§ EQUITY
USDSCHG
SCHWAB US LARGE-CAP GROWTH
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
890 increased/new, 563 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 64.5M | 0.5% | +0% |
| SEI INVESTMENTS CO | 47.6M | 1.3% | +8% |
| MATHER GROUP, LLC. | 43.5M | 12.6% | +4% |
| Charles Schwab Investment Mgmt | 43.5M | 0.2% | +15% |
| LPL Financial LLC | 37.3M | 0.3% | +9% |
| Financial Engines Advisors L.L.C. | 34.1M | 2.0% | +0% |
◇ AC INTELLIGENCE
Top institutional owners for SCHG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER85.6% · 1,514 holders
DEALER / BANK5.7% · 52 holders
PASSIVE / INDEX4.8% · 5 holders
QUALITY / COMPOUNDER1.9% · 8 holders
INCOME / DEFENSIVE1.9% · 17 holders
SYSTEMATIC / QUANT0.1% · 3 holders
TACTICAL / MACRO0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCHG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCHG yet.