903 tracked 13F filers disclose a position in SCHV as of the latest SEC 13F filings, a combined $11.4B 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. | $1.6B | 46.5M | ▼−4.0% Reduced · −1.9M sh | Q2 2026 | |
| 2 | SEI INVESTMENTS CO | $1.4B | 44.8M | ▼−2.2% Reduced · −1.0M sh | Q1 2026 | |
| 3 | MATHER GROUP, LLC. | $1.1B | 35.3M | ▲+0.6% Added · +213K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $557.7M | 18.3M | ▲+10% Added · +1.7M sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $343.0M | 11.3M | ▼−2.8% Reduced · −323K sh | Q1 2026 | |
| 6 | Avantax Planning Partners, Inc. | $355.5M | 10.2M | ▼~0% Reduced · −5K sh | Q2 2026 | |
| 7 | Mariner, LLC | $279.8M | 9.2M | ▲+0.8% Added · +73K sh | Q1 2026 | |
| 8 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $245.7M | 8.1M | ▼−5.4% Reduced · −462K sh | Q1 2026 | |
| 9 | Savant Capital, LLC | $208.7M | 6.4M | ▲+105% Added · +3.3M sh | Q2 2026 | |
| 10 | MONETA GROUP INVESTMENT ADVISORS LLC | $154.5M | 5.1M | ▲+7.3% Added · +344K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $136.4M | 3.9M | ▲+1.1% Added · +45K sh | Q2 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $128.2M | 3.7M | ▼−2.2% Reduced · −85K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | $108.1M | 3.5M | ▼−1.9% Reduced · −70K sh | Q1 2026 | |
| 14 | Gemmer Asset Management LLC | $117.4M | 3.4M | ▼−1.7% Reduced · −59K sh | Q2 2026 | |
| 15 | LPL Financial LLC | $101.0M | 3.3M | ▲+1.9% Added · +61K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $92.6M | 3.0M | ▲+9.7% Added · +269K sh | Q1 2026 | |
| 17 | RAINEY & RANDALL WEALTH ADVISORS INC. | $105.1M | 3.0M | ▲+0.7% Added · +22K sh | Q2 2026 | |
| 18 | Mokosak Advisory Group, LLC | $104.9M | 3.0M | ▲+0.2% Added · +5K sh | Q2 2026 | |
| 19 | Krilogy Financial LLC | $91.3M | 2.9M | ▲+0.5% Added · +14K sh | Q1 2026 | |
| 20 | UBS Group AG | $83.1M | 2.7M | ▲+10% Added · +248K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $81.1M | 2.7M | ▲~0% Added · +561 sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $79.7M | 2.6M | ▼−6.4% Reduced · −179K sh | Q1 2026 | |
| 23 | EXCHANGE TRADED CONCEPTS, LLC | $83.6M | 2.4M | ▲+15% Added · +304K sh | Q2 2026 | |
| 24 | Cooper Financial Group | $79.2M | 2.3M | ▲+6.6% Added · +141K sh | Q2 2026 | |
| 25 | Compound Planning, Inc. | $70.0M | 2.0M | ▲+1.9% Added · +37K 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, 1 fund opened a new position in SCHV and 28 added to an existing one, while 19 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 | 549 funds | $94.8B |
| MICROSOFT CORPMSFT | 537 funds | $74.5B |
| AMAZON.COM INCAMZN | 531 funds | $52.6B |
| NVIDIA CORPNVDA | 528 funds | $103.3B |
| ALPHABET INC-CL AGOOGL | 521 funds | $48.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 515 funds | $14.8B |
| ALPHABET INC-CL CGOOG | 509 funds | $31.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 504 funds | $16.0B |
| JPMORGAN CHASE & COJPM | 502 funds | $24.2B |
| ISHARES CORE S&P 500 ETFIVV | 492 funds | $30.7B |
| META PLATFORMS INC-CLASS AMETA | 490 funds | $26.7B |
| ELI LILLY & COLLY | 488 funds | $21.0B |
Ranked by how many of SCHV'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 SCHV
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/SCHV/capital-change-brief"
Use Arkolith's capital_change_brief for SCHV. 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 SCHV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.