Among active 13F managers last quarter, 3 opened and 20 added, while 19 reduced; the largest holder to move was Hamel Associates, Inc. (−1.5%).
191 tracked 13F filers disclose a position in SCHY as of the latest SEC 13F filings, a combined $486.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 3.7M | $117.6M | ▲+4.8% Added · +170K sh | Q2 2026 | |
| 2 | Hamel Associates, Inc. | 809K | $25.7M | ▼−1.5% Reduced · −12K sh | Q2 2026 | |
| 3 | Modern Wealth Management, LLC | 602K | $19.1M | ▲+80% Added · +267K sh | Q2 2026 | |
| 4 | Summit Asset Management, LLC | 600K | $19.0M | ▼−1.3% Reduced · −8K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 582K | $18.4M | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 489K | $15.5M | ▼−18% Reduced · −111K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 467K | $14.8M | ▲+35% Added · +122K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | 438K | $13.9M | ▲+7.1% Added · +29K sh | Q1 2026 | |
| 9 | Bank Of America Corp | 416K | $13.2M | ▲+1.4% Added · +6K sh | Q1 2026 | |
| 10 | IRON Financial LLC | 318K | $10.1M | ▲+2.4% Added · +8K sh | Q2 2026 | |
| 11 | TD Waterhouse Canada Inc. | 317K | $9.4M | ▲New +317K sh | Q2 2026 | |
| 12 | Woodmont Investment Counsel LLC | 301K | $9.5M | ▲+3.5% Added · +10K sh | Q2 2026 | |
| 13 | Charles Schwab Trust Co | 281K | $8.9M | ▼−1.1% Reduced · −3K sh | Q2 2026 | |
| 14 | Robertson Stephens Wealth Management, LLC | 210K | $6.7M | ▲+4.8% Added · +10K sh | Q2 2026 | |
| 15 | Stifel Financial Corp | 180K | $5.7M | ▲+41% Added · +52K sh | Q1 2026 | |
| 16 | Magnolia Capital Advisors LLC | 177K | $5.6M | ▼−0.3% Reduced · −476 sh | Q2 2026 | |
| 17 | Fiduciary Alliance LLC | 168K | $5.5M | ▲+12% Added · +18K sh | Q1 2026 | |
| 18 | OMC Financial Services LTD | 167K | $5.3M | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 19 | Commonwealth Equity Services, LLC | 164K | $5.2M | ▲+23% Added · +30K sh | Q1 2026 | |
| 20 | LeConte Wealth Management, LLC | 160K | $5.1M | ▼−6.8% Reduced · −12K sh | Q2 2026 | |
| 21 | Waverly Advisors, LLC | 157K | $5.0M | ▲+5.8% Added · +9K sh | Q2 2026 | |
| 22 | Red Mountain Financial, LLC | 153K | $4.9M | ▲+7.9% Added · +11K sh | Q2 2026 | |
| 23 | Mutual Advisors, LLC | 146K | $4.6M | ▼−3.7% Reduced · −6K sh | Q2 2026 | |
| 24 | Susquehanna International Group, LLP | 140K | $4.4M | ▲+108% Added · +73K sh | Q1 2026 | |
| 25 | Cahill Financial Advisors Inc | 139K | $4.4M | ▲+13% Added · +16K 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, 3 funds opened a new position in SCHY and 20 added to an existing one, while 19 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 107 funds | $7.3B |
| Apple IncAAPL | 106 funds | $10.9B |
| Nvidia CorpNVDA | 105 funds | $9.2B |
| Amazon.com IncAMZN | 105 funds | $5.7B |
| Alphabet Inc-CL AGOOGL | 104 funds | $4.3B |
| Alphabet Inc-CL CGOOG | 102 funds | $4.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 102 funds | $2.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 98 funds | $2.6B |
| Vanguard Total Stock MKT ETFVTI | 98 funds | $2.5B |
| Schwab US DVD Equity ETFSCHD | 98 funds | $1.1B |
| JPMorgan Chase & CoJPM | 97 funds | $2.8B |
| Johnson & JohnsonJNJ | 97 funds | $1.7B |
Ranked by how many of SCHY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SCHY.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHY
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/SCHY/capital-change-brief"
Use Arkolith's capital_change_brief for SCHY. 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 SCHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.