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/SCHK/capital-change-brief"
Use Arkolith's capital_change_brief for SCHK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.4B | 43.6M | ▼−0.1% Reduced · −66K sh | Q1 2026 | |
| 2 | ARMSTRONG ADVISORY GROUP, INC | $235.1M | 6.5M | ▲+163% Added · +4.0M sh | Q2 2026 | |
| 3 | Legacy Wealth Management, LLC | $210.9M | 5.8M | ▼−2.5% Reduced · −152K sh | Q2 2026 | |
| 4 | Creative Planning | $122.2M | 3.9M | ▲+24% Added · +765K sh | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $108.1M | 3.5M | ▼−0.8% Reduced · −27K sh | Q1 2026 | |
| 6 | WADDELL & ASSOCIATES, LLC | $77.3M | 2.1M | ▲+0.2% Added · +4K sh | Q2 2026 | |
| 7 | Focus Partners Wealth | $15.0M | 478K | ▲~0% Added · +231 sh | Q1 2026 | |
| 8 | Mariner, LLC | $14.1M | 449K | ▲+43% Added · +136K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $7.7M | 246K | ▲+4.3% Added · +10K sh | Q1 2026 | |
| 10 | Blake Schutter Theil Wealth Advisors, LLC | $6.9M | 190K | —Held | Q2 2026 | |
| 11 | NorthRock Partners, LLC | $5.5M | 175K | ▼−2.2% Reduced · −4K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $5.4M | 174K | ▼−2.5% Reduced · −4K sh | Q1 2026 | |
| 13 | FreeGulliver LLC | $4.6M | 147K | ▲+90% Added · +70K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 136K | ▲+235% Added · +95K sh | Q1 2026 | |
| 15 | HBK Sorce Advisory LLC | $4.4M | 125K | —Held | Q1 2026 | |
| 16 | Donor Advised Charitable Giving, Inc. | $3.7M | 117K | —Held | Q1 2026 | |
| 17 | Cerity Partners LLC | $3.7M | 117K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M | 117K | ▼−6.1% Reduced · −8K sh | Q2 2026 | |
| 19 | MAI Capital Management | $3.4M | 110K | ▲+0.3% Added · +329 sh | Q1 2026 | |
| 20 | US BANCORP \DE\ | $3.3M | 106K | ▼−2.6% Reduced · −3K sh | Q1 2026 | |
| 21 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $3.4M | 94K | ▼−57% Reduced · −124K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $2.7M | 88K | ▲+2.2% Added · +2K sh | Q1 2026 | |
| 23 | FMR LLC | $2.7M | 86K | ▲+5.2% Added · +4K sh | Q1 2026 | |
| 24 | ORSER CAPITAL MANAGEMENT, LLC | $3.0M | 84K | ▲+2.4% Added · +2K sh | Q2 2026 | |
| 25 | FIDUCIARY FINANCIAL GROUP, LLC | $3.0M | 82K | ▲+100% Added · +41K sh | Q2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 74 funds | $18.4B |
| MICROSOFT CORPMSFT | 74 funds | $13.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 74 funds | $9.7B |
| ALPHABET INC-CL AGOOGL | 74 funds | $8.6B |
| VANGUARD S&P 500 ETFVOO | 73 funds | $11.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $10.4B |
| JPMORGAN CHASE & COJPM | 73 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $5.1B |
| ELI LILLY & COLLY | 73 funds | $3.3B |
| VISA INC-CLASS A SHARESV | 73 funds | $3.2B |
| COSTCO WHOLESALE CORPCOST | 73 funds | $3.2B |
| TESLA INCTSLA | 73 funds | $3.0B |
Ranked by how many of SCHK'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 SCHK. 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.