SCHWAB US LARGE-CAP GROWTH (SCHG) Institutional Shareholders
SCHWAB US LARGE-CAP GROWTH (SCHG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $26.22B in SCHG holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of SCHG tracked by InsiderSet, reporting ownership valued at approximately $2.09B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.15B, representing an estimated gain of +3.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 36% of the total disclosed SCHG value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Sei Investments Co, Charles Schwab Investment Management Inc, and several other long-term asset managers with concentrated positions in SCHWAB US LARGE-CAP GROWTH (SCHG).
This page ranks the largest institutional SCHG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,634
Total Reported Value
$26.22B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$2.09B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.49% | 61,784,989 | $2,090,804,010 | $2,153,824,717 | +$63,020,707 | +3.01% | |
| Sei Investments Co | 1.28% | 47,564,768 | $1,385,562,200 | $1,658,107,812 | +$272,545,612 | +19.67% | |
| Charles Schwab Investment Management Inc | 0.19% | 43,506,074 | $1,267,331,936 | $1,516,621,740 | +$249,289,804 | +19.67% | |
| Lpl Financial Llc | 0.29% | 37,283,856 | $1,086,078,685 | $1,299,715,220 | +$213,636,535 | +19.67% | |
| Financial Engines Advisors L.L.C. | 2.02% | 34,105,277 | $993,486,731 | $1,188,909,956 | +$195,423,225 | +19.67% | |
| Mariner, Llc | 0.67% | 19,764,193 | $575,720,546 | $688,979,768 | +$113,259,222 | +19.67% | |
| Osaic Holdings, Inc. | 0.78% | 18,201,902 | $530,052,117 | $634,518,304 | +$104,466,187 | +19.71% | |
| Cetera Investment Advisers | 0.56% | 17,955,640 | $523,047,810 | $625,933,610 | +$102,885,800 | +19.67% | |
| Avantax Planning Partners, Inc. | 12.59% | 14,951,817 | $505,969,479 | $521,220,341 | +$15,250,862 | +3.01% | |
| Vantagepoint Investment Advisers Llc | 4.21% | 17,067,494 | $497,176,100 | $594,972,841 | +$97,796,741 | +19.67% | |
| Ameriprise Financial Inc | 0.11% | 16,425,833 | $478,558,848 | $572,604,538 | +$94,045,690 | +19.65% | |
| Raymond James Financial Inc | 0.14% | 15,826,527 | $461,026,734 | $551,712,731 | +$90,685,997 | +19.67% | |
| Mather Group, Llc. | 3.84% | 13,008,967 | $440,223,460 | $453,492,590 | +$13,269,130 | +3.01% | |
| Focus Partners Wealth | 0.39% | 12,147,955 | $354,001,040 | $423,477,711 | +$69,476,671 | +19.63% | |
| Fund Evaluation Group, Llc | 9.56% | 10,683,794 | $311,070,183 | $372,437,059 | +$61,366,876 | +19.73% | |
| Northwestern Mutual Wealth Management Co | 0.18% | 10,146,702 | $295,573,445 | $353,714,032 | +$58,140,587 | +19.67% | |
| Bank Of America Corp | 0.02% | 10,007,876 | $291,529,420 | $348,874,557 | +$57,345,137 | +19.67% | |
| Morgan Stanley | 0.02% | 9,301,658 | $270,957,366 | $324,255,798 | +$53,298,432 | +19.67% | |
| Mml Investors Services, Llc | 0.73% | 9,069,139 | $264,184,005 | $316,150,186 | +$51,966,181 | +19.67% | |
| Hightower Advisors, Llc | 0.27% | 8,624,426 | $251,229,919 | $300,647,490 | +$49,417,571 | +19.67% | |
| Wells Fargo & Company/Mn | 0.05% | 8,618,176 | $251,047,477 | $300,429,615 | +$49,382,138 | +19.67% | |
| Onedigital Investment Advisors Llc | 2.13% | 7,482,295 | $217,959,244 | $260,832,804 | +$42,873,560 | +19.67% | |
| Mcadam, Llc | 9.73% | 7,413,124 | $215,944,291 | $258,421,503 | +$42,477,212 | +19.67% | |
| Cwm, Llc | 0.55% | 7,205,154 | $209,886,129 | $251,171,668 | +$41,285,539 | +19.67% | |
| Beacon Pointe Advisors, Llc | 1.04% | 6,701,110 | $195,203,331 | $233,600,695 | +$38,397,364 | +19.67% | |
| Moneta Group Investment Advisors Llc | 1.41% | 6,434,196 | $187,428,139 | $224,296,073 | +$36,867,934 | +19.67% | |
| Rmg Wealth Management Llc | 21.33% | 5,413,826 | $184,773,895 | $188,725,974 | +$3,952,079 | +2.14% | |
| Thrive Wealth Management, Llc | 23.65% | 5,430,697 | $183,774,785 | $189,314,097 | +$5,539,312 | +3.01% | |
| Focus Financial Network, Inc. | 4.57% | 4,361,225 | $147,583,840 | $152,032,304 | +$4,448,464 | +3.01% | |
| Marquette Asset Management, Llc | 18.71% | 4,293,366 | $145,287,510 | $149,666,739 | +$4,379,229 | +3.01% | |
| Clark Capital Management Group, Inc. | 0.83% | 4,616,512 | $134,478,997 | $160,931,608 | +$26,452,611 | +19.67% | |
| Krilogy Financial Llc | 3.75% | 3,745,015 | $126,731,308 | $130,551,223 | +$3,819,915 | +3.01% | |
| Hhm Wealth Advisors, Llc | 12.70% | 3,728,072 | $126,157,950 | $129,960,590 | +$3,802,640 | +3.01% | |
| Commonwealth Equity Services, Llc | 0.15% | 3,627,963 | $122,770,263 | $126,470,790 | +$3,700,527 | +3.01% | |
| Golden Reserve Retirement Llc | 24.41% | 4,061,494 | $118,311,319 | $141,583,681 | +$23,272,362 | +19.67% | |
| Truist Financial Corp | 0.14% | 3,403,303 | $115,167,774 | $118,639,143 | +$3,471,369 | +3.01% | |
| Rainey & Randall Wealth Advisors Inc. | 15.11% | 3,124,543 | $105,734,551 | $108,921,569 | +$3,187,018 | +3.01% | |
| Gemmer Asset Management Llc | 7.05% | 3,100,787 | $104,930,647 | $108,093,435 | +$3,162,788 | +3.01% | |
| Savvy Advisors, Inc. | 2.22% | 3,061,326 | $103,595,270 | $106,717,824 | +$3,122,554 | +3.01% | |
| Waverly Advisors, Llc | 0.77% | 3,515,835 | $102,416,274 | $122,562,008 | +$20,145,734 | +19.67% | |
| Legacy Financial Strategies, Llc | 15.39% | 2,937,132 | $99,392,550 | $102,388,422 | +$2,995,872 | +3.01% | |
| Creative Planning | 0.06% | 3,287,294 | $95,758,895 | $114,595,069 | +$18,836,174 | +19.67% | |
| Ubs Group Ag | 0.02% | 3,274,722 | $95,392,652 | $114,156,809 | +$18,764,157 | +19.67% | |
| Cerity Partners Llc | 0.13% | 3,195,653 | $93,630,733 | $111,400,464 | +$17,769,731 | +18.98% | |
| Kestra Advisory Services, Llc | 0.29% | 2,689,962 | $91,028,315 | $93,772,075 | +$2,743,760 | +3.01% | |
| Lido Advisors, Llc | 0.36% | 3,114,183 | $90,716,180 | $108,560,419 | +$17,844,239 | +19.67% | |
| Assetmark, Inc | 0.15% | 2,587,733 | $87,568,885 | $90,208,372 | +$2,639,487 | +3.01% | |
| United Capital Financial Advisors, Llc | 0.52% | 2,907,132 | $84,684,765 | $101,342,622 | +$16,657,857 | +19.67% | |
| Royal Bank Of Canada | 0.02% | 2,848,539 | $82,977,000 | $99,300,070 | +$16,323,070 | +19.67% | |
| Angeles Wealth Management, Llc | 3.75% | 2,425,844 | $82,098,542 | $84,564,922 | +$2,466,380 | +3.00% |
Frequently asked questions about SCHG
Who owns the most SCHG stock?
The largest holders of SCHG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB US LARGE-CAP GROWTH (SCHG).
Is SCHG widely held by superinvestors?
Many widely followed stocks like SCHG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.