 | $478.6M |
| Raymond James Financial Inc. | 0.14% | Add +6.3% | 15,826,527 | $461.0M |
| Avantax Planning Partners, Inc. | 12.02% | Add +0.9% | 15,031,527 | $437.9M |
| Focus Partners Wealth | 0.39% | Add +84.0% | 12,147,955 | $354.0M |
| Fund Evaluation Group, LLC | 9.56% | Add +13.1% | 10,683,794 | $311.1M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Reduce -4.0% | 10,146,702 | $295.6M |
| Bank of America Corp. | 0.02% | Add +17.1% | 10,007,876 | $291.5M |
| Morgan Stanley | 0.02% | Add +5.5% | 9,301,658 | $271.0M |
| MML Investors Services, LLC | 0.73% | Reduce -22.7% | 9,069,139 | $264.2M |
| HighTower Advisors, LLC | 0.27% | Add +3.0% | 8,624,426 | $251.2M |
| Wells Fargo & Company | 0.05% | Add +27.0% | 8,618,176 | $251.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -6.4% | 7,905,656 | $222.1M |
| OneDigital Investment Advisors LLC | 2.13% | Add +4.4% | 7,482,295 | $218.0M |
| McAdam, LLC | 9.73% | Add +2.1% | 7,413,124 | $215.9M |
| Cwm, LLC | 0.55% | Reduce -3.4% | 7,205,154 | $209.9M |
| Beacon Pointe Advisors, LLC | 1.04% | Add +84.1% | 6,701,110 | $195.2M |
| Moneta Group Investment Advisors LLC | 1.41% | Add +12.3% | 6,434,196 | $187.4M |
| RMG Wealth Management LLC | 21.33% | Add +228621.0% | 5,413,826 | $184.8M |
| Thrive Wealth Management, LLC | 23.10% | Add +8.0% | 5,317,891 | $154.9M |
| Focus Financial Network, Inc. | 4.94% | Reduce -0.6% | 4,731,526 | $137.8M |
| Clark Capital Management Group, Inc. | 0.83% | Add +1.2% | 4,616,512 | $134.5M |
| Marquette Asset Management, LLC | 18.64% | Add +0.5% | 4,266,763 | $124.3M |
| Krilogy Financial LLC | 3.87% | Add +7.8% | 3,734,904 | $120.0M |
| Golden Reserve Retirement LLC | 24.41% | Reduce -1.1% | 4,061,494 | $118.3M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -4.2% | 3,697,872 | $107.7M |
| HHM Wealth Advisors, LLC | 12.08% | Add +3.2% | 3,594,993 | $104.7M |
| Waverly Advisors, LLC | 0.77% | Add +39.3% | 3,515,835 | $102.4M |
| Park Avenue Securities LLC | 0.78% | Reduce -6.4% | 3,413,376 | $99.4M |
| Creative Planning | 0.07% | Reduce -22.0% | 3,287,294 | $95.8M |
| UBS Group AG | 0.02% | Add +17.5% | 3,274,722 | $95.4M |
| Cerity Partners LLC | 0.13% | Add +4.3% | 3,195,653 | $93.6M |
| Truist Financial Corp. | 0.13% | Reduce -1.8% | 3,177,852 | $92.6M |
| Rainey & Randall Wealth Advisors Inc. | 14.75% | Add +0.7% | 3,117,623 | $90.8M |
| Lido Advisors, LLC | 0.36% | Reduce -1.9% | 3,114,183 | $90.7M |
| Gemmer Asset Management LLC | 7.07% | Add +13.7% | 3,072,993 | $89.5M |
| Thrivent Financial for Lutherans | 0.17% | Reduce -2.4% | 3,035,398 | $88.4M |
| Assetmark, Inc. | 0.17% | Add +0.3% | 2,908,879 | $84.7M |
| United Capital Financial Advisors, LLC | 0.52% | Add +2.1% | 2,907,132 | $84.7M |
| Legacy Financial Strategies, LLC | 15.24% | Add +1.6% | 2,899,431 | $84.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -10.4% | 2,896,945 | $84.4M |
| Savvy Advisors, Inc. | 2.24% | Add +20.8% | 2,863,182 | $83.4M |
| Royal Bank of Canada | 0.02% | Add +0.6% | 2,848,539 | $83.0M |
| BlueStem Wealth Partners, LLC | 8.94% | Reduce -2.2% | 2,760,523 | $80.4M |
| Berger Financial Group, Inc | 4.24% | Add +13.2% | 2,597,718 | $75.7M |
| Kestra Advisory Services, LLC | 0.26% | Add +12.4% | 2,375,619 | $69.2M |
| Angeles Wealth Management, LLC | 3.74% | Add +1.0% | 2,359,736 | $68.7M |
| HRC Wealth Management, LLC | 30.96% | Add +0.1% | 2,249,354 | $65.5M |
| Prime Capital Investment Advisors, LLC | 0.74% | Add +41.8% | 2,184,354 | $63.6M |
| Brio Consultants, LLC | 7.59% | Reduce -12.4% | 1,869,804 | $62.1M |
| Koshinski Asset Management, Inc. | 3.87% | Add +1.1% | 2,129,978 | $62.0M |
| MAI Capital Management | 0.35% | Reduce -6.1% | 2,105,558 | $61.3M |
| Stifel Financial Corp. | 0.06% | Reduce -3.4% | 2,101,630 | $61.2M |
| Compound Planning, Inc. | 1.82% | Reduce -3.5% | 2,024,864 | $59.0M |
| Nadler Financial Group, Inc. | 5.51% | Add +1.9% | 1,963,406 | $57.2M |
| BIP Wealth, LLC | 2.31% | Add +9.4% | 1,946,533 | $56.7M |
| Charles Schwab Trust Co | 3.64% | Add +9.8% | 1,924,903 | $56.1M |
| Kelman-Lazarov, Inc. | 7.81% | Add +2.0% | 1,870,926 | $54.5M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -40.5% | 1,849,267 | $54.4M |
| Belpointe Asset Management LLC | 1.98% | Add +0.8% | 1,864,285 | $54.3M |
| Bleakley Financial Group, LLC | 0.84% | Add +4.0% | 1,847,663 | $53.8M |
| Merit Financial Group, LLC | 0.39% | Add +4.1% | 1,802,481 | $52.5M |
| World Investment Advisors | 0.85% | Add +79.3% | 1,798,863 | $52.4M |
| Midwest Trust Co | 0.65% | Add +1.8% | 1,796,078 | $52.3M |
| Exchange Traded Concepts, LLC | 0.40% | Add +0.4% | 1,771,579 | $51.6M |
| Northern Capital Management, Inc. | 25.72% | Add +1.0% | 1,761,124 | $51.3M |
| HB Wealth Management, LLC | 0.33% | Reduce -5.3% | 1,737,859 | $50.6M |
| Main Street Financial Solutions, LLC | 3.69% | Add +4.5% | 1,735,481 | $50.6M |
| Envestnet Portfolio Solutions, Inc. | 0.28% | Reduce -11.4% | 1,728,880 | $50.4M |
| Schneider Downs Wealth Management Advisors, LP | 5.27% | Add +1.9% | 1,640,662 | $47.8M |
| Burkett Financial Services, LLC | 16.30% | Add +2.1% | 1,632,528 | $47.6M |
| TSG Advice Partners, LLC | 7.12% | New | 1,631,361 | $47.5M |
| XML Financial, LLC | 3.83% | Add +8.6% | 1,631,157 | $47.5M |
| Integrated Wealth Concepts LLC | 0.38% | Add +34.3% | 1,628,054 | $47.4M |
| Cornerstone Wealth Advisors, Inc. | 10.91% | Reduce -0.1% | 1,626,488 | $47.4M |
| Affinity Wealth LLC | 28.90% | Add +19.1% | 1,554,347 | $45.3M |
| Lowe Brockenbrough & Co. Inc. | 2.25% | Add +227.6% | 1,546,872 | $45.1M |
| Southern Michigan Bank & Trust | 17.24% | — | 1,542,593 | $44.9M |
| Triton Wealth Management, PLLC | 16.52% | Add +0.8% | 1,506,784 | $44.5M |
| Summit Wealth & Retirement Planning, Inc. | 10.55% | Reduce -0.7% | 1,517,439 | $44.2M |
| Two Sigma Investments, LP | 0.04% | Add +268.3% | 1,503,123 | $43.8M |
| Principal Securities, Inc. | 0.63% | Add +8.5% | 1,474,680 | $43.0M |
| Tradition Wealth Management, LLC | 3.04% | Reduce -5.8% | 1,465,074 | $42.7M |
| GHP Investment Advisors, Inc. | 1.75% | Add +0.5% | 1,462,216 | $42.6M |
| Summit Asset Management, LLC | 5.85% | Add +3.2% | 1,443,974 | $42.1M |
| Focus Partners Advisor Solutions, LLC | 0.42% | Reduce -7.3% | 1,443,922 | $42.1M |
| Captrust Financial Advisors | 0.07% | Reduce -3.9% | 1,412,254 | $41.1M |
| Ausdal Financial Partners, Inc. | 1.83% | Add +1.3% | 1,404,940 | $40.9M |
| Goepper Burkhardt LLC | 13.63% | Add +1.8% | 1,400,063 | $40.8M |
| Advance Capital Management, Inc. | 1.53% | Add +16.0% | 1,386,232 | $40.4M |
| Visionary Wealth Advisors | 1.76% | Add +2.6% | 1,366,994 | $39.8M |
"% 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.