633 tracked 13F filers disclose a position in SCHZ as of the latest SEC 13F filings, a combined $4.1B 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 | JPMORGAN CHASE & CO | $307.6M | 13.3M | ▲+5.5% Added · +694K sh | Q1 2026 | |
| 2 | Avantax Planning Partners, Inc. | $184.5M | 8.0M | ▲+3.4% Added · +265K sh | Q2 2026 | |
| 3 | Charles Schwab Trust Co | $152.7M | 6.6M | ▲+2.9% Added · +187K sh | Q2 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $150.2M | 6.5M | ▲+1.6% Added · +101K sh | Q1 2026 | |
| 5 | Financial Engines Advisors L.L.C. | $131.4M | 5.7M | ▲+4.9% Added · +267K sh | Q2 2026 | |
| 6 | CWM, LLC | $111.2M | 4.8M | ▲+19% Added · +767K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $104.3M | 4.5M | ▲+9.1% Added · +373K sh | Q1 2026 | |
| 8 | Kohmann Bosshard Financial Services, LLC | $89.2M | 3.9M | ▲+16% Added · +535K sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $76.5M | 3.3M | ▲+42% Added · +970K sh | Q1 2026 | |
| 10 | RATIONAL ADVISORS, INC. | $72.7M | 3.1M | ▲+2.1% Added · +66K sh | Q2 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $72.7M | 3.1M | ▼−16% Reduced · −617K sh | Q1 2026 | |
| 12 | McAdam, LLC | $60.4M | 2.6M | ▲+31% Added · +619K sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $52.8M | 2.3M | ▲+129% Added · +1.3M sh | Q1 2026 | |
| 14 | Pioneer Wealth Management Group | $52.0M | 2.2M | ▲+12% Added · +249K sh | Q2 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.8M | 2.2M | ▼−1.0% Reduced · −21K sh | Q2 2026 | |
| 16 | Mariner, LLC | $50.1M | 2.2M | ▲+0.9% Added · +20K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $43.7M | 1.9M | ▲+28% Added · +415K sh | Q1 2026 | |
| 18 | Cerity Partners LLC | $41.6M | 1.8M | ▲+188% Added · +1.2M sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $41.1M | 1.8M | ▲+7.0% Added · +115K sh | Q1 2026 | |
| 20 | Savant Capital, LLC | $39.1M | 1.7M | ▲+100% Added · +842K sh | Q2 2026 | |
| 21 | Vident Advisory, LLC | $39.0M | 1.7M | ▲+3.2% Added · +52K sh | Q2 2026 | |
| 22 | NorthRock Partners, LLC | $37.4M | 1.6M | ▲+34% Added · +410K sh | Q2 2026 | |
| 23 | OneDigital Investment Advisors LLC | $37.2M | 1.6M | ▼−49% Reduced · −1.5M sh | Q1 2026 | |
| 24 | FINANCIAL LIFE ADVISORS | $36.4M | 1.6M | ▲+4.8% Added · +73K sh | Q2 2026 | |
| 25 | Destination Wealth Management | $36.1M | 1.6M | ▼−20% Reduced · −390K 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.
Last quarter, 0 funds opened a new position in SCHZ and 31 added to an existing one, while 14 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 | 373 funds | $54.2B |
| MICROSOFT CORPMSFT | 368 funds | $40.3B |
| NVIDIA CORPNVDA | 362 funds | $60.1B |
| AMAZON.COM INCAMZN | 356 funds | $30.9B |
| ALPHABET INC-CL AGOOGL | 352 funds | $25.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 345 funds | $10.6B |
| ALPHABET INC-CL CGOOG | 343 funds | $18.3B |
| JPMORGAN CHASE & COJPM | 336 funds | $15.6B |
| ISHARES CORE S&P 500 ETFIVV | 332 funds | $22.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 332 funds | $10.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 329 funds | $9.6B |
| VANGUARD S&P 500 ETFVOO | 325 funds | $15.4B |
Ranked by how many of SCHZ'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 SCHZ
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/SCHZ/capital-change-brief"
Use Arkolith's capital_change_brief for SCHZ. 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 SCHZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.