SCHWAB US LARGE-CAP GROWTH SCHG
$34.12
+0.0% 52w: $27.67 – $35.26
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data27.6731.4735.26
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.6K
-17 QoQ
13F value
$26.33B
-6.6% QoQ
Smart-money holders
51
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
1.7×
$13.3M calls / $7.8M puts
Institutional value by quarter
Number of holders
Who owns SCHG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 64.5M | $1.88B | 0.5% | +0.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 47.6M | $1.39B | 1.3% | +7.6% |
| MATHER GROUP, LLC. | Wealth advisor | 43.5M | $1.27B | 12.7% | +4.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 43.5M | $1.27B | 0.2% | +15.3% |
| LPL Financial LLC | Bank broker | 37.3M | $1.09B | 0.3% | +9.1% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 34.1M | $993.5M | 2.0% | +0.4% |
| Mariner, LLC | Diversified mechanical | 19.8M | $575.7M | 0.7% | -1.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 18.2M | $530.1M | 0.8% | -0.4% |
| Cetera Investment Advisers | Wealth advisor | 18.0M | $523.0M | 0.6% | +5.9% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 17.1M | $497.2M | 4.2% | Held |
| AMERIPRISE FINANCIAL INC | Bank broker | 16.4M | $478.6M | 0.1% | -6.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 15.8M | $461.0M | 0.1% | +6.3% |
| Avantax Planning Partners, Inc. | Wealth advisor | 15.0M | $437.9M | 12.0% | +0.9% |
| Focus Partners Wealth | Wealth advisor | 12.1M | $354.0M | 0.4% | +84.0% |
| Fund Evaluation Group, LLC | Wealth advisor | 10.7M | $311.1M | 9.6% | +13.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 10.1M | $295.6M | 0.2% | -4.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.0M | $291.5M | 0.0% | +17.1% |
| MORGAN STANLEY | Bank broker | 9.3M | $271.0M | 0.0% | +5.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 9.1M | $264.2M | 0.7% | -22.7% |
| HighTower Advisors, LLC | Diversified mechanical | 8.6M | $251.2M | 0.3% | +3.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 8.6M | $251.0M | 0.1% | +27.0% |
| JPMORGAN CHASE & CO | Bank broker | 7.9M | $222.1M | 0.0% | -6.4% |
| OneDigital Investment Advisors LLC | Wealth advisor | 7.5M | $218.0M | 2.1% | +4.4% |
| McAdam, LLC | Wealth advisor | 7.4M | $215.9M | 9.7% | +2.2% |
| CWM, LLC | Wealth advisor | 7.2M | $209.9M | 0.6% | -3.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 6.7M | $195.2M | 1.0% | +84.1% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 6.4M | $187.4M | 1.4% | +12.3% |
| RMG Wealth Management LLC | Wealth advisor | 5.4M | $184.8M | 21.3% | +228621.0% |
| Thrive Wealth Management, LLC | Wealth advisor | 5.3M | $154.9M | 23.1% | +8.0% |
| Focus Financial Network, Inc. | Wealth advisor | 4.7M | $137.8M | 4.9% | -0.6% |
| Clark Capital Management Group, Inc. | Other | 4.6M | $134.5M | 0.8% | +1.2% |
| Marquette Asset Management, LLC | Wealth advisor | 4.3M | $124.3M | 18.6% | +0.5% |
| Krilogy Financial LLC | Wealth advisor | 3.7M | $120.0M | 3.9% | +7.8% |
| Golden Reserve Retirement LLC | Wealth advisor | 4.1M | $118.3M | 24.4% | -1.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.7M | $107.7M | 0.2% | -4.2% |
| HHM Wealth Advisors, LLC | Wealth advisor | 3.6M | $104.7M | 12.1% | +3.2% |
| Waverly Advisors, LLC | Wealth advisor | 3.5M | $102.4M | 0.8% | +39.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 3.4M | $99.4M | 0.8% | -6.4% |
| Creative Planning | Wealth advisor | 3.3M | $95.8M | 0.1% | -22.0% |
| UBS Group AG | Bank broker | 3.3M | $95.4M | 0.0% | +17.5% |
| Cerity Partners LLC | Diversified mechanical | 3.2M | $93.6M | 0.1% | +4.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 3.2M | $92.6M | 0.1% | -1.8% |
| RAINEY & RANDALL WEALTH ADVISORS INC. | Wealth advisor | 3.1M | $90.8M | 14.8% | +0.7% |
| Lido Advisors, LLC | Wealth advisor | 3.1M | $90.7M | 0.4% | -1.9% |
| Gemmer Asset Management LLC | Wealth advisor | 3.1M | $89.5M | 7.1% | +13.7% |
| Thrivent Financial for Lutherans | Diversified mechanical | 3.0M | $88.4M | 0.2% | -2.4% |
| ASSETMARK, INC | Wealth advisor | 2.9M | $84.7M | 0.2% | +0.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 2.9M | $84.7M | 0.5% | +2.1% |
| Legacy Financial Strategies, LLC | Wealth advisor | 2.9M | $84.5M | 15.2% | +1.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 2.9M | $84.4M | 0.2% | -10.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.