484 tracked 13F filers disclose a position in SCHC as of the latest SEC 13F filings, a combined $2.2B 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 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $215.4M | 4.5M | ▲+3.3% Added · +142K sh | Q2 2026 | |
| 2 | Savant Capital, LLC | $185.7M | 3.9M | ▲+95% Added · +1.9M sh | Q2 2026 | |
| 3 | Creative Planning | $137.4M | 2.9M | ▲+134% Added · +1.7M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $85.8M | 1.8M | ▲+38% Added · +503K sh | Q1 2026 | |
| 5 | McAdam, LLC | $82.4M | 1.7M | ▲+4.0% Added · +66K sh | Q2 2026 | |
| 6 | SageView Advisory Group, LLC | $57.1M | 1.7M | ▲+32% Added · +403K sh | Q4 2024 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $72.8M | 1.6M | ▲+53% Added · +556K sh | Q1 2026 | |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | $58.7M | 1.3M | ▼−2.7% Reduced · −35K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $56.1M | 1.2M | ▲+0.5% Added · +6K sh | Q2 2026 | |
| 10 | Johnson Financial Group, LLC | $54.4M | 1.1M | ▲+87% Added · +527K sh | Q2 2026 | |
| 11 | MATHER GROUP, LLC. | $51.4M | 1.1M | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 12 | Focus Partners Wealth | $47.9M | 1.0M | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $45.8M | 951K | ▲+11% Added · +94K sh | Q2 2026 | |
| 14 | CHOREO, LLC | $39.2M | 814K | ▼−0.5% Reduced · −4K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $35.5M | 759K | ▲+40% Added · +215K sh | Q1 2026 | |
| 16 | Corient Private Wealth LLC | $29.6M | 635K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 17 | Charles Schwab Trust Co | $29.8M | 619K | ▲+41% Added · +181K sh | Q2 2026 | |
| 18 | Pure Financial Advisors, LLC | $29.5M | 614K | ▲+1.6% Added · +10K sh | Q2 2026 | |
| 19 | GHP Investment Advisors, Inc. | $22.3M | 478K | ▼−0.1% Reduced · −352 sh | Q1 2026 | |
| 20 | Vise Technologies, Inc. | $19.6M | 431K | —Held | Q1 2026 | |
| 21 | UBS Group AG | $18.8M | 403K | ▲+1.6% Added · +6K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $17.3M | 369K | ▼−27% Reduced · −134K sh | Q1 2026 | |
| 23 | Tortoise Investment Management, LLC | $17.6M | 365K | ▲+1.3% Added · +5K sh | Q2 2026 | |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | $16.7M | 348K | ▲+10% Added · +33K sh | Q2 2026 | |
| 25 | Diversify Advisory Services, LLC | $16.7M | 348K | ▲Added Added · +348K sh | Q2 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, 2 funds opened a new position in SCHC and 30 added to an existing one, while 16 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 | 274 funds | $78.7B |
| MICROSOFT CORPMSFT | 267 funds | $69.5B |
| AMAZON.COM INCAMZN | 260 funds | $48.7B |
| ALPHABET INC-CL AGOOGL | 260 funds | $42.5B |
| NVIDIA CORPNVDA | 258 funds | $95.7B |
| JPMORGAN CHASE & COJPM | 255 funds | $18.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 255 funds | $9.5B |
| ALPHABET INC-CL CGOOG | 254 funds | $30.6B |
| VANGUARD S&P 500 ETFVOO | 254 funds | $13.9B |
| ISHARES CORE S&P 500 ETFIVV | 253 funds | $17.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 246 funds | $11.4B |
| VANGUARD VALUE ETFVTV | 246 funds | $9.2B |
Ranked by how many of SCHC's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHC
This stock 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/SCHC/capital-change-brief"
Use Arkolith's capital_change_brief for SCHC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.