| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.8B | 56.84M | Reduced | Q1 2026 |
| 2 | Advisory Alpha, LLC | $221.4M | 7.15M | Reduced | Q1 2026 |
| 3 | Legacy Wealth Management, LLC | $133.8M | 4.32M | Added | Q1 2026 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $107.3M | 3.42M | Reduced | Q1 2026 |
| 5 | Fragasso Financial Advisors Inc | $92.0M | 2.92M | Reduced | Q1 2026 |
| 6 | EXENCIAL WEALTH ADVISORS, LLC | $62.3M | 2.01M | Added | Q1 2026 |
| 7 | Prime Capital Investment Advisors, LLC | $58.0M | 1.87M | Added | Q1 2026 |
| 8 | Waverly Advisors, LLC | $52.7M | 1.70M | Reduced | Q1 2026 |
| 9 | Advocacy Wealth Management, LLC | $46.9M | 1.56M | New | Q4 2025 |
| 10 | Beacon Pointe Advisors, LLC | $45.9M | 1.48M | Added | Q1 2026 |
| 11 | BLB&B Advisors, LLC | $37.7M | 1.22M | Reduced | Q1 2026 |
| 12 | Dynamic Advisor Solutions LLC | $35.3M | 1.14M | Added | Q1 2026 |
| 13 | Chicago Partners Investment Group LLC | $34.3M | 1.02M | New | Q1 2026 |
| 14 | CHOREO, LLC | $27.5M | 886.9K | Added | Q1 2026 |
| 15 | IFP Advisors, Inc | $24.0M | 774.9K | New | Q1 2026 |
| 16 | BERKSHIRE ASSET MANAGEMENT LLC/PA | $22.1M | 715.4K | Added | Q1 2026 |
| 17 | Modera Wealth Management, LLC | $21.6M | 697.4K | Reduced | Q1 2026 |
| 18 | JOHNSON INVESTMENT COUNSEL INC | $20.3M | 657.2K | Reduced | Q1 2026 |
| 19 | SALEM INVESTMENT COUNSELORS INC | $20.0M | 645.9K | New | Q1 2026 |
| 20 | Bleakley Financial Group, LLC | $19.9M | 642.9K | Reduced | Q1 2026 |
| 21 | MAI Capital Management | $18.3M | 591.0K | Added | Q1 2026 |
| 22 | Savant Capital, LLC | $14.8M | 479.1K | Reduced | Q1 2026 |
| 23 | DAVENPORT & Co LLC | $12.8M | 412.6K | Added | Q1 2026 |
| 24 | BENJAMIN EDWARDS INC | $12.5M | 404.0K | Added | Q1 2026 |
| 25 | HBK Sorce Advisory LLC | $11.4M | 327.0K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 221 funds | $43.4B |
| Microsoft CorporationMSFT | 221 funds | $39.3B |
| LPHABET INCGOOG | 220 funds | $18.8B |
| Walmart, Inc.WMT | 220 funds | $9.6B |
| Cisco Systems, Inc.CSCO | 220 funds | $4.9B |
| Apple Inc.AAPL | 219 funds | $52.0B |
| Jpmorgan Chase & Co - USJPM | 219 funds | $18.1B |
| Meta Platforms, Inc.META | 219 funds | $15.2B |
| Johnson & JohnsonJNJ | 219 funds | $10.9B |
| Exxon Mobil CorporationXOM | 219 funds | $9.9B |
| Abbvie Inc - USABBV | 219 funds | $6.6B |
| The Procter & Gamble CompanyPG | 219 funds | $6.0B |
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 + Form 4 insider transactions + 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.