SCHG
Schwab U.S. Large-Cap Growth ETF
1W: -1.1%
1M: +4.4%
3M: +11.0%
YTD: +5.5%
1Y: +24.6%
3Y: +107.6%
5Y: +109.0%
$34.37
+0.07 (+0.20%)
Weekly Expected Move ±1.9%
$33
$34
$34
$35
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCHG
1,732
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
25B
Total Invested
105
New Positions
680
Increased
741
Reduced
213
Closed
1.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1830 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 64,461,584 | 2.2B | +134,381 | +0.2% | 13Q | SEC ↗ |
| 2 | SEI INVESTMENTS CO | 47,564,768 | 1.6B | +3,356,829 | +7.6% | 13Q | SEC ↗ |
| 3 | MATHER GROUP, LLC. | 43,528,965 | 1.5B | +1,718,415 | +4.1% | 13Q | SEC ↗ |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 43,506,074 | 1.5B | +5,761,202 | +15.3% | 9Q | SEC ↗ |
| 5 | LPL Financial LLC | 37,283,856 | 1.3B | +3,117,202 | +9.1% | 13Q | SEC ↗ |
| 6 | Financial Engines Advisors L.L.C. | 34,105,277 | 1.2B | +121,045 | +0.4% | 13Q | SEC ↗ |
| 7 | Mariner, LLC | 19,764,193 | $679M | -314,399 | -1.6% | 13Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 18,201,902 | $626M | -81,051 | -0.4% | 13Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 17,955,640 | $617M | +995,373 | +5.9% | 13Q | SEC ↗ |
| 10 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 17,067,494 | $587M | +1,038,388 | +6.5% | 2Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 16,425,833 | $565M | -1,179,221 | -6.7% | 13Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 15,826,527 | $544M | +935,593 | +6.3% | 6Q | SEC ↗ |
| 13 | Oasis Advisors, LLC | 15,144,064 | $521M | +14,703,456 | +3337.1% | 2Q | SEC ↗ |
| 14 | Avantax Planning Partners, Inc. | 15,031,527 | $517M | +140,994 | +0.9% | 13Q | SEC ↗ |
| 15 | Focus Partners Wealth | 12,147,955 | $418M | +5,545,704 | +84.0% | 10Q | SEC ↗ |
| 16 | Fund Evaluation Group, LLC | 10,683,794 | $367M | +1,238,208 | +13.1% | 13Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 10,146,702 | $349M | -431,891 | -4.1% | 13Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 10,007,876 | $344M | +1,461,332 | +17.1% | 13Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 9,069,139 | $312M | -2,657,286 | -22.7% | 13Q | SEC ↗ |
| 20 | MORGAN STANLEY | 8,820,737 | $303M | -43,550 | -0.5% | 12Q | SEC ↗ |
| 21 | HighTower Advisors, LLC | 8,624,426 | $296M | +255,009 | +3.0% | 13Q | SEC ↗ |
| 22 | Valpey Financial Services, LLC | 8,249,167 | $284M | +7,997,892 | +3182.9% | 3Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 7,905,656 | $272M | -538,332 | -6.4% | 13Q | SEC ↗ |
| 24 | OneDigital Investment Advisors LLC | 7,482,295 | $257M | +314,046 | +4.4% | 13Q | SEC ↗ |
| 25 | McAdam, LLC | 7,413,124 | $255M | +156,150 | +2.2% | 13Q | SEC ↗ |
| 26 | CWM, LLC | 7,205,154 | $248M | -253,458 | -3.4% | 13Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 6,783,933 | $233M | +2,381,950 | +54.1% | 12Q | SEC ↗ |
| 28 | Beacon Pointe Advisors, LLC | 6,701,110 | $230M | +3,061,564 | +84.1% | 13Q | SEC ↗ |
| 29 | MONETA GROUP INVESTMENT ADVISORS LLC | 6,434,196 | $221M | +704,238 | +12.3% | 13Q | SEC ↗ |
| 30 | RMG Wealth Management LLC | 5,413,826 | $186M | +5,411,459 | +228621.0% | 4Q | SEC ↗ |
| 31 | Thrive Wealth Management, LLC | 5,317,891 | $183M | +395,364 | +8.0% | 13Q | SEC ↗ |
| 32 | Focus Financial Network, Inc. | 4,731,526 | $163M | -30,258 | -0.6% | 9Q | SEC ↗ |
| 33 | Clark Capital Management Group, Inc. | 4,616,512 | $159M | +55,561 | +1.2% | 13Q | SEC ↗ |
| 34 | Marquette Asset Management, LLC | 4,266,763 | $147M | +22,527 | +0.5% | 13Q | SEC ↗ |
| 35 | Golden Reserve Retirement LLC | 4,061,494 | $140M | -46,059 | -1.1% | 5Q | SEC ↗ |
| 36 | Krilogy Financial LLC | 3,734,904 | $128M | +269,835 | +7.8% | 13Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 3,697,872 | $127M | -162,504 | -4.2% | 13Q | SEC ↗ |
| 38 | HHM Wealth Advisors, LLC | 3,594,993 | $124M | +112,307 | +3.2% | 13Q | SEC ↗ |
| 39 | Waverly Advisors, LLC | 3,515,835 | $121M | +992,474 | +39.3% | 12Q | SEC ↗ |
| 40 | PARK AVENUE SECURITIES LLC | 3,413,376 | $117M | -233,241 | -6.4% | 13Q | SEC ↗ |
| 41 | Creative Planning | 3,287,294 | $113M | -927,245 | -22.0% | 13Q | SEC ↗ |
| 42 | UBS Group AG | 3,274,722 | $113M | +486,861 | +17.5% | 13Q | SEC ↗ |
| 43 | Cerity Partners LLC | 3,195,653 | $110M | +130,206 | +4.2% | 13Q | SEC ↗ |
| 44 | TRUIST FINANCIAL CORP | 3,177,852 | $109M | -58,147 | -1.8% | 13Q | SEC ↗ |
| 45 | RAINEY & RANDALL WEALTH ADVISORS INC. | 3,117,623 | $107M | +20,849 | +0.7% | 13Q | SEC ↗ |
| 46 | Lido Advisors, LLC | 3,114,183 | $107M | -59,779 | -1.9% | 10Q | SEC ↗ |
| 47 | Gemmer Asset Management LLC | 3,072,993 | $106M | +370,659 | +13.7% | 13Q | SEC ↗ |
| 48 | Thrivent Financial for Lutherans | 3,035,398 | $104M | -75,061 | -2.4% | 13Q | SEC ↗ |
| 49 | Financial Advisors, LLC | 2,940,881 | $101M | -104,337 | -3.4% | 11Q | SEC ↗ |
| 50 | ASSETMARK, INC | 2,908,879 | $100M | +7,504 | +0.3% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TSG Advice Partners, LLC | 1,631,361 | $56M |
| SOUTHERN MICHIGAN BANK & TRUST | 1,542,593 | $53M |
| Leo H. Evart, Inc. | 691,232 | $24M |
| Systelligence, LLC | 509,891 | $18M |
| SUMMITPOINT CAPITAL MANAGEMENT | 377,469 | $13M |
| Shorepoint Capital Partners LLC | 343,080 | $12M |
| Polianta Ltd | 313,300 | $11M |
| Keating Financial Advisory Services | 304,469 | $10M |
| CPWA, LLC | 261,433 | $9M |
| ANCHOR CAPITAL ADVISORS LLC | 200,012 | $7M |
| Downshift Financial, LLC | 106,620 | $4M |
| HRT FINANCIAL LP | 97,107 | $3M |
| Macro Advisors, Inc. | 96,304 | $3M |
| ALPHA CAPITAL ADVISORS INC /ADV | 87,774 | $3M |
| LexAurum Advisors, LLC | 81,847 | $3M |
| CIBC Bancorp USA Inc. | 80,826 | $3M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 51,186 | $2M |
| HUDSON EDGE INVESTMENT PARTNERS INC | 49,466 | $2M |
| Integrity Wealth Partners, LLC | 43,864 | $2M |
| Strategic Financial Concepts, LLC | 41,601 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kovitz Investment Group Partners, L | 5,701,018 | $196M |
| FINANCIAL COUNSELORS INC | 740,237 | $25M |
| CONNING INC. | 696,517 | $24M |
| CORE WEALTH ADVISORS, LLC | 613,001 | $21M |
| JBGlobal.com LLC | 562,709 | $19M |
| J.W. COLE ADVISORS, INC. | 488,208 | $17M |
| Duncan Williams Asset Management, L | 322,359 | $11M |
| Ballast, Inc. | 239,349 | $8M |
| Consolidated Portfolio Review Corp | 167,253 | $6M |
| Arlington Trust Co LLC | 145,800 | $5M |
| Q3 Asset Management | 141,160 | $5M |
| FSA WEALTH PARTNERS, INC. | 131,170 | $5M |
| D. E. Shaw & Co., Inc. | 114,668 | $4M |
| WESPAC Advisors, LLC | 87,684 | $3M |
| Tidal Investments LLC | 86,500 | $3M |
| Ocean Park Asset Management, LLC | 84,396 | $3M |
| Matthew Goff Investment Advisor, LL | 78,037 | $3M |
| Strategic Advocates LLC | 75,085 | $3M |
| McCarthy & Cox | 73,453 | $3M |
| Siligmueller & Norvid Wealth Adviso | 68,325 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Oasis Advisors, LLC | +14,703,456 | +3337.1% | 15,144,064 |
| Valpey Financial Services, LLC | +7,997,892 | +3182.9% | 8,249,167 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +5,761,202 | +15.3% | 43,506,074 |
| Focus Partners Wealth | +5,545,704 | +84.0% | 12,147,955 |
| RMG Wealth Management LLC | +5,411,459 | +228621.0% | 5,413,826 |
| SEI INVESTMENTS CO | +3,356,829 | +7.6% | 47,564,768 |
| LPL Financial LLC | +3,117,202 | +9.1% | 37,283,856 |
| Beacon Pointe Advisors, LLC | +3,061,564 | +84.1% | 6,701,110 |
| WELLS FARGO & COMPANY/MN | +2,381,950 | +54.1% | 6,783,933 |
| MATHER GROUP, LLC. | +1,718,415 | +4.1% | 43,528,965 |
| BANK OF AMERICA CORP /DE | +1,461,332 | +17.1% | 10,007,876 |
| Fund Evaluation Group, LLC | +1,238,208 | +13.1% | 10,683,794 |
| LOWE BROCKENBROUGH & CO INC | +1,074,695 | +227.6% | 1,546,872 |
| VANTAGEPOINT INVESTMENT ADVISERS LL | +1,038,388 | +6.5% | 17,067,494 |
| Cetera Investment Advisers | +995,373 | +5.9% | 17,955,640 |
| Waverly Advisors, LLC | +992,474 | +39.3% | 3,515,835 |
| RAYMOND JAMES FINANCIAL INC | +935,593 | +6.3% | 15,826,527 |
| CHOREO, LLC | +756,586 | +157.2% | 1,237,941 |
| Savvy Advisors, Inc. | +734,008 | +44.8% | 2,371,128 |
| Global Retirement Partners, LLC | +721,088 | +405.9% | 898,757 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | -2,657,286 | -22.7% | 9,069,139 |
| GOLDMAN SACHS GROUP INC | -1,860,841 | -92.6% | 149,281 |
| Financial Management Professionals, | -1,820,196 | -99.3% | 12,639 |
| TWO SIGMA INVESTMENTS, LP | -1,755,600 | -81.1% | 408,123 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,260,269 | -40.5% | 1,849,267 |
| AMERIPRISE FINANCIAL INC | -1,179,221 | -6.7% | 16,425,833 |
| Kovack Advisors, Inc. | -958,453 | -96.6% | 33,495 |
| Creative Planning | -927,245 | -22.0% | 3,287,294 |
| OBSIDIAN CIO, LLC | -681,350 | -90.4% | 72,057 |
| B&D White Capital Company, LLC | -609,488 | -67.8% | 288,801 |
| TUDOR INVESTMENT CORP ET AL | -608,404 | -88.3% | 80,812 |
| ROVIN CAPITAL /UT/ /ADV | -600,414 | -47.3% | 668,849 |
| Storen Legacy Partners, LLC | -547,282 | -58.3% | 390,790 |
| NATIONAL BANK OF CANADA /FI | -539,975 | -99.0% | 5,500 |
| JPMORGAN CHASE & CO | -538,332 | -6.4% | 7,905,656 |
| Orion Porfolio Solutions, LLC | -507,699 | -59.6% | 344,389 |
| Robertson Stephens Wealth Managemen | -484,445 | -90.7% | 49,906 |
| Members Advisory Group LLC | -469,378 | -76.7% | 142,824 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -431,891 | -4.1% | 10,146,702 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | -419,742 | -44.4% | 525,036 |