| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $993.5M | 34.11M | Added | Q1 2026 |
| 2 | Avantax Planning Partners, Inc. | $437.9M | 15.03M | Added | Q1 2026 |
| 3 | Fund Evaluation Group, LLC | $311.1M | 10.68M | Added | Q1 2026 |
| 4 | MML INVESTORS SERVICES, LLC | $264.2M | 9.07M | Reduced | Q1 2026 |
| 5 | McAdam, LLC | $215.9M | 7.41M | Added | Q1 2026 |
| 6 | CWM, LLC | $209.9M | 7.21M | Reduced | Q1 2026 |
| 7 | Beacon Pointe Advisors, LLC | $195.2M | 6.70M | Added | Q1 2026 |
| 8 | Clark Capital Management Group, Inc. | $134.5M | 4.62M | Added | Q1 2026 |
| 9 | Waverly Advisors, LLC | $102.4M | 3.52M | Added | Q1 2026 |
| 10 | Lido Advisors, LLC | $90.7M | 3.11M | Reduced | Q1 2026 |
| 11 | ASSETMARK, INC | $84.7M | 2.91M | Added | Q1 2026 |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $84.7M | 2.91M | Added | Q1 2026 |
| 13 | Berger Financial Group, Inc | $75.7M | 2.60M | Added | Q1 2026 |
| 14 | Kestra Advisory Services, LLC | $69.2M | 2.38M | Added | Q1 2026 |
| 15 | ANGELES WEALTH MANAGEMENT, LLC | $68.7M | 2.36M | Added | Q1 2026 |
| 16 | Prime Capital Investment Advisors, LLC | $63.6M | 2.18M | Added | Q1 2026 |
| 17 | MAI Capital Management | $61.3M | 2.11M | Reduced | Q1 2026 |
| 18 | BIP Wealth, LLC | $56.7M | 1.95M | Added | Q1 2026 |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $54.4M | 1.85M | Reduced | Q1 2026 |
| 20 | Bleakley Financial Group, LLC | $53.8M | 1.85M | Added | Q1 2026 |
| 21 | Merit Financial Group, LLC | $52.5M | 1.80M | Added | Q1 2026 |
| 22 | Midwest Trust Co | $52.3M | 1.80M | Added | Q1 2026 |
| 23 | EXCHANGE TRADED CONCEPTS, LLC | $51.6M | 1.77M | Added | Q1 2026 |
| 24 | HB Wealth Management, LLC | $50.6M | 1.74M | Reduced | Q1 2026 |
| 25 | Envestnet Portfolio Solutions, Inc. | $50.4M | 1.73M | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft Corp - USMSFT | 310 funds | $43.7B |
| Apple Inc.AAPL | 308 funds | $59.0B |
| Jpmorgan Chase & Co - USJPM | 308 funds | $20.0B |
| Johnson & JohnsonJNJ | 308 funds | $11.8B |
| Nvidia Corp ComNVDA | 307 funds | $49.0B |
| GOOGLE INCGOOGL | 307 funds | $28.7B |
| Lilly Eli & CompanyLLY | 307 funds | $11.2B |
| Walmart Inc.WMT | 307 funds | $11.2B |
| The Home Depot IncHD | 307 funds | $7.6B |
| Amazon.com IncAMZN | 306 funds | $30.8B |
| LPHABET INCGOOG | 306 funds | $20.6B |
| Meta Platforms, Inc.META | 306 funds | $17.0B |
Ranked by how many of SCHG's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.