Security record
SCHI
name pending profile ingest
47Tracked holders
+1Δ holders
27.20MShares held
$615.74MReported value
+4New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +2.2% ·
share flow +0.8% ·
net new positions +2.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 3 | 0 | 113.83K | $2.59M | +1 | −1 |
| Q1 2025 | 2 | +1 | 37.88K | $850,846 | +1 | — |
| Q4 2024 | 1 | -1 | 22.05K | $486,688 | — | −1 |
| Q3 2024 | 2 | 0 | 136.25K | $6.29M | — | — |
| Q2 2024 | 2 | — | 106.57K | $4.70M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 8.77M | +2.8% | $198.52M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 7.24M | +0.4% | $163.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.49M | -9.7% | $56.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.49M | -9.7% | $56.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.49M | -9.7% | $56.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 1.30M | -18.8% | $29.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 1.30M | -18.8% | $29.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.25M | +13.8% | $28.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.25M | +13.8% | $28.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.25M | +13.8% | $28.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 1.01M | +223.3% | $22.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 859.62K | -15.8% | $19.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 859.62K | -15.8% | $19.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 859.62K | -15.8% | $19.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 559.09K | +1.6% | $12.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 559.09K | +1.6% | $12.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 521.04K | +4.8% | $11.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 438.38K | New | $9.92M | 0.0% | New | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 428.44K | +51.4% | $9.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 237.07K | +0.9% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 226.82K | -72.3% | $5.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 226.82K | -72.3% | $5.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 226.82K | -72.3% | $5.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Mariner, LLC | 206.59K | +0.3% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 206.59K | +0.3% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Blair William & Co/Il | 178.30K | -18.5% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 151.73K | +58.1% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 142.98K | +7.5% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 125.54K | +50.2% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Creative Planning | 124.05K | +0.4% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Hrt Financial Lp | 107.67K | New | $2.44M | 0.0% | New | 1 | SEC ↗ |
| 32 | Citigroup Inc | 105.91K | +104.8% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 81.34K | +10.8% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 81.34K | +10.8% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 81.34K | +10.8% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 81.34K | +10.8% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 77.62K | -39.5% | $1.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 77.62K | -39.5% | $1.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 77.62K | -39.5% | $1.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Corient Private Wealth LP | 73.27K | +34.4% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 70.60K | -29.2% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Jane Street Group, Llc | 61.83K | -83.4% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 53.63K | -1.6% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Commonwealth Equity Services, Llc | 49.63K | +5.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 46.13K | -37.9% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Focus Partners Wealth | 45.14K | +10.5% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 36.06K | -18.0% | $816,453 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Cerity Partners LLC | 29.32K | +40.4% | $663,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Cerity Partners LLC | 29.32K | +40.4% | $663,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | CIBC Bancorp USA Inc. | 16.38K | +4.5% | $370,864 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 14.49K | 0.0% | $327,915 | 0.0% | Held | 3 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 14.49K | 0.0% | $327,915 | 0.0% | Held | 3 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 10.80K | +6.2% | $244,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 10.55K | +12.4% | $238,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Us Bancorp \De\ | 9.79K | +3.6% | $221,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Us Bancorp \De\ | 9.79K | +3.6% | $221,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Financial Engines Advisors L.L.C. | 9.20K | +1.3% | $208,265 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 8.57K | +73.2% | $194,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 8.57K | +73.2% | $194,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 8.57K | +73.2% | $194,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 8.57K | +73.2% | $194,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Wells Fargo & Company/Mn | 7.04K | -25.1% | $159,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Wells Fargo & Company/Mn | 7.04K | -25.1% | $159,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 3.17K | +159.8% | $71,769 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 3.17K | +159.8% | $71,769 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 3.17K | +159.8% | $71,769 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 2.96K | New | $67,267 | 0.0% | New | 1 | SEC ↗ |
| 68 | Franklin Resources Inc | 2.25K | 0.0% | $50,985 | 0.0% | Held | 3 | SEC ↗ |
| 69 | UBS Group AG | 2.17K | +637.3% | $49,242 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | UBS Group AG | 2.17K | +637.3% | $49,242 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Assetmark, Inc | 1.83K | -95.5% | $41,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Simplex Trading, Llc | 1.04K | New | $23,500 | 0.0% | New | 1 | SEC ↗ |
| 73 | Rockefeller Capital Management L.P. | 329 | -93.5% | $7,449 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $9.92M | 0.0% |
| Hrt Financial Lp | $2.44M | 0.0% |
| Jones Financial Companies Lllp | $67,267 | 0.0% |
| Simplex Trading, Llc | $23,500 | 0.0% |
Exited
| Millennium Management | $274,179 | was 0.0% |
| Baird Financial Group, Inc. | $233,332 | was 0.0% |
| Qube Research & Technologies… | $4,423 | 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: Q2 2026 ·
Methodology ·
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