This stock 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/SCHG/capital-change-brief"
Use Arkolith's capital_change_brief for SCHG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.9B | 64.5M | ▲+0.2% Added · +134K sh | Q1 2026 | |
| 2 | SEI INVESTMENTS CO | $1.4B | 47.6M | ▲+7.6% Added · +3.4M sh | Q1 2026 | |
| 3 | MATHER GROUP, LLC. | $1.3B | 43.5M | ▲+4.1% Added · +1.7M sh | Q1 2026 | |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3B | 43.5M | ▲+15% Added · +5.8M sh | Q1 2026 | |
| 5 | LPL Financial LLC | $1.1B | 37.3M | ▲+9.1% Added · +3.1M sh | Q1 2026 | |
| 6 | Financial Engines Advisors L.L.C. | $993.5M | 34.1M | ▲+0.3% Added · +121K sh | Q1 2026 | |
| 7 | Mariner, LLC | $575.7M | 19.8M | ▼−1.6% Reduced · −314K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $530.1M | 18.2M | ▼−0.4% Reduced · −81K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $523.0M | 18.0M | ▲+5.9% Added · +995K sh | Q1 2026 | |
| 10 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $497.2M | 17.1M | —Held | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $478.6M | 16.4M | ▼−6.7% Reduced · −1.2M sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $461.0M | 15.8M | ▲+6.3% Added · +936K sh | Q1 2026 | |
| 13 | Avantax Planning Partners, Inc. | $437.9M | 15.0M | ▲+0.9% Added · +141K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $354.0M | 12.1M | ▲+84% Added · +5.5M sh | Q1 2026 | |
| 15 | Fund Evaluation Group, LLC | $311.1M | 10.7M | ▲+13% Added · +1.2M sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $295.6M | 10.1M | ▼−4.0% Reduced · −425K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $291.5M | 10.0M | ▲+17% Added · +1.5M sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $271.0M | 9.3M | ▲+5.5% Added · +481K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $264.2M | 9.1M | ▼−23% Reduced · −2.7M sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $251.2M | 8.6M | ▲+3.0% Added · +255K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $251.0M | 8.6M | ▲+27% Added · +1.8M sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $222.1M | 7.9M | ▼−6.4% Reduced · −538K sh | Q1 2026 | |
| 23 | OneDigital Investment Advisors LLC | $218.0M | 7.5M | ▲+4.4% Added · +314K sh | Q1 2026 | |
| 24 | McAdam, LLC | $215.9M | 7.4M | ▲+2.1% Added · +156K sh | Q1 2026 | |
| 25 | CWM, LLC | $209.9M | 7.2M | ▼−3.4% Reduced · −253K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 279 funds | $117.6B |
| NVIDIA CORPNVDA | 276 funds | $136.3B |
| MICROSOFT CORPMSFT | 276 funds | $104.9B |
| AMAZON.COM INCAMZN | 275 funds | $75.3B |
| JPMORGAN CHASE & COJPM | 274 funds | $32.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 274 funds | $18.3B |
| EXXON MOBIL CORPXOM | 273 funds | $25.6B |
| WALMART INCWMT | 272 funds | $21.3B |
| ALPHABET INC-CL AGOOGL | 270 funds | $63.5B |
| ALPHABET INC-CL CGOOG | 270 funds | $47.0B |
| VISA INC-CLASS A SHARESV | 270 funds | $26.6B |
| JOHNSON & JOHNSONJNJ | 270 funds | $21.0B |
Ranked by how many of SCHG'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 SCHG. 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.