Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on SCHC is one-sided between 2026-Q1 and 2026-Q2: 86 added or opened and 29 trimmed or exited — on balance accumulating.
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 0.7% of its own reported 13F book, while the median holder sizes it at 0.3% 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 2026-Q1 and 2026-Q2, across 503 tracked filers holding SCHC, 238 increased or opened the position and 202 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 2026-Q1 and 2026-Q2 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 15
- Diversify Advisory Services, LLC$17M
- Strategic Financial Planning, Inc.$8M
- Systelligence, LLC$7M
- Commonwealth Financial Services, LLC$4M
- Plancorp, LLC$4M
- Phillip James Consulting Co.$2M
Full exits 14
- Redwood Investment Management, LLC$15M
- FLOW TRADERS U.S. LLC$10M
- HighTower Advisors, LLC$8M
- NATIXIS ADVISORS, LLC$5M
- Cambridge Investment Research Advisors, Inc.$2M
- Cloud Capital Management, LLC$1M
Largest adds
- Savant Capital, LLC$92M
- JONES FINANCIAL COMPANIES LLLP$47M
- St. Louis Trust Co$33M
- Johnson Financial Group, LLC$26M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$13M
- Charles Schwab Trust Co$9M
Largest trims
- BlackRock, Inc.$14M
- AMERICAN CENTURY COMPANIES INC$5M
- MORGAN STANLEY$4M
- Mariner, LLC$3M
- Focus Partners Wealth$2M
- Transamerica Financial Advisors, LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 4,476,230 | $215M | 10.3% | 2026-Q2 |
| Savant Capital, LLC added | 3,916,077 | $186M | 8.9% | 2026-Q2 |
| Creative Planning trimmed | 2,829,312 | $136M | 6.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,512,185 | $120M | 5.7% | 2026-Q2 |
| McAdam, LLC added | 1,711,610 | $82M | 3.9% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 1,703,083 | $82M | 3.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,486,015 | $72M | 3.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,242,614 | $60M | 2.9% | 2026-Q2 |
| STATE STREET CORP added | 1,165,313 | $56M | 2.7% | 2026-Q2 |
| Johnson Financial Group, LLC added | 1,131,199 | $54M | 2.6% | 2026-Q2 |
| MATHER GROUP, LLC. added | 1,103,737 | $53M | 2.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 962,706 | $46M | 2.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 951,415 | $46M | 2.2% | 2026-Q2 |
| CHOREO, LLC trimmed | 813,788 | $39M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 721,412 | $35M | 1.7% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 625,378 | $30M | 1.4% | 2026-Q2 |
| Charles Schwab Trust Co added | 619,205 | $30M | 1.4% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 613,957 | $30M | 1.4% | 2026-Q2 |
| Vise Technologies, Inc. added | 491,169 | $24M | 1.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 481,697 | $23M | 1.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 417,548 | $20M | 1.0% | 2026-Q2 |
| UBS Group AG added | 414,546 | $20M | 1.0% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 365,315 | $18M | 0.8% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 347,506 | $17M | 0.8% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 347,506 | $17M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 326,183 | $16M | 0.7% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 306,226 | $15M | 0.7% | 2026-Q2 |
| Rockbridge Investment Management, LCC trimmed | 298,760 | $14M | 0.7% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. added | 296,679 | $14M | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 285,394 | $14M | 0.7% | 2026-Q2 |
| White & Co Financial Planning Inc added | 265,459 | $13M | 0.6% | 2026-Q2 |
| Brooklyn FI, LLC added | 260,222 | $13M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 256,952 | $12M | 0.6% | 2026-Q2 |
| Summit Financial, LLC added | 253,359 | $12M | 0.6% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 247,601 | $12M | 0.6% | 2026-Q2 |
| Fund Evaluation Group, LLC trimmed | 246,963 | $12M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 213,741 | $10M | 0.5% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 213,083 | $10M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 206,225 | $10M | 0.5% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 204,909 | $10M | 0.5% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 203,051 | $10M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 192,366 | $9M | 0.4% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 192,171 | $9M | 0.4% | 2026-Q2 |
| BlueSky Wealth Advisors, LLC added | 191,915 | $9M | 0.4% | 2026-Q2 |
| OARSMAN CAPITAL, INC. added | 189,176 | $9M | 0.4% | 2026-Q2 |
| Fort Vancouver Investment Management, LLC trimmed | 185,849 | $9M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 183,072 | $9M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 177,195 | $9M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 174,538 | $8M | 0.4% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 173,459 | $8M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 171,272 | $7M | 0.4% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 170,742 | $8M | 0.4% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 170,280 | $8M | 0.4% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 168,438 | $8M | 0.4% | 2026-Q2 |
| KEYVANTAGE WEALTH, LLC added | 162,240 | $8M | 0.4% | 2026-Q2 |
| Strategic Financial Planning, Inc. trimmed | 160,420 | $8M | 0.4% | 2026-Q2 |
| Procyon Advisors, LLC trimmed | 156,738 | $8M | 0.4% | 2026-Q2 |
| Systelligence, LLC new | 150,934 | $7M | 0.3% | 2026-Q2 |
| WEST PACES ADVISORS INC. trimmed | 148,122 | $7M | 0.3% | 2026-Q2 |
| Wedmont Private Capital trimmed | 146,761 | $7M | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 141,932 | $7M | 0.3% | 2026-Q2 |
| FMR LLC added | 141,176 | $7M | 0.3% | 2026-Q2 |
| Arnold Financial Planning LLC added | 138,331 | $7M | 0.3% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC trimmed | 133,480 | $6M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 130,860 | $6M | 0.3% | 2026-Q2 |
| Hamrick Investment Counsel, llc added | 130,096 | $6M | 0.3% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 128,878 | $6M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 126,816 | $6M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 126,697 | $6M | 0.3% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 123,208 | $6M | 0.3% | 2026-Q2 |
| Rialto Wealth Management, LLC trimmed | 118,821 | $6M | 0.3% | 2026-Q2 |
| Brucke Financial, Inc. added | 118,713 | $6M | 0.3% | 2026-Q2 |
| Robinswood Financial LLC added | 116,721 | $6M | 0.3% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 116,104 | $6M | 0.3% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 114,576 | $6M | 0.3% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 114,520 | $6M | 0.3% | 2026-Q2 |
| Columbus Macro, LLC added | 105,277 | $5M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 104,466 | $5M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 101,548 | $5M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 99,067 | $5M | 0.2% | 2026-Q2 |
| Traveka Wealth, LLC trimmed | 99,027 | $5M | 0.2% | 2026-Q2 |
| Bell Investment Advisors, Inc added | 98,683 | $5M | 0.2% | 2026-Q2 |
| Upper Left Wealth Management, LLC added | 97,490 | $5M | 0.2% | 2026-Q2 |
| World Investment Advisors | 95,677 | $4M | 0.2% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 95,665 | $5M | 0.2% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 91,804 | $4M | 0.2% | 2026-Q2 |
| St. Louis Trust Co added | 87,162 | $37M | 1.8% | 2026-Q2 |
| Commonwealth Financial Services, LLC new | 86,560 | $4M | 0.2% | 2026-Q2 |
| Texas Yale Capital Corp. added | 86,382 | $4M | 0.2% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 85,622 | $4M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 83,833 | $4M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 80,598 | $4M | 0.2% | 2026-Q2 |
| Seven Springs Wealth Group, LLC trimmed | 79,814 | $4M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Advisors, Inc. added | 79,382 | $4M | 0.2% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed | 78,685 | $4M | 0.2% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 77,863 | $4M | 0.2% | 2026-Q2 |
| Plancorp, LLC new | 75,668 | $4M | 0.2% | 2026-Q2 |
| Jacobs Equity LLC added | 75,548 | $4M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 74,305 | $4M | 0.2% | 2026-Q2 |
| SIGNAL TREE FINANCIAL PARTNERS LLC added | 72,972 | $4M | 0.2% | 2026-Q2 |
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.