| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | $4.6B | 185.70M | Added | Q1 2026 |
| 2 | Financial Engines Advisors L.L.C. | $3.8B | 152.57M | Reduced | Q1 2026 |
| 3 | Wealthfront Advisers LLC | $2.9B | 116.34M | Added | Q1 2026 |
| 4 | Composition Wealth, LLC | $383.8M | 15.51M | Added | Q1 2026 |
| 5 | SCS Capital Management LLC | $309.1M | 12.49M | Reduced | Q1 2026 |
| 6 | Orgel Wealth Management, LLC | $232.9M | 9.41M | Added | Q1 2026 |
| 7 | McAdam, LLC | $208.1M | 8.41M | Added | Q1 2026 |
| 8 | Avantax Planning Partners, Inc. | $181.1M | 7.32M | Added | Q1 2026 |
| 9 | Cresset Asset Management, LLC | $173.4M | 7.01M | Added | Q1 2026 |
| 10 | REBALANCE, LLC | $170.9M | 6.90M | Added | Q1 2026 |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $140.1M | 5.61M | Reduced | Q1 2026 |
| 12 | Fund Evaluation Group, LLC | $136.9M | 5.53M | Reduced | Q1 2026 |
| 13 | Prime Capital Investment Advisors, LLC | $109.6M | 4.43M | Reduced | Q1 2026 |
| 14 | CHOREO, LLC | $87.5M | 3.54M | Added | Q1 2026 |
| 15 | BENJAMIN EDWARDS INC | $87.4M | 3.53M | Added | Q1 2026 |
| 16 | AlphaCore Capital LLC | $80.7M | 3.26M | Reduced | Q1 2026 |
| 17 | Truepoint, Inc. | $80.5M | 3.25M | Reduced | Q1 2026 |
| 18 | CWM, LLC | $79.7M | 3.22M | Added | Q1 2026 |
| 19 | Beacon Pointe Advisors, LLC | $77.4M | 3.13M | Added | Q1 2026 |
| 20 | MML INVESTORS SERVICES, LLC | $65.7M | 2.66M | Reduced | Q1 2026 |
| 21 | Waverly Advisors, LLC | $63.4M | 2.56M | Added | Q1 2026 |
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $58.9M | 2.38M | Reduced | Q1 2026 |
| 23 | Bleakley Financial Group, LLC | $50.6M | 2.05M | Added | Q1 2026 |
| 24 | CITIZENS FINANCIAL GROUP INC/RI | $50.2M | 2.03M | Added | Q1 2026 |
| 25 | MAI Capital Management | $47.2M | 1.91M | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorpMSFT | 314 funds | $47.4B |
| Apple IncAAPL | 312 funds | $61.3B |
| Jpmorgan Chase & CoJPM | 312 funds | $20.5B |
| GOOGLE INCGOOGL | 311 funds | $29.4B |
| LPHABET INCGOOG | 311 funds | $22.9B |
| Johnson & JohnsonJNJ | 311 funds | $14.2B |
| Nvidia Corp ComNVDA | 310 funds | $53.7B |
| Amazon.com IncAMZN | 310 funds | $34.1B |
| Exxon Mobil CorporationXOM | 309 funds | $11.4B |
| Chevron CorporationCVX | 309 funds | $8.6B |
| TATE STR SPDR S&P 500 ETF TSPY | 308 funds | $33.1B |
| Meta Platforms, Inc.META | 308 funds | $18.4B |
Ranked by how many of SCHF'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 SCHF. 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.