824 tracked 13F filers disclose a position in SCHE as of the latest SEC 13F filings, a combined $5.0B 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 | Creative Planning | $716.9M | 21.8M | ▲+15% Added · +2.9M sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $548.4M | 15.1M | ▼−2.7% Reduced · −419K sh | Q2 2026 | |
| 3 | HighTower Advisors, LLC | $312.2M | 9.5M | ▼−1.9% Reduced · −187K sh | Q1 2026 | |
| 4 | US BANCORP \DE\ | $120.1M | 3.6M | ▼−44% Reduced · −2.9M sh | Q1 2026 | |
| 5 | SageView Advisory Group, LLC | $92.6M | 3.5M | ▲+22% Added · +634K sh | Q4 2024 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $111.1M | 3.4M | ▼−2.7% Reduced · −92K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $80.2M | 2.4M | ▲+4.6% Added · +108K sh | Q1 2026 | |
| 8 | REBALANCE, LLC | $83.3M | 2.3M | ▲+5.2% Added · +114K sh | Q2 2026 | |
| 9 | Orgel Wealth Management, LLC | $79.7M | 2.2M | ▲+4.2% Added · +88K sh | Q2 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $68.1M | 2.1M | ▲+27% Added · +445K sh | Q1 2026 | |
| 11 | MATHER GROUP, LLC. | $68.6M | 2.1M | ▼−0.7% Reduced · −15K sh | Q1 2026 | |
| 12 | MONETA GROUP INVESTMENT ADVISORS LLC | $63.1M | 1.9M | ▲+1.1% Added · +22K sh | Q1 2026 | |
| 13 | Sanctuary Advisors, LLC | $63.9M | 1.8M | ▼−7.7% Reduced · −148K sh | Q2 2026 | |
| 14 | JPMORGAN CHASE & CO | $54.9M | 1.7M | ▼−0.5% Reduced · −9K sh | Q1 2026 | |
| 15 | Krilogy Financial LLC | $60.3M | 1.7M | ▲+2.9% Added · +48K sh | Q1 2026 | |
| 16 | Charles Schwab Trust Co | $59.9M | 1.7M | ▲+139% Added · +960K sh | Q2 2026 | |
| 17 | FMR LLC | $51.6M | 1.6M | ▼−0.9% Reduced · −15K sh | Q1 2026 | |
| 18 | Mariner, LLC | $50.3M | 1.5M | ▲+2.5% Added · +37K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $50.2M | 1.5M | ▲+211% Added · +1.0M sh | Q1 2026 | |
| 20 | Corient Private Wealth LLC | $49.2M | 1.5M | ▲+1.0% Added · +15K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $48.8M | 1.5M | ▲+2.7% Added · +39K sh | Q1 2026 | |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | $47.7M | 1.4M | ▼−2.7% Reduced · −41K sh | Q1 2026 | |
| 23 | Mountain Capital Investment Advisors Inc. | $52.4M | 1.4M | ▲+0.9% Added · +13K sh | Q2 2026 | |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $47.0M | 1.3M | ▲+1.8% Added · +24K sh | Q2 2026 | |
| 25 | Wealthspire Advisors, LLC | $41.4M | 1.3M | ▲+25% Added · +248K 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.
Last quarter, 0 funds opened a new position in SCHE and 24 added to an existing one, while 25 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 | 494 funds | $101.9B |
| MICROSOFT CORPMSFT | 490 funds | $84.8B |
| NVIDIA CORPNVDA | 476 funds | $117.0B |
| AMAZON.COM INCAMZN | 476 funds | $61.0B |
| ALPHABET INC-CL AGOOGL | 470 funds | $56.7B |
| ALPHABET INC-CL CGOOG | 459 funds | $33.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 457 funds | $15.1B |
| JPMORGAN CHASE & COJPM | 453 funds | $26.8B |
| ISHARES CORE S&P 500 ETFIVV | 451 funds | $30.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 451 funds | $14.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 443 funds | $17.7B |
| SCHWAB INTL EQUITY ETFSCHF | 441 funds | $5.2B |
Ranked by how many of SCHE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SCHDmc | 1937 funds | $22.1B |
| SCHFcs | 1527 funds | $36.5B |
| SCHGcs | 1526 funds | $27.7B |
| SCHXmc | 1469 funds | $27.6B |
| SCHBcs | 1264 funds | $13.4B |
| SCHAmc | 1255 funds | $8.0B |
| SCHMmc | 986 funds | $9.1B |
| SCHVmc | 902 funds | $11.4B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHE
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/SCHE/capital-change-brief"
Use Arkolith's capital_change_brief for SCHE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.