Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 SCHH is one-sided between 2026-Q1 and 2026-Q2: 128 added or opened and 36 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
SCHH’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 2.3pp 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 2026-Q1 and 2026-Q2, across 565 tracked filers holding SCHH, 285 increased or opened the position and 243 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 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 13
- Strategic Financial Planning, Inc.$12M
- Almitas Capital LLC$5M
- Plancorp, LLC$3M
- RENAISSANCE TECHNOLOGIES LLC$3M
- Y-Intercept (Hong Kong) Ltd$2M
- Liberty Capital Management, Inc.$1M
Full exits 22
- FOSTER & MOTLEY INC$21M
- HANTZ FINANCIAL SERVICES, INC.$20M
- Betterment LLC$17M
- APPLETON PARTNERS INC/MA$5M
- HighTower Advisors, LLC$4M
- TUDOR INVESTMENT CORP ET AL$3M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.0B
- Financial Engines Advisors L.L.C.$130M
- US BANCORP \DE\$89M
- FMR LLC$46M
- ENVESTNET ASSET MANAGEMENT INC$41M
- Creative Planning$28M
Largest trims
- TWO SIGMA INVESTMENTS, LP$183M
- UBS Group AG$5M
- BlackRock, Inc.$5M
- Tower Research Capital LLC (TRC)$2M
- Point72 Asset Management, L.P.$1M
- Pacific Capital Wealth Advisors, Inc.$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 |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 59,841,430 | $1.4B | 23.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 49,794,731 | $1.2B | 19.5% | 2026-Q2 |
| US BANCORP \DE\ added | 34,334,144 | $813M | 13.4% | 2026-Q2 |
| FMR LLC trimmed | 24,732,957 | $586M | 9.7% | 2026-Q2 |
| Creative Planning trimmed | 19,656,745 | $465M | 7.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,756,832 | $278M | 4.6% | 2026-Q2 |
| DUMAC, INC. | 7,929,093 | $188M | 3.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 3,186,737 | $75M | 1.2% | 2026-Q2 |
| Cerity Partners LLC added | 2,724,095 | $65M | 1.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 2,229,955 | $53M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,178,577 | $52M | 0.9% | 2026-Q2 |
| MASON STREET ADVISORS, LLC added | 2,161,115 | $51M | 0.8% | 2026-Q2 |
| Elm Partners Management LLC added | 1,816,239 | $43M | 0.7% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 1,498,729 | $35M | 0.6% | 2026-Q2 |
| RATIONAL ADVISORS, INC. added | 1,366,280 | $32M | 0.5% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,109,653 | $26M | 0.4% | 2026-Q2 |
| M&T Bank Corp added | 1,048,116 | $25M | 0.4% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 963,416 | $23M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 944,500 | $22M | 0.4% | 2026-Q2 |
| Pioneer Wealth Management Group added | 883,192 | $21M | 0.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 874,401 | $21M | 0.3% | 2026-Q2 |
| ZynergyRetirementPlanningLLC added | 820,717 | $19M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 770,626 | $18M | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 733,151 | $17M | 0.3% | 2026-Q2 |
| Morningstar Investment Management LLC | 705,180 | $15M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 625,162 | $15M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 595,924 | $14M | 0.2% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 570,742 | $14M | 0.2% | 2026-Q2 |
| Krilogy Financial LLC added | 527,590 | $12M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 519,851 | $12M | 0.2% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 518,727 | $12M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 503,191 | $12M | 0.2% | 2026-Q2 |
| Strategic Financial Planning, Inc. added | 499,423 | $12M | 0.2% | 2026-Q2 |
| Firestone Capital Management added | 491,986 | $12M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 478,950 | $12M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 463,449 | $11M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 429,425 | $10M | 0.2% | 2026-Q2 |
| Waterford Advisors, LLC added | 429,163 | $10M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 423,519 | $10M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 423,395 | $10M | 0.2% | 2026-Q2 |
| WEALTH MANAGEMENT RESOURCES, INC. added | 407,235 | $10M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 403,264 | $10M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 395,395 | $9M | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 395,081 | $9M | 0.2% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 394,256 | $9M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 354,243 | $8M | 0.1% | 2026-Q2 |
| VISTA CAPITAL PARTNERS, INC. added | 349,509 | $8M | 0.1% | 2026-Q2 |
| Amicus Financial Advisors, LLC trimmed | 347,827 | $8M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 343,604 | $8M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 342,801 | $8M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 336,652 | $8M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 332,271 | $8M | 0.1% | 2026-Q2 |
| Passive Capital Management, LLC. trimmed | 299,841 | $6M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 293,979 | $7M | 0.1% | 2026-Q2 |
| Upper Left Wealth Management, LLC added | 288,256 | $7M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 285,187 | $7M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 283,561 | $7M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 283,405 | $7M | 0.1% | 2026-Q2 |
| White & Co Financial Planning Inc added | 281,314 | $7M | 0.1% | 2026-Q2 |
| WealthCollab, LLC added | 262,197 | $6M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 253,725 | $6M | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 252,804 | $6M | 0.1% | 2026-Q2 |
| Stanich Group LLC added | 245,088 | $6M | 0.1% | 2026-Q2 |
| Williams Financial, LLC added | 240,915 | $6M | 0.1% | 2026-Q2 |
| Texas Yale Capital Corp. trimmed | 240,795 | $6M | 0.1% | 2026-Q2 |
| Cypress Point Wealth Management, LLC added | 240,432 | $6M | 0.1% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC added | 235,300 | $6M | 0.1% | 2026-Q2 |
| Frisco Financial Planning LLC added | 232,260 | $5M | 0.1% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 221,578 | $5M | 0.1% | 2026-Q2 |
| Good Steward Wealth Advisors,LLC trimmed | 217,166 | $5M | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 210,944 | $5M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 209,614 | $5M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 201,709 | $5M | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC trimmed | 200,307 | $5M | 0.1% | 2026-Q2 |
| Almitas Capital LLC new | 198,600 | $5M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 193,274 | $5M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 191,167 | $5M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 186,362 | $4M | 0.1% | 2026-Q2 |
| Omega Financial Group, LLC trimmed | 178,953 | $4M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 170,239 | $4M | 0.1% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC trimmed | 167,885 | $4M | 0.1% | 2026-Q2 |
| SWS Partners trimmed | 164,597 | $4M | 0.1% | 2026-Q2 |
| Rooted Wealth Advisors, Inc. added | 164,400 | $4M | 0.1% | 2026-Q2 |
| Brooklyn FI, LLC added | 161,309 | $4M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 158,756 | $4M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 157,493 | $4M | 0.1% | 2026-Q2 |
| Flatrock Wealth Partners LLC added | 157,233 | $4M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 150,303 | $4M | 0.1% | 2026-Q2 |
| LifePlan Investment Advisors, Inc. trimmed | 149,269 | $4M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 137,744 | $3M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 136,340 | $3M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 129,902 | $3M | 0.1% | 2026-Q2 |
| Plancorp, LLC new | 128,099 | $3M | 0.1% | 2026-Q2 |
| JMG Financial Group, Ltd. added | 125,419 | $3M | 0.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 124,900 | $3M | 0.0% | 2026-Q2 |
| BALLAST ADVISORS LLC trimmed | 124,138 | $3M | 0.0% | 2026-Q2 |
| Guardian Financial Partners, LLC added | 122,537 | $3M | 0.0% | 2026-Q2 |
| Glassy Mountain Advisors, Inc. added | 121,698 | $3M | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 119,745 | $3M | 0.0% | 2026-Q2 |
| Sagace Wealth Management LLC trimmed | 119,715 | $3M | 0.0% | 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.