1469 tracked 13F filers disclose a position in SCHX as of the latest SEC 13F filings, a combined $27.6B 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 | US BANCORP \DE\ | $3.7B | 145.1M | ▼−28% Reduced · −56.0M sh | Q1 2026 | |
| 2 | Creative Planning | $2.1B | 82.3M | ▼−1.8% Reduced · −1.5M sh | Q1 2026 | |
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | $958.1M | 37.4M | ▲+4.3% Added · +1.5M sh | Q1 2026 | |
| 4 | HBK Sorce Advisory LLC | $1.1B | 35.2M | ▲+0.9% Added · +331K sh | Q2 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $892.5M | 34.8M | ▲+12% Added · +3.8M sh | Q1 2026 | |
| 6 | SEI INVESTMENTS CO | $834.0M | 32.5M | ▲+5.0% Added · +1.6M sh | Q1 2026 | |
| 7 | SAGE FINANCIAL GROUP INC | $677.0M | 23.0M | ▼−0.5% Reduced · −106K sh | Q2 2026 | |
| 8 | Cerity Partners LLC | $491.9M | 19.2M | ▲+1.0% Added · +194K sh | Q1 2026 | |
| 9 | Diversified Enterprises, LLC | $553.8M | 18.8M | ▲+3.5% Added · +631K sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | $359.1M | 14.0M | ▼−0.9% Reduced · −135K sh | Q1 2026 | |
| 11 | JANUS HENDERSON GROUP PLC | $316.1M | 12.3M | ▼−0.7% Reduced · −83K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $334.0M | 11.2M | ▲+2.0% Added · +222K sh | Q2 2026 | |
| 13 | McAdam, LLC | $321.5M | 10.9M | ▲+7.4% Added · +756K sh | Q2 2026 | |
| 14 | Mariner, LLC | $266.2M | 10.4M | ▲+1.4% Added · +146K sh | Q1 2026 | |
| 15 | Norinchukin Bank, The | $261.0M | 10.2M | —Held | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $258.4M | 10.1M | ▲+12% Added · +1.1M sh | Q1 2026 | |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $254.6M | 9.9M | ▼−4.4% Reduced · −458K sh | Q1 2026 | |
| 18 | Koss-Olinger Consulting, LLC | $218.0M | 9.9M | ▲+0.4% Added · +41K sh | Q1 2025 | |
| 19 | UBS Group AG | $244.8M | 9.5M | ▲+672% Added · +8.3M sh | Q1 2026 | |
| 20 | Prime Capital Investment Advisors, LLC | $256.2M | 8.7M | ▼−2.2% Reduced · −196K sh | Q2 2026 | |
| 21 | MORGAN STANLEY | $220.7M | 8.6M | ▲+43% Added · +2.6M sh | Q1 2026 | |
| 22 | Fund Evaluation Group, LLC | $247.4M | 8.4M | ▼−9.4% Reduced · −869K sh | Q2 2026 | |
| 23 | JMG Financial Group, Ltd. | $213.7M | 8.3M | ▼−1.3% Reduced · −112K sh | Q1 2026 | |
| 24 | Kohmann Bosshard Financial Services, LLC | $232.6M | 7.9M | ▲+4.2% Added · +322K sh | Q2 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $229.9M | 7.8M | ▲+0.6% Added · +44K 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 SCHX and 31 added to an existing one, while 18 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 | 957 funds | $146.3B |
| MICROSOFT CORPMSFT | 943 funds | $127.7B |
| NVIDIA CORPNVDA | 925 funds | $171.5B |
| AMAZON.COM INCAMZN | 916 funds | $95.9B |
| ALPHABET INC-CL AGOOGL | 903 funds | $75.3B |
| ALPHABET INC-CL CGOOG | 876 funds | $61.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 876 funds | $23.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 866 funds | $22.9B |
| JPMORGAN CHASE & COJPM | 862 funds | $40.8B |
| ISHARES CORE S&P 500 ETFIVV | 858 funds | $57.5B |
| VANGUARD S&P 500 ETFVOO | 843 funds | $31.6B |
| META PLATFORMS INC-CLASS AMETA | 832 funds | $50.1B |
Ranked by how many of SCHX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHX
This ETF 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/SCHX/capital-change-brief"
Use Arkolith's capital_change_brief for SCHX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SCHX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.