Security record · archived quarter
SCHI
name pending profile ingest
47Tracked holders
+4Δ holders
27.00MShares held
$612.31MReported value
+9New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +9.3% ·
share flow +8.3% ·
net new positions +8.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 54.27K | $1.17M | n/a | n/a |
| Q2 2026 | 47 | +1 | 27.20M | $615.74M | +4 | −3 |
| Q1 2026 | 47 | +4 | 27.00M | $612.31M | +9 | −5 |
| Q4 2025 | 42 | -1 | 24.92M | $572.47M | +1 | −2 |
| Q3 2025 | 5 | 0 | 660.54K | $15.25M | n/a | n/a |
| Q2 2025 | 3 | 0 | 113.83K | $2.59M | +1 | −1 |
| Q1 2025 | 2 | +1 | 37.88K | $850,846 | +1 | n/a |
| Q4 2024 | 1 | -1 | 22.05K | $486,688 | n/a | −1 |
| Q3 2024 | 2 | 0 | 136.25K | $6.29M | n/a | n/a |
| Q2 2024 | 2 | n/a | 106.57K | $4.70M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 8.53M | +8.8% | $193.39M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.21M | -1.2% | $163.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.76M | +9.5% | $62.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 1.60M | +28.2% | $36.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 1.10M | +1.0% | $24.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 1.02M | -5.0% | $23.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 819.09K | +273.6% | $18.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Stifel Financial Corp | 550.09K | +1.1% | $12.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 497.42K | -5.7% | $11.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 372.69K | New | $8.45M | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 312.03K | New | $7.08M | 0.0% | New | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 282.90K | +9.5% | $6.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 234.93K | -3.0% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Blair William & Co/Il | 218.74K | -44.4% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 206.00K | -33.9% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | HighTower Advisors, LLC | 132.95K | -4.2% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 128.38K | -4.9% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Creative Planning | 123.53K | +52.9% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 99.78K | +47.4% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 95.98K | +22.2% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 83.60K | -27.1% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 74.25K | -0.7% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 73.41K | -6.9% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Fifth Third Bancorp | 54.52K | +2353.7% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Corient Private Wealth LP | 54.52K | -55.0% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 51.73K | +25.2% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 47.28K | +0.2% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 43.96K | -13.7% | $997,009 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Focus Partners Wealth | 40.84K | +27.3% | $926,251 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 40.33K | -27.5% | $914,616 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 20.88K | +74.0% | $473,513 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | CIBC Bancorp USA Inc. | 15.67K | n/a | $355,357 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 14.49K | +12.2% | $328,727 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Cwm, Llc | 14.42K | -6.7% | $327,121 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Millennium Management ✦ | 12.09K | New | $274,179 | 0.0% | New | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 10.29K | New | $233,332 | 0.0% | New | 1 | SEC ↗ ×2 |
| 37 | AQR Capital Management ✦ | 10.17K | New | $230,646 | 0.0% | New | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 9.44K | New | $214,099 | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Wells Fargo & Company/Mn | 9.41K | -43.6% | $213,380 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Quantinno Capital Management LP | 9.38K | New | $212,852 | 0.0% | New | 1 | SEC ↗ |
| 41 | Financial Engines Advisors L.L.C. | 9.08K | -3.7% | $205,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 5.05K | +4.7% | $114,443 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 4.95K | +6.4% | $112,266 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Franklin Resources Inc | 2.25K | 0.0% | $51,075 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 1.22K | -27.8% | $27,669 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | UBS Group AG | 295 | New | $6,691 | 0.0% | New | 1 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 195 | New | $4,423 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $8.45M | 0.0% |
| Citadel Advisors | $7.08M | 0.0% |
| Millennium Management | $274,179 | 0.0% |
| Baird Financial Group, Inc. | $233,332 | 0.0% |
| AQR Capital Management | $230,646 | 0.0% |
| Us Bancorp \De\ | $214,099 | 0.0% |
| Quantinno Capital Management… | $212,852 | 0.0% |
| UBS Group AG | $6,691 | 0.0% |
| Qube Research & Technologies… | $4,423 | 0.0% |
Exited
| Goldman Sachs Group | $2.76M | was 0.0% |
| Cibc World Market Inc. | $725,852 | was 0.0% |
| Empower Advisory Group, LLC | $203,514 | was 0.0% |
| Jones Financial Companies Lllp | $18,422 | was 0.0% |
| Simplex Trading, Llc | $7,465 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 256 holders, 49.19M shares, $1.10B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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