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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $202.6M | 4.3M | ▲New +4.3M sh | Q1 2026 | |
| 2 | Creative Planning | $137.4M | 2.9M | ▲+134% Added · +1.7M sh | Q1 2026 | |
| 3 | Savant Capital, LLC | $93.9M | 2.0M | ▼−6.8% Reduced · −147K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $85.8M | 1.8M | ▲+38% Added · +503K sh | Q1 2026 | |
| 5 | McAdam, LLC | $76.9M | 1.6M | ▲+2.6% Added · +42K sh | Q1 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $72.8M | 1.6M | ▲+53% Added · +556K sh | Q1 2026 | |
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | $58.7M | 1.3M | ▼−2.7% Reduced · −35K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $54.2M | 1.2M | ▼−6.3% Reduced · −78K sh | Q1 2026 | |
| 9 | MATHER GROUP, LLC. | $51.4M | 1.1M | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 10 | Focus Partners Wealth | $47.9M | 1.0M | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $45.8M | 951K | ▲+11% Added · +94K sh | Q2 2026 | |
| 12 | CHOREO, LLC | $38.2M | 818K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $35.5M | 759K | ▲+40% Added · +215K sh | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $29.6M | 635K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 15 | Charles Schwab Trust Co | $29.8M | 619K | ▲+41% Added · +181K sh | Q2 2026 | |
| 16 | Pure Financial Advisors, LLC | $28.2M | 604K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 17 | GHP Investment Advisors, Inc. | $22.3M | 478K | ▼−0.1% Reduced · −352 sh | Q1 2026 | |
| 18 | Vise Technologies, Inc. | $19.6M | 431K | —Held | Q1 2026 | |
| 19 | UBS Group AG | $18.8M | 403K | ▲+1.6% Added · +6K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $17.3M | 369K | ▼−27% Reduced · −134K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $15.1M | 323K | ▲+46% Added · +102K sh | Q1 2026 | |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $15.4M | 315K | ▲+59% Added · +117K sh | Q1 2026 | |
| 23 | TIAA TRUST, NATIONAL ASSOCIATION | $14.1M | 301K | ▼−93% Reduced · −3.9M sh | Q1 2026 | |
| 24 | Mariner, LLC | $13.7M | 294K | ▲+212% Added · +200K sh | Q1 2026 | |
| 25 | Nicholas Hoffman & Company, LLC. | $13.6M | 291K | ▲+2.3% Added · +6K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 132 funds | $23.8B |
| APPLE INCAAPL | 131 funds | $32.2B |
| ALPHABET INC-CL CGOOG | 131 funds | $12.0B |
| JPMORGAN CHASE & COJPM | 131 funds | $10.8B |
| ELI LILLY & COLLY | 131 funds | $6.2B |
| VISA INC-CLASS A SHARESV | 131 funds | $5.7B |
| COSTCO WHOLESALE CORPCOST | 131 funds | $5.7B |
| NVIDIA CORPNVDA | 130 funds | $25.7B |
| AMAZON.COM INCAMZN | 130 funds | $16.8B |
| EXXON MOBIL CORPXOM | 130 funds | $6.1B |
| JOHNSON & JOHNSONJNJ | 130 funds | $6.0B |
| CHEVRON CORPCVX | 130 funds | $4.2B |
Ranked by how many of SCHC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.