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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.5B | 48.4M | ▼−4.6% Reduced · −2.3M sh | Q1 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. | $311.6M | 10.2M | ▲+0.3% Added · +30K sh | Q1 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 | MONETA GROUP INVESTMENT ADVISORS LLC | $154.5M | 5.1M | ▲+7.3% Added · +344K sh | Q1 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $118.1M | 3.9M | ▲+234% Added · +2.7M sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $128.2M | 3.7M | ▼−2.2% Reduced · −85K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | $108.1M | 3.5M | ▼−1.9% Reduced · −70K sh | Q1 2026 | |
| 13 | Gemmer Asset Management LLC | $117.4M | 3.4M | ▼−1.7% Reduced · −59K sh | Q2 2026 | |
| 14 | LPL Financial LLC | $101.0M | 3.3M | ▲+1.9% Added · +61K sh | Q1 2026 | |
| 15 | Savant Capital, LLC | $94.8M | 3.1M | ▼−2.5% Reduced · −81K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $92.6M | 3.0M | ▲+9.7% Added · +269K sh | Q1 2026 | |
| 17 | Krilogy Financial LLC | $91.3M | 2.9M | ▲+0.5% Added · +14K sh | Q1 2026 | |
| 18 | UBS Group AG | $83.1M | 2.7M | ▲+10% Added · +248K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $81.1M | 2.7M | ▲~0% Added · +561 sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $79.7M | 2.6M | ▼−6.4% Reduced · −179K sh | Q1 2026 | |
| 21 | Cooper Financial Group | $79.2M | 2.3M | ▲+6.6% Added · +141K sh | Q2 2026 | |
| 22 | EXCHANGE TRADED CONCEPTS, LLC | $64.0M | 2.1M | ▲+3.1% Added · +63K sh | Q1 2026 | |
| 23 | Compound Planning, Inc. | $60.2M | 2.0M | ▼−5.7% Reduced · −119K sh | Q1 2026 | |
| 24 | Creative Planning | $58.5M | 1.9M | ▼−37% Reduced · −1.1M sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $57.7M | 1.9M | ▼−0.3% Reduced · −5K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 210 funds | $38.2B |
| MICROSOFT CORPMSFT | 210 funds | $33.0B |
| ALPHABET INC-CL CGOOG | 210 funds | $15.8B |
| JPMORGAN CHASE & COJPM | 210 funds | $14.9B |
| WALMART INCWMT | 210 funds | $8.2B |
| CHEVRON CORPCVX | 210 funds | $6.3B |
| ABBVIE INCABBV | 210 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 209 funds | $21.1B |
| JOHNSON & JOHNSONJNJ | 209 funds | $9.0B |
| ELI LILLY & COLLY | 209 funds | $8.5B |
| EXXON MOBIL CORPXOM | 209 funds | $8.4B |
| VISA INC-CLASS A SHARESV | 209 funds | $7.6B |
Ranked by how many of SCHV'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 SCHV. 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.