| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.5B | 48.43M | Reduced | Q1 2026 |
| 2 | Avantax Planning Partners, Inc. | $311.6M | 10.22M | Added | Q1 2026 |
| 3 | Beacon Pointe Advisors, LLC | $118.1M | 3.87M | Added | Q1 2026 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $117.0M | 3.81M | Reduced | Q1 2026 |
| 5 | Savant Capital, LLC | $94.8M | 3.11M | Reduced | Q1 2026 |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | $64.0M | 2.10M | Added | Q1 2026 |
| 7 | Compound Planning, Inc. | $59.9M | 1.96M | Added | Q1 2026 |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $49.6M | 1.63M | Reduced | Q1 2026 |
| 9 | Focus Partners Advisor Solutions, LLC | $47.7M | 1.56M | Reduced | Q1 2026 |
| 10 | NICOLET BANKSHARES INC | $36.4M | 1.19M | New | Q1 2026 |
| 11 | Envestnet Portfolio Solutions, Inc. | $35.6M | 1.17M | Reduced | Q1 2026 |
| 12 | Midwest Trust Co | $34.7M | 1.14M | Added | Q1 2026 |
| 13 | MAI Capital Management | $31.0M | 1.02M | Added | Q1 2026 |
| 14 | MML INVESTORS SERVICES, LLC | $28.1M | 920.8K | Reduced | Q1 2026 |
| 15 | Kestra Advisory Services, LLC | $24.8M | 811.9K | Added | Q1 2026 |
| 16 | Merit Financial Group, LLC | $24.5M | 804.8K | Added | Q1 2026 |
| 17 | Waverly Advisors, LLC | $21.9M | 718.7K | Added | Q1 2026 |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $20.8M | 681.4K | Reduced | Q1 2026 |
| 19 | Prime Capital Investment Advisors, LLC | $20.1M | 659.7K | Reduced | Q1 2026 |
| 20 | CHOREO, LLC | $19.9M | 653.8K | Added | Q1 2026 |
| 21 | Perigon Wealth Management, LLC | $19.2M | 629.0K | Added | Q1 2026 |
| 22 | Garde Capital, Inc. | $18.0M | 590.7K | Reduced | Q1 2026 |
| 23 | Mutual Advisors, LLC | $17.0M | 556.9K | Reduced | Q1 2026 |
| 24 | CWM, LLC | $11.9M | 390.6K | Added | Q1 2026 |
| 25 | HBK Sorce Advisory LLC | $11.0M | 336.6K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 209 funds | $37.9B |
| Microsoft Corp - USMSFT | 209 funds | $33.0B |
| LPHABET INCGOOG | 209 funds | $15.7B |
| Walmart Inc.WMT | 209 funds | $8.2B |
| Jpmorgan Chase & Co - USJPM | 208 funds | $14.8B |
| Johnson & JohnsonJNJ | 208 funds | $9.0B |
| Exxon Mobil CorporationXOM | 208 funds | $8.3B |
| Abbvie Inc - USABBV | 208 funds | $5.6B |
| Procter & Gamble Co.PG | 208 funds | $5.3B |
| Mcdonalds CorpMCD | 208 funds | $3.8B |
| Apple Inc - USAAPL | 207 funds | $44.6B |
| TATE STR SPDR S&P 500 ETF TSPY | 207 funds | $26.8B |
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.