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Institutional Holders of SCHG

There is a long list of 1059 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.12,130,371$1,006,624 12/31/2023
     SCHG12,130,371$1,006,624 12/31/2023
Mather Group LLC.8,984,508$833,044 03/31/2024
     SCHG8,984,508$833,044 03/31/2024
Sei Investments Co.9,004,383$747,003 12/31/2023
     SCHG9,004,383$747,003 12/31/2023
Envestnet Asset Management Inc.7,938,982$658,618 12/31/2023
     SCHG7,938,982$658,618 12/31/2023
Advisor Group Holdings Inc.6,264,900$519,769 12/31/2023
     SCHG6,264,900$519,769 12/31/2023
Honkamp Krueger Financial Services Inc.4,931,667$409,131 12/31/2023
     SCHG4,931,667$409,131 12/31/2023
Mariner LLC3,673,811$304,780 12/31/2023
     SCHG3,673,811$304,780 12/31/2023
Raymond James Financial Services Advisors Inc.3,222,090$267,305 12/31/2023
     SCHG3,222,090$267,305 12/31/2023
LPL Financial LLC2,733,270$226,752 12/31/2023
     SCHG2,733,270$226,752 12/31/2023
Ameriprise Financial Inc.2,714,783$225,233 12/31/2023
     SCHG2,714,783$225,233 12/31/2023
Fund Evaluation Group LLC2,359,400$195,737 12/31/2023
     SCHG2,359,400$195,737 12/31/2023
CWM LLC1,705,477$158,132 03/31/2024
     SCHG1,705,477$158,132 03/31/2024
Morgan Stanley1,897,337$157,403 12/31/2023
     SCHG1,897,337$157,403 12/31/2023
Angeles Investment Advisors LLC1,803,200$149,593 12/31/2023
     SCHG1,803,200$149,593 12/31/2023
McAdam LLC1,678,308$139,232 12/31/2023
     SCHG1,678,308$139,232 12/31/2023
Fort Pitt Capital Group LLC1,465,883$135,917 03/31/2024
     SCHG1,465,883$135,917 03/31/2024
Focus Financial Network Inc. ADV1,467,650$121,792 12/31/2023
     SCHG1,467,650$121,792 12/31/2023
Thrive Wealth Management LLC1,240,444$115,014 03/31/2024
     SCHG1,240,444$115,014 03/31/2024
Bank of America Corp DE1,381,350$114,597 12/31/2023
     SCHG1,381,350$114,597 12/31/2023
JPMorgan Chase & Co.1,168,843$96,967 12/31/2023
     SCHG1,168,843$96,967 12/31/2023
MML Investors Services LLC1,154,482$95,776 12/31/2023
     SCHG1,154,482$95,776 12/31/2023
Northwestern Mutual Wealth Management Co.1,096,607$90,975 12/31/2023
     SCHG1,096,607$90,975 12/31/2023
Wealth Enhancement Advisory Services LLC901,945$83,628 03/31/2024
     SCHG901,945$83,628 03/31/2024
HighTower Advisors LLC1,006,708$83,486 12/31/2023
     SCHG1,006,708$83,486 12/31/2023
Marquette Asset Management LLC1,003,822$83,278 12/31/2023
     SCHG1,003,822$83,278 12/31/2023
HHM Wealth Advisors LLC936,215$77,668 12/31/2023
     SCHG936,215$77,668 12/31/2023
Financial Advisors LLC903,976$74,994 12/31/2023
     SCHG903,976$74,994 12/31/2023
Moneta Group Investment Advisors LLC896,203$74,349 12/31/2023
     SCHG896,203$74,349 12/31/2023
Commonwealth Equity Services LLC839,204$69,620 12/31/2023
     SCHG839,204$69,620 12/31/2023
Krilogy Financial LLC819,019$67,946 12/31/2023
     SCHG819,019$67,946 12/31/2023
Assetmark Inc.817,960$67,858 12/31/2023
     SCHG817,960$67,858 12/31/2023
Cetera Advisor Networks LLC808,004$67,032 12/31/2023
     SCHG808,004$67,032 12/31/2023
Cerity Partners LLC802,058$66,538 12/31/2023
     SCHG802,058$66,538 12/31/2023
Legacy Financial Strategies LLC675,999$62,679 03/31/2024
     SCHG675,999$62,679 03/31/2024
Beacon Pointe Advisors LLC731,606$60,695 12/31/2023
     SCHG731,606$60,695 12/31/2023
Brio Consultants LLC722,603$59,947 12/31/2023
     SCHG722,603$59,947 12/31/2023
Tradition Wealth Management LLC732,232$56,482 12/31/2023
     SCHG732,232$56,482 12/31/2023
Truist Financial Corp636,153$52,775 12/31/2023
     SCHG636,153$52,775 12/31/2023
United Capital Financial Advisers LLC630,107$52,274 12/31/2023
     SCHG630,107$52,274 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC597,521$49,570 12/31/2023
     SCHG597,521$49,570 12/31/2023
Granite Bay Wealth Management LLC636,814$49,276 12/31/2023
     SCHG636,814$49,276 12/31/2023
Thrivent Financial for Lutherans590,616$48,997 12/31/2023
     SCHG590,616$48,997 12/31/2023
Prime Capital Investment Advisors LLC589,019$48,865 12/31/2023
     SCHG589,019$48,865 12/31/2023
Resources Investment Advisors LLC.588,079$48,787 12/31/2023
     SCHG588,079$48,787 12/31/2023
Financial Management Professionals Inc.503,948$46,726 03/31/2024
     SCHG503,948$46,726 03/31/2024
Royal Bank of Canada552,958$45,872 12/31/2023
     SCHG552,958$45,872 12/31/2023
Financial Counselors Inc.551,243$45,731 12/31/2023
     SCHG551,243$45,731 12/31/2023
Wells Fargo & Company MN550,930$45,705 12/31/2023
     SCHG550,930$45,705 12/31/2023
Advance Capital Management Inc.492,871$45,699 03/31/2024
     SCHG492,871$45,699 03/31/2024
One Capital Management LLC543,593$45,097 12/31/2023
     SCHG543,593$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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