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.
| # | 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 | ENVESTNET ASSET MANAGEMENT INC | $115.8M | 4.6M | ▲+36% Added · +1.2M sh | Q1 2026 | |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | $105.0M | 4.2M | ▲+4.6% Added · +187K sh | Q1 2026 | |
| 9 | Moisand Fitzgerald Tamayo, LLC | $100.5M | 4.1M | ▲+4.5% Added · +177K sh | Q2 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $74.7M | 3.0M | ▲+18% Added · +465K sh | Q2 2026 | |
| 11 | Resonant Capital Advisors, LLC | $74.8M | 3.0M | ▲+4.7% Added · +134K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $72.2M | 2.9M | —Held | Q1 2026 | |
| 13 | Avidian Wealth Enterprises, LLC | $59.3M | 2.4M | ▲+9.5% Added · +207K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $52.9M | 2.1M | ▲+12% Added · +223K sh | Q1 2026 | |
| 15 | Clearstead Advisors, LLC | $48.7M | 2.0M | ▲+10% Added · +184K sh | Q1 2026 | |
| 16 | Empowered Funds, LLC | $48.0M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 17 | Cerity Partners LLC | $48.0M | 1.9M | ▼−22% Reduced · −542K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $45.1M | 1.8M | ▲+3.6% Added · +63K sh | Q1 2026 | |
| 19 | Intelligence Driven Advisers, LLC | $40.9M | 1.6M | ▼−7.3% Reduced · −128K sh | Q1 2026 | |
| 20 | DAVENPORT & Co LLC | $40.4M | 1.6M | ▲+8.8% Added · +133K sh | Q2 2026 | |
| 21 | High Probability Advisors, LLC | $38.8M | 1.6M | ▲+24% Added · +302K sh | Q2 2026 | |
| 22 | Advisory Alpha, LLC | $38.1M | 1.5M | ▼−3.7% Reduced · −59K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $36.0M | 1.4M | ▲+6.6% Added · +90K sh | Q1 2026 | |
| 24 | Beacon Wealthcare LLC | $35.5M | 1.4M | ▲+2.0% Added · +28K sh | Q2 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $35.7M | 1.4M | ▲+24% Added · +280K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 128 funds | $32.6B |
| NVIDIA CORPNVDA | 128 funds | $28.9B |
| MICROSOFT CORPMSFT | 128 funds | $25.7B |
| ALPHABET INC-CL AGOOGL | 128 funds | $17.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 128 funds | $14.6B |
| ALPHABET INC-CL CGOOG | 128 funds | $11.3B |
| JPMORGAN CHASE & COJPM | 128 funds | $10.6B |
| JOHNSON & JOHNSONJNJ | 128 funds | $7.8B |
| ELI LILLY & COLLY | 128 funds | $6.8B |
| VISA INC-CLASS A SHARESV | 128 funds | $6.7B |
| WALMART INCWMT | 128 funds | $6.1B |
| AMAZON.COM INCAMZN | 127 funds | $19.6B |
Ranked by how many of SCHR'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 SCHR. 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.