Who owns SCHG
Which tracked institutional funds hold SCHG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SCHG is one-sided between 2026-Q1 and 2026-Q2: 708 added or opened and 119 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCHG’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 1.9% of theirs — a 1.3pp gap the other way — the median holder sizes SCHG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SCHG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1612 tracked filers holding SCHG, 858 increased or opened the position and 675 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCHG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- Global Retirement Partners, LLC$34M
- Carolina Wealth Management Inc$29M
- J.W. COLE ADVISORS, INC.$18M
- McCarthy Asset Management, Inc.$12M
- Copper Harbor Investment Advisors, LLC$11M
- FIDUCIARY FINANCIAL ADVISORS$10M
Full exits 66
- HighTower Advisors, LLC$251M
- CWM, LLC$210M
- PARK AVENUE SECURITIES LLC$99M
- Thrivent Financial for Lutherans$88M
- Cambridge Investment Research Advisors, Inc.$84M
- TSG Advice Partners, LLC$48M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.9B
- Financial Engines Advisors L.L.C.$333M
- SEI INVESTMENTS CO$227M
- ENVESTNET ASSET MANAGEMENT INC$213M
- LPL Financial LLC$210M
- Fund Evaluation Group, LLC$185M
Largest trims
- MATHER GROUP, LLC.$828M
- Focus Partners Wealth$123M
- Lido Advisors, LLC$68M
- TWO SIGMA INVESTMENTS, LP$39M
- Advance Capital Management, Inc.$36M
- Independent Advisor Alliance$18M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 121,984,901 | $4.1B | 16.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 61,784,989 | $2.1B | 8.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 47,660,218 | $1.6B | 6.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 39,212,098 | $1.3B | 5.4% | 2026-Q2 |
| LPL Financial LLC added | 38,293,135 | $1.3B | 5.3% | 2026-Q2 |
| Mariner, LLC trimmed | 19,308,603 | $653M | 2.7% | 2026-Q2 |
| Cetera Investment Advisers added | 19,036,117 | $644M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,396,878 | $623M | 2.5% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 17,067,494 | $578M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 16,967,726 | $574M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 16,012,825 | $542M | 2.2% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 14,951,817 | $506M | 2.1% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 14,648,669 | $496M | 2.0% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 13,008,967 | $440M | 1.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,969,343 | $371M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 10,841,383 | $367M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 10,473,435 | $354M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 9,519,537 | $322M | 1.3% | 2026-Q2 |
| McAdam, LLC added | 8,537,060 | $289M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,445,311 | $286M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,221,023 | $275M | 1.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 7,776,295 | $263M | 1.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 6,836,103 | $231M | 0.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 6,744,828 | $228M | 0.9% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 6,662,859 | $225M | 0.9% | 2026-Q2 |
| RMG Wealth Management LLC added | 5,875,545 | $209M | 0.9% | 2026-Q2 |
| Thrive Wealth Management, LLC added | 5,430,697 | $184M | 0.7% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 4,491,439 | $152M | 0.6% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 4,361,225 | $148M | 0.6% | 2026-Q2 |
| Marquette Asset Management, LLC added | 4,293,366 | $145M | 0.6% | 2026-Q2 |
| Golden Reserve Retirement LLC added | 4,249,804 | $144M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 3,902,668 | $113M | 0.5% | 2026-Q2 |
| Krilogy Financial LLC added | 3,745,015 | $127M | 0.5% | 2026-Q2 |
| HHM Wealth Advisors, LLC added | 3,728,072 | $126M | 0.5% | 2026-Q2 |
| Waverly Advisors, LLC added | 3,660,774 | $124M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,627,963 | $123M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 3,403,303 | $115M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 3,269,280 | $111M | 0.5% | 2026-Q2 |
| Creative Planning trimmed | 3,250,027 | $110M | 0.4% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 3,124,543 | $106M | 0.4% | 2026-Q2 |
| Gemmer Asset Management LLC added | 3,100,787 | $105M | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. added | 3,061,326 | $104M | 0.4% | 2026-Q2 |
| Legacy Financial Strategies, LLC added | 2,937,132 | $99M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 2,898,121 | $98M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,872,709 | $97M | 0.4% | 2026-Q2 |
| Berger Financial Group, Inc added | 2,842,453 | $96M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 2,689,962 | $91M | 0.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 2,587,733 | $88M | 0.4% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC added | 2,425,844 | $82M | 0.3% | 2026-Q2 |
| Charles Schwab Trust Co added | 2,310,654 | $78M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,262,543 | $77M | 0.3% | 2026-Q2 |
| HRC WEALTH MANAGEMENT, LLC trimmed | 2,238,645 | $76M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,221,385 | $75M | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 2,196,663 | $74M | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 2,128,665 | $72M | 0.3% | 2026-Q2 |
| MAI Capital Management trimmed | 2,095,721 | $71M | 0.3% | 2026-Q2 |
| Compound Planning, Inc. added | 2,094,006 | $71M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 2,056,897 | $70M | 0.3% | 2026-Q2 |
| Nadler Financial Group, Inc. added | 2,021,747 | $68M | 0.3% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 1,924,760 | $65M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,892,340 | $66M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 1,885,406 | $64M | 0.3% | 2026-Q2 |
| Kelman-Lazarov, Inc. added | 1,882,199 | $64M | 0.3% | 2026-Q2 |
| Brio Consultants, LLC added | 1,880,176 | $64M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 1,855,593 | $63M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 1,817,577 | $62M | 0.3% | 2026-Q2 |
| World Investment Advisors trimmed | 1,790,665 | $54M | 0.2% | 2026-Q2 |
| Black Diamond Financial, LLC added | 1,780,462 | $60M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 1,771,594 | $60M | 0.2% | 2026-Q2 |
| Midwest Trust Co trimmed | 1,761,252 | $60M | 0.2% | 2026-Q2 |
| Northern Capital Management, Inc. trimmed | 1,755,803 | $51M | 0.2% | 2026-Q2 |
| Midwest Capital Advisors, LLC added | 1,739,571 | $59M | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 1,723,874 | $58M | 0.2% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC added | 1,713,342 | $58M | 0.2% | 2026-Q2 |
| XML Financial, LLC added | 1,683,381 | $57M | 0.2% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP added | 1,680,065 | $57M | 0.2% | 2026-Q2 |
| AFFINITY WEALTH LLC added | 1,659,345 | $56M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 1,638,568 | $53M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,626,152 | $53M | 0.2% | 2026-Q2 |
| BURKETT FINANCIAL SERVICES, LLC trimmed | 1,615,100 | $55M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Advisors, Inc. trimmed | 1,590,638 | $54M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,588,057 | $54M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 1,573,141 | $53M | 0.2% | 2026-Q2 |
| SOUTHERN MICHIGAN BANK & TRUST added | 1,553,292 | $53M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 1,552,951 | $53M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 1,529,124 | $52M | 0.2% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 1,522,032 | $52M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 1,491,128 | $50M | 0.2% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 1,468,755 | $50M | 0.2% | 2026-Q2 |
| Triton Wealth Management, PLLC trimmed | 1,465,478 | $50M | 0.2% | 2026-Q2 |
| Summit Asset Management, LLC trimmed | 1,431,690 | $48M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 1,417,627 | $48M | 0.2% | 2026-Q2 |
| DRAVO BAY LLC added | 1,412,717 | $48M | 0.2% | 2026-Q2 |
| Goepper Burkhardt LLC added | 1,412,525 | $48M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors added | 1,402,726 | $47M | 0.2% | 2026-Q2 |
| Veery Capital, LLC added | 1,382,183 | $47M | 0.2% | 2026-Q2 |
| Financial Advisors Network, Inc. added | 1,353,786 | $46M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,304,552 | $44M | 0.2% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 1,300,609 | $44M | 0.2% | 2026-Q2 |
| Provident Wealth Management, LLC trimmed | 1,277,545 | $43M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.