13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
SCHG

SCHWAB US LARGE-CAP GROWTH

1,705 institutions still hold SCHWAB US LARGE-CAP GROWTH as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524300·Exchange Traded Fund·1,705 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.9%
vs prior quarter
13F value held
$13.3B
68.0% inst. owned
of float
Holders
1,705
+70 QoQ
filers reporting
Activity
+32 / −106
+936 added · −758 reduced
this quarter
Concentration
14.10%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

1,705 institutions reported SCHG in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 14.1% of the visible book. +70 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.9B64.5M0.50%Q1 202602
SEI INVESTMENTS CO
CIK 0000350894
$1.4B47.6M1.28%Q1 202603
MATHER GROUP, LLC.
CIK 0001527641
$1.3B43.5M12.65%Q1 202604
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$1.3B43.5M0.19%Q1 202605
LPL Financial LLC
CIK 0001403438
$1.1B37.3M0.29%Q1 202606
Financial Engines Advisors L.L.C.
CIK 0001420473
$993M34.1M2.02%Q1 202607
Mariner, LLC
CIK 0001373442
$576M19.8M0.67%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$530M18.2M0.78%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$523M18.0M0.56%Q1 202610
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$497M17.1M4.21%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$479M16.4M0.11%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$461M15.8M0.14%Q1 202613
Avantax Planning Partners, Inc.
CIK 0001005441
$438M15.0M12.02%Q1 202614
Fund Evaluation Group, LLC
CIK 0001356249
$311M10.7M9.56%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$296M10.1M0.18%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$292M10.0M0.02%Q1 202617
MORGAN STANLEY
CIK 0000895421
$271M9.3M0.02%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$264M9.1M0.73%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$251M8.6M0.27%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$251M8.6M0.05%Q1 2026
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