| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | $1.4B | 53.13M | Added | Q1 2026 |
| 2 | Wealthfront Advisers LLC | $911.3M | 34.24M | Reduced | Q1 2026 |
| 3 | EVOKE WEALTH, LLC | $276.5M | 10.39M | Added | Q1 2026 |
| 4 | LINCOLN NATIONAL CORP | $237.0M | 8.91M | Added | Q1 2026 |
| 5 | Elm Partners Management LLC | $214.4M | 8.07M | Added | Q1 2026 |
| 6 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $153.5M | 5.77M | Reduced | Q1 2026 |
| 7 | Cerity Partners OCIO LLC | $150.3M | 5.65M | Added | Q1 2026 |
| 8 | Beacon Pointe Advisors, LLC | $98.1M | 3.69M | Added | Q1 2026 |
| 9 | STATE STREET CORP | $76.1M | 2.86M | Added | Q1 2026 |
| 10 | ASSETMARK, INC | $71.5M | 2.69M | Added | Q1 2026 |
| 11 | Prime Capital Investment Advisors, LLC | $60.3M | 2.27M | Added | Q1 2026 |
| 12 | PRINCIPAL SECURITIES, INC. | $51.9M | 1.95M | Added | Q1 2026 |
| 13 | Integrated Wealth Concepts LLC | $46.7M | 1.76M | Added | Q1 2026 |
| 14 | Diversified Enterprises, LLC | $45.9M | 1.72M | Added | Q1 2026 |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $45.2M | 1.71M | Reduced | Q1 2026 |
| 16 | Advisory Alpha, LLC | $42.0M | 1.58M | Added | Q1 2026 |
| 17 | Pure Financial Advisors, LLC | $40.5M | 1.52M | New | Q1 2026 |
| 18 | Wealthcare Advisory Partners LLC | $37.6M | 1.41M | Reduced | Q1 2026 |
| 19 | Tidal Investments LLC | $21.2M | 800.3K | Added | Q1 2026 |
| 20 | Arax Advisory Partners | $20.9M | 787.3K | Reduced | Q1 2026 |
| 21 | Fund Evaluation Group, LLC | $19.9M | 748.0K | Held | Q1 2026 |
| 22 | Modera Wealth Management, LLC | $18.7M | 701.3K | Reduced | Q1 2026 |
| 23 | Carnegie Investment Counsel | $16.9M | 636.2K | Added | Q1 2026 |
| 24 | Financial Engines Advisors L.L.C. | $15.5M | 583.3K | Added | Q1 2026 |
| 25 | Savant Capital, LLC | $12.5M | 470.0K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Apple IncAAPL | 164 funds | $188.2B |
| Nvidia CorpNVDA | 163 funds | $206.8B |
| Microsoft CorpMSFT | 163 funds | $140.6B |
| Vanguard FTSE Developed Markets ETFVEA | 163 funds | $16.0B |
| Amazon.com IncAMZN | 161 funds | $102.2B |
| GOOGLE INCGOOGL | 161 funds | $83.5B |
| Broadcom IncAVGO | 161 funds | $73.4B |
| LPHABET INCGOOG | 161 funds | $65.3B |
| Tesla IncTSLA | 161 funds | $48.6B |
| iShares Core S&P 500 ETFIVV | 161 funds | $31.2B |
| Jpmorgan Chase & CoJPM | 160 funds | $48.5B |
| Exxon Mobil CorpXOM | 160 funds | $43.4B |
Ranked by how many of SCHP'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 SCHP. 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.