SCHY
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +3 | 3.80M | $119.82M | +7 | −5 |
| Q1 2026 | 34 | +2 | 3.77M | $119.38M | +4 | −2 |
| Q4 2025 | 33 | 0 | 3.38M | $100.89M | — | — |
| Q3 2025 | 5 | 0 | 116.05K | $3.24M | — | — |
| Q2 2025 | 2 | -1 | 45.46K | $1.24M | — | −1 |
| Q1 2025 | 1 | 0 | 26.57K | $674,372 | — | — |
| Q4 2024 | 1 | +1 | 29.27K | $676,676 | +1 | — |
| Q2 2024 | 1 | — | 88.61K | $2.09M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 600.00K | — | $17.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 584.47K | — | $17.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 410.65K | — | $12.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | HighTower Advisors, LLC | 409.41K | — | $12.21M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 344.94K | — | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 133.39K | — | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 127.50K | — | $3.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Northwestern Mutual Wealth… | 117.11K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 90.32K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 78.89K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 67.30K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 55.37K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 45.35K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passive) | 43.72K | 0.0% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 40.75K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 35.84K | 0.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 35.49K | +40.7% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 32.82K | — | $978,729 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 23.36K | — | $696,760 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 20.42K | — | $608,913 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 16.84K | — | $502,228 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 16.50K | — | $492,174 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Cerity Partners LLC | 11.02K | — | $328,699 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Sei Investments Co | 10.89K | — | $324,740 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 7.25K | — | $216,076 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 7.00K | — | $208,740 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 5.43K | -22.9% | $161,907 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Fidelity (FMR) ✦ | 5.29K | +24.7% | $157,653 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 2.07K | — | $61,757 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Franklin Resources Inc | 1.64K | — | $48,756 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 964 | — | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 629 | — | $18,757 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 4 | — | $105 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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): 193 holders, 15.05M shares, $469.27M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.