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Who Owns Schwab U.S. Large-Cap Growth ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab U.S. Large-Cap Growth ETF.
Who crossed 5% of SCHG →Managers holding
93
as of 2026-09-30
Reported value
$590.6M
summed across filings
Shares held
16.5M
Added vs trimmed
36 / 45
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Marquette Asset Management, LLCUS LCAP GR ETF4.3M shadded | $154.5M |
| Farther Finance Advisors, LLCETF1.4M shadded | $51.2M |
| Veery Capital, LLCUS LCAP GR ETF1.4M shadded | $50M |
| Friday FinancialUS LCAP GR ETF1.1M shadded | $40.6M |
| Capital Planning LLCExchange Traded Fund811.6K shtrimmed | $29.2M |
| Persium Advisors, LLCETF745.7K shtrimmed | $26.8M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.US LCAP GR ETF590.3K shtrimmed | $21.2M |
| Kaizen Financial StrategiesUS LCAP GR ETF464.3K shtrimmed | $16.7M |
| YHB Investment Advisors, Inc.US LCAP GR ETF439.9K shtrimmed | $15.8M |
| Whitaker-Myers Wealth Managers, LTD.US LCAP GR ETF385K shtrimmed | $13.8M |
| Everhart Financial Group, Inc.US LCAP GR ETF337.9K shtrimmed | $12.1M |
| Councilor Wealth, LLCUS LCAP GR ETF321K shtrimmed | $11.5M |
| Valeo Financial Advisors, LLCETF333.8K shadded | $11.5M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCUS LCAP GR ETF282K shtrimmed | $10.1M |
| CoreCap Advisors, LLCETF278.1K shadded | $10M |
| Prota Financial, LLCUS LCAP GR ETF259.8K shtrimmed | $9.4M |
| Cooper Financial GroupUS LCAP GR ETF173.3K shadded | $6.2M |
| RFG - Bristol Wealth Advisors, LLCUS LCAP GR ETF169K shadded | $6.1M |
| Cambridge Financial Group, LLCUS LCAP GR ETF178.9K shheld | $6.1M |
| RTD Financial Advisors, Inc.US LCAP GR ETF149.5K shtrimmed | $5.4M |
| Barden Capital Management, Inc.US LCAP GR ETF142.2K shtrimmed | $5.1M |
| Wedmont Private CapitalUS LCAP GR ETF110K shadded | $4M |
| Apella Capital, LLCUS LCAP GR ETF105.1K shtrimmed | $3.9M |
| FC Advisory LLCUS LCAP GR ETF107.4K shtrimmed | $3.9M |
| CYPRESS FINANCIAL PLANNING LLCUS LCAP GR ETF101.2K shtrimmed | $3.6M |
| Avidian Wealth Enterprises, LLCUS LCAP GR ETF100K shtrimmed | $3.6M |
| AVITY INVESTMENT MANAGEMENT INC.US LCAP GR ETF85K shheld | $3.1M |
| Davis Capital ManagementETF79.7K shadded | $2.9M |
| Aventus Investment Advisors, Inc.ETF77.8K shtrimmed | $2.8M |
| Tactive Advisors, LLCUS LCAP GR ETF73.5K shtrimmed | $2.6M |
| Wealth Enhancement Trust Services, Inc.US LCAP GR ETF70.8K shadded | $2.5M |
| Venture Visionary Partners LLCUS LCAP GR ETF70.5K shadded | $2.5M |
| SACKS & ASSOCIATES, LLCUS LCAP GR ETF64.2K shtrimmed | $2.3M |
| Capital Advisors Wealth Management, LLCUS LCAP GR ETF61.1K shadded | $2.2M |
| Sprinkle Financial Consultants LLCUS LCAP GR ETF58.7K shadded | $2.1M |
| Investors Research CorpUS LCAP GR ETF54.4K shtrimmed | $2M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund52.8K shtrimmed | $1.9M |
| JUNCTURE WEALTH STRATEGIES, LLCUS LCAP GR ETF52.3K shtrimmed | $1.9M |
| Bullock Wealth Management GroupETF50.8K shtrimmed | $1.8M |
| Wisconsin Wealth Advisors, LLCUS LCAP GR ETF48.7K shadded | $1.8M |
| Great Waters Wealth ManagementUS LCAP GR ETF46.5K shtrimmed | $1.7M |
| Adams Asset Advisors, LLCUS LCAP GR ETF43.7K shadded | $1.6M |
| MFG WEALTH MANAGEMENT, INC.US LCAP GR ETF42.9K shtrimmed | $1.5M |
| TrueWealth Advisors, LLCUS LCAP GR ETF42.6K shtrimmed | $1.5M |
| Adelphi Trust CoExchange Traded Fund37.3K shadded | $1.3M |
| Sunburst Financial Group, LLCUS LCAP GR ETF36.3K shadded | $1.3M |
| Peterson Wealth Advisors, LLCUS LCAP GR ETF35.6K shtrimmed | $1.3M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF34.2K shtrimmed | $1.2M |
| Weaver Consulting GroupUS LCAP GR ETF30.4K sh— | $1.1M |
| Monument Capital ManagementUS LCAP GR ETF29.1K shtrimmed | $1M |
| City Center Advisors, LLCUS LCAP GR ETF18K shadded | $648.3K |
| Baring Financial LLCUS LCAP GR ETF17.6K shtrimmed | $633.8K |
| First Heartland Consultants, Inc.US LCAP GR ETF17.6K shadded | $632.1K |
| Pathway Financial Advisors LLCUS LCAP GR ETF16.9K shadded | $605.8K |
| Dickmeyer Boyce Financial Management, Inc.US LCAP GR ETF16.7K shadded | $601.8K |
| Balefire, LLCUS LCAP GR ETF15.2K shadded | $546.3K |
| ZynergyRetirementPlanningLLCUS LCAP GR ETF15K shtrimmed | $540K |
| COLTON GROOME FINANCIAL ADVISORS, LLCUS LCAP GR ETF14.8K shtrimmed | $532.6K |
| Plan A Wealth LLCUS LCAP GR ETF14.2K shadded | $511.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLCUS LCAP GR ETF13K shtrimmed | $465.9K |
| Hamilton Capital, LLCUS LCAP GR ETF12.9K shheld | $462.3K |
| Gradient Investments LLCUS LCAP GR ETF11.4K shadded | $408.9K |
| Atlas Brown,Inc.ETF10.6K shadded | $381.4K |
| Cadent Capital Advisors, LLCUS LCAP GR ETF10.5K shtrimmed | $376.6K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom9.9K shheld | $357K |
| EASTERN BANKUS LCAP GR ETF9.6K sh— | $345.8K |
| LWM ADVISORS INCUS LCAP GR ETF9.5K shadded | $340.7K |
| Mirador Capital Partners LPUS LCAP GR ETF8.5K shadded | $306.9K |
| Hardin Capital Partners, LLCUS LCAP GR ETF8K shadded | $286K |
| ELEVATION WEALTH PARTNERS, LLCUS LCAP GR ETF7.9K shadded | $285.4K |
| Successful Portfolios LLCUS LCAP GR ETF7.5K sh— | $275.6K |
| Montz Harcus Wealth Management LLCUS LCAP GR ETF7.5K shtrimmed | $269.3K |
| DECISION INVESTMENTS, INCUS LCAP GR ETF7.2K shheld | $258.7K |
| COLLECTIVE FAMILY OFFICE LLCUS LCAP GR ETF7.1K shtrimmed | $254.8K |
| RIVERSEDGE ADVISORS, LLCUS LCAP GR ETF6.7K shadded | $242.4K |
| Castle Rock Wealth Management, LLCUS LCAP GR ETF6.2K shtrimmed | $230.1K |
| MJT & Associates Financial Advisory Group, Inc.ETF6.3K shtrimmed | $228K |
| Insight Wealth Strategies, LLCUS LCAP GR ETF6.3K shtrimmed | $227.7K |
| Sound Income Strategies, LLCUS LCAP GR ETF5.8K shadded | $211.4K |
| GILPIN WEALTH MANAGEMENT, LLCUS LCAP GR ETF4.3K shadded | $153.4K |
| Trust CoETF4.2K shadded | $151.6K |
| FIRST COMMUNITY TRUST NAUS LCAP GR ETF4.1K shadded | $146.3K |
| GAMMA Investing LLCETF4K shadded | $143.2K |
| TOTH FINANCIAL ADVISORY CORPUS LCAP GR ETF3.7K shtrimmed | $133.4K |
| Dorato Capital ManagementUS LCAP GR ETF1.6K shtrimmed | $59.2K |
| GK Wealth Management LLCUS LCAP GR ETF1.6K sh— | $58.7K |
| ATWOOD & PALMER INCCOM768 shtrimmed | $27.6K |
| Rosenberg Matthew HamiltonETF657 shheld | $23.6K |
| Bangor Savings BankUS LCAP GR ETF540 shtrimmed | $19.4K |
| VALLEY WEALTH MANAGERS, INC.ETF304 shheld | $10.9K |
| Go Invest LLCETF101 shtrimmed | $3.6K |
| Central Pacific Bank - Trust DivisionUS LCAP GR ETF36 shheld | $1.3K |
| TOMPKINS FINANCIAL CORPUS LCAP GR ETF29 shtrimmed | $1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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