SCHG Institutional Ownership & Shareholders
SCHWAB US LARGE-CAP GROWTH (SCHG) is currently held by 1,694 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.18B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of SCHG tracked by InsiderSet, reporting ownership valued at approximately $4.13B 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 $4.18B, representing an estimated gain of +1.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed SCHG value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Envestnet Asset Management Inc, Sei Investments Co, 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
1,694
Total Reported Value
$32.18B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$4.13B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.55% | 121,984,901 | $4,127,969,041 | $4,182,862,255 | +$54,893,214 | +1.33% | |
| Envestnet Asset Management Inc | 0.49% | 61,784,989 | $2,090,804,010 | $2,118,607,273 | +$27,803,263 | +1.33% | |
| Sei Investments Co | 1.42% | 47,660,218 | $1,612,821,820 | $1,634,268,875 | +$21,447,055 | +1.33% | |
| Financial Engines Advisors L.L.C. | 2.36% | 39,212,098 | $1,326,937,411 | $1,344,582,840 | +$17,645,429 | +1.33% | |
| Lpl Financial Llc | 0.29% | 38,293,135 | $1,295,839,665 | $1,313,071,599 | +$17,231,934 | +1.33% | |
| Mariner, Llc | 0.69% | 19,308,603 | $653,393,524 | $662,091,997 | +$8,698,473 | +1.33% | |
| Cetera Investment Advisers | 0.59% | 19,036,117 | $644,182,198 | $652,748,452 | +$8,566,254 | +1.33% | |
| Osaic Holdings, Inc. | 0.73% | 18,396,878 | $622,575,369 | $630,828,947 | +$8,253,578 | +1.33% | |
| Raymond James Financial Inc | 0.16% | 16,967,726 | $574,187,855 | $581,823,325 | +$7,635,470 | +1.33% | |
| Vantagepoint Investment Advisers Llc | 4.26% | 15,701,296 | $564,147,565 | $538,397,440 | -$25,750,125 | -4.56% | |
| Ameriprise Financial Inc | 0.11% | 16,012,825 | $542,070,057 | $549,079,769 | +$7,009,712 | +1.29% | |
| Avantax Planning Partners, Inc. | 13.09% | 14,441,789 | $518,893,485 | $495,208,945 | -$23,684,540 | -4.56% | |
| Fund Evaluation Group, Llc | 13.38% | 14,648,669 | $495,656,068 | $502,302,860 | +$6,646,792 | +1.34% | |
| Mml Investors Services, Llc | 0.75% | 10,841,383 | $366,872,387 | $371,751,023 | +$4,878,636 | +1.33% | |
| Wells Fargo & Company/Mn | 0.06% | 10,473,435 | $354,421,056 | $359,134,086 | +$4,713,030 | +1.33% | |
| Mather Group, Llc. | 3.00% | 9,850,802 | $353,939,312 | $337,784,001 | -$16,155,311 | -4.56% | |
| Morgan Stanley | 0.02% | 9,519,537 | $322,141,200 | $326,424,924 | +$4,283,724 | +1.33% | |
| Mcadam, Llc | 11.73% | 8,676,090 | $311,731,931 | $297,503,126 | -$14,228,805 | -4.56% | |
| Bank Of America Corp | 0.02% | 8,445,311 | $285,789,336 | $289,589,714 | +$3,800,378 | +1.33% | |
| Jpmorgan Chase & Co | 0.02% | 8,221,023 | $275,075,450 | $281,898,879 | +$6,823,429 | +2.48% | |
| Onedigital Investment Advisors Llc | 2.22% | 7,776,295 | $263,149,831 | $266,649,156 | +$3,499,325 | +1.33% | |
| Focus Partners Wealth | 0.24% | 6,836,103 | $231,333,151 | $234,409,972 | +$3,076,821 | +1.33% | |
| Beacon Pointe Advisors, Llc | 1.06% | 6,744,828 | $228,244,984 | $231,280,152 | +$3,035,168 | +1.33% | |
| Moneta Group Investment Advisors Llc | 1.67% | 6,662,859 | $225,471,132 | $228,469,435 | +$2,998,303 | +1.33% | |
| Cwm, Llc | 0.55% | 7,205,154 | $209,886,129 | $247,064,731 | +$37,178,602 | +17.71% | |
| Rmg Wealth Management Llc | 21.33% | 5,903,196 | $206,228,147 | $202,420,591 | -$3,807,556 | -1.85% | |
| Thrive Wealth Management, Llc | 24.66% | 5,450,080 | $195,821,389 | $186,883,243 | -$8,938,146 | -4.56% | |
| Focus Financial Network, Inc. | 4.76% | 4,371,875 | $157,081,477 | $149,911,594 | -$7,169,883 | -4.56% | |
| Marquette Asset Management, Llc | 20.28% | 4,298,748 | $154,454,020 | $147,404,069 | -$7,049,951 | -4.56% | |
| Golden Reserve Retirement Llc | 22.37% | 4,269,750 | $153,412,115 | $146,409,728 | -$7,002,388 | -4.56% | |
| Clark Capital Management Group, Inc. | 0.83% | 4,491,439 | $151,990,305 | $154,011,443 | +$2,021,138 | +1.33% | |
| Commonwealth Equity Services, Llc | 0.19% | 4,036,921 | $145,046,592 | $138,426,021 | -$6,620,571 | -4.56% | |
| Krilogy Financial Llc | 3.59% | 3,586,495 | $131,229,841 | $122,980,914 | -$8,248,927 | -6.29% | |
| Hhm Wealth Advisors, Llc | 12.70% | 3,728,072 | $126,157,950 | $127,835,589 | +$1,677,639 | +1.33% | |
| Waverly Advisors, Llc | 0.72% | 3,660,774 | $123,880,577 | $125,527,940 | +$1,647,363 | +1.33% | |
| Truist Financial Corp | 0.14% | 3,357,061 | $120,619,219 | $115,113,622 | -$5,505,597 | -4.56% | |
| Gemmer Asset Management Llc | 7.71% | 3,288,196 | $118,144,889 | $112,752,241 | -$5,392,648 | -4.56% | |
| Creative Planning | 0.06% | 3,131,604 | $112,518,548 | $107,382,701 | -$5,135,847 | -4.56% | |
| Rainey & Randall Wealth Advisors Inc. | 16.12% | 3,131,479 | $112,514,042 | $107,378,415 | -$5,135,627 | -4.56% | |
| Cerity Partners Llc | 0.14% | 3,879,078 | $112,344,148 | $133,013,585 | +$20,669,437 | +18.40% | |
| Ubs Group Ag | 0.02% | 3,269,280 | $110,632,435 | $112,103,611 | +$1,471,176 | +1.33% | |
| Thrivent Financial For Lutherans | 0.18% | 3,211,989 | $108,694,000 | $110,139,103 | +$1,445,103 | +1.33% | |
| Legacy Financial Strategies, Llc | 17.57% | 3,010,389 | $108,163,289 | $103,226,239 | -$4,937,050 | -4.56% | |
| Savvy Advisors, Inc. | 2.22% | 3,061,326 | $103,595,270 | $104,972,869 | +$1,377,599 | +1.33% | |
| Kestra Advisory Services, Llc | 0.29% | 2,833,794 | $101,818,212 | $97,170,796 | -$4,647,416 | -4.56% | |
| United Capital Financial Advisors, Llc | 0.54% | 2,898,121 | $98,130,383 | $99,376,569 | +$1,246,186 | +1.27% | |
| Royal Bank Of Canada | 0.02% | 2,872,709 | $97,212,000 | $98,505,192 | +$1,293,192 | +1.33% | |
| Berger Financial Group, Inc | 4.92% | 2,842,453 | $96,188,610 | $97,467,713 | +$1,279,103 | +1.33% | |
| Assetmark, Inc | 0.16% | 2,584,323 | $92,854,725 | $88,616,436 | -$4,238,289 | -4.56% | |
| Angeles Wealth Management, Llc | 4.01% | 2,533,255 | $91,027,842 | $86,865,314 | -$4,162,528 | -4.57% |
Frequently asked questions about SCHG
Who are the largest institutional holders of SCHG?
The largest institutional holders of SCHG reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Envestnet Asset Management Inc, Sei Investments Co, Financial Engines Advisors L.L.C., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported SCHG position.
What is SCHG institutional ownership?
This page tracks SCHG positions reported by institutional investment managers through SEC Form 13F. SCHWAB US LARGE-CAP GROWTH (SCHG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHG?
InsiderSet currently tracks 1,694 institutional managers reporting SCHG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHG shareholders.
How much SCHG stock do institutions own?
Institutional investment managers disclosed approximately $32.18B in SCHG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHG institutional ownership last updated?
The latest SCHG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHG position after the reporting date.
Are institutions buying or selling SCHG?
Institutional buying and selling can be analyzed by comparing SCHG positions across consecutive 13F reporting periods. InsiderSet's SCHG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHG ownership changes.
How has SCHG institutional ownership changed over time?
InsiderSet tracks SCHG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.