1255 tracked 13F filers disclose a position in SCHA as of the latest SEC 13F filings, a combined $8.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | $1.4B | 37.7M | ▲+2.1% Added · +794K sh | Q2 2026 | |
| 2 | SEI INVESTMENTS CO | $428.5M | 14.7M | ▼−0.2% Reduced · −24K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $424.2M | 14.6M | ▼−16% Reduced · −2.7M sh | Q1 2026 | |
| 4 | Creative Planning | $174.3M | 6.0M | ▼−12% Reduced · −795K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $168.8M | 5.8M | ▲+5.5% Added · +302K sh | Q1 2026 | |
| 6 | UBS Group AG | $149.2M | 5.1M | ▲+27% Added · +1.1M sh | Q1 2026 | |
| 7 | Financial Engines Advisors L.L.C. | $151.4M | 4.2M | ▼−8.6% Reduced · −392K sh | Q2 2026 | |
| 8 | Cerity Partners LLC | $112.0M | 3.8M | ▲+2.3% Added · +87K sh | Q1 2026 | |
| 9 | Advisory Alpha, LLC | $137.2M | 3.8M | ▼−2.2% Reduced · −86K sh | Q2 2026 | |
| 10 | Mariner, LLC | $98.5M | 3.4M | ▲+16% Added · +475K sh | Q1 2026 | |
| 11 | Savant Capital, LLC | $95.0M | 2.9M | ▲+99% Added · +1.5M sh | Q2 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $97.4M | 2.8M | ▲+3.7% Added · +100K sh | Q2 2026 | |
| 13 | LPL Financial LLC | $78.4M | 2.7M | ▲+1.8% Added · +49K sh | Q1 2026 | |
| 14 | Steele Capital Management, Inc. | $65.8M | 2.3M | ▼−0.5% Reduced · −11K sh | Q1 2026 | |
| 15 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $59.0M | 2.0M | ▼−6.2% Reduced · −134K sh | Q1 2026 | |
| 16 | MONETA GROUP INVESTMENT ADVISORS LLC | $58.9M | 2.0M | ▲+3.6% Added · +70K sh | Q1 2026 | |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $58.4M | 2.0M | ▼−5.4% Reduced · −115K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $53.4M | 1.9M | ▲+27% Added · +398K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $53.5M | 1.8M | ▲+17% Added · +271K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $51.8M | 1.8M | ▼−3.4% Reduced · −62K sh | Q1 2026 | |
| 21 | SIMS INVESTMENT MANAGEMENT, LLC | $62.7M | 1.7M | ▼~0% Reduced · −316 sh | Q2 2026 | |
| 22 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $61.2M | 1.7M | ▼−4.3% Reduced · −77K sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $48.0M | 1.7M | ▲+72% Added · +689K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $46.6M | 1.6M | ▼−8.6% Reduced · −151K sh | Q1 2026 | |
| 25 | CoreCap Advisors, LLC | $46.4M | 1.6M | ▲+0.5% Added · +8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SCHA and 17 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 809 funds | $124.0B |
| MICROSOFT CORPMSFT | 801 funds | $102.5B |
| NVIDIA CORPNVDA | 780 funds | $141.9B |
| AMAZON.COM INCAMZN | 779 funds | $74.9B |
| ALPHABET INC-CL AGOOGL | 764 funds | $72.2B |
| ALPHABET INC-CL CGOOG | 744 funds | $43.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 744 funds | $24.8B |
| JPMORGAN CHASE & COJPM | 736 funds | $34.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 729 funds | $18.6B |
| ISHARES CORE S&P 500 ETFIVV | 712 funds | $44.1B |
| VANGUARD S&P 500 ETFVOO | 705 funds | $28.0B |
| JOHNSON & JOHNSONJNJ | 700 funds | $22.1B |
Ranked by how many of SCHA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCHA/capital-change-brief"
Use Arkolith's capital_change_brief for SCHA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SCHA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.