There is a long list of 1058 institutional holders of SCHG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SCHG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHG table below, the initial column indicates the name of each top institutional holder of SCHG, with a link to that fund's top holdings. The next columns indicate the amount of SCHG stock held by each of the institutional holders of SCHG, followed by the SCHG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Financial Engines Advisors L.L.C. | 12,130,371 | $1,006,624 | 12/31/2023 |
SCHG | 12,130,371 | $1,006,624 | 12/31/2023 |
Mather Group LLC. | 8,984,508 | $833,044 | 03/31/2024 |
SCHG | 8,984,508 | $833,044 | 03/31/2024 |
Sei Investments Co. | 9,004,383 | $747,003 | 12/31/2023 |
SCHG | 9,004,383 | $747,003 | 12/31/2023 |
Envestnet Asset Management Inc. | 7,938,982 | $658,618 | 12/31/2023 |
SCHG | 7,938,982 | $658,618 | 12/31/2023 |
Advisor Group Holdings Inc. | 6,264,900 | $519,769 | 12/31/2023 |
SCHG | 6,264,900 | $519,769 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 4,931,667 | $409,131 | 12/31/2023 |
SCHG | 4,931,667 | $409,131 | 12/31/2023 |
Mariner LLC | 3,673,811 | $304,780 | 12/31/2023 |
SCHG | 3,673,811 | $304,780 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 3,222,090 | $267,305 | 12/31/2023 |
SCHG | 3,222,090 | $267,305 | 12/31/2023 |
LPL Financial LLC | 2,733,270 | $226,752 | 12/31/2023 |
SCHG | 2,733,270 | $226,752 | 12/31/2023 |
Ameriprise Financial Inc. | 2,714,783 | $225,233 | 12/31/2023 |
SCHG | 2,714,783 | $225,233 | 12/31/2023 |
Fund Evaluation Group LLC | 2,359,400 | $195,737 | 12/31/2023 |
SCHG | 2,359,400 | $195,737 | 12/31/2023 |
CWM LLC | 1,705,477 | $158,132 | 03/31/2024 |
SCHG | 1,705,477 | $158,132 | 03/31/2024 |
Morgan Stanley | 1,897,337 | $157,403 | 12/31/2023 |
SCHG | 1,897,337 | $157,403 | 12/31/2023 |
Angeles Investment Advisors LLC | 1,803,200 | $149,593 | 12/31/2023 |
SCHG | 1,803,200 | $149,593 | 12/31/2023 |
McAdam LLC | 1,678,308 | $139,232 | 12/31/2023 |
SCHG | 1,678,308 | $139,232 | 12/31/2023 |
Fort Pitt Capital Group LLC | 1,465,883 | $135,917 | 03/31/2024 |
SCHG | 1,465,883 | $135,917 | 03/31/2024 |
Focus Financial Network Inc. ADV | 1,467,650 | $121,792 | 12/31/2023 |
SCHG | 1,467,650 | $121,792 | 12/31/2023 |
Thrive Wealth Management LLC | 1,240,444 | $115,014 | 03/31/2024 |
SCHG | 1,240,444 | $115,014 | 03/31/2024 |
Bank of America Corp DE | 1,381,350 | $114,597 | 12/31/2023 |
SCHG | 1,381,350 | $114,597 | 12/31/2023 |
JPMorgan Chase & Co. | 1,168,843 | $96,967 | 12/31/2023 |
SCHG | 1,168,843 | $96,967 | 12/31/2023 |
MML Investors Services LLC | 1,154,482 | $95,776 | 12/31/2023 |
SCHG | 1,154,482 | $95,776 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,096,607 | $90,975 | 12/31/2023 |
SCHG | 1,096,607 | $90,975 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 901,945 | $83,628 | 03/31/2024 |
SCHG | 901,945 | $83,628 | 03/31/2024 |
HighTower Advisors LLC | 1,006,708 | $83,486 | 12/31/2023 |
SCHG | 1,006,708 | $83,486 | 12/31/2023 |
Marquette Asset Management LLC | 1,003,822 | $83,278 | 12/31/2023 |
SCHG | 1,003,822 | $83,278 | 12/31/2023 |
HHM Wealth Advisors LLC | 936,215 | $77,668 | 12/31/2023 |
SCHG | 936,215 | $77,668 | 12/31/2023 |
Financial Advisors LLC | 903,976 | $74,994 | 12/31/2023 |
SCHG | 903,976 | $74,994 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 896,203 | $74,349 | 12/31/2023 |
SCHG | 896,203 | $74,349 | 12/31/2023 |
Commonwealth Equity Services LLC | 839,204 | $69,620 | 12/31/2023 |
SCHG | 839,204 | $69,620 | 12/31/2023 |
Krilogy Financial LLC | 819,019 | $67,946 | 12/31/2023 |
SCHG | 819,019 | $67,946 | 12/31/2023 |
Assetmark Inc. | 817,960 | $67,858 | 12/31/2023 |
SCHG | 817,960 | $67,858 | 12/31/2023 |
Cetera Advisor Networks LLC | 808,004 | $67,032 | 12/31/2023 |
SCHG | 808,004 | $67,032 | 12/31/2023 |
Cerity Partners LLC | 802,058 | $66,538 | 12/31/2023 |
SCHG | 802,058 | $66,538 | 12/31/2023 |
Legacy Financial Strategies LLC | 675,999 | $62,679 | 03/31/2024 |
SCHG | 675,999 | $62,679 | 03/31/2024 |
Beacon Pointe Advisors LLC | 731,606 | $60,695 | 12/31/2023 |
SCHG | 731,606 | $60,695 | 12/31/2023 |
Brio Consultants LLC | 722,603 | $59,947 | 12/31/2023 |
SCHG | 722,603 | $59,947 | 12/31/2023 |
Tradition Wealth Management LLC | 732,232 | $56,482 | 12/31/2023 |
SCHG | 732,232 | $56,482 | 12/31/2023 |
Truist Financial Corp | 636,153 | $52,775 | 12/31/2023 |
SCHG | 636,153 | $52,775 | 12/31/2023 |
United Capital Financial Advisers LLC | 630,107 | $52,274 | 12/31/2023 |
SCHG | 630,107 | $52,274 | 12/31/2023 |
Cliftonlarsonallen Wealth Advisors LLC | 597,521 | $49,570 | 12/31/2023 |
SCHG | 597,521 | $49,570 | 12/31/2023 |
Granite Bay Wealth Management LLC | 636,814 | $49,276 | 12/31/2023 |
SCHG | 636,814 | $49,276 | 12/31/2023 |
Thrivent Financial for Lutherans | 590,616 | $48,997 | 12/31/2023 |
SCHG | 590,616 | $48,997 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 589,019 | $48,865 | 12/31/2023 |
SCHG | 589,019 | $48,865 | 12/31/2023 |
Resources Investment Advisors LLC. | 588,079 | $48,787 | 12/31/2023 |
SCHG | 588,079 | $48,787 | 12/31/2023 |
Financial Management Professionals Inc. | 503,948 | $46,726 | 03/31/2024 |
SCHG | 503,948 | $46,726 | 03/31/2024 |
Royal Bank of Canada | 552,958 | $45,872 | 12/31/2023 |
SCHG | 552,958 | $45,872 | 12/31/2023 |
Financial Counselors Inc. | 551,243 | $45,731 | 12/31/2023 |
SCHG | 551,243 | $45,731 | 12/31/2023 |
Wells Fargo & Company MN | 550,930 | $45,705 | 12/31/2023 |
SCHG | 550,930 | $45,705 | 12/31/2023 |
Advance Capital Management Inc. | 492,871 | $45,699 | 03/31/2024 |
SCHG | 492,871 | $45,699 | 03/31/2024 |
One Capital Management LLC | 543,593 | $45,097 | 12/31/2023 |
SCHG | 543,593 | $45,097 | 12/31/2023 |
See All: Funds Holding SCHG
See Details: Top 10 Hedge Funds Holding SCHG
Also See: SCHG Holdings Changes
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