| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | $392.9M | 12.81M | Reduced | Q1 2026 |
| 2 | Cassaday & Co Wealth Management LLC | $293.6M | 9.57M | Added | Q1 2026 |
| 3 | Avantax Planning Partners, Inc. | $169.0M | 5.51M | Reduced | Q1 2026 |
| 4 | MML INVESTORS SERVICES, LLC | $164.7M | 5.37M | Reduced | Q1 2026 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $150.9M | 4.98M | Reduced | Q1 2026 |
| 6 | CWM, LLC | $124.4M | 4.05M | Reduced | Q1 2026 |
| 7 | Kestra Advisory Services, LLC | $108.1M | 3.52M | Added | Q1 2026 |
| 8 | Berger Financial Group, Inc | $91.9M | 3.00M | Reduced | Q1 2026 |
| 9 | Cresset Asset Management, LLC | $86.2M | 2.81M | Added | Q1 2026 |
| 10 | Valmark Advisers, Inc. | $81.8M | 2.67M | Added | Q1 2026 |
| 11 | MAI Capital Management | $70.7M | 2.30M | Added | Q1 2026 |
| 12 | D.A. DAVIDSON & CO. | $60.0M | 1.96M | Reduced | Q1 2026 |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $58.6M | 1.91M | Added | Q1 2026 |
| 14 | MCF Advisors LLC | $56.4M | 1.84M | Added | Q1 2026 |
| 15 | BOKF, NA | $55.6M | 1.81M | Added | Q1 2026 |
| 16 | STEPHENS INC /AR/ | $55.5M | 1.81M | Added | Q1 2026 |
| 17 | Beacon Pointe Advisors, LLC | $54.0M | 1.76M | Added | Q1 2026 |
| 18 | Waverly Advisors, LLC | $53.6M | 1.75M | Added | Q1 2026 |
| 19 | Gerber Kawasaki Wealth & Investment Management | $53.1M | 1.73M | Reduced | Q1 2026 |
| 20 | CHOREO, LLC | $51.0M | 1.66M | Added | Q1 2026 |
| 21 | HB Wealth Management, LLC | $50.4M | 1.64M | Added | Q1 2026 |
| 22 | Steward Partners Investment Advisory, LLC | $49.1M | 1.60M | Added | Q1 2026 |
| 23 | CULLEN/FROST BANKERS, INC. | $48.7M | 1.59M | Reduced | Q1 2026 |
| 24 | SECURIAN ASSET MANAGEMENT, INC | $48.5M | 1.58M | Held | Q1 2026 |
| 25 | PINNACLE ASSOCIATES LTD | $45.1M | 1.47M | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 347 funds | $53.7B |
| Jpmorgan Chase & Co - USJPM | 347 funds | $23.3B |
| LPHABET INCGOOG | 346 funds | $24.9B |
| Apple Inc.AAPL | 345 funds | $70.1B |
| Amazon.com, Inc.AMZN | 345 funds | $38.3B |
| ExxonMobilXOM | 345 funds | $13.8B |
| Costco Wholesale CorporationCOST | 345 funds | $12.5B |
| Nvidia CorporationNVDA | 344 funds | $61.5B |
| Meta Platforms, Inc.META | 344 funds | $21.1B |
| Johnson & JohnsonJNJ | 344 funds | $16.1B |
| Lilly Eli & CompanyLLY | 344 funds | $13.8B |
| Visa Inc.V | 344 funds | $13.3B |
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 + Form 4 insider transactions + 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.