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Institutional Ownership · SEC Form 13F

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.

563
Institutional holders
231,216,332
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Financial Engines Advisors L.L.C. trimmed59,885,676$1.3B26.9%2026-Q1
US BANCORP \DE\ added33,676,678$724M15.1%2026-Q1
FMR LLC added25,130,958$540M11.3%2026-Q1
Creative Planning trimmed20,357,903$437M9.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added12,023,737$258M5.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added11,044,733$237M5.0%2026-Q1
DUMAC, INC. added7,929,093$170M3.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added7,570,352$163M3.4%2026-Q1
Cerity Partners LLC added2,659,675$57M1.2%2026-Q1
BENJAMIN EDWARDS INC added2,100,294$45M0.9%2026-Q1
AMERIPRISE FINANCIAL INC added2,027,148$44M0.9%2026-Q1
MASON STREET ADVISORS, LLC trimmed1,646,125$35M0.7%2026-Q1
Charles Schwab Trust Co added1,499,321$32M0.7%2026-Q1
RATIONAL ADVISORS, INC. trimmed1,218,575$26M0.5%2026-Q1
BlackRock, Inc. trimmed1,172,980$25M0.5%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added1,064,539$23M0.5%2026-Q1
M&T Bank Corp added1,046,422$22M0.5%2026-Q1
Elm Partners Management LLC added1,010,445$21M0.4%2026-Q1
FOSTER & MOTLEY INC added990,058$21M0.4%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added927,321$20M0.4%2026-Q1
Pioneer Wealth Management Group added815,731$18M0.4%2026-Q1
ZynergyRetirementPlanningLLC added806,322$17M0.4%2026-Q1
Betterment LLC added795,744$17M0.4%2026-Q1
Waverly Advisors, LLC added746,140$16M0.3%2026-Q1
MANNING & NAPIER ADVISORS LLC added709,478$15M0.3%2026-Q1
Morningstar Investment Management LLC added705,180$15M0.3%2026-Q1
PRINCIPAL SECURITIES, INC. added680,970$15M0.3%2026-Q1
Invesco Ltd. added662,500$14M0.3%2026-Q1
Beacon Pointe Advisors, LLC added609,930$13M0.3%2026-Q1
Tortoise Investment Management, LLC added561,307$12M0.3%2026-Q1
Krilogy Financial LLC added516,526$12M0.2%2026-Q1
Courage Miller Partners, LLC added522,062$11M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed516,843$11M0.2%2026-Q1
UBS Group AG trimmed489,474$11M0.2%2026-Q1
Firestone Capital Management added476,701$10M0.2%2026-Q1
Waterford Advisors, LLC new402,510$9M0.2%2026-Q1
JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed399,423$9M0.2%2026-Q1
WEALTH MANAGEMENT RESOURCES, INC. added406,889$9M0.2%2026-Q1
Vise Technologies, Inc.418,055$9M0.2%2026-Q1
Mariner, LLC trimmed400,565$9M0.2%2026-Q1
Wealthfront Advisers LLC added397,966$9M0.2%2026-Q1
Avior Wealth Management, LLC added397,445$9M0.2%2026-Q1
MORGAN STANLEY trimmed391,700$8M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added380,550$8M0.2%2026-Q1
LPL Financial LLC added367,849$8M0.2%2026-Q1
Focus Partners Wealth trimmed359,962$8M0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ added358,572$8M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed356,186$8M0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed354,640$8M0.2%2026-Q1
Amicus Financial Advisors, LLC added354,241$8M0.2%2026-Q1
VISTA CAPITAL PARTNERS, INC. trimmed345,641$7M0.2%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed332,682$7M0.1%2026-Q1
OSAIC HOLDINGS, INC. added319,173$7M0.1%2026-Q1
Passive Capital Management, LLC. added311,865$7M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed297,738$6M0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added294,005$6M0.1%2026-Q1
Tower Research Capital LLC (TRC) added285,716$6M0.1%2026-Q1
White & Co Financial Planning Inc added279,230$6M0.1%2026-Q1
Upper Left Wealth Management, LLC added278,580$6M0.1%2026-Q1
CoreCap Advisors, LLC added264,821$6M0.1%2026-Q1
WealthCollab, LLC added261,708$6M0.1%2026-Q1
Texas Yale Capital Corp. added253,118$5M0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed249,408$5M0.1%2026-Q1
Asset Allocation Strategies LLC added248,316$5M0.1%2026-Q1
Cypress Point Wealth Management, LLC added231,864$5M0.1%2026-Q1
ELEVATION WEALTH PARTNERS, LLC added231,107$5M0.1%2026-Q1
Williams Financial, LLC trimmed229,928$5M0.1%2026-Q1
APPLETON PARTNERS INC/MA added229,197$5M0.1%2026-Q1
Stanich Group LLC added227,071$5M0.1%2026-Q1
Frisco Financial Planning LLC added221,690$5M0.1%2026-Q1
Pure Financial Advisors, LLC added221,134$5M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed214,979$5M0.1%2026-Q1
Good Steward Wealth Advisors,LLC added218,046$5M0.1%2026-Q1
Fiduciary Alliance LLC added202,261$5M0.1%2026-Q1
Baird Financial Group, Inc. trimmed207,839$4M0.1%2026-Q1
SMITH, MOORE & CO. added206,643$4M0.1%2026-Q1
HighTower Advisors, LLC added206,034$4M0.1%2026-Q1
Cetera Investment Advisers trimmed190,278$4M0.1%2026-Q1
ASSETMARK, INC trimmed185,356$4M0.1%2026-Q1
Omega Financial Group, LLC trimmed180,169$4M0.1%2026-Q1
Moisand Fitzgerald Tamayo, LLC trimmed170,327$4M0.1%2026-Q1
Rooted Wealth Advisors, Inc. added155,704$4M0.1%2026-Q1
Perigon Wealth Management, LLC added168,788$4M0.1%2026-Q1
Orion Porfolio Solutions, LLC added167,737$4M0.1%2026-Q1
SWS Partners trimmed165,200$4M0.1%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed162,140$3M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL added160,588$3M0.1%2026-Q1
Brooklyn FI, LLC added155,955$3M0.1%2026-Q1
LifePlan Investment Advisors, Inc. trimmed150,569$3M0.1%2026-Q1
Clearstead Advisors, LLC added150,274$3M0.1%2026-Q1
Flatrock Wealth Partners LLC148,526$3M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed144,067$3M0.1%2026-Q1
PURE PORTFOLIOS HOLDINGS LLC added641,124$13M0.3%2025-Q4 stale
Strategic Financial Planning, Inc. added483,962$10M0.2%2025-Q4 stale
Christopher J. Hasenberg, Inc new401,402$8M0.2%2025-Q2 stale
TOWNSQUARE CAPITAL LLC added379,595$8M0.2%2025-Q1 stale
Sensible Financial Planning & Management, LLC. trimmed322,193$7M0.1%2025-Q3 stale
Stratos Wealth Advisors, LLC trimmed162,591$3M0.1%2025-Q4 stale
CW Advisors, LLC added151,668$3M0.1%2025-Q2 stale
Jackson Creek Investment Advisors LLC trimmed149,694$3M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership