Who owns SCHH (SCHH)
Which tracked institutional funds hold SCHH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHH 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
91 tracked funds added or opened SCHH while 46 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
SCHH’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHH 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 563 tracked filers holding SCHH, 291 increased or opened the position and 240 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 SCHH 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 18
- Waterford Advisors, LLC$9M
- BARCLAYS PLC$3M
- CIBC Bancorp USA Inc.$2M
- HRT FINANCIAL LP$2M
- Value Investment Professionals, LLC$2M
- Point72 Asset Management, L.P.$2M
Full exits 12
- PURE PORTFOLIOS HOLDINGS LLC$13M
- Strategic Financial Planning, Inc.$10M
- Stratos Wealth Advisors, LLC$3M
- CIBC WORLD MARKETS CORP$3M
- FIDUCIENT ADVISORS LLC$2M
- Lido Advisors, LLC$2M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$213M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$161M
- US BANCORP \DE\$40M
- Financial Engines Advisors L.L.C.$33M
- FMR LLC$32M
- M&T Bank Corp$22M
Largest trims
- Envestnet Portfolio Solutions, Inc.$186M
- BlueSky Wealth Advisors, LLC$19M
- Grove Bank & Trust$8M
- PNC FINANCIAL SERVICES GROUP, INC.$6M
- RATIONAL ADVISORS, INC.$5M
- Creative Planning$3M
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 |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 59,885,676 | $1.3B | 26.9% | 2026-Q1 |
| US BANCORP \DE\ added | 33,676,678 | $724M | 15.1% | 2026-Q1 |
| FMR LLC added | 25,130,958 | $540M | 11.3% | 2026-Q1 |
| Creative Planning trimmed | 20,357,903 | $437M | 9.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 12,023,737 | $258M | 5.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,044,733 | $237M | 5.0% | 2026-Q1 |
| DUMAC, INC. added | 7,929,093 | $170M | 3.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,570,352 | $163M | 3.4% | 2026-Q1 |
| Cerity Partners LLC added | 2,659,675 | $57M | 1.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 2,100,294 | $45M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,027,148 | $44M | 0.9% | 2026-Q1 |
| MASON STREET ADVISORS, LLC trimmed | 1,646,125 | $35M | 0.7% | 2026-Q1 |
| Charles Schwab Trust Co added | 1,499,321 | $32M | 0.7% | 2026-Q1 |
| RATIONAL ADVISORS, INC. trimmed | 1,218,575 | $26M | 0.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,172,980 | $25M | 0.5% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,064,539 | $23M | 0.5% | 2026-Q1 |
| M&T Bank Corp added | 1,046,422 | $22M | 0.5% | 2026-Q1 |
| Elm Partners Management LLC added | 1,010,445 | $21M | 0.4% | 2026-Q1 |
| FOSTER & MOTLEY INC added | 990,058 | $21M | 0.4% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 927,321 | $20M | 0.4% | 2026-Q1 |
| Pioneer Wealth Management Group added | 815,731 | $18M | 0.4% | 2026-Q1 |
| ZynergyRetirementPlanningLLC added | 806,322 | $17M | 0.4% | 2026-Q1 |
| Betterment LLC added | 795,744 | $17M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 746,140 | $16M | 0.3% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 709,478 | $15M | 0.3% | 2026-Q1 |
| Morningstar Investment Management LLC added | 705,180 | $15M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 680,970 | $15M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 662,500 | $14M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 609,930 | $13M | 0.3% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 561,307 | $12M | 0.3% | 2026-Q1 |
| Krilogy Financial LLC added | 516,526 | $12M | 0.2% | 2026-Q1 |
| Courage Miller Partners, LLC added | 522,062 | $11M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 516,843 | $11M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 489,474 | $11M | 0.2% | 2026-Q1 |
| Firestone Capital Management added | 476,701 | $10M | 0.2% | 2026-Q1 |
| Waterford Advisors, LLC new | 402,510 | $9M | 0.2% | 2026-Q1 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 399,423 | $9M | 0.2% | 2026-Q1 |
| WEALTH MANAGEMENT RESOURCES, INC. added | 406,889 | $9M | 0.2% | 2026-Q1 |
| Vise Technologies, Inc. | 418,055 | $9M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 400,565 | $9M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC added | 397,966 | $9M | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 397,445 | $9M | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 391,700 | $8M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 380,550 | $8M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 367,849 | $8M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 359,962 | $8M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 358,572 | $8M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 356,186 | $8M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 354,640 | $8M | 0.2% | 2026-Q1 |
| Amicus Financial Advisors, LLC added | 354,241 | $8M | 0.2% | 2026-Q1 |
| VISTA CAPITAL PARTNERS, INC. trimmed | 345,641 | $7M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 332,682 | $7M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 319,173 | $7M | 0.1% | 2026-Q1 |
| Passive Capital Management, LLC. added | 311,865 | $7M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 297,738 | $6M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 294,005 | $6M | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 285,716 | $6M | 0.1% | 2026-Q1 |
| White & Co Financial Planning Inc added | 279,230 | $6M | 0.1% | 2026-Q1 |
| Upper Left Wealth Management, LLC added | 278,580 | $6M | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 264,821 | $6M | 0.1% | 2026-Q1 |
| WealthCollab, LLC added | 261,708 | $6M | 0.1% | 2026-Q1 |
| Texas Yale Capital Corp. added | 253,118 | $5M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 249,408 | $5M | 0.1% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 248,316 | $5M | 0.1% | 2026-Q1 |
| Cypress Point Wealth Management, LLC added | 231,864 | $5M | 0.1% | 2026-Q1 |
| ELEVATION WEALTH PARTNERS, LLC added | 231,107 | $5M | 0.1% | 2026-Q1 |
| Williams Financial, LLC trimmed | 229,928 | $5M | 0.1% | 2026-Q1 |
| APPLETON PARTNERS INC/MA added | 229,197 | $5M | 0.1% | 2026-Q1 |
| Stanich Group LLC added | 227,071 | $5M | 0.1% | 2026-Q1 |
| Frisco Financial Planning LLC added | 221,690 | $5M | 0.1% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 221,134 | $5M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 214,979 | $5M | 0.1% | 2026-Q1 |
| Good Steward Wealth Advisors,LLC added | 218,046 | $5M | 0.1% | 2026-Q1 |
| Fiduciary Alliance LLC added | 202,261 | $5M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 207,839 | $4M | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. added | 206,643 | $4M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 206,034 | $4M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 190,278 | $4M | 0.1% | 2026-Q1 |
| ASSETMARK, INC trimmed | 185,356 | $4M | 0.1% | 2026-Q1 |
| Omega Financial Group, LLC trimmed | 180,169 | $4M | 0.1% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC trimmed | 170,327 | $4M | 0.1% | 2026-Q1 |
| Rooted Wealth Advisors, Inc. added | 155,704 | $4M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 168,788 | $4M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 167,737 | $4M | 0.1% | 2026-Q1 |
| SWS Partners trimmed | 165,200 | $4M | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 162,140 | $3M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 160,588 | $3M | 0.1% | 2026-Q1 |
| Brooklyn FI, LLC added | 155,955 | $3M | 0.1% | 2026-Q1 |
| LifePlan Investment Advisors, Inc. trimmed | 150,569 | $3M | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC added | 150,274 | $3M | 0.1% | 2026-Q1 |
| Flatrock Wealth Partners LLC | 148,526 | $3M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 144,067 | $3M | 0.1% | 2026-Q1 |
| PURE PORTFOLIOS HOLDINGS LLC added | 641,124 | $13M | 0.3% | 2025-Q4 stale |
| Strategic Financial Planning, Inc. added | 483,962 | $10M | 0.2% | 2025-Q4 stale |
| Christopher J. Hasenberg, Inc new | 401,402 | $8M | 0.2% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC added | 379,595 | $8M | 0.2% | 2025-Q1 stale |
| Sensible Financial Planning & Management, LLC. trimmed | 322,193 | $7M | 0.1% | 2025-Q3 stale |
| Stratos Wealth Advisors, LLC trimmed | 162,591 | $3M | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC added | 151,668 | $3M | 0.1% | 2025-Q2 stale |
| Jackson Creek Investment Advisors LLC trimmed | 149,694 | $3M | 0.1% | 2025-Q2 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.