1523 tracked 13F filers disclose a position in SCHG as of the latest SEC 13F filings, a combined $27.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.9B | 64.5M | ▲+0.2% Added · +134K sh | Q1 2026 | |
| 2 | SEI INVESTMENTS CO | $1.4B | 47.6M | ▲+7.6% Added · +3.4M sh | Q1 2026 | |
| 3 | MATHER GROUP, LLC. | $1.3B | 43.5M | ▲+4.1% Added · +1.7M sh | Q1 2026 | |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3B | 43.5M | ▲+15% Added · +5.8M sh | Q1 2026 | |
| 5 | Financial Engines Advisors L.L.C. | $1.3B | 39.2M | ▲+15% Added · +5.1M sh | Q2 2026 | |
| 6 | LPL Financial LLC | $1.1B | 37.3M | ▲+9.1% Added · +3.1M sh | Q1 2026 | |
| 7 | Mariner, LLC | $575.7M | 19.8M | ▼−1.6% Reduced · −314K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $530.1M | 18.2M | ▼−0.4% Reduced · −81K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $523.0M | 18.0M | ▲+5.9% Added · +995K sh | Q1 2026 | |
| 10 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $497.2M | 17.1M | —Held | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $478.6M | 16.4M | ▼−6.7% Reduced · −1.2M sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $461.0M | 15.8M | ▲+6.3% Added · +936K sh | Q1 2026 | |
| 13 | Avantax Planning Partners, Inc. | $506.0M | 15.0M | ▼−0.5% Reduced · −80K sh | Q2 2026 | |
| 14 | Fund Evaluation Group, LLC | $495.7M | 14.6M | ▲+37% Added · +4.0M sh | Q2 2026 | |
| 15 | Focus Partners Wealth | $354.0M | 12.1M | ▲+84% Added · +5.5M sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $366.9M | 10.8M | ▲+20% Added · +1.8M sh | Q2 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $295.6M | 10.1M | ▼−4.0% Reduced · −425K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $291.5M | 10.0M | ▲+17% Added · +1.5M sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $271.0M | 9.3M | ▲+5.5% Added · +481K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $251.2M | 8.6M | ▲+3.0% Added · +255K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $251.0M | 8.6M | ▲+27% Added · +1.8M sh | Q1 2026 | |
| 22 | McAdam, LLC | $288.9M | 8.5M | ▲+15% Added · +1.1M sh | Q2 2026 | |
| 23 | JPMORGAN CHASE & CO | $222.1M | 7.9M | ▼−6.4% Reduced · −538K sh | Q1 2026 | |
| 24 | OneDigital Investment Advisors LLC | $218.0M | 7.5M | ▲+4.4% Added · +314K sh | Q1 2026 | |
| 25 | CWM, LLC | $209.9M | 7.2M | ▼−3.4% Reduced · −253K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in SCHG and 37 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 939 funds | $133.3B |
| MICROSOFT CORPMSFT | 923 funds | $112.6B |
| NVIDIA CORPNVDA | 909 funds | $148.9B |
| AMAZON.COM INCAMZN | 908 funds | $83.7B |
| ALPHABET INC-CL AGOOGL | 886 funds | $71.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 864 funds | $26.6B |
| ALPHABET INC-CL CGOOG | 859 funds | $52.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 854 funds | $21.3B |
| JPMORGAN CHASE & COJPM | 852 funds | $36.3B |
| ISHARES CORE S&P 500 ETFIVV | 837 funds | $48.7B |
| VANGUARD S&P 500 ETFVOO | 833 funds | $30.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 823 funds | $15.7B |
Ranked by how many of SCHG's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCHG/capital-change-brief"
Use Arkolith's capital_change_brief for SCHG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.