Who Owns SCHG?
Schwab U.S. Large-Cap Growth ETF — Institutional Ownership & 13F Holdings
$33.21
+0.31 (+0.94%)
Market Cap
$51.1B
Shares Outstanding
1,492,035,845
Institutional Holders
1,344
Total Inst. Value
$14.0B
% of Float Held
—
QoQ Holder Change
+713
Institutional data as of Q1 2025
New Positions
417
Closed Positions
94
Increased
470
Decreased
327
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SEI INVESTMENTS CO | $1.0B | 41,221,209 |
| 2 | MATHER GROUP, LLC. | $1.0B | 40,450,598 |
| 3 | Financial Engines Advisors L.L.C. | $956.2M | 38,186,941 |
| 4 | OSAIC HOLDINGS, INC. | $442.2M | 17,660,027 |
| 5 | AMERIPRISE FINANCIAL INC | $387.6M | 15,477,880 |
| 6 | Avantax Planning Partners, Inc. | $372.8M | 14,887,267 |
| 7 | RAYMOND JAMES FINANCIAL INC | $371.1M | 14,822,162 |
| 8 | Fund Evaluation Group, LLC | $254.7M | 10,171,352 |
| 9 | MORGAN STANLEY | $239.2M | 9,553,769 |
| 10 | Cetera Investment Advisers | $233.9M | 9,339,176 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SEI INVESTMENTS CO | +3.1M | $1.0B |
| MATHER GROUP, LLC. | +1.3M | $1.0B |
| OSAIC HOLDINGS, INC. | +7.3M | $442.2M |
| AMERIPRISE FINANCIAL INC | +1.1M | $387.6M |
| RAYMOND JAMES FINANCIAL INC | +332K | $371.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Koshinski Asset Management, Inc. | -1.6B | $51.5M |
| Financial Engines Advisors L.L.C. | -1.6M | $956.2M |
| One Capital Management, LLC | -1.4M | $17.5M |
| MORGAN STANLEY | -1.4M | $239.2M |
| Redhawk Wealth Advisors, Inc. | -1.1M | $11.0M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SCHG?
As of Q1 2025, 1344 institutional investors report holding SCHG (Schwab U.S. Large-Cap Growth ETF) in their 13F filings.
Which hedge fund owns the most SCHG?
The largest institutional holder of SCHG is SEI INVESTMENTS CO with $1.0B in shares.
Are institutions buying or selling SCHG?
This quarter, 417 institutions opened new positions in SCHG and 94 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.