SCHG
ETF

Schwab U.S. Large-Cap Growth ETF

US LCAP GR ETF As of Jun 30, 2026 CUSIP 808524300
Institutional Holders
1,724
Total Held Value
$32.74B
Total Exact Shares
955.48M
Largest Holder
Charles Schwab Investment Management
121.98M shares • $4.13B
Reported Holders1,724
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Charles Schwab Investment Management $4.13B 0.5% +180.4% 121.98M Jun 30, 2026
2 Envestnet Asset Management $2.09B 0.5% -4.2% 61.78M Jun 30, 2026
3 SEI Investments $1.61B 1.4% +0.2% 47.66M Jun 30, 2026
4 Financial Engines Advisors $1.33B 2.4% +15.0% 39.21M Jun 30, 2026
5 LPL Financial $1.30B 0.3% +2.7% 38.29M Jun 30, 2026
6 Mariner $653.4M 0.7% -2.3% 19.31M Jun 30, 2026
7 Cetera Investment Advisers $644.2M 0.6% +6.0% 19.04M Jun 30, 2026
8 Osaic Holdings $622.6M 0.7% +1.1% 18.40M Jun 30, 2026
9 Raymond James Financial $574.2M 0.2% +7.2% 16.97M Jun 30, 2026
10 Vantagepoint Investment Advisers
Filing dated Sep 30, 2026
 $564.1M 4.3% -8.0% 15.70M Sep 30, 2026
11 Ameriprise Financial $542.1M 0.1% -2.5% 16.01M Jun 30, 2026
12 Avantax Planning Partners $506.0M 12.6% -0.5% 14.95M Jun 30, 2026
13 Fund Evaluation Group $495.7M 13.4% +37.1% 14.65M Jun 30, 2026
14 Northwestern Mutual Wealth Management $371.2M 0.2% +8.1% 10.97M Jun 30, 2026
15 MML Investors Services $366.9M 0.7% +19.5% 10.84M Jun 30, 2026
16 Wells Fargo $354.4M 0.1% +21.5% 10.47M Jun 30, 2026
17 Mather Group
Filing dated Sep 30, 2026
 $353.9M 3.0% -24.3% 9.85M Sep 30, 2026
18 Morgan Stanley $322.1M <0.1% +2.3% 9.52M Jun 30, 2026
19 McAdam
Filing dated Sep 30, 2026
 $311.7M 11.7% +1.6% 8.68M Sep 30, 2026
20 Bank of America $285.8M <0.1% -15.6% 8.45M Jun 30, 2026
Exited in Latest Filing71
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.