Who owns SCHI
Which tracked institutional funds hold SCHI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
37 tracked funds added or opened SCHI while 28 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SCHI’s largest tracked holder by dollar value, CAPTRUST FINANCIAL ADVISORS, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHI 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 253 tracked filers holding SCHI, 144 increased or opened the position and 105 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 SCHI 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 8
- ALLSTATE CORP$42M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$10M
- RATIONAL ADVISORS, INC.$4M
- Atria Investments, Inc$4M
- FIDUCIARY FINANCIAL ADVISORS$1M
- Peregrine Asset Advisers, Inc.$867K
Full exits 9
- Janney Montgomery Scott LLC$17M
- HighTower Advisors, LLC$3M
- Forthright Family Wealth Advisory LLC$2M
- OLD MISSION CAPITAL LLC$2M
- GM Advisory Group, LLC$2M
- Orion Porfolio Solutions, LLC$1M
Largest adds
- CITADEL ADVISORS LLC$16M
- Kestra Advisory Services, LLC$6M
- CAPTRUST FINANCIAL ADVISORS$5M
- FF Advisors,LLC$5M
- ROYAL BANK OF CANADA$3M
- Cetera Investment Advisers$3M
Largest trims
- L2 Asset Management, LLC$15M
- JPMORGAN CHASE & CO$13M
- Bouchey Financial Group, Ltd.$7M
- JANE STREET GROUP, LLC$7M
- AMERIPRISE FINANCIAL INC$7M
- RAYMOND JAMES FINANCIAL INC$6M
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 |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS added | 8,768,676 | $199M | 17.7% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 8,486,796 | $192M | 17.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,236,543 | $164M | 14.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,491,146 | $56M | 5.0% | 2026-Q2 |
| ALLSTATE CORP new | 1,839,862 | $42M | 3.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,302,835 | $30M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,249,967 | $28M | 2.5% | 2026-Q2 |
| Bouchey Financial Group, Ltd. trimmed | 1,153,981 | $26M | 2.3% | 2026-Q2 |
| Permanens Capital L.P. trimmed | 1,099,967 | $25M | 2.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,008,679 | $23M | 2.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 859,621 | $19M | 1.7% | 2026-Q2 |
| L2 Asset Management, LLC trimmed | 665,705 | $15M | 1.3% | 2026-Q2 |
| WestHill Financial Advisors, Inc. added | 652,028 | $15M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 559,090 | $13M | 1.1% | 2026-Q2 |
| LPL Financial LLC added | 521,044 | $12M | 1.1% | 2026-Q2 |
| Charles Schwab Trust Co added | 520,480 | $12M | 1.1% | 2026-Q2 |
| VAN STRUM & TOWNE INC. trimmed | 504,007 | $11M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 438,376 | $10M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 428,440 | $10M | 0.9% | 2026-Q2 |
| White & Co Financial Planning Inc added | 427,382 | $10M | 0.9% | 2026-Q2 |
| FF Advisors,LLC added | 400,463 | $9M | 0.8% | 2026-Q2 |
| WT Wealth Management added | 385,866 | $9M | 0.8% | 2026-Q2 |
| Kaizen Financial Strategies added | 370,730 | $8M | 0.7% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 359,320 | $8M | 0.7% | 2026-Q2 |
| Systelligence, LLC added | 306,397 | $7M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 305,466 | $7M | 0.6% | 2026-Q2 |
| Bank of New Hampshire added | 247,289 | $6M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 237,072 | $5M | 0.5% | 2026-Q2 |
| Prairiewood Capital, LLC added | 231,821 | $5M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC added | 230,538 | $5M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 226,820 | $5M | 0.5% | 2026-Q2 |
| Arrowroot Family Office, LLC added | 225,877 | $5M | 0.5% | 2026-Q2 |
| Madden Advisory Services, Inc. trimmed | 224,990 | $5M | 0.5% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 223,442 | $5M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 206,595 | $5M | 0.4% | 2026-Q2 |
| Seek First Inc. trimmed | 187,106 | $4M | 0.4% | 2026-Q2 |
| RATIONAL ADVISORS, INC. trimmed | 184,358 | $4M | 0.4% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 179,763 | $4M | 0.4% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 178,300 | $4M | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 168,012 | $4M | 0.3% | 2026-Q2 |
| DecisionPoint Financial, LLC trimmed | 161,284 | $4M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 151,731 | $3M | 0.3% | 2026-Q2 |
| WFA of San Diego, LLC added | 144,644 | $3M | 0.3% | 2026-Q2 |
| Entelevest, LLC added | 142,993 | $3M | 0.3% | 2026-Q2 |
| MFG WEALTH MANAGEMENT, INC. added | 138,562 | $3M | 0.3% | 2026-Q2 |
| Cascades Capital Asset Management, LLC added | 128,065 | $3M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 125,541 | $3M | 0.3% | 2026-Q2 |
| Creative Planning added | 124,052 | $3M | 0.3% | 2026-Q2 |
| Beacon Bridge Wealth Partners, LLC trimmed | 121,017 | $3M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 116,167 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 113,587 | $3M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 111,528 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 105,914 | $2M | 0.2% | 2026-Q2 |
| Citizens National Bank Trust Department added | 95,812 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 93,910 | $2M | 0.2% | 2026-Q2 |
| Essex LLC added | 89,747 | $2M | 0.2% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST added | 88,144 | $2M | 0.2% | 2026-Q2 |
| Bestgate Wealth Advisors, LLC added | 82,682 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 81,343 | $2M | 0.2% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC added | 78,831 | $2M | 0.2% | 2026-Q2 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 78,315 | $2M | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 77,621 | $2M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 73,777 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 73,265 | $2M | 0.1% | 2026-Q2 |
| Caitlin John, LLC trimmed | 72,227 | $2M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 72,090 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 70,603 | $2M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 69,528 | $2M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 68,074 | $2M | 0.1% | 2026-Q2 |
| Advisors Capital Management, LLC trimmed | 63,928 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 61,826 | $1M | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 60,279 | $1M | 0.1% | 2026-Q2 |
| Pinnacle Family Advisors, LLC added | 57,610 | $1M | 0.1% | 2026-Q2 |
| Worth Asset Management, LLC added | 54,856 | $1M | 0.1% | 2026-Q2 |
| Sculati Wealth Management, LLC added | 54,113 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 53,631 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 49,629 | $1M | 0.1% | 2026-Q2 |
| Main Street Research LLC added | 46,488 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 46,135 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 45,141 | $1M | 0.1% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 42,480 | $962K | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 39,619 | $897K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 39,305 | $890K | 0.1% | 2026-Q2 |
| Peregrine Asset Advisers, Inc. new | 38,308 | $867K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 36,062 | $816K | 0.1% | 2026-Q2 |
| Rosenberg Matthew Hamilton | 35,282 | $799K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 34,644 | $784K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 34,232 | $775K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 31,313 | $709K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 30,987 | $702K | 0.1% | 2026-Q2 |
| Facet Wealth, Inc. added | 30,683 | $695K | 0.1% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC added | 30,577 | $692K | 0.1% | 2026-Q2 |
| Keeler Thomas Management LLC new | 29,925 | $678K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 29,320 | $664K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 28,199 | $638K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 28,026 | $635K | 0.1% | 2026-Q2 |
| Christensen, King & Associates Investment Services, Inc. | 27,921 | $632K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 27,499 | $623K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 27,075 | $613K | 0.1% | 2026-Q2 |
| Xcelsior Advisor Partners LLC new | 26,959 | $610K | 0.1% | 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.