250 tracked 13F filers disclose a position in SCHI as of the latest SEC 13F filings, a combined $933.0M 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 | RiverFront Investment Group, LLC | $192.1M | 8.5M | ▲+0.4% Added · +32K sh | Q2 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 | Bouchey Financial Group, Ltd. | $26.1M | 1.2M | ▼−22% Reduced · −316K sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $24.9M | 1.1M | ▲+1.0% Added · +11K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $23.1M | 1.0M | ▼−5.0% Reduced · −54K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $18.5M | 819K | ▲+274% Added · +600K sh | Q1 2026 | |
| 11 | WestHill Financial Advisors, Inc. | $14.8M | 652K | ▲+3.1% Added · +20K sh | Q2 2026 | |
| 12 | STIFEL FINANCIAL CORP | $12.5M | 550K | ▲+1.1% Added · +6K sh | Q1 2026 | |
| 13 | Charles Schwab Trust Co | $11.8M | 520K | ▲+1.8% Added · +9K sh | Q2 2026 | |
| 14 | VAN STRUM & TOWNE INC. | $11.4M | 504K | ▼−0.9% Reduced · −4K sh | Q2 2026 | |
| 15 | LPL Financial LLC | $11.3M | 497K | ▼−5.7% Reduced · −30K sh | Q1 2026 | |
| 16 | White & Co Financial Planning Inc | $9.7M | 427K | ▲+13% Added · +50K sh | Q2 2026 | |
| 17 | FF Advisors,LLC | $9.1M | 400K | ▲+121% Added · +219K sh | Q2 2026 | |
| 18 | WT Wealth Management | $8.7M | 386K | ▲+13% Added · +45K sh | Q2 2026 | |
| 19 | Advisory Services Network, LLC | $8.5M | 375K | ▲+11% Added · +38K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $8.5M | 373K | ▲New +373K sh | Q1 2026 | |
| 21 | Kaizen Financial Strategies | $8.4M | 371K | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 22 | CITADEL ADVISORS LLC | $7.1M | 312K | ▲New +312K sh | Q1 2026 | |
| 23 | Systelligence, LLC | $6.9M | 306K | ▲+16% Added · +42K sh | Q2 2026 | |
| 24 | Kestra Advisory Services, LLC | $6.9M | 305K | ▲+476% Added · +252K sh | Q2 2026 | |
| 25 | B. Riley Wealth Advisors, Inc. | $6.4M | 285K | ▲New +285K sh | Q3 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, 8 funds opened a new position in SCHI and 33 added to an existing one, while 9 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 | 133 funds | $33.0B |
| MICROSOFT CORPMSFT | 132 funds | $28.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 131 funds | $6.6B |
| NVIDIA CORPNVDA | 129 funds | $39.2B |
| ALPHABET INC-CL AGOOGL | 129 funds | $18.7B |
| AMAZON.COM INCAMZN | 128 funds | $22.5B |
| VANGUARD S&P 500 ETFVOO | 128 funds | $6.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 128 funds | $5.1B |
| TESLA INCTSLA | 126 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 125 funds | $9.6B |
| ALPHABET INC-CL CGOOG | 123 funds | $12.6B |
| META PLATFORMS INC-CLASS AMETA | 122 funds | $12.1B |
Ranked by how many of SCHI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 16, 2011 | Jefferies High Yield Trading, LLC | 10% Owner | Sell (S) | 350 | $525 |
| May 13, 2011 | Jefferies High Yield Holdings, LLC | 10% Owner | Sell (S) | 11K | $16K |
| May 10, 2011 | LASRY MARC | 10% Owner | Sell (S) | 340K | $340K |
| May 3, 2011 | LASRY MARC | 10% Owner | Sell (S) | 7K | $9K |
| May 2, 2011 | LASRY MARC | 10% Owner | Sell (S) | 7K | $9K |
| Apr 28, 2011 | LASRY MARC | 10% Owner | Sell (S) | 684 | $1K |
| Apr 5, 2011 | LASRY MARC | 10% Owner | Sell (S) | 1K | $3K |
| Apr 4, 2011 | LASRY MARC | 10% Owner | Sell (S) | 2K | $4K |
| Mar 29, 2011 | LASRY MARC | 10% Owner | Sell (S) | 545 | $1K |
| Mar 23, 2011 | LASRY MARC | 10% Owner | Sell (S) | 6K | $15K |
| Mar 8, 2011 | LASRY MARC | 10% Owner | Sell (S) | 4K | $9K |
| Mar 2, 2011 | LASRY MARC | 10% Owner | Sell (S) | 3K | $8K |
Connected entities for SCHI
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.
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.