
Schwab U.S. Large-Cap Growth is an exchange-traded fund on ARCA. As of Q3 2025, 1,466 institutional investors hold shares in this ETF, with total holdings valued at $26.1B. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $2.0B.
Overview of institutional ownership in SCHG as of Q3 2025
Institutions with the largest positions in SCHG as of Q3 2025
| Institution | Position Value |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.0B 0.58% of portfolio |
S SEI INVESTMENTS CO Institution | $1.4B 1.53% of portfolio |
MATHER GROUP, INC. RIA/Wealth | $1.3B 13.58% of portfolio |
F Financial Engines Advisors L.L.C. Institution | $1.1B 2.17% of portfolio |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $1.1B 0.18% of portfolio |
L LPL Financial LLC Institution | $1.0B 0.30% of portfolio |
A Advisor Group Holdings, Inc. Institution | $608.4M 0.86% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $569.6M 0.74% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $533.4M 0.12% of portfolio |
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $511.5M 4.18% of portfolio |
Institutional buying and selling activity for SCHG in Q3 2025
| Institution | Net Bought |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$212.2M +6.7M shares |
Cetera Investment Advisers RIA/Wealth | +$195.2M +6.1M shares |
L LPL Financial LLC Institution | +$122.8M +3.8M shares |
Lido Advisors, LLC RIA/Wealth | +$62.4M +2.0M shares |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | +$54.4M +1.7M shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$48.8M +1.5M shares |
AMERIPRISE FINANCIAL INC Institution | +$40.3M +1.3M shares |
JPMORGAN CHASE & CO Institution | +$28.6M +896.5K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$26.8M +840.6K shares |
A Advisor Group Holdings, Inc. Institution | +$18.7M +597.2K shares |
| Institution | Net Sold |
|---|---|
F Financial Engines Advisors L.L.C. Institution | −$82.5M −2.6M shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$63.2M −2.0M shares |
S SEI INVESTMENTS CO Institution | −$41.3M −1.3M shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$37.2M −1.2M shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$25.5M −800.3K shares |
MERITAGE PORTFOLIO MANAGEMENT Long Only Manager | −$23.3M −731.2K shares |
Geneos Wealth Management Inc. RIA/Wealth | −$21.7M −679.2K shares |
Visionary Wealth Advisors RIA/Wealth | −$21.3M −669.0K shares |
CONNING INC. Insurance Manager | −$20.3M −696.5K shares |
S Systelligence, LLC Institution | −$18.3M −625.1K shares |
Institutions that initiated new positions or completely exited SCHG in Q3 2025
| Institution | Position Value |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $511.5M 16.0M shares |
Portus Wealth Advisors, LLC RIA/Wealth | $12.5M 393.1K shares |
Uniting Wealth Partners, LLC RIA/Wealth | $4.4M 138.2K shares |
Elgethun Capital Management RIA/Wealth | $3.4M 105.1K shares |
O Onyx Bridge Wealth Group LLC RIA/Wealth | $3.1M 97.8K shares |
E Equity Wealth Partners, LLC RIA/Wealth | $2.1M 67.2K shares |
MFG WEALTH MANAGEMENT, INC. RIA/Wealth | $1.7M 54.6K shares |
T Tyche Wealth Partners LLC Institution | $1.6M 51.6K shares |
Advocacy Wealth Management Services, LLC RIA/Wealth | $1.3M 40.2K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | $1.1M 35.2K shares |
| Institution | Previous Position |
|---|---|
CONNING INC. Insurance Manager | $20.3M 696.5K shares |
S Systelligence, LLC Institution | $18.3M 625.1K shares |
L Leo Wealth, LLC Institution | $16.2M 553.9K shares |
E Elevation Capital Advisory, LLC RIA/Wealth | $12.2M 417.9K shares |
Duncan Williams Asset Management, LLC RIA/Wealth | $9.4M 322.4K shares |
P Polianta Ltd Institution | $8.4M 288.5K shares |
Ballast, Inc. RIA/Wealth | $7.0M 239.3K shares |
FIDELIS iM, LLC RIA/Wealth | $6.0M 205.0K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $5.8M 194.3K shares |
D D. E. Shaw & Co., Inc. Institution | $3.3M 114.7K shares |
Institutions with the largest Call and Put options positions in SCHG as of Q3 2025
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $9.7M 3.0K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $5.5M 1.7K contracts |
J JANE STREET GROUP, LLC Institution | $2.0M 624.0 contracts |
W WOLVERINE TRADING, LLC Institution | - - contracts |
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.6M 800.0 contracts |
J JANE STREET GROUP, LLC Institution | $564.8K 177.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $242.5K 76.0 contracts |
Weaver Capital Management LLC RIA/Wealth | $204.2K - contracts |
Institutions with SCHG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
HRC WEALTH MANAGEMENT, LLC RIA/Wealth | 35.32% $72.4M |
FINANCIAL COUNSELORS INC Long Only Manager | 31.43% $23.6M |
Northern Capital Management, Inc. RIA/Wealth | 30.85% $56.9M |
Golden Reserve Retirement LLC RIA/Wealth | 29.75% $114.5M |
Thrive Wealth Management, LLC RIA/Wealth | 23.96% $158.5M |
M Marquette Asset Management Inc. Institution | 20.98% $137.1M |
Triton Wealth Management, PLLC RIA/Wealth | 20.70% $54.2M |
BURKETT FINANCIAL SERVICES, LLC RIA/Wealth | 19.73% $53.0M |
Persium Advisors, LLC RIA/Wealth | 18.87% $25.1M |
VISIONARY HORIZONS, LLC RIA/Wealth | 17.98% $32.2M |
Discover hedge funds investing in SCHG


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
We use cookies for analytics. See our Privacy and Cookie Policy.