13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCHG

SCHWAB US LARGE-CAP GROWTH

1,759 institutions still hold SCHWAB US LARGE-CAP GROWTH as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524300·Exchange Traded Fund·1,759 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$13.4B
visible holders
Holders
1,759
filers reporting
Concentration
15.61%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

1,759 institutions reported SCHG in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 15.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.1B61.8M0.49%Q2 202602
SEI INVESTMENTS CO
CIK 0000350894
$1.4B47.6M1.28%Q1 202603
LPL Financial LLC
CIK 0001403438
$1.3B38.3M0.29%Q2 202604
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$1.3B43.5M0.19%Q1 202605
Financial Engines Advisors L.L.C.
CIK 0001420473
$993M34.1M2.02%Q1 202606
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$578M17.1M4.32%Q2 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
Avantax Planning Partners, Inc.
CIK 0001005441
$506M15.0M12.59%Q2 202611
Fund Evaluation Group, LLC
CIK 0001356249
$496M14.6M13.38%Q2 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$479M16.4M0.11%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$461M15.8M0.14%Q1 202614
MATHER GROUP, LLC.
CIK 0001527641
$440M13.0M3.84%Q2 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$367M10.8M0.75%Q2 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$296M10.1M0.18%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$292M10.0M0.02%Q1 202618
McAdam, LLC
CIK 0001695490
$289M8.5M11.16%Q2 202619
MORGAN STANLEY
CIK 0000895421
$271M9.3M0.02%Q1 202620
OneDigital Investment Advisors LLC
CIK 0001690370
$263M7.8M2.22%Q2 2026
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