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/SCHI/capital-change-brief"
Use Arkolith's capital_change_brief for SCHI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | $191.8M | 8.5M | ▲+0.3% Added · +26K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $163.5M | 7.2M | ▼−1.3% Reduced · −92K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $62.6M | 2.8M | ▲+9.5% Added · +240K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $36.3M | 1.6M | ▲+28% Added · +353K sh | Q1 2026 | |
| 5 | Permanens Capital L.P. | $30.6M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 6 | L2 Asset Management, LLC | $29.8M | 1.3M | ▲+101% Added · +658K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $24.9M | 1.1M | ▲+1.0% Added · +11K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $23.1M | 1.0M | ▼−5.0% Reduced · −54K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $18.5M | 819K | ▲+274% Added · +600K sh | Q1 2026 | |
| 10 | STIFEL FINANCIAL CORP | $12.5M | 550K | ▲+1.1% Added · +6K sh | Q1 2026 | |
| 11 | Charles Schwab Trust Co | $11.8M | 520K | ▲+1.8% Added · +9K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $11.3M | 497K | ▼−5.7% Reduced · −30K sh | Q1 2026 | |
| 13 | White & Co Financial Planning Inc | $9.7M | 427K | ▲+13% Added · +50K sh | Q2 2026 | |
| 14 | Advisory Services Network, LLC | $8.5M | 375K | ▲+11% Added · +38K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $8.5M | 373K | ▲New +373K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $7.1M | 312K | ▲New +312K sh | Q1 2026 | |
| 17 | Systelligence, LLC | $6.9M | 306K | ▲+16% Added · +42K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | $6.4M | 283K | ▲+9.5% Added · +25K sh | Q1 2026 | |
| 19 | Bank of New Hampshire | $5.6M | 247K | ▲+5.2% Added · +12K sh | Q2 2026 | |
| 20 | TRUIST FINANCIAL CORP | $5.3M | 235K | ▼−3.0% Reduced · −7K sh | Q1 2026 | |
| 21 | BLAIR WILLIAM & CO/IL | $5.0M | 219K | ▼−44% Reduced · −175K sh | Q1 2026 | |
| 22 | Mutual Advisors, LLC | $4.8M | 212K | ▲+19% Added · +34K sh | Q1 2026 | |
| 23 | Mariner, LLC | $4.7M | 206K | ▼−34% Reduced · −106K sh | Q1 2026 | |
| 24 | Arrowroot Family Office, LLC | $4.4M | 194K | ▲+31% Added · +46K sh | Q1 2026 | |
| 25 | Vident Advisory, LLC | $4.1M | 179K | ▼−37% Reduced · −106K 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 |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 74 funds | $11.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 74 funds | $9.7B |
| BROADCOM INCAVGO | 74 funds | $8.2B |
| SPDR GOLD SHARESGLD | 74 funds | $2.7B |
| SS TECHNOLOGY SELECT SECTORXLK | 74 funds | $2.4B |
| APPLE INCAAPL | 73 funds | $22.2B |
| NVIDIA CORPNVDA | 73 funds | $20.4B |
| MICROSOFT CORPMSFT | 73 funds | $17.3B |
| ALPHABET INC-CL CGOOG | 73 funds | $9.0B |
| JPMORGAN CHASE & COJPM | 73 funds | $8.3B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $7.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 73 funds | $5.3B |
Ranked by how many of SCHI'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 SCHI. 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.