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/SCHM/capital-change-brief"
Use Arkolith's capital_change_brief for SCHM. 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. | $1.8B | 56.8M | ▼−1.9% Reduced · −1.1M sh | Q1 2026 | |
| 2 | Creative Planning | $911.2M | 29.4M | ▼−3.3% Reduced · −1.0M sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $360.3M | 11.6M | ▲+6.5% Added · +706K sh | Q1 2026 | |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | $348.9M | 11.3M | ▲+5.6% Added · +598K sh | Q1 2026 | |
| 5 | Advisory Alpha, LLC | $221.4M | 7.2M | ▼−14% Reduced · −1.2M sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $210.8M | 6.8M | ▼−2.0% Reduced · −141K sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $170.9M | 5.5M | ▲+1.3% Added · +73K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $145.5M | 4.8M | ▲+37% Added · +1.3M sh | Q1 2026 | |
| 9 | Legacy Wealth Management, LLC | $158.0M | 4.3M | ▼−0.8% Reduced · −34K sh | Q2 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $118.7M | 3.3M | ▼−3.0% Reduced · −103K sh | Q2 2026 | |
| 11 | JMG Financial Group, Ltd. | $95.3M | 3.1M | ▼−2.2% Reduced · −69K sh | Q1 2026 | |
| 12 | Fragasso Financial Advisors Inc | $105.7M | 2.9M | ▼−1.9% Reduced · −55K sh | Q2 2026 | |
| 13 | Mariner, LLC | $84.5M | 2.7M | ▲+24% Added · +523K sh | Q1 2026 | |
| 14 | UBS Group AG | $71.1M | 2.3M | ▲+141% Added · +1.3M sh | Q1 2026 | |
| 15 | EXENCIAL WEALTH ADVISORS, LLC | $62.3M | 2.0M | ▲+24% Added · +387K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $59.7M | 1.9M | ▲+0.4% Added · +8K sh | Q1 2026 | |
| 17 | Prime Capital Investment Advisors, LLC | $58.0M | 1.9M | ▲+14% Added · +230K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $56.5M | 1.8M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 19 | Waverly Advisors, LLC | $52.7M | 1.7M | ▼−2.2% Reduced · −39K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $52.4M | 1.7M | ▼−6.6% Reduced · −120K sh | Q1 2026 | |
| 21 | Advocacy Wealth Management, LLC | $49.0M | 1.6M | ▲+1.4% Added · +22K sh | Q1 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $45.9M | 1.5M | ▲+7.8% Added · +107K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $43.8M | 1.4M | ▲+105% Added · +723K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $39.8M | 1.3M | ▲+9.5% Added · +112K sh | Q1 2026 | |
| 25 | Financial Solutions Advisory Group, Inc. | $45.7M | 1.3M | ▼−0.3% Reduced · −4K 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 |
|---|---|---|
| APPLE INCAAPL | 194 funds | $93.4B |
| MICROSOFT CORPMSFT | 194 funds | $88.1B |
| NVIDIA CORPNVDA | 193 funds | $113.1B |
| ALPHABET INC-CL CGOOG | 193 funds | $43.7B |
| JPMORGAN CHASE & COJPM | 193 funds | $24.4B |
| AMAZON.COM INCAMZN | 192 funds | $62.9B |
| META PLATFORMS INC-CLASS AMETA | 192 funds | $33.6B |
| EXXON MOBIL CORPXOM | 192 funds | $18.6B |
| ALPHABET INC-CL AGOOGL | 191 funds | $47.0B |
| CHEVRON CORPCVX | 191 funds | $10.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 190 funds | $16.1B |
| ISHARES CORE S&P 500 ETFIVV | 189 funds | $30.2B |
Ranked by how many of SCHM'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 SCHM. 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.