451 tracked 13F filers disclose a position in SCHR as of the latest SEC 13F filings, a combined $10.2B 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 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.2B | 249.5M | ▲+4.7% Added · +11.3M sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $431.8M | 17.3M | ▲+1.5% Added · +253K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $333.3M | 13.4M | ▼−3.4% Reduced · −472K sh | Q1 2026 | |
| 4 | STIFEL FINANCIAL CORP | $189.9M | 7.6M | ▲+5.1% Added · +372K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $154.2M | 6.2M | ▲+20% Added · +1.0M sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $148.6M | 6.0M | ▲+15% Added · +776K sh | Q1 2026 | |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | $119.9M | 4.9M | ▲+15% Added · +646K sh | Q2 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $115.8M | 4.6M | ▲+36% Added · +1.2M sh | Q1 2026 | |
| 9 | Cornerstone Wealth Advisors, Inc. | $101.6M | 4.1M | ▲+3.2% Added · +127K sh | Q2 2026 | |
| 10 | Moisand Fitzgerald Tamayo, LLC | $100.5M | 4.1M | ▲+4.5% Added · +177K sh | Q2 2026 | |
| 11 | Pacific Sage Partners, LLC | $94.6M | 3.8M | ▲+10% Added · +355K sh | Q2 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $74.7M | 3.0M | ▲+18% Added · +465K sh | Q2 2026 | |
| 13 | Crane Advisory, LLC | $69.8M | 2.8M | ▲+1.9% Added · +53K sh | Q2 2026 | |
| 14 | Resonant Capital Advisors, LLC | $66.6M | 2.7M | ▼−10% Reduced · −301K sh | Q2 2026 | |
| 15 | Avidian Wealth Enterprises, LLC | $60.4M | 2.5M | ▲+2.9% Added · +69K sh | Q2 2026 | |
| 16 | LPL Financial LLC | $52.9M | 2.1M | ▲+12% Added · +223K sh | Q1 2026 | |
| 17 | Clearstead Advisors, LLC | $51.2M | 2.1M | ▲+6.3% Added · +124K sh | Q2 2026 | |
| 18 | Empowered Funds, LLC | $48.0M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 19 | Cerity Partners LLC | $48.0M | 1.9M | ▼−22% Reduced · −542K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $45.1M | 1.8M | ▲+3.6% Added · +63K sh | Q1 2026 | |
| 21 | FLC Capital Advisors | $44.1M | 1.8M | ▲+10% Added · +163K sh | Q2 2026 | |
| 22 | DAVENPORT & Co LLC | $40.4M | 1.6M | ▲+8.8% Added · +133K sh | Q2 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $40.1M | 1.6M | ▲+331% Added · +1.2M sh | Q2 2026 | |
| 24 | High Probability Advisors, LLC | $38.8M | 1.6M | ▲+24% Added · +302K sh | Q2 2026 | |
| 25 | Advisory Alpha, LLC | $37.7M | 1.5M | ▼−0.2% 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.
Last quarter, 2 funds opened a new position in SCHR and 36 added to an existing one, while 10 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 | 278 funds | $65.1B |
| MICROSOFT CORPMSFT | 278 funds | $55.4B |
| AMAZON.COM INCAMZN | 267 funds | $40.2B |
| NVIDIA CORPNVDA | 265 funds | $77.5B |
| ALPHABET INC-CL AGOOGL | 263 funds | $35.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 258 funds | $10.1B |
| ALPHABET INC-CL CGOOG | 257 funds | $21.9B |
| JPMORGAN CHASE & COJPM | 257 funds | $15.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 257 funds | $9.6B |
| ISHARES CORE S&P 500 ETFIVV | 250 funds | $16.1B |
| JOHNSON & JOHNSONJNJ | 250 funds | $13.2B |
| VANGUARD S&P 500 ETFVOO | 248 funds | $12.6B |
Ranked by how many of SCHR's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHR
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/SCHR/capital-change-brief"
Use Arkolith's capital_change_brief for SCHR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.