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/SCHO/capital-change-brief"
Use Arkolith's capital_change_brief for SCHO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.7B | 110.7M | ▼−9.6% Reduced · −11.8M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $593.4M | 24.5M | ▲+16% Added · +3.4M sh | Q1 2026 | |
| 3 | SEI INVESTMENTS CO | $406.3M | 16.7M | ▼−10.0% Reduced · −1.9M sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $363.2M | 15.4M | ▼−19% Reduced · −3.5M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $186.2M | 7.7M | ▲+2.6% Added · +199K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $154.3M | 6.4M | ▲+5.5% Added · +331K sh | Q1 2026 | |
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | $99.6M | 4.1M | ▲+5.9% Added · +228K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.6M | 4.1M | ▲+20% Added · +686K sh | Q2 2026 | |
| 9 | Moisand Fitzgerald Tamayo, LLC | $98.5M | 4.1M | ▲+4.1% Added · +161K sh | Q2 2026 | |
| 10 | STATE STREET CORP | $75.2M | 3.1M | —Held | Q1 2026 | |
| 11 | Wealthfront Advisers LLC | $72.3M | 3.0M | ▼−27% Reduced · −1.1M sh | Q1 2026 | |
| 12 | Bangor Savings Bank | $66.6M | 2.8M | ▲+7.0% Added · +182K sh | Q2 2026 | |
| 13 | MCF Advisors LLC | $66.9M | 2.8M | ▲+1.6% Added · +44K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $56.4M | 2.3M | ▲+34% Added · +596K sh | Q1 2026 | |
| 15 | FIDUCIARY FINANCIAL GROUP, LLC | $55.6M | 2.3M | ▲+5.9% Added · +128K sh | Q2 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $55.9M | 2.3M | ▲+6.8% Added · +147K sh | Q1 2026 | |
| 17 | LVW Advisors, LLC | $52.7M | 2.2M | ▲+3.3% Added · +70K sh | Q2 2026 | |
| 18 | Merit Financial Group, LLC | $49.9M | 2.1M | ▲+8.9% Added · +168K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $45.8M | 1.9M | ▲+23% Added · +355K sh | Q1 2026 | |
| 20 | Midwest Trust Co | $44.8M | 1.8M | ▲+40% Added · +524K sh | Q1 2026 | |
| 21 | UBS Group AG | $44.2M | 1.8M | ▲+63% Added · +702K sh | Q1 2026 | |
| 22 | High Probability Advisors, LLC | $42.5M | 1.8M | ▲+4.5% Added · +76K sh | Q2 2026 | |
| 23 | Cerity Partners LLC | $41.1M | 1.7M | ▼−20% Reduced · −418K sh | Q1 2026 | |
| 24 | DAVENPORT & Co LLC | $39.7M | 1.6M | ▲+10% Added · +151K sh | Q2 2026 | |
| 25 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $38.9M | 1.6M | ▲+4.4% Added · +68K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 161 funds | $36.0B |
| MICROSOFT CORPMSFT | 161 funds | $29.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 160 funds | $22.7B |
| JPMORGAN CHASE & COJPM | 160 funds | $13.2B |
| EXXON MOBIL CORPXOM | 160 funds | $8.3B |
| ELI LILLY & COLLY | 160 funds | $7.8B |
| WALMART INCWMT | 160 funds | $7.8B |
| JOHNSON & JOHNSONJNJ | 160 funds | $7.4B |
| CHEVRON CORPCVX | 160 funds | $5.6B |
| ABBVIE INCABBV | 160 funds | $4.9B |
| APPLE INCAAPL | 159 funds | $38.8B |
| ISHARES CORE S&P 500 ETFIVV | 159 funds | $32.9B |
Ranked by how many of SCHO'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 SCHO. 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.