Who Owns Schwab US Large Cap Growth (SCHG)? -- Institutional Holders (2026-06-30)

1,737 institutions reported holding $36.50B of Schwab US Large Cap Growth (SCHG) in SEC 13F filings for 2026-06-30. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($4.13B), Sixth Street Partners Management Company, L.P. ($4.13B), ENVESTNET ASSET MANAGEMENT INC ($2.09B), SEI INVESTMENTS CO ($1.61B), Financial Engines Advisors L.L.C. ($1.33B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4.13B122.0MAdded
2Sixth Street Partners Management Company, L.P.$4.13B122.0MNew
3ENVESTNET ASSET MANAGEMENT INC$2.09B61.8MTrimmed
4SEI INVESTMENTS CO$1.61B47.7MAdded
5Financial Engines Advisors L.L.C.$1.33B39.2MAdded
6LPL Financial LLC$1.30B38.3MAdded
7Mariner, LLC$653.4M19.3MTrimmed
8Cetera Investment Advisers$644.2M19.0MAdded
9OSAIC HOLDINGS, INC.$622.6M18.4MAdded
10VANTAGEPOINT INVESTMENT ADVISERS LLC$577.6M17.1MHold
11RAYMOND JAMES FINANCIAL INC$574.2M17.0MAdded
12AMERIPRISE FINANCIAL INC$542.1M16.0MTrimmed
13Avantax Planning Partners, Inc.$506.0M15.0MTrimmed
14Fund Evaluation Group, LLC$495.7M14.6MAdded
15MATHER GROUP, LLC.$440.2M13.0MTrimmed
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$371.2M11.0MAdded
17MML INVESTORS SERVICES, LLC$366.9M10.8MAdded
18WELLS FARGO & COMPANY/MN$354.4M10.5MAdded
19MORGAN STANLEY$322.1M9.5MAdded
20McAdam, LLC$288.9M8.5MAdded
21BANK OF AMERICA CORP /DE/$285.8M8.4MTrimmed
22JPMORGAN CHASE & CO$275.1M8.2MAdded
23OneDigital Investment Advisors LLC$263.1M7.8MAdded
24HighTower Advisors, LLC$249.0M7.4MTrimmed
25Focus Partners Wealth$231.3M6.8MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30