| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | $1.0B | 34.88M | Added | Q1 2026 |
| 2 | Diversified Enterprises, LLC | $466.3M | 18.19M | Added | Q1 2026 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $284.7M | 11.01M | Reduced | Q1 2026 |
| 4 | McAdam, LLC | $260.7M | 10.17M | Added | Q1 2026 |
| 5 | Fund Evaluation Group, LLC | $237.8M | 9.27M | Reduced | Q1 2026 |
| 6 | Prime Capital Investment Advisors, LLC | $228.2M | 8.90M | Reduced | Q1 2026 |
| 7 | Beacon Pointe Advisors, LLC | $199.2M | 7.77M | Added | Q1 2026 |
| 8 | ASSETMARK, INC | $167.1M | 6.52M | Added | Q1 2026 |
| 9 | JOHNSON INVESTMENT COUNSEL INC | $131.6M | 5.13M | Added | Q1 2026 |
| 10 | Orgel Wealth Management, LLC | $120.3M | 4.69M | Added | Q1 2026 |
| 11 | GREENWOOD GEARHART LLC | $90.3M | 3.52M | Reduced | Q1 2026 |
| 12 | Integrated Wealth Concepts LLC | $89.4M | 3.49M | Added | Q1 2026 |
| 13 | CHOREO, LLC | $85.6M | 3.34M | Added | Q1 2026 |
| 14 | EP Wealth Advisors, LLC | $81.7M | 3.18M | Reduced | Q1 2026 |
| 15 | HB Wealth Management, LLC | $78.6M | 3.07M | Added | Q1 2026 |
| 16 | Aptus Capital Advisors, LLC | $72.6M | 2.83M | Added | Q1 2026 |
| 17 | Cresset Asset Management, LLC | $71.9M | 2.81M | Reduced | Q1 2026 |
| 18 | Baker Avenue Asset Management, LP | $69.9M | 2.72M | Added | Q1 2026 |
| 19 | Jaffetilchin Investment Partners, LLC | $66.1M | 2.58M | Added | Q1 2026 |
| 20 | Savant Capital, LLC | $64.1M | 2.50M | Added | Q1 2026 |
| 21 | Berger Financial Group, Inc | $60.7M | 2.37M | Added | Q1 2026 |
| 22 | Legacy Wealth Management, LLC | $58.5M | 2.28M | Added | Q1 2026 |
| 23 | Modern Wealth Management, LLC | $53.8M | 2.00M | New | Q4 2025 |
| 24 | Chicago Partners Investment Group LLC | $51.5M | 1.84M | New | Q1 2026 |
| 25 | Pure Financial Advisors, LLC | $51.0M | 1.99M | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 314 funds | $44.7B |
| Apple Inc.AAPL | 313 funds | $58.7B |
| Nvidia Corp ComNVDA | 313 funds | $47.8B |
| GOOGLE INCGOOGL | 311 funds | $28.2B |
| Jpmorgan Chase & Co - USJPM | 311 funds | $20.1B |
| LPHABET INCGOOG | 311 funds | $19.9B |
| Johnson & JohnsonJNJ | 310 funds | $11.5B |
| Walmart, Inc.WMT | 310 funds | $11.1B |
| Amazon.com, Inc.AMZN | 309 funds | $30.4B |
| Exxon Mobil CorporationXOM | 309 funds | $11.4B |
| Chevron CorporationCVX | 309 funds | $8.6B |
| Vanguard Total US Stock Mkt ETFVTI | 308 funds | $40.0B |
Ranked by how many of SCHX'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 SCHX. 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.