% of shares outstanding is not shown for SCHG: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SCHG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 42.5M | 48.3M | 55.2M | 61.9M | 64.3M | 64.5M | $1.9B |
| SEI INVESTMENTS CO | 38.2M | 41.2M | 45.7M | 44.5M | 44.2M | 47.6M | $1.4B |
| MATHER GROUP, LLC. | 39.2M | 40.5M | 42.3M | 42.2M | 41.8M | 43.5M | $1.3B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.5M | 4.4M | 32.8M | 34.5M | 37.7M | 43.5M | $1.3B |
| LPL Financial LLC | 22.1M | 24.6M | 27.9M | 31.7M | 34.2M | 37.3M | $1.1B |
| Financial Engines Advisors L.L.C. | 39.8M | 38.2M | 38.2M | 35.6M | 34.0M | 34.1M | $993M |
| Mariner, LLC | 17.2M | 17.3M | 17.8M | 17.8M | 20.1M | 19.8M | $576M |
| OSAIC HOLDINGS, INC. | 14.3M | 17.7M | 18.8M | 19.4M | 18.3M | 18.2M | $530M |
| Cetera Investment Advisers | 7.3M | 9.3M | 9.3M | 15.4M | 17.0M | 18.0M | $523M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | — | — | — | 16.0M | 17.1M | 17.1M | $497M |
| AMERIPRISE FINANCIAL INC | 14.4M | 15.5M | 15.5M | 16.7M | 17.6M | 16.4M | $479M |
| RAYMOND JAMES FINANCIAL INC | 14.5M | 14.8M | 15.3M | 14.5M | 14.9M | 15.8M | $461M |
| Avantax Planning Partners, Inc. | 15.4M | 14.9M | 15.2M | 15.0M | 14.9M | 15.0M | $438M |
| Focus Partners Wealth | 1.3M | 799K | 893K | 874K | 6.6M | 12.1M | $354M |
| Fund Evaluation Group, LLC | 10.9M | 10.2M | 9.2M | 9.7M | 9.4M | 10.7M | $311M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Oasis Advisors, LLC | +14,703,456 | $428M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | +5,761,202 | $168M | ADD |
| Focus Partners Wealth | +5,545,704 | $162M | ADD |
| RMG Wealth Management LLC | +5,411,459 | $158M | ADD |
| SEI INVESTMENTS CO | +3,356,829 | $98M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | −2,657,286 | $77M | TRIM |
| Financial Management Professionals, Inc. | −1,820,196 | $53M | TRIM |
| Main Street Financial Solutions, LLC | −1,661,436 | $48M | CLOSE |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −1,260,269 | $37M | TRIM |
| AMERIPRISE FINANCIAL INC | −1,179,221 | $34M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 1,598 | 914,249,584 | — | $26.3B |
| 2025-Q4 | 1,624 | 864,962,274 | — | $28.2B |
| 2025-Q3 | 1,507 | 839,835,240 | — | $26.9B |
| 2025-Q2 | 1,460 | 805,933,987 | — | $23.6B |
| 2025-Q1 | 1,373 | 731,702,246 | — | $18.3B |
| 2024-Q4 | 1,380 | 2,265,071,332 | — | $19.9B |
| 2024-Q3 | 1,228 | 178,106,156 | — | $17.6B |
| 2024-Q2 | 1,187 | 166,395,067 | — | $16.6B |
| 2024-Q1 | 1,132 | 167,018,863 | — | $15.4B |
| 2023-Q4 | 1,095 | 160,740,615 | — | $13.3B |
| 2023-Q3 | 970 | 149,907,251 | — | $10.9B |
| 2023-Q2 | 943 | 149,523,687 | — | $11.2B |
| 2023-Q1 | 892 | 145,898,757 | — | $9.5B |
| 2022-Q4 | 859 | 141,434,133 | — | $8.0B |
| 2022-Q3 | 791 | 130,382,615 | — | $7.3B |
| 2022-Q2 | 790 | 126,983,592 | — | $7.4B |
| 2022-Q1 | 827 | 121,748,078 | — | $9.1B |
| 2021-Q4 | 839 | 58,372,000 | — | $9.5B |
| 2021-Q3 | 732 | 53,749,983 | — | $8.0B |
| 2021-Q2 | 697 | 54,863,953 | — | $8.0B |
| 2021-Q1 | 680 | 55,968,108 | — | $7.3B |
| 2020-Q4 | 668 | 57,669,837 | — | $7.4B |
| 2020-Q3 | 587 | 55,582,301 | — | $6.4B |
| 2020-Q2 | 579 | 55,617,626 | — | $5.7B |
| 2020-Q1 | 552 | 53,463,414 | — | $4.0B |
| 2019-Q4 | 559 | 49,786,592 | — | $4.6B |
| 2019-Q3 | 476 | 56,783,270 | — | $4.8B |
| 2019-Q2 | 468 | 44,558,336 | — | $3.8B |
| 2019-Q1 | 441 | 44,229,467 | — | $3.4B |
| 2018-Q4 | 408 | 37,367,595 | — | $2.6B |
| 2018-Q3 | 367 | 36,409,720 | — | $3.0B |
| 2018-Q2 | 354 | 37,763,132 | — | $2.6B |
| 2018-Q1 | 331 | 30,911,869 | — | $2.2B |
| 2017-Q4 | 325 | 29,825,508 | — | $2.1B |
| 2017-Q3 | 265 | 27,491,794 | — | $1.8B |
| 2017-Q2 | 254 | 29,085,197 | — | $1.8B |
| 2017-Q1 | 221 | 26,398,925 | — | $1.6B |
| 2016-Q4 | 206 | 24,506,447 | — | $1.4B |
| 2016-Q3 | 181 | 16,611,305 | — | $907M |
| 2016-Q2 | 170 | 15,548,336 | — | $816M |
| 2016-Q1 | 169 | 13,226,075 | — | $693M |
| 2015-Q4 | 167 | 11,939,731 | — | $631M |
| 2015-Q3 | 142 | 10,571,594 | — | $529M |
| 2015-Q2 | 133 | 7,817,172 | — | $420M |
| 2015-Q1 | 129 | 7,182,723 | — | $387M |
| 2014-Q4 | 115 | 7,428,400 | — | $385M |
| 2014-Q3 | 82 | 5,710,969 | — | $281M |
| 2014-Q2 | 79 | 5,299,825 | — | $257M |
| 2014-Q1 | 66 | 5,415,952 | — | $249M |
| 2013-Q4 | 55 | 4,120,504 | — | $186M |
| 2013-Q3 | 44 | 3,168,187 | — | $130M |
| 2013-Q2 | 38 | 2,185,268 | — | $83M |
| 2013-Q1 | 1 | 15,696 | — | $584,000 |
