SCHG Institutional Ownership
Schwab U.S. Large-Cap Growth ETF
1W: +0.2%
1M: +2.9%
3M: +5.2%
YTD: +11.8%
1Y: +13.3%
3Y: +103.6%
5Y: +91.2%
$36.34
+0.34 (+0.94%)
Weekly Expected Move ±1.9%
$35
$36
$36
$37
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SCHG
1,757
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
36B
Total Invested
150
New Positions
745
Increased
627
Reduced
74
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1846 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Compa NEW | 121,984,901 | 4.4B | — | +0.0% | 1Q | SEC ↗ |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 121,984,901 | 4.4B | +78,478,827 | +180.4% | 10Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 61,784,989 | 2.2B | -2,676,595 | -4.2% | 64Q | SEC ↗ |
| 4 | SEI INVESTMENTS CO | 47,660,218 | 1.7B | +95,450 | +0.2% | 15Q | SEC ↗ |
| 5 | Financial Engines Advisors L.L.C. | 39,212,098 | 1.4B | +5,106,821 | +15.0% | 39Q | SEC ↗ |
| 6 | LPL Financial LLC | 38,293,135 | 1.4B | +1,009,279 | +2.7% | 54Q | SEC ↗ |
| 7 | Mariner, LLC | 19,308,603 | $702M | -455,590 | -2.3% | 56Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 19,036,117 | $692M | +1,080,477 | +6.0% | 38Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 18,396,878 | $669M | +194,976 | +1.1% | 26Q | SEC ↗ |
| 10 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 17,067,494 | $620M | — | +0.0% | 4Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 16,967,726 | $617M | +1,141,199 | +7.2% | 7Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 16,012,825 | $582M | -413,008 | -2.5% | 16Q | SEC ↗ |
| 13 | Avantax Planning Partners, Inc. | 14,951,817 | $543M | -79,710 | -0.5% | 39Q | SEC ↗ |
| 14 | Fund Evaluation Group, LLC | 14,648,669 | $532M | +3,964,875 | +37.1% | 33Q | SEC ↗ |
| 15 | MATHER GROUP, LLC. | 13,008,967 | $473M | -30,519,998 | -70.1% | 39Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 10,969,343 | $399M | +822,641 | +8.1% | 49Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 10,841,383 | $394M | +1,772,244 | +19.5% | 37Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 10,473,435 | $381M | +1,855,259 | +21.5% | 58Q | SEC ↗ |
| 19 | MORGAN STANLEY | 9,519,537 | $346M | +217,879 | +2.3% | 53Q | SEC ↗ |
| 20 | McAdam, LLC | 8,537,060 | $310M | +1,123,936 | +15.2% | 39Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 8,445,311 | $307M | -1,562,565 | -15.6% | 15Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 8,221,023 | $299M | +315,367 | +4.0% | 31Q | SEC ↗ |
| 23 | OneDigital Investment Advisors LLC | 7,776,295 | $283M | +294,000 | +3.9% | 37Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 7,356,889 | $267M | -1,267,537 | -14.7% | 41Q | SEC ↗ |
| 25 | CWM, LLC | 7,205,154 | $262M | -253,458 | -3.4% | 18Q | SEC ↗ |
| 26 | Focus Partners Wealth | 6,836,103 | $248M | -5,311,852 | -43.7% | 11Q | SEC ↗ |
| 27 | Beacon Pointe Advisors, LLC | 6,744,828 | $245M | +43,718 | +0.7% | 31Q | SEC ↗ |
| 28 | MONETA GROUP INVESTMENT ADVISORS LLC | 6,662,859 | $242M | +228,663 | +3.6% | 35Q | SEC ↗ |
| 29 | RMG Wealth Management LLC | 5,875,545 | $214M | +461,719 | +8.5% | 5Q | SEC ↗ |
| 30 | Thrive Wealth Management, LLC | 5,430,697 | $197M | +112,806 | +2.1% | 19Q | SEC ↗ |
| 31 | Clark Capital Management Group, Inc. | 4,491,439 | $163M | -125,073 | -2.7% | 15Q | SEC ↗ |
| 32 | Focus Financial Network, Inc. | 4,361,225 | $158M | -370,301 | -7.8% | 10Q | SEC ↗ |
| 33 | Marquette Asset Management, LLC | 4,293,366 | $156M | +26,603 | +0.6% | 54Q | SEC ↗ |
| 34 | Golden Reserve Retirement LLC | 4,249,804 | $154M | +188,310 | +4.6% | 6Q | SEC ↗ |
| 35 | Cerity Partners LLC | 3,902,668 | $142M | +707,015 | +22.1% | 29Q | SEC ↗ |
| 36 | Krilogy Financial LLC | 3,745,015 | $136M | +10,111 | +0.3% | 42Q | SEC ↗ |
| 37 | HHM Wealth Advisors, LLC | 3,728,072 | $135M | +133,079 | +3.7% | 31Q | SEC ↗ |
| 38 | Waverly Advisors, LLC | 3,660,774 | $133M | +144,939 | +4.1% | 13Q | SEC ↗ |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 3,627,963 | $132M | -69,909 | -1.9% | 35Q | SEC ↗ |
| 40 | PARK AVENUE SECURITIES LLC | 3,491,855 | $127M | +78,479 | +2.3% | 25Q | SEC ↗ |
| 41 | TRUIST FINANCIAL CORP | 3,403,303 | $124M | +225,451 | +7.1% | 27Q | SEC ↗ |
| 42 | UBS Group AG | 3,269,280 | $119M | -5,442 | -0.2% | 47Q | SEC ↗ |
| 43 | Creative Planning | 3,250,027 | $118M | -37,267 | -1.1% | 44Q | SEC ↗ |
| 44 | Thrivent Financial for Lutherans | 3,211,989 | $117M | +176,591 | +5.8% | 25Q | SEC ↗ |
| 45 | RAINEY & RANDALL WEALTH ADVISORS INC. | 3,124,543 | $114M | +6,920 | +0.2% | 31Q | SEC ↗ |
| 46 | Gemmer Asset Management LLC | 3,100,787 | $113M | +27,794 | +0.9% | 50Q | SEC ↗ |
| 47 | Savvy Advisors, Inc. | 3,061,326 | $111M | +198,144 | +6.9% | 11Q | SEC ↗ |
| 48 | Cambridge Investment Research Advisors | 2,979,322 | $108M | +82,377 | +2.8% | 49Q | SEC ↗ |
| 49 | Legacy Financial Strategies, LLC | 2,937,132 | $107M | +37,701 | +1.3% | 35Q | SEC ↗ |
| 50 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,898,121 | $105M | -9,011 | -0.3% | 58Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 121,984,901 | 4.4B |
| TSG Advice Partners, LLC | 1,631,361 | $59M |
| Global Retirement Partners, LLC | 991,286 | $36M |
| Carolina Wealth Management Inc | 861,164 | $31M |
| J.W. COLE ADVISORS, INC. | 543,703 | $20M |
| McCarthy Asset Management, Inc. | 361,545 | $13M |
| Copper Harbor Investment Advisors, | 314,910 | $11M |
| FIDUCIARY FINANCIAL ADVISORS | 282,570 | $10M |
| VILLERE ST DENIS J & CO LLC | 246,998 | $9M |
| Liberty Capital Management, Inc. | 235,164 | $9M |
| Legacy Wealth Managment, LLC/ID | 184,085 | $7M |
| D. E. Shaw & Co., Inc. | 173,698 | $6M |
| Advisory Solutions Group, LLC | 143,020 | $5M |
| COMPASS FINANCIAL MANAGEMENT LLC | 127,310 | $5M |
| Markowski Investments | 48,386 | $2M |
| Nuveen, LLC | 45,061 | $2M |
| Talon Private Wealth, LLC | 44,393 | $2M |
| Integrity Wealth Partners, LLC | 43,864 | $2M |
| R2 Capital Strategies, LLC | 42,675 | $2M |
| Bluespring Wealth Management, LLC | 34,765 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CORE WEALTH ADVISORS, LLC | 613,001 | $22M |
| JBGlobal.com LLC | 562,709 | $20M |
| FSA WEALTH PARTNERS, INC. | 131,170 | $5M |
| Ciovacco Capital Management LLC | 106,782 | $4M |
| WESPAC Advisors, LLC | 87,684 | $3M |
| Ocean Park Asset Management, LLC | 84,396 | $3M |
| Matthew Goff Investment Advisor, LL | 78,037 | $3M |
| WIN ADVISORS, INC | 76,879 | $3M |
| Strategic Advocates LLC | 75,085 | $3M |
| Net Worth Advisory Group | 70,897 | $3M |
| Capital Investment Advisors, LLC | 64,648 | $2M |
| Ascentis Independent Advisors | 61,927 | $2M |
| Marathon Wealth Advisors LLC | 54,811 | $2M |
| TIAA TRUST, NATIONAL ASSOCIATION | 53,913 | $2M |
| FSC Wealth Advisors, LLC | 49,736 | $2M |
| SECURITY NATIONAL BANK OF SO DAK | 49,038 | $2M |
| M Holdings Securities, Inc. | 47,709 | $2M |
| Cynosure Group, LLC | 40,932 | $1M |
| KELLEHER FINANCIAL ADVISORS | 34,720 | $1M |
| Quadrant Private Wealth Management, | 34,051 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +78,478,827 | +180.4% | 121,984,901 |
| Financial Engines Advisors L.L.C. | +5,106,821 | +15.0% | 39,212,098 |
| Fund Evaluation Group, LLC | +3,964,875 | +37.1% | 14,648,669 |
| WELLS FARGO & COMPANY/MN | +1,855,259 | +21.5% | 10,473,435 |
| MML INVESTORS SERVICES, LLC | +1,772,244 | +19.5% | 10,841,383 |
| RAYMOND JAMES FINANCIAL INC | +1,141,199 | +7.2% | 16,967,726 |
| McAdam, LLC | +1,123,936 | +15.2% | 8,537,060 |
| Cetera Investment Advisers | +1,080,477 | +6.0% | 19,036,117 |
| LPL Financial LLC | +1,009,279 | +2.7% | 38,293,135 |
| Savant Capital, LLC | +946,420 | +136.7% | 1,638,568 |
| MISSION WEALTH MANAGEMENT, LP | +829,053 | +2167.7% | 867,299 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +822,641 | +8.1% | 10,969,343 |
| Cerity Partners LLC | +707,015 | +22.1% | 3,902,668 |
| THREADGILL FINANCIAL, LLC | +606,064 | +171.5% | 959,491 |
| Brookstone Capital Management | +579,964 | +231.6% | 830,359 |
| Black Diamond Financial, LLC | +520,289 | +41.3% | 1,780,462 |
| Genesee Capital Advisors, LLC | +471,154 | +898.8% | 523,577 |
| RMG Wealth Management LLC | +461,719 | +8.5% | 5,875,545 |
| Midwest Capital Advisors, LLC | +448,234 | +34.7% | 1,739,571 |
| Charles Schwab Trust Co | +385,751 | +20.0% | 2,310,654 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | -30,519,998 | -70.1% | 13,008,967 |
| Oasis Advisors, LLC | -14,583,827 | -96.3% | 560,237 |
| Focus Partners Wealth | -5,311,852 | -43.7% | 6,836,103 |
| ENVESTNET ASSET MANAGEMENT INC | -2,676,595 | -4.2% | 61,784,989 |
| Lido Advisors, LLC | -2,449,100 | -78.6% | 665,083 |
| BANK OF AMERICA CORP /DE | -1,562,565 | -15.6% | 8,445,311 |
| TWO SIGMA INVESTMENTS, LP | -1,360,100 | -90.5% | 143,023 |
| HighTower Advisors, LLC | -1,267,537 | -14.7% | 7,356,889 |
| Advance Capital Management, Inc. | -1,246,963 | -90.0% | 139,269 |
| BlueStem Wealth Partners, LLC | -835,763 | -30.3% | 1,924,760 |
| BIP Wealth, LLC | -670,259 | -34.4% | 1,276,274 |
| Independent Advisor Alliance | -635,738 | -85.1% | 111,519 |
| JANE STREET GROUP, LLC | -570,497 | -88.7% | 72,964 |
| WealthShield Partners, LLC | -506,485 | -98.9% | 5,748 |
| Systelligence, LLC | -471,502 | -92.5% | 38,389 |
| Mariner, LLC | -455,590 | -2.3% | 19,308,603 |
| AMERIPRISE FINANCIAL INC | -413,008 | -2.5% | 16,012,825 |
| Allworth Financial LP | -373,917 | -37.0% | 636,680 |
| Focus Financial Network, Inc. | -370,301 | -7.8% | 4,361,225 |
| Alpha Zero LLC | -358,774 | -67.8% | 170,149 |