SCHWAB US LARGE-CAP GROWTH (SCHG) Institutional Ownership Changes & 13F Activity

SCHWAB US LARGE-CAP GROWTH (SCHG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Serenity Investment Advisors, Integrated Investment Consultants, Llc, Envestnet Portfolio Solutions, Inc., and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-2,676,595-4.2%61,784,989$2.09BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-155,739-9.0%1,573,141$53.24MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+12,775+98.3%25,771$872.09KQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+1,848—1,848$62.54KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcBuy+2,860—2,860$96.78KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+44,393—44,393$1.50MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-25,293-1.6%1,602,761$54.24MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-778-0.7%108,263$3.66MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+6,759+3.4%206,771$7.00MQ2 2026Sep 03, 2026
Corient Private Wealth LlcSell-61,584-20.0%246,822$8.35MQ2 2026Aug 27, 2026
Serenity Investment AdvisorsBuy+1,097,595—1,097,595$38.53MQ2 2026Aug 24, 2026
West Michigan Advisors, LlcBuy+6,120—6,120$207.09KQ2 2026Aug 21, 2026
Bernard Wealth Management Corp.Buy+2+0.1%1,818$61.52KQ2 2026Aug 21, 2026
Gill Capital Partners, LlcSell-33,261-7.3%425,446$14.40MQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcBuy+15,783+11.9%148,904$5.04MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-10,800-42.7%14,518$491.29KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-15,185-1.2%1,304,552$44.15MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-14,519-3.2%432,416$14.63MQ2 2026Aug 19, 2026
Prosperitas Financial LlcBuy+3,260+0.7%443,562$15.01MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+304+104.8%594$20.10KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+43,718+0.7%6,744,828$228.24MQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Sell-7,850-2.3%337,766$11.43MQ2 2026Aug 18, 2026
Denver Pwm, LlcSell-4,827-0.7%736,549$26.36MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+1,406—1,406$47.58KQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+1,294+7.7%18,034$610.27KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+512—512$17.33KQ2 2026Aug 18, 2026
Integrated Investment Consultants, LlcBuy+252,161—252,161$8.53MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+50,794+7.0%777,590$26.31MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+25,318—25,318$856.76KQ2 2026Aug 17, 2026
Payne Capital Management, LlcBuy+18,365+3.3%580,688$19.65MQ2 2026Aug 17, 2026
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Frequently asked questions about SCHG activity

  • Which institutional owners are buying SCHG?

    Institutional owners buying SCHG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHG activity?

    "Buy" means an investor increased their reported position in SCHG compared to the prior reporting period. This reflects growing exposure to SCHWAB US LARGE-CAP GROWTH (SCHG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHG increasing?

    Institutional interest in SCHG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.