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

SCHWAB US LARGE-CAP GROWTH

1,774 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·1,774 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$17.5B
visible holders
Holders
1,774
filers reporting
Concentration
23.59%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

1,774 institutions reported SCHG in Q2 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 23.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$4.1B122.0M0.55%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.1B61.8M0.49%Q2 202603
SEI INVESTMENTS CO
CIK 0000350894
$1.6B47.7M1.42%Q2 202604
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.3B39.2M2.36%Q2 202605
LPL Financial LLC
CIK 0001403438
$1.3B38.3M0.29%Q2 202606
Mariner, LLC
CIK 0001373442
$653M19.3M0.69%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$644M19.0M0.59%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$623M18.4M0.73%Q2 202609
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$578M17.1M4.32%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$574M17.0M0.16%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$542M16.0M0.11%Q2 202612
Avantax Planning Partners, Inc.
CIK 0001005441
$506M15.0M12.59%Q2 202613
Fund Evaluation Group, LLC
CIK 0001356249
$496M14.6M13.38%Q2 202614
MATHER GROUP, LLC.
CIK 0001527641
$440M13.0M3.84%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$371M11.0M0.20%Q2 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$367M10.8M0.75%Q2 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$354M10.5M0.06%Q2 202618
MORGAN STANLEY
CIK 0000895421
$322M9.5M0.02%Q2 202619
McAdam, LLC
CIK 0001695490
$289M8.5M11.16%Q2 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$286M8.4M0.02%Q2 2026
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