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SCHG · Schwab U.S. Large-Cap Growth ETF ETF

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$35.53 -0.31 (-0.86%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 10
Total Value: $84,731,429
Total Shares: 2,503,884

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 10 13F filers · Δ vs Mar 31, 2026
Top Holder
66.3%
Mar 2020 → Jun 2026 · range 0.0% – 99.4%
−22.4 pts
Top 5
96.8%
Mar 2020 → Jun 2026 · range 0.0% – 100.0%
−3.2 pts
Top 10
100.0%
Mar 2020 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
HHI
4,644
Mar 2020 → Jun 2026 · range 0 – 9,872
Highly concentrated−3,323

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
4
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +5
Institutional value: +66.0%
Shares held: +42.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
AFFINITY WEALTH LLC +104,998 1,659,345
Range Advisory, LLC +8,017 19,558
MLG Wealth Management DBA Pine Grove Financial Group +1,602 9,404
TUCKER ASSET MANAGEMENT LLC +27 4,632

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 246,822 $8,352,456
ANCHOR CAPITAL ADVISORS LLC 206,771 $6,997,130
CITADEL ADVISORS LLC 203,400 $6,883,056
Parkside Financial Bank & Trust 108,263 $3,663,619
Kinetic Wealth Investment Advisors LLC 24,947 $844,206

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 174,053 $5,070,163
Filter: New 6 Increased 4 Reduced 0 Sold out 1 Unchanged 0
Showing 11 of 11
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
AFFINITY WEALTH LLC SCHG $56,152,234 66.27% 1,659,345
Corient Private Wealth LLC SCHG $8,352,456 9.86% 246,822
ANCHOR CAPITAL ADVISORS LLC SCHG $6,997,130 8.26% 206,771
CITADEL ADVISORS LLC SCHG $5,353,488 6.32% 158,200
Parkside Financial Bank & Trust SCHG $3,663,619 4.32% 108,263
CITADEL ADVISORS LLC SCHG $1,529,568 1.81% 45,200
Kinetic Wealth Investment Advisors LLC SCHG $844,206 1.00% 24,947
Planning Project LLC SCHG $701,909 0.83% 20,742
Range Advisory, LLC SCHG $661,842 0.78% 19,558
MLG Wealth Management DBA Pine Grove Financial Group SCHG $318,231 0.38% 9,404
TUCKER ASSET MANAGEMENT LLC SCHG $156,746 0.18% 4,632