| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $512.1M | 15.54M | Reduced | Q1 2026 |
| 2 | REBALANCE, LLC | $72.0M | 2.18M | Added | Q1 2026 |
| 3 | Orgel Wealth Management, LLC | $69.5M | 2.11M | Added | Q1 2026 |
| 4 | Sanctuary Advisors, LLC | $62.9M | 1.91M | Added | Q1 2026 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $42.3M | 1.29M | Reduced | Q1 2026 |
| 6 | Fund Evaluation Group, LLC | $40.4M | 1.22M | Reduced | Q1 2026 |
| 7 | Waverly Advisors, LLC | $34.4M | 1.04M | Added | Q1 2026 |
| 8 | McAdam, LLC | $31.0M | 939.7K | Reduced | Q1 2026 |
| 9 | HBK Sorce Advisory LLC | $29.2M | 792.5K | Reduced | Q1 2026 |
| 10 | SCS Capital Management LLC | $24.7M | 749.1K | Added | Q1 2026 |
| 11 | Ballentine Partners, LLC | $21.4M | 650.8K | Reduced | Q1 2026 |
| 12 | Procyon Advisors, LLC | $14.3M | 434.8K | Reduced | Q1 2026 |
| 13 | PRINCIPAL SECURITIES, INC. | $12.0M | 364.6K | Added | Q1 2026 |
| 14 | KLINGENSTEIN FIELDS & CO LP | $11.6M | 351.3K | Reduced | Q1 2026 |
| 15 | IHT Wealth Management, LLC | $11.4M | 346.4K | Reduced | Q1 2026 |
| 16 | Pathstone Holdings, LLC | $11.4M | 346.1K | Reduced | Q1 2026 |
| 17 | Cresset Asset Management, LLC | $10.4M | 316.1K | Reduced | Q1 2026 |
| 18 | Prime Capital Investment Advisors, LLC | $9.9M | 300.1K | Reduced | Q1 2026 |
| 19 | Visionary Wealth Advisors | $9.8M | 297.4K | Added | Q1 2026 |
| 20 | AlphaCore Capital LLC | $9.4M | 284.7K | Reduced | Q1 2026 |
| 21 | Garde Capital, Inc. | $9.1M | 276.5K | Reduced | Q1 2026 |
| 22 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $8.2M | 248.2K | Added | Q1 2026 |
| 23 | Geneos Wealth Management Inc. | $8.1M | 246.3K | New | Q4 2025 |
| 24 | Savant Capital, LLC | $7.7M | 234.8K | Reduced | Q1 2026 |
| 25 | Nicholas Hoffman & Company, LLC. | $7.6M | 229.7K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 202 funds | $146.0B |
| Nvidia Corp ComNVDA | 201 funds | $210.1B |
| Jpmorgan Chase & Co - USJPM | 201 funds | $50.6B |
| Apple Inc - USAAPL | 200 funds | $195.7B |
| LPHABET INCGOOG | 200 funds | $68.8B |
| Johnson & JohnsonJNJ | 200 funds | $40.9B |
| TATE STR SPDR S&P 500 ETF TSPY | 200 funds | $28.1B |
| GOOGLE INCGOOGL | 199 funds | $85.3B |
| Exxon Mobil CorporationXOM | 199 funds | $44.3B |
| Lilly Eli & CompanyLLY | 199 funds | $41.2B |
| iShares Core S&P 500 ETFIVV | 199 funds | $37.9B |
| Chevron CorporationCVX | 199 funds | $37.4B |
Ranked by how many of SCHE'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 SCHE. 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.