Security record · archived quarter
SCHJ
name pending profile ingest
26Tracked holders
0Δ holders
2.20MShares held
$54.69MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 401.04K | — | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 386.17K | — | $9.62M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 331.35K | — | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 277.44K | — | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 186.09K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 139.73K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 81.00K | — | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Creative Planning | 52.30K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 49.34K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 48.00K | -14.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 46.01K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 42.07K | -48.5% | $1.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Cerity Partners LLC | 34.46K | — | $858,104 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 31.01K | — | $772,099 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 30.40K | — | $756,910 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 22.89K | — | $569,983 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Captrust Financial Advisors | 12.94K | — | $322,091 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 11.43K | — | $284,532 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 8.57K | — | $213,370 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.48K | -77.7% | $36,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.45K | — | $36,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 361 | -14.9% | $8,993 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Franklin Resources Inc | 232 | — | $5,777 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 157 | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 111 | — | $2,764 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 44 | — | $1,096 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 125 holders, 9.08M shares, $215.30M 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: Q4 2025 ·
Methodology ·
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