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/SCHD/capital-change-brief"
Use Arkolith's capital_change_brief for SCHD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SUMITOMO LIFE INSURANCE CO | $1.4B | 45.5M | ▲+46% Added · +14.4M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $946.9M | 30.9M | ▼−34% Reduced · −16.1M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $946.8M | 30.9M | ▼−4.0% Reduced · −1.3M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $808.0M | 26.3M | ▲+1.8% Added · +478K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $742.0M | 24.2M | ▼−30% Reduced · −10.4M sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $531.1M | 17.3M | ▲+6.8% Added · +1.1M sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $527.1M | 17.2M | ▲+11% Added · +1.7M sh | Q1 2026 | |
| 8 | UBS Group AG | $449.0M | 14.6M | ▲+3.5% Added · +490K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $421.4M | 13.7M | ▼−2.2% Reduced · −316K sh | Q1 2026 | |
| 10 | Wealthspire Advisors, LLC | $408.4M | 13.3M | ▼−1.6% Reduced · −224K sh | Q1 2026 | |
| 11 | Wealthfront Advisers LLC | $392.9M | 12.8M | ▼−0.6% Reduced · −80K sh | Q1 2026 | |
| 12 | Cassaday & Co Wealth Management LLC | $293.6M | 9.6M | ▲+3.5% Added · +325K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $293.1M | 9.6M | ▲+3.9% Added · +356K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $289.8M | 9.4M | ▼−5.6% Reduced · −564K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $285.3M | 9.3M | ▼−8.9% Reduced · −905K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $265.6M | 8.7M | ▲+8.3% Added · +661K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $242.2M | 7.9M | ▼−8.2% Reduced · −704K sh | Q1 2026 | |
| 18 | Mariner, LLC | $233.4M | 7.6M | ▲+10% Added · +707K sh | Q1 2026 | |
| 19 | Keystone Financial Planning, Inc. | $198.2M | 6.3M | ▼−7.6% Reduced · −513K sh | Q2 2026 | |
| 20 | CIBC WORLD MARKET INC. | $188.9M | 6.2M | ▼−12% Reduced · −865K sh | Q1 2026 | |
| 21 | Avantax Planning Partners, Inc. | $169.0M | 5.5M | ▼−46% Reduced · −4.6M sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $164.7M | 5.4M | ▼−15% Reduced · −930K sh | Q1 2026 | |
| 23 | HHM Wealth Advisors, LLC | $168.5M | 5.3M | ▲+3.0% Added · +156K sh | Q2 2026 | |
| 24 | HighTower Advisors, LLC | $157.5M | 5.1M | ▼−5.1% Reduced · −277K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $154.8M | 4.8M | ▼−3.5% Reduced · −172K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 328 funds | $102.7B |
| APPLE INCAAPL | 327 funds | $118.7B |
| AMAZON.COM INCAMZN | 326 funds | $72.0B |
| ALPHABET INC-CL CGOOG | 325 funds | $40.6B |
| NVIDIA CORPNVDA | 323 funds | $136.9B |
| JPMORGAN CHASE & COJPM | 322 funds | $35.6B |
| EXXON MOBIL CORPXOM | 322 funds | $27.7B |
| ALPHABET INC-CL AGOOGL | 320 funds | $69.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 320 funds | $18.6B |
| COSTCO WHOLESALE CORPCOST | 319 funds | $19.1B |
| CHEVRON CORPCVX | 319 funds | $18.8B |
| META PLATFORMS INC-CLASS AMETA | 317 funds | $38.3B |
Ranked by how many of SCHD'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SCHD. 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.