986 tracked 13F filers disclose a position in SCHM as of the latest SEC 13F filings, a combined $9.1B 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 | Financial Engines Advisors L.L.C. | $1.9B | 51.8M | ▼−8.9% Reduced · −5.1M sh | Q2 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 | $257.5M | 7.0M | ▼−2.3% Reduced · −168K sh | Q2 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 | Savant Capital, LLC | $114.6M | 3.2M | ▲+574% Added · +2.8M sh | Q2 2026 | |
| 12 | JMG Financial Group, Ltd. | $95.3M | 3.1M | ▼−2.2% Reduced · −69K sh | Q1 2026 | |
| 13 | Fragasso Financial Advisors Inc | $105.7M | 2.9M | ▼−1.9% Reduced · −55K sh | Q2 2026 | |
| 14 | Mariner, LLC | $84.5M | 2.7M | ▲+24% Added · +523K sh | Q1 2026 | |
| 15 | UBS Group AG | $71.1M | 2.3M | ▲+141% Added · +1.3M sh | Q1 2026 | |
| 16 | EXENCIAL WEALTH ADVISORS, LLC | $62.3M | 2.0M | ▲+24% Added · +387K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $59.7M | 1.9M | ▲+0.4% Added · +8K sh | Q1 2026 | |
| 18 | Prime Capital Investment Advisors, LLC | $67.5M | 1.8M | ▼−2.3% Reduced · −43K sh | Q2 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $56.5M | 1.8M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 20 | Advocacy Wealth Management, LLC | $63.2M | 1.7M | ▲+8.5% Added · +134K sh | Q2 2026 | |
| 21 | Waverly Advisors, LLC | $52.7M | 1.7M | ▼−2.2% Reduced · −39K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $52.4M | 1.7M | ▼−6.6% Reduced · −120K sh | Q1 2026 | |
| 23 | 93 Financial Group, LLC | $55.3M | 1.5M | ▼−5.3% Reduced · −84K sh | Q2 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $54.7M | 1.5M | ▲+0.1% Added · +1K sh | Q2 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $43.8M | 1.4M | ▲+105% Added · +723K 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.
Last quarter, 0 funds opened a new position in SCHM and 24 added to an existing one, while 27 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 | 615 funds | $103.8B |
| MICROSOFT CORPMSFT | 601 funds | $93.3B |
| NVIDIA CORPNVDA | 589 funds | $120.4B |
| AMAZON.COM INCAMZN | 589 funds | $68.7B |
| ALPHABET INC-CL AGOOGL | 578 funds | $52.0B |
| ALPHABET INC-CL CGOOG | 568 funds | $47.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 568 funds | $18.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 550 funds | $18.2B |
| JPMORGAN CHASE & COJPM | 549 funds | $27.1B |
| ISHARES CORE S&P 500 ETFIVV | 540 funds | $39.3B |
| META PLATFORMS INC-CLASS AMETA | 533 funds | $35.5B |
| JOHNSON & JOHNSONJNJ | 530 funds | $18.4B |
Ranked by how many of SCHM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHM
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.
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.