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-Q1 13F filings (latest filed 2026-05-18). 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 2025-Q4 and 2026-Q1: 169 added or opened and 596 trimmed or exited — on balance reducing.
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, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 1.2% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 1599 tracked filers holding SCHG, 825 increased or opened the position and 695 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 2025-Q4 and 2026-Q1 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 29
- TSG Advice Partners, LLC$48M
- SOUTHERN MICHIGAN BANK & TRUST$45M
- Systelligence, LLC$15M
- SUMMITPOINT CAPITAL MANAGEMENT$12M
- Leo H. Evart, Inc.$10M
- Polianta Ltd$9M
Full exits 45
- Main Street Financial Solutions, LLC$54M
- Global Retirement Partners, LLC$29M
- Prosperity Wealth Management, Inc.$24M
- ROVIN CAPITAL /UT/ /ADV$22M
- CORE WEALTH ADVISORS, LLC$20M
- JBGlobal.com LLC$17M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$295M
- RMG Wealth Management LLC$185M
- Focus Partners Wealth$139M
- Beacon Pointe Advisors, LLC$76M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$36M
- World Investment Advisors$32M
Largest trims
- Valpey Financial Services, LLC$238M
- ENVESTNET ASSET MANAGEMENT INC$221M
- MML INVESTORS SERVICES, LLC$118M
- Financial Engines Advisors L.L.C.$115M
- MATHER GROUP, LLC.$96M
- AMERIPRISE FINANCIAL INC$95M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 64,461,584 | $1.9B | 9.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 47,564,768 | $1.4B | 6.8% | 2026-Q1 |
| MATHER GROUP, LLC. added | 43,528,965 | $1.3B | 6.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 43,506,074 | $1.3B | 6.2% | 2026-Q1 |
| LPL Financial LLC added | 37,283,856 | $1.1B | 5.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 34,105,277 | $993M | 4.9% | 2026-Q1 |
| Mariner, LLC trimmed | 19,764,193 | $576M | 2.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 18,201,902 | $530M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers added | 17,955,640 | $523M | 2.6% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 17,067,494 | $497M | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 16,425,833 | $479M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 15,826,527 | $461M | 2.3% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 15,031,527 | $438M | 2.2% | 2026-Q1 |
| Focus Partners Wealth added | 12,147,955 | $354M | 1.7% | 2026-Q1 |
| Fund Evaluation Group, LLC added | 10,683,794 | $311M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,146,702 | $296M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,007,876 | $292M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 9,301,658 | $271M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 9,069,139 | $264M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 8,624,426 | $251M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 8,618,176 | $251M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 7,905,656 | $222M | 1.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 7,482,295 | $218M | 1.1% | 2026-Q1 |
| McAdam, LLC added | 7,413,124 | $216M | 1.1% | 2026-Q1 |
| CWM, LLC trimmed | 7,205,154 | $210M | 1.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 6,701,110 | $195M | 1.0% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 6,434,196 | $187M | 0.9% | 2026-Q1 |
| RMG Wealth Management LLC added | 5,413,826 | $185M | 0.9% | 2026-Q1 |
| Thrive Wealth Management, LLC added | 5,317,891 | $155M | 0.8% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 4,731,526 | $138M | 0.7% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 4,616,512 | $134M | 0.7% | 2026-Q1 |
| Marquette Asset Management, LLC added | 4,266,763 | $124M | 0.6% | 2026-Q1 |
| Krilogy Financial LLC added | 3,734,904 | $120M | 0.6% | 2026-Q1 |
| Golden Reserve Retirement LLC trimmed | 4,061,494 | $118M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,697,872 | $108M | 0.5% | 2026-Q1 |
| HHM Wealth Advisors, LLC added | 3,594,993 | $105M | 0.5% | 2026-Q1 |
| Waverly Advisors, LLC added | 3,515,835 | $102M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 3,413,376 | $99M | 0.5% | 2026-Q1 |
| Creative Planning trimmed | 3,287,294 | $96M | 0.5% | 2026-Q1 |
| UBS Group AG added | 3,274,722 | $95M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 3,195,653 | $94M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 3,177,852 | $93M | 0.5% | 2026-Q1 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 3,117,623 | $91M | 0.4% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 3,114,183 | $91M | 0.4% | 2026-Q1 |
| Gemmer Asset Management LLC added | 3,072,993 | $90M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 3,035,398 | $88M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 2,908,879 | $85M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 2,907,132 | $85M | 0.4% | 2026-Q1 |
| Legacy Financial Strategies, LLC added | 2,899,431 | $84M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 2,896,945 | $84M | 0.4% | 2026-Q1 |
| Savvy Advisors, Inc. added | 2,863,182 | $83M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,848,539 | $83M | 0.4% | 2026-Q1 |
| BlueStem Wealth Partners, LLC trimmed | 2,760,523 | $80M | 0.4% | 2026-Q1 |
| Berger Financial Group, Inc added | 2,597,718 | $76M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 2,375,619 | $69M | 0.3% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC added | 2,359,736 | $69M | 0.3% | 2026-Q1 |
| HRC WEALTH MANAGEMENT, LLC added | 2,249,354 | $66M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 2,184,354 | $64M | 0.3% | 2026-Q1 |
| Brio Consultants, LLC trimmed | 1,869,804 | $62M | 0.3% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 2,129,978 | $62M | 0.3% | 2026-Q1 |
| MAI Capital Management trimmed | 2,105,558 | $61M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 2,101,630 | $61M | 0.3% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 2,024,864 | $59M | 0.3% | 2026-Q1 |
| Nadler Financial Group, Inc. added | 1,963,406 | $57M | 0.3% | 2026-Q1 |
| BIP Wealth, LLC added | 1,946,533 | $57M | 0.3% | 2026-Q1 |
| Charles Schwab Trust Co added | 1,924,903 | $56M | 0.3% | 2026-Q1 |
| Kelman-Lazarov, Inc. added | 1,870,926 | $55M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,849,267 | $54M | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 1,864,285 | $54M | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 1,847,663 | $54M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,802,481 | $53M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 1,798,863 | $52M | 0.3% | 2026-Q1 |
| Midwest Trust Co added | 1,796,078 | $52M | 0.3% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,771,579 | $52M | 0.3% | 2026-Q1 |
| Northern Capital Management, Inc. added | 1,761,124 | $51M | 0.3% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 1,737,859 | $51M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 1,728,880 | $50M | 0.2% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP added | 1,640,662 | $48M | 0.2% | 2026-Q1 |
| BURKETT FINANCIAL SERVICES, LLC added | 1,632,528 | $48M | 0.2% | 2026-Q1 |
| TSG Advice Partners, LLC new | 1,631,361 | $48M | 0.2% | 2026-Q1 |
| XML Financial, LLC added | 1,631,157 | $48M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,628,054 | $47M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Advisors, Inc. trimmed | 1,626,488 | $47M | 0.2% | 2026-Q1 |
| LOWE BROCKENBROUGH & CO INC added | 1,546,872 | $45M | 0.2% | 2026-Q1 |
| SOUTHERN MICHIGAN BANK & TRUST new | 1,542,593 | $45M | 0.2% | 2026-Q1 |
| Triton Wealth Management, PLLC added | 1,506,784 | $45M | 0.2% | 2026-Q1 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. trimmed | 1,517,439 | $44M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,503,123 | $44M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 1,474,680 | $43M | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 1,465,074 | $43M | 0.2% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 1,462,216 | $43M | 0.2% | 2026-Q1 |
| Summit Asset Management, LLC added | 1,443,974 | $42M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 1,443,922 | $42M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,412,254 | $41M | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 1,404,940 | $41M | 0.2% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 5,701,018 | $182M | 0.9% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 5,466,642 | $160M | 0.8% | 2025-Q2 stale |
| Financial Advisors, LLC trimmed | 2,940,881 | $94M | 0.5% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC trimmed | 1,661,436 | $54M | 0.3% | 2025-Q4 stale |
| FORTE CAPITAL LLC /ADV trimmed | 1,584,832 | $46M | 0.2% | 2025-Q2 stale |
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.