13F institutional ownership facts
Institutions tracked
22
Reported value
$12,412,139.00
Reported shares
366,789
Latest filing period
Q2 2026
Top institutional holders
- Charles Schwab · $4,127,969,041 · 0.55%
- Jamie Dimon - JPMorgan Chase · $275,075,450 · 0.02%
- Morgan Stanley · $322,141,200 · 0.02%
- Cliff Asness - AQR Capital Management · $41,759,118 · 0.01%
- UBS Group · $110,632,435 · 0.01%
- David E. Shaw - D.E. Shaw & Co. · $5,877,940 · <0.01%%
Data source and limitations
This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.
13F Hub provides research and education data only. It does not provide personalized investment advice.
$ETF-SCHG
Institutional Holdings
22
Top Institutions
Top Institutions
Charles Schwab
121,984,901 shares
0.55%
% of Portfolio
Jamie Dimon - JPMorgan Chase
8,221,023 shares
0.02%
% of Portfolio
Morgan Stanley
9,519,537 shares
0.02%
% of Portfolio
Cliff Asness - AQR Capital Management
1,271,593 shares
0.01%
% of Portfolio
UBS Group
3,269,280 shares
0.01%
% of Portfolio
David E. Shaw - D.E. Shaw & Co.
173,698 shares
NaN%
% of Portfolio
Mike Hankin - Brown Advisory INC
72,861 shares
NaN%
% of Portfolio
Two Sigma Investments
143,023 shares
NaN%
% of Portfolio
PNC Financial Services
221,890 shares
NaN%
% of Portfolio
Jane Street Group
72,964 shares
NaN%
% of Portfolio
David Solomon - Goldman Sachs
328,524 shares
NaN%
% of Portfolio
Dmitry Balyasny - Balyasny Asset Management
12,306 shares
NaN%
% of Portfolio
Northern Trust Corp
168,937 shares
NaN%
% of Portfolio
Joel Greenblatt - Gotham Asset Management
8,000 shares
NaN%
% of Portfolio
Ken Fisher - Fisher Asset Management
40,108 shares
NaN%
% of Portfolio
Nuveen
45,061 shares
NaN%
% of Portfolio
Neuberger Berman
8,960 shares
NaN%
% of Portfolio
Larry Fink - BlackRock
241,029 shares
NaN%
% of Portfolio
Franklin Resources
8,153 shares
NaN%
% of Portfolio
SG Americas Securities
0 shares
0.00%
% of Portfolio
Paul Tudor Jones - Tudor Investment Corp
50,068 shares
NaN%
% of Portfolio
Manning & Napier
1,500 shares
NaN%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
44%
LARGE
23%
MEDIUM
32%
SMALL
1%
Geographic Distribution
Institutional Activity
Buyers
39
Sellers
18
Holders
97
New
14
Exited
8
Insider TradingPRO
Trading Statistics
Insider Buyers
17
Insider Sellers
18
Purchase Value
$16.8M
Role Distribution
RatingPRO
64
C+
Overall Score
Moderate institutional interest with stable holdings
Rating Dimensions
Recent Actions
New
14
Increased
33
Decreased
20
Exited
2
Total
45