SCHG
Congressional Trades
No congressional trades in SCHG on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing3
| Filer | Shares | Value | Change |
|---|---|---|---|
| BURKETT FINANCIAL SERVICES, LLC | 1.6M | $58.2M | — |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 590.3K | $21.2M | — |
| Global Wealth Strategies & Associates | 23.8K | $856K | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| GuidePath Growth Allocation Fund GPS Funds II | 2.5M | $84.6M | 5.08% | Jun 30, 2026 |
| Bluemonte Large Cap Growth ETF EXCHANGE TRADED CONCEPTS TRUST | 2.1M | $71.3M | 25.72% | Jul 31, 2026 |
| Advisors Capital Growth Fund NEIMAN FUNDS | 1.0M | $34.2M | 18.78% | Jun 30, 2026 |
| Ladenburg Growth Fund Northern Lights Fund Trust | 810.3K | $27.4M | 18.06% | Jun 30, 2026 |
| Ladenburg Growth & Income Fund Northern Lights Fund Trust | 762.0K | $25.8M | 13.13% | Jun 30, 2026 |
| Ladenburg Aggressive Growth Fund Northern Lights Fund Trust | 458.8K | $15.5M | 21.12% | Jun 30, 2026 |
| Ladenburg Income & Growth Fund Northern Lights Fund Trust | 163.2K | $5.5M | 9.09% | Jun 30, 2026 |
| FundX Aggressive ETF FundX Investment Trust | 73.1K | $2.5M | 7.72% | Jun 30, 2026 |
| Cambria US EW ETF EA Series Trust | 36.7K | $1.3M | 0.69% | May 29, 2026 |
| The E-Valuator Growth (70%-85%) RMS Fund E-Valuator Funds Trust | 15.6K | $527K | 0.19% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list SCHG's shares (CUSIP 808524300), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming SCHG as the client.
Government Contracts
No federal contract awards found for SCHG.
U.S. Patents
No USPTO patent applications found for SCHG.
Annual Financials
No annual XBRL figures on record for SCHG. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 4-for-1Stock splitOct 11, 2024
- 2-for-1Stock splitMar 11, 2022
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
No 8-K filings on record.
About SCHG
No company profile on record.
