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.
| # | 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. | $512.1M | 15.5M | ▼−4.1% Reduced · −669K sh | Q1 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 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $111.1M | 3.4M | ▼−2.7% Reduced · −92K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $80.2M | 2.4M | ▲+4.6% Added · +108K sh | Q1 2026 | |
| 7 | REBALANCE, LLC | $83.3M | 2.3M | ▲+5.2% Added · +114K sh | Q2 2026 | |
| 8 | Orgel Wealth Management, LLC | $79.7M | 2.2M | ▲+4.2% Added · +88K sh | Q2 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $68.1M | 2.1M | ▲+27% Added · +445K sh | Q1 2026 | |
| 10 | MATHER GROUP, LLC. | $68.6M | 2.1M | ▼−0.7% Reduced · −15K sh | Q1 2026 | |
| 11 | MONETA GROUP INVESTMENT ADVISORS LLC | $63.1M | 1.9M | ▲+1.1% Added · +22K sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | $62.9M | 1.9M | ▲+1.9% Added · +36K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $54.9M | 1.7M | ▼−0.5% Reduced · −9K sh | Q1 2026 | |
| 14 | Krilogy Financial LLC | $60.3M | 1.7M | ▲+2.9% Added · +48K sh | Q1 2026 | |
| 15 | Charles Schwab Trust Co | $59.9M | 1.7M | ▲+139% Added · +960K sh | Q2 2026 | |
| 16 | FMR LLC | $51.6M | 1.6M | ▼−0.9% Reduced · −15K sh | Q1 2026 | |
| 17 | Mariner, LLC | $50.3M | 1.5M | ▲+2.5% Added · +37K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $50.2M | 1.5M | ▲+211% Added · +1.0M sh | Q1 2026 | |
| 19 | Corient Private Wealth LLC | $49.2M | 1.5M | ▲+1.0% Added · +15K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $48.8M | 1.5M | ▲+2.7% Added · +39K sh | Q1 2026 | |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $47.7M | 1.4M | ▼−2.7% Reduced · −41K sh | Q1 2026 | |
| 22 | Mountain Capital Investment Advisors Inc. | $52.4M | 1.4M | ▲+0.9% Added · +13K sh | Q2 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $47.0M | 1.3M | ▲+1.8% Added · +24K sh | Q2 2026 | |
| 24 | Wealthspire Advisors, LLC | $41.4M | 1.3M | ▲+25% Added · +248K sh | Q1 2026 | |
| 25 | Fund Evaluation Group, LLC | $40.4M | 1.2M | ▼−3.5% Reduced · −45K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 201 funds | $32.4B |
| NVIDIA CORPNVDA | 200 funds | $36.8B |
| JPMORGAN CHASE & COJPM | 200 funds | $14.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 199 funds | $27.1B |
| VANGUARD S&P 500 ETFVOO | 199 funds | $26.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 199 funds | $26.7B |
| ALPHABET INC-CL AGOOGL | 199 funds | $20.3B |
| ALPHABET INC-CL CGOOG | 199 funds | $15.6B |
| ELI LILLY & COLLY | 199 funds | $8.4B |
| JOHNSON & JOHNSONJNJ | 199 funds | $8.3B |
| CHEVRON CORPCVX | 199 funds | $5.7B |
| CATERPILLAR INCCAT | 199 funds | $4.7B |
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 + 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. Every panel above is one call to the Arkolith API & MCP server.