Who owns Schwab U S Large Cap Growth ETF?
- Ticker: SCHG
- CUSIP Number: 808524300
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab U S Large Cap Growth ETF with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Schwab U S Large Cap Growth ETF stock
Who bought or sold Schwab U S Large Cap Growth ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 11M | $1.1B | -11% | Mar 2024 |
|
| Sei Investments | 9.1M | $843M | 5% | Mar 2024 |
|
| Mather Group | 9.0M | $745M | 0% | Mar 2024 |
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| Envestnet Asset Management | 8.7M | $807M | 38% | Mar 2024 |
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| Advisor Group Holdings | 4.9M | $457M | -21% | Mar 2024 |
|
| Honkamp Krueger Financial Services | 4.8M | $445M | -3% | Mar 2024 |
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| Mariner Wealth Advisors | 3.8M | $354M | 4% | Mar 2024 |
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| Raymond James Financial Services Advisors | 3.6M | $334M | 12% | Mar 2024 |
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| LPL Financial | 3.5M | $321M | 36% | Mar 2024 |
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| Ameriprise Financial | 3.1M | $291M | 41% | Mar 2024 |
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| Fund Evaluation Group | 2.9M | $265M | 21% | Mar 2024 |
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| Morgan Stanley | 2.4M | $221M | 30% | Mar 2024 |
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| McAdam | 1.8M | $163M | 5% | Mar 2024 |
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| CWM | 1.7M | $158M | 10% | Mar 2024 |
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| Bank of America Corporation | 1.7M | $153M | 19% | Mar 2024 |
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| Focus Financial Network | 1.5M | $122M | 100% | Dec 2023 |
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| Fort Pitt Capital | 1.5M | $136M | -26% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.4M | $126M | 69% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.3M | $123M | 13% | Mar 2024 |
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| Thrive Wealth Management | 1.2M | $115M | 0% | Mar 2024 |
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| Resources Investment Advisors | 1.2M | $113M | 90% | Mar 2024 |
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| Focus Financial Network | 1.1M | $101M | 100% | Mar 2024 |
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| HighTower Advisors | 996k | $92M | -1% | Mar 2024 |
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| Marquette Asset Management | 995k | $92M | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 902k | $84M | -2% | Mar 2024 |
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| Moneta Group Investment Advisors | 896k | $74M | 5% | Dec 2023 |
|
| HHM Wealth Advisors | 888k | $82M | -8% | Mar 2024 |
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| Financial Advisors | 871k | $81M | -4% | Mar 2024 |
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| Commonwealth Equity Services | 866k | $80M | 3% | Mar 2024 |
|
| Assetmark | 853k | $79M | 4% | Mar 2024 |
|
| Krilogy Financial | 796k | $74M | -3% | Mar 2024 |
|
| HPM Partners | 794k | $74M | -1% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 761k | $71M | 37% | Mar 2024 |
|
| Beacon Pointe Advisors | 732k | $61M | 1% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 712k | $66M | 35% | Mar 2024 |
|
| Charles Schwab Investment Management | 681k | $63M | 100% | Mar 2024 |
|
| Legacy Financial Strategies | 676k | $63M | 2% | Mar 2024 |
|
| Branch Banking & Trust Company | 663k | $62M | 4% | Mar 2024 |
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| Brio Consultants | 662k | $61M | -8% | Mar 2024 |
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| Stifel Financial | 626k | $58M | 68% | Mar 2024 |
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| United Capital Financial Advisers | 613k | $57M | -3% | Mar 2024 |
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| Royal Bank of Canada | 611k | $57M | 11% | Mar 2024 |
|
| Prime Capital Investment Advisors | 589k | $49M | 0% | Dec 2023 |
|
| CliftonLarsonAllen Wealth Advisors | 582k | $54M | -3% | Mar 2024 |
|
| Wells Fargo & Company | 567k | $53M | 3% | Mar 2024 |
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| Rainey & Randall Investment Management | 550k | $51M | 2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 539k | $50M | 16% | Mar 2024 |
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| One Capital Management | 538k | $50M | -1% | Mar 2024 |
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| Hrc Wealth Management | 512k | $48M | 1% | Mar 2024 |
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| Dechtman Wealth Management | 507k | $47M | 7% | Mar 2024 |
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| Forte Capital | 506k | $47M | 4% | Mar 2024 |
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| Financial Management Professionals | 504k | $47M | 2% | Mar 2024 |
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| Financial Counselors | 503k | $47M | -9% | Mar 2024 |
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| MAI Wealth Advisors | 502k | $47M | 2% | Mar 2024 |
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| Kelman-Lazarov | 502k | $47M | -1% | Mar 2024 |
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| Northern Capital Management | 500k | $46M | 6% | Mar 2024 |
|
| Kestra Advisory Services | 497k | $41M | -1% | Dec 2023 |
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| Advance Capital Management | 493k | $46M | 8500% | Mar 2024 |
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| Koshinski Asset Management | 491k | $46M | 644% | Mar 2024 |
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| H D Vest Advisory Services | 486k | $45M | 29% | Mar 2024 |
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| Burkett Financial Services | 486k | $40M | 100% | Dec 2023 |
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| UBS Group | 477k | $44M | 0% | Mar 2024 |
|
| Nadler Financial | 472k | $44M | 1% | Mar 2024 |
|
| Gemmer Asset Management | 471k | $44M | -3% | Mar 2024 |
|
| Creative Planning | 464k | $43M | -8% | Mar 2024 |
|
| Cornerstone Wealth Advisors | 448k | $42M | -1% | Mar 2024 |
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| Private Wealth Strategies | 440k | $41M | 28% | Mar 2024 |
|
| Clark Capital Management Group | 427k | $40M | 12% | Mar 2024 |
|
| HB Wealth Management | 410k | $38M | -2% | Mar 2024 |
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| Tradition Wealth Management | 402k | $37M | -45% | Mar 2024 |
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| Summit Wealth & Retirement Planning | 399k | $37M | 5% | Mar 2024 |
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| XML Financial | 398k | $37M | 3% | Mar 2024 |
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| Global Assets Advisory | 395k | $4.3M | 100% | Mar 2024 |
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| Schneider Downs Wealth Management Advisors | 389k | $36M | 3% | Mar 2024 |
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| Main Street Financial Solutions | 388k | $36M | -1% | Mar 2024 |
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| Stratos Wealth Advisors | 385k | $36M | -18% | Mar 2024 |
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| Rollins Financial Advisors | 381k | $35M | 100% | Mar 2024 |
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| Berger Financial Group | 378k | $35M | -2% | Mar 2024 |
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| GHP Investment Advisors | 363k | $34M | 1% | Mar 2024 |
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| Marshall Wace | 362k | $34M | 305% | Mar 2024 |
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| Visionary Wealth Advisors | 360k | $33M | 12% | Mar 2024 |
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| Pensionmark Financial Group | 348k | $32M | -1% | Mar 2024 |
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| Unique Wealth | 337k | $31M | 5% | Mar 2024 |
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| Invst | 336k | $30M | -2% | Dec 2023 |
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| Charles Schwab Trust | 327k | $30M | 12% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 325k | $30M | 1% | Mar 2024 |
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| Summit Asset Management | 324k | $30M | 1% | Mar 2024 |
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| Strategic Blueprint | 320k | $30M | 10% | Mar 2024 |
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| Mokosak Advisory Group | 318k | $29M | -10% | Mar 2024 |
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| Rollins Financial | 316k | $26M | 37% | Dec 2023 |
|
| FLC Capital Advisors | 315k | $29M | 1% | Mar 2024 |
|
| Redhawk Wealth Advisors | 309k | $29M | 3177% | Mar 2024 |
|
| Goepper Burkhardt | 309k | $29M | 3% | Mar 2024 |
|
| Triton Wealth Management, P | 308k | $28M | -2% | Mar 2024 |
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| Park Avenue Securities | 308k | $29M | 3% | Mar 2024 |
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| Marshall Financial Group | 306k | $28M | -4% | Mar 2024 |
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| Sawtooth Asset Management | 305k | $25M | 2% | Dec 2023 |
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| B&D White Capital Company | 302k | $28M | 0% | Mar 2024 |
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| Provident Wealth Management | 300k | $28M | -1% | Mar 2024 |
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| Bleakley Financial Group | 294k | $27M | -4% | Mar 2024 |
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| Simplicity Wealth | 294k | $27M | 100% | Mar 2024 |
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| Milestone Investment Advisors | 291k | $24M | -2% | Dec 2023 |
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| Capital Planning | 289k | $27M | 1% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 287k | $27M | -33% | Mar 2024 |
|
| Curtis Advisory Group | 286k | $27M | 0% | Mar 2024 |
|
| SRS Capital Advisors | 284k | $24M | 2046% | Dec 2023 |
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| Apollon Wealth Management | 283k | $26M | -3% | Mar 2024 |
|
| Perigon Wealth Management | 280k | $26M | 2% | Mar 2024 |
|
| Garde Capital | 279k | $23M | -1% | Dec 2023 |
|
| RE Dickinson Investment Advisors | 277k | $26M | 26% | Mar 2024 |
|
| Financial Advisors Network | 274k | $23M | 3% | Dec 2023 |
|
| Modera Wealth Management | 267k | $25M | -6% | Mar 2024 |
|
| Vista Private Wealth Partners | 263k | $24M | 8% | Mar 2024 |
|
| Raymond James & Associates | 258k | $24M | 4% | Mar 2024 |
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| Ballast Advisors | 256k | $24M | 3% | Mar 2024 |
|
| Richardson Capital Management | 252k | $23M | 100% | Mar 2024 |
|
| Angeles Wealth Management | 246k | $23M | 100% | Mar 2024 |
|
| MinichMacGregor Wealth Management | 241k | $22M | -42% | Mar 2024 |
|
| IFP Advisors | 240k | $20M | 0% | Dec 2023 |
|
| Captrust Financial Advisors | 239k | $22M | -3% | Mar 2024 |
|
| ProVise Management Group | 237k | $22M | -14% | Mar 2024 |
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| Atria Wealth Solutions | 236k | $22M | 18% | Mar 2024 |
|
| Mercer Global Advisors | 235k | $23M | -4% | Mar 2024 |
|
| Fountainhead AM | 234k | $22M | 0% | Mar 2024 |
|
| Visionary Horizons | 232k | $21M | 7% | Mar 2024 |
|
| CRA Financial Services | 231k | $21M | 5% | Mar 2024 |
|
| Weaver Capital Management | 229k | $21M | -1% | Mar 2024 |
|
| Harbor Group | 225k | $21M | -1% | Mar 2024 |
|
| Ignite Planners | 223k | $21M | 4% | Mar 2024 |
|
| Valley National Advisers | 221k | $20M | 3% | Mar 2024 |
|
| Kuntz Lesher Capital | 220k | $20M | 6% | Mar 2024 |
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| Us Bancorp | 215k | $20M | -7% | Mar 2024 |
|
| Integrated Wealth Concepts | 209k | $19M | -4% | Mar 2024 |
|
| Aspen Wealth Strategies | 202k | $19M | -6% | Mar 2024 |
|
| Savant Capital Management | 201k | $19M | -1% | Mar 2024 |
|
| Wagner Bowman Management | 200k | $19M | -13% | Mar 2024 |
|
| Family Asset Management | 199k | $17M | 1% | Dec 2023 |
|
| Paradigm, Strategies in Wealth Management | 197k | $18M | 0% | Mar 2024 |
|
| Proequities | 191k | $18B | -4% | Mar 2024 |
|
| Threadgill Financial | 187k | $17M | 99% | Mar 2024 |
|
| B & T Capital Management DBA Alpha Capital Management | 186k | $17M | -1% | Mar 2024 |
|
| Cary Street Partner Investment Advisory | 183k | $17M | -9% | Mar 2024 |
|
| Global Strategic Investment Solutions | 181k | $17M | 0% | Mar 2024 |
|
| FRG Family Wealth Advisors | 181k | $16M | 2% | Mar 2024 |
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| Souders Financial Advisors | 180k | $17M | -5% | Mar 2024 |
|
| Lowe, Brockenbrough & Company | 175k | $16M | -63% | Mar 2024 |
|
| SkyOak Wealt | 174k | $16M | -2% | Mar 2024 |
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| Sunbelt Securities | 174k | $16M | -1% | Mar 2024 |
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| Ackerman Capital Advisors | 173k | $16M | 4% | Mar 2024 |
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| Ethos Financial Group | 172k | $16M | 6% | Mar 2024 |
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| Lincoln National | 166k | $15M | 87% | Mar 2024 |
|
| Emerald Investment Partners | 159k | $15M | -10% | Mar 2024 |
|
| LVW Advisors | 155k | $14M | -12% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 153k | $14M | -14% | Mar 2024 |
|
| James J. Burns & Company | 127k | $12M | -31% | Mar 2024 |
|
| Spectrum Asset Management | 92k | $8.5M | -49% | Mar 2024 |
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| AE Wealth Management | 54k | $5.0M | -77% | Mar 2024 |
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| Lido Advisors | 52k | $4.8M | -84% | Mar 2024 |
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| Strategic Advocates | 39k | $3.6M | -82% | Mar 2024 |
|
| Goldman Sachs Group | 14k | $1.3M | -96% | Mar 2024 |
|
| Granite Bay Wealth Management | 7.4k | $682k | -99% | Mar 2024 |
|