Who owns SCHC (SCHC)
Which tracked institutional funds hold SCHC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
67 tracked funds added or opened SCHC while 48 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCHC’s largest tracked holder by dollar value, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 487 tracked filers holding SCHC, 195 increased or opened the position and 230 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCHC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$203M
- BlueSky Wealth Advisors, LLC$9M
- RENAISSANCE TECHNOLOGIES LLC$818K
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$754K
- Y-Intercept (Hong Kong) Ltd$716K
- Baird Financial Group, Inc.$619K
Full exits 17
- SageView Advisory Group, LLC$80M
- JANE STREET GROUP, LLC$72M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$38M
- Valmark Advisers, Inc.$12M
- Main Street Financial Solutions, LLC$10M
- Strategic Financial Planning, Inc.$8M
Largest adds
- Creative Planning$80M
- BlackRock, Inc.$25M
- JONES FINANCIAL COMPANIES LLLP$25M
- ENVESTNET ASSET MANAGEMENT INC$11M
- Mariner, LLC$9M
- EP Wealth Advisors, LLC$7M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$176M
- BANK OF AMERICA CORP /DE/$10M
- MORGAN STANLEY$6M
- Johnson Financial Group, LLC$6M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5M
- Savant Capital, LLC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 4,334,063 | $203M | 10.1% | 2026-Q1 |
| Creative Planning added | 2,938,971 | $137M | 6.9% | 2026-Q1 |
| Savant Capital, LLC trimmed | 2,008,640 | $94M | 4.7% | 2026-Q1 |
| BlackRock, Inc. added | 1,835,314 | $86M | 4.3% | 2026-Q1 |
| McAdam, LLC added | 1,645,574 | $77M | 3.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,602,978 | $73M | 3.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,256,188 | $59M | 2.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,159,486 | $54M | 2.7% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 1,098,638 | $51M | 2.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,025,135 | $48M | 2.4% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 857,100 | $40M | 2.0% | 2026-Q1 |
| CHOREO, LLC added | 817,753 | $38M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 758,997 | $35M | 1.8% | 2026-Q1 |
| Corient Private Wealth LLC added | 635,383 | $30M | 1.5% | 2026-Q1 |
| Johnson Financial Group, LLC trimmed | 604,360 | $28M | 1.4% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 604,213 | $28M | 1.4% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 477,758 | $22M | 1.1% | 2026-Q1 |
| Charles Schwab Trust Co added | 438,325 | $20M | 1.0% | 2026-Q1 |
| Vise Technologies, Inc. | 431,323 | $20M | 1.0% | 2026-Q1 |
| UBS Group AG added | 402,554 | $19M | 0.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 399,782 | $19M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 369,227 | $17M | 0.9% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 360,627 | $17M | 0.8% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 314,544 | $15M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 322,703 | $15M | 0.8% | 2026-Q1 |
| Redwood Investment Management, LLC trimmed | 321,019 | $15M | 0.7% | 2026-Q1 |
| Rockbridge Investment Management, LCC trimmed | 305,818 | $14M | 0.7% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 301,165 | $14M | 0.7% | 2026-Q1 |
| Mariner, LLC added | 293,997 | $14M | 0.7% | 2026-Q1 |
| Nicholas Hoffman & Company, LLC. added | 291,107 | $14M | 0.7% | 2026-Q1 |
| White & Co Financial Planning Inc trimmed | 262,492 | $12M | 0.6% | 2026-Q1 |
| Fund Evaluation Group, LLC trimmed | 256,584 | $12M | 0.6% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 236,935 | $12M | 0.6% | 2026-Q1 |
| Brooklyn FI, LLC added | 244,602 | $11M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 242,596 | $11M | 0.6% | 2026-Q1 |
| Summit Financial, LLC added | 240,252 | $11M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 209,968 | $10M | 0.5% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 203,226 | $9M | 0.5% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 195,442 | $9M | 0.5% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. trimmed | 192,171 | $9M | 0.4% | 2026-Q1 |
| Fort Vancouver Investment Management, LLC added | 191,058 | $9M | 0.4% | 2026-Q1 |
| BlueSky Wealth Advisors, LLC added | 181,965 | $9M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 178,518 | $8M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 175,610 | $8M | 0.4% | 2026-Q1 |
| Brand Asset Management Group, Inc. trimmed | 174,448 | $8M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 173,175 | $8M | 0.4% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 169,227 | $8M | 0.4% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 166,124 | $8M | 0.4% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 164,512 | $8M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 163,668 | $8M | 0.4% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 162,315 | $8M | 0.4% | 2026-Q1 |
| WEST PACES ADVISORS INC. trimmed | 160,633 | $8M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 178,366 | $7M | 0.4% | 2026-Q1 |
| Procyon Advisors, LLC trimmed | 159,575 | $7M | 0.4% | 2026-Q1 |
| Wedmont Private Capital added | 151,071 | $7M | 0.4% | 2026-Q1 |
| KEYVANTAGE WEALTH, LLC added | 157,618 | $7M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 142,997 | $7M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 141,991 | $7M | 0.3% | 2026-Q1 |
| FMR LLC added | 140,043 | $7M | 0.3% | 2026-Q1 |
| Arnold Financial Planning LLC added | 134,690 | $6M | 0.3% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 134,151 | $6M | 0.3% | 2026-Q1 |
| Hamrick Investment Counsel, llc added | 125,625 | $6M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 124,233 | $6M | 0.3% | 2026-Q1 |
| Rialto Wealth Management, LLC trimmed | 123,028 | $6M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 120,112 | $6M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 119,125 | $6M | 0.3% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 119,066 | $6M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 118,295 | $6M | 0.3% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 117,983 | $6M | 0.3% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 116,205 | $5M | 0.3% | 2026-Q1 |
| Brucke Financial, Inc. trimmed | 110,871 | $5M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 108,470 | $5M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 102,289 | $5M | 0.2% | 2026-Q1 |
| Compound Planning, Inc. added | 101,719 | $5M | 0.2% | 2026-Q1 |
| Traveka Wealth, LLC trimmed | 99,602 | $5M | 0.2% | 2026-Q1 |
| Bell Investment Advisors, Inc trimmed | 98,480 | $5M | 0.2% | 2026-Q1 |
| Columbus Macro, LLC trimmed | 96,457 | $5M | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 95,677 | $4M | 0.2% | 2026-Q1 |
| Upper Left Wealth Management, LLC trimmed | 95,451 | $4M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 93,796 | $4M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 90,958 | $4M | 0.2% | 2026-Q1 |
| HBK Sorce Advisory LLC trimmed | 80,982 | $4M | 0.2% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 88,849 | $4M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 86,910 | $4M | 0.2% | 2026-Q1 |
| SageView Advisory Group, LLC trimmed | 1,754,109 | $80M | 4.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 1,585,259 | $72M | 3.6% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 831,997 | $38M | 1.9% | 2025-Q4 stale |
| CSM Advisors, LLC | 391,600 | $18M | 0.9% | 2025-Q3 stale |
| JFG Wealth Management, LLC trimmed | 378,624 | $17M | 0.9% | 2025-Q3 stale |
| Valmark Advisers, Inc. added | 269,681 | $12M | 0.6% | 2025-Q4 stale |
| Vident Advisory, LLC trimmed | 237,703 | $11M | 0.5% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC added | 211,310 | $10M | 0.5% | 2025-Q4 stale |
| PrairieView Partners, LLC added | 204,064 | $9M | 0.4% | 2025-Q2 stale |
| Strategic Financial Planning, Inc. trimmed | 170,239 | $8M | 0.4% | 2025-Q4 stale |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. trimmed | 173,264 | $7M | 0.4% | 2025-Q2 stale |
| Divergent Planning, LLC added | 137,675 | $6M | 0.3% | 2025-Q4 stale |
| Kathleen S. Wright Associates Inc. added | 127,093 | $6M | 0.3% | 2025-Q3 stale |
| Financially Speaking Inc new | 113,953 | $5M | 0.3% | 2025-Q3 stale |
| M Holdings Securities, Inc. added | 139,003 | $5M | 0.2% | 2025-Q1 stale |
| LPF Advisors LLC added | 122,492 | $4M | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.