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.
| # | 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. | $179.0M | 7.7M | ▲+3.5% Added · +263K sh | Q1 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. | $125.7M | 5.4M | ▲+0.3% Added · +17K sh | Q1 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 | GOLDMAN SACHS GROUP INC | $72.7M | 3.1M | ▼−16% Reduced · −617K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $52.8M | 2.3M | ▲+129% Added · +1.3M sh | Q1 2026 | |
| 12 | Pioneer Wealth Management Group | $52.0M | 2.2M | ▲+12% Added · +249K sh | Q2 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.8M | 2.2M | ▼−1.0% Reduced · −21K sh | Q2 2026 | |
| 14 | Mariner, LLC | $50.1M | 2.2M | ▲+0.9% Added · +20K sh | Q1 2026 | |
| 15 | McAdam, LLC | $46.2M | 2.0M | ▲+3.9% Added · +75K sh | Q1 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $43.7M | 1.9M | ▲+28% Added · +415K sh | Q1 2026 | |
| 17 | Cerity Partners LLC | $41.6M | 1.8M | ▲+188% Added · +1.2M sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $41.1M | 1.8M | ▲+7.0% Added · +115K sh | Q1 2026 | |
| 19 | Vident Advisory, LLC | $38.0M | 1.6M | ▲+85% Added · +749K sh | Q1 2026 | |
| 20 | DAYMARK WEALTH PARTNERS, LLC | $37.6M | 1.6M | ▲+12% Added · +175K sh | Q1 2026 | |
| 21 | OneDigital Investment Advisors LLC | $37.2M | 1.6M | ▼−49% Reduced · −1.5M sh | Q1 2026 | |
| 22 | Destination Wealth Management | $36.1M | 1.6M | ▼−20% Reduced · −390K sh | Q1 2026 | |
| 23 | Blue Trust, Inc. | $35.2M | 1.5M | ▼−2.3% Reduced · −35K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $29.0M | 1.2M | ▲+5.6% Added · +67K sh | Q1 2026 | |
| 25 | Modern Wealth Management, LLC | $28.3M | 1.2M | ▲+3.4% Added · +41K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 149 funds | $29.7B |
| NVIDIA CORPNVDA | 149 funds | $28.2B |
| MICROSOFT CORPMSFT | 149 funds | $24.3B |
| ALPHABET INC-CL AGOOGL | 149 funds | $14.6B |
| VANGUARD S&P 500 ETFVOO | 148 funds | $19.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 148 funds | $17.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 148 funds | $16.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 148 funds | $12.5B |
| ALPHABET INC-CL CGOOG | 148 funds | $11.9B |
| VANGUARD VALUE ETFVTV | 148 funds | $11.5B |
| JPMORGAN CHASE & COJPM | 148 funds | $10.4B |
| JOHNSON & JOHNSONJNJ | 148 funds | $6.5B |
Ranked by how many of SCHZ'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 + 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. Every panel above is one call to the Arkolith API & MCP server.