SCHWAB US LARGE-CAP GROWTH (SCHG) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $25.88B 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 $1.88B in its March 31, 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 $2.23B, representing an estimated gain of +18.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed SCHG value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Sei Investments Co, Mather Group, Llc., 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
1,590
Total Reported Value
$25.88B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.88B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | 0.50% | 64,461,584 | $1,877,765,944 | $2,233,593,886 | +$355,827,942 | +18.95% | |
| Sei Investments Co | 1.28% | 47,564,768 | $1,385,562,200 | $1,648,119,211 | +$262,557,011 | +18.95% | |
| Mather Group, Llc. | 12.65% | 43,528,965 | $1,267,998,738 | $1,508,278,637 | +$240,279,899 | +18.95% | |
| Charles Schwab Investment Management Inc | 0.19% | 43,506,074 | $1,267,331,936 | $1,507,485,464 | +$240,153,528 | +18.95% | |
| Lpl Financial Llc | 0.29% | 37,283,856 | $1,086,078,685 | $1,291,885,610 | +$205,806,925 | +18.95% | |
| Financial Engines Advisors L.L.C. | 2.02% | 34,105,277 | $993,486,731 | $1,181,747,848 | +$188,261,117 | +18.95% | |
| Mariner, Llc | 0.67% | 19,764,193 | $575,720,546 | $684,829,287 | +$109,108,741 | +18.95% | |
| Osaic Holdings, Inc. | 0.78% | 18,201,902 | $530,052,117 | $630,695,904 | +$100,643,787 | +18.99% | |
| Cetera Investment Advisers | 0.56% | 17,955,640 | $523,047,810 | $622,162,926 | +$99,115,116 | +18.95% | |
| Vantagepoint Investment Advisers Llc | 4.21% | 17,067,494 | $497,176,100 | $591,388,667 | +$94,212,567 | +18.95% | |
| Ameriprise Financial Inc | 0.11% | 16,425,833 | $478,558,848 | $569,155,113 | +$90,596,265 | +18.93% | |
| Raymond James Financial Inc | 0.14% | 15,826,527 | $461,026,734 | $548,389,161 | +$87,362,427 | +18.95% | |
| Avantax Planning Partners, Inc. | 12.02% | 15,031,527 | $437,868,394 | $520,842,411 | +$82,974,017 | +18.95% | |
| Focus Partners Wealth | 0.39% | 12,147,955 | $354,001,040 | $420,926,641 | +$66,925,601 | +18.91% | |
| Fund Evaluation Group, Llc | 9.56% | 10,683,794 | $311,070,183 | $370,193,462 | +$59,123,279 | +19.01% | |
| Northwestern Mutual Wealth Management Co | 0.18% | 10,146,702 | $295,573,445 | $351,583,224 | +$56,009,779 | +18.95% | |
| Bank Of America Corp | 0.02% | 10,007,876 | $291,529,420 | $346,772,903 | +$55,243,483 | +18.95% | |
| Morgan Stanley | 0.02% | 9,301,658 | $270,957,366 | $322,302,450 | +$51,345,084 | +18.95% | |
| Mml Investors Services, Llc | 0.73% | 9,069,139 | $264,184,005 | $314,245,666 | +$50,061,661 | +18.95% | |
| Hightower Advisors, Llc | 0.27% | 8,624,426 | $251,229,919 | $298,836,361 | +$47,606,442 | +18.95% | |
| Wells Fargo & Company/Mn | 0.05% | 8,618,176 | $251,047,477 | $298,619,798 | +$47,572,321 | +18.95% | |
| Onedigital Investment Advisors Llc | 2.13% | 7,482,295 | $217,959,244 | $259,261,522 | +$41,302,278 | +18.95% | |
| Mcadam, Llc | 9.73% | 7,413,124 | $215,944,291 | $256,864,747 | +$40,920,456 | +18.95% | |
| Cwm, Llc | 0.55% | 7,205,154 | $209,886,129 | $249,658,586 | +$39,772,457 | +18.95% | |
| Beacon Pointe Advisors, Llc | 1.04% | 6,701,110 | $195,203,331 | $232,193,462 | +$36,990,131 | +18.95% | |
| Moneta Group Investment Advisors Llc | 1.41% | 6,434,196 | $187,428,139 | $222,944,891 | +$35,516,752 | +18.95% | |
| Rmg Wealth Management Llc | 21.33% | 5,413,826 | $184,773,895 | $187,589,071 | +$2,815,176 | +1.52% | |
| Thrive Wealth Management, Llc | 23.65% | 5,430,697 | $183,774,785 | $188,173,651 | +$4,398,866 | +2.39% | |
| Focus Financial Network, Inc. | 4.57% | 4,361,225 | $147,583,840 | $151,116,446 | +$3,532,606 | +2.39% | |
| Marquette Asset Management, Llc | 18.71% | 4,293,366 | $145,287,510 | $148,765,132 | +$3,477,622 | +2.39% | |
| Clark Capital Management Group, Inc. | 0.83% | 4,616,512 | $134,478,997 | $159,962,141 | +$25,483,144 | +18.95% | |
| Krilogy Financial Llc | 3.87% | 3,734,904 | $120,002,471 | $129,414,424 | +$9,411,953 | +7.84% | |
| Golden Reserve Retirement Llc | 24.41% | 4,061,494 | $118,311,319 | $140,730,767 | +$22,419,448 | +18.95% | |
| Commonwealth Equity Services, Llc | 0.15% | 3,697,872 | $107,718,999 | $128,131,265 | +$20,412,266 | +18.95% | |
| Hhm Wealth Advisors, Llc | 12.08% | 3,594,993 | $104,722,143 | $124,566,507 | +$19,844,364 | +18.95% | |
| Waverly Advisors, Llc | 0.77% | 3,515,835 | $102,416,274 | $121,823,683 | +$19,407,409 | +18.95% | |
| Creative Planning | 0.06% | 3,287,294 | $95,758,895 | $113,904,737 | +$18,145,842 | +18.95% | |
| Ubs Group Ag | 0.02% | 3,274,722 | $95,392,652 | $113,469,117 | +$18,076,465 | +18.95% | |
| Cerity Partners Llc | 0.13% | 3,195,653 | $93,630,733 | $110,729,376 | +$17,098,643 | +18.26% | |
| Truist Financial Corp | 0.12% | 3,177,852 | $92,570,828 | $110,112,572 | +$17,541,744 | +18.95% | |
| Rainey & Randall Wealth Advisors Inc. | 14.75% | 3,117,623 | $90,816,359 | $108,025,637 | +$17,209,278 | +18.95% | |
| Lido Advisors, Llc | 0.36% | 3,114,183 | $90,716,180 | $107,906,441 | +$17,190,261 | +18.95% | |
| Gemmer Asset Management Llc | 7.07% | 3,072,993 | $89,516,278 | $106,479,207 | +$16,962,929 | +18.95% | |
| Assetmark, Inc | 0.17% | 2,908,879 | $84,735,645 | $100,792,657 | +$16,057,012 | +18.95% | |
| United Capital Financial Advisors, Llc | 0.52% | 2,907,132 | $84,684,765 | $100,732,124 | +$16,047,359 | +18.95% | |
| Legacy Financial Strategies, Llc | 15.24% | 2,899,431 | $84,460,429 | $100,465,284 | +$16,004,855 | +18.95% | |
| Savvy Advisors, Inc. | 2.24% | 2,863,182 | $83,404,478 | $99,209,256 | +$15,804,778 | +18.95% | |
| Royal Bank Of Canada | 0.02% | 2,848,539 | $82,977,000 | $98,701,876 | +$15,724,876 | +18.95% | |
| Financial Advisors Network, Inc. | 5.56% | 2,618,161 | $80,797,481 | $90,719,279 | +$9,921,798 | +12.28% | |
| Bluestem Wealth Partners, Llc | 8.94% | 2,760,523 | $80,414,047 | $95,652,122 | +$15,238,075 | +18.95% |
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.