Who owns SCHJ
Which tracked institutional funds hold SCHJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHJ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
28 tracked funds added or opened SCHJ while 11 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
SCHJ’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SCHJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SCHJ 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 144 tracked filers holding SCHJ, 89 increased or opened the position and 43 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 SCHJ 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 9
- ALLSTATE CORP$18M
- MML INVESTORS SERVICES, LLC$7M
- GOLDMAN SACHS GROUP INC$4M
- Layline Advisors, LLC$2M
- IMA Advisory Services, Inc.$1M
- VILLERE ST DENIS J & CO LLC$831K
Full exits 6
- SlateStone Wealth, LLC$8M
- HighTower Advisors, LLC$5M
- Victrix Investment Advisors$2M
- Coordinated Financial Services, Inc.$912K
- Ascentis Independent Advisors$600K
- Wedmont Private Capital$585K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$29M
- LPL Financial LLC$9M
- WELLS FARGO & COMPANY/MN$5M
- FF Advisors,LLC$3M
- JPMORGAN CHASE & CO$3M
- HARTLINE INVESTMENT CORP/$2M
Largest trims
- JANE STREET GROUP, LLC$3M
- White Wing Wealth Management$1M
- Kestra Advisory Services, LLC$519K
- Mariner, LLC$502K
- MERCER GLOBAL ADVISORS INC /ADV$289K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 1,557,816 | $38M | 12.9% | 2026-Q2 |
| Hamrick Investment Counsel, llc added | 746,160 | $18M | 6.2% | 2026-Q2 |
| HARTLINE INVESTMENT CORP/ added | 741,444 | $18M | 6.2% | 2026-Q2 |
| ALLSTATE CORP new | 721,760 | $18M | 6.0% | 2026-Q2 |
| Cetera Investment Advisers added | 456,337 | $11M | 3.8% | 2026-Q2 |
| Columbus Macro, LLC added | 418,460 | $10M | 3.5% | 2026-Q2 |
| White Wing Wealth Management trimmed | 417,474 | $10M | 3.5% | 2026-Q2 |
| Sightline Wealth Advisors, LLC added | 416,772 | $10M | 3.5% | 2026-Q2 |
| LPL Financial LLC added | 412,877 | $10M | 3.4% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 346,191 | $9M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 305,331 | $8M | 2.5% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 301,188 | $7M | 2.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 272,850 | $7M | 2.3% | 2026-Q2 |
| FF Advisors,LLC added | 264,253 | $7M | 2.2% | 2026-Q2 |
| Compass Financial Group, INC/SD added | 244,346 | $6M | 2.0% | 2026-Q2 |
| VAN STRUM & TOWNE INC. added | 218,661 | $5M | 1.8% | 2026-Q2 |
| Waverly Advisors, LLC added | 205,206 | $5M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 186,053 | $5M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 167,948 | $4M | 1.4% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 165,267 | $4M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 162,493 | $4M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 156,918 | $4M | 1.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 154,856 | $4M | 1.3% | 2026-Q2 |
| Yanni & Associates Investment Advisors, LLC added | 145,694 | $4M | 1.2% | 2026-Q2 |
| White & Co Financial Planning Inc added | 141,293 | $3M | 1.2% | 2026-Q2 |
| MFG WEALTH MANAGEMENT, INC. added | 124,377 | $3M | 1.0% | 2026-Q2 |
| Summit Financial, LLC added | 123,402 | $3M | 1.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 113,223 | $3M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 111,130 | $3M | 0.9% | 2026-Q2 |
| Layline Advisors, LLC new | 89,830 | $2M | 0.7% | 2026-Q2 |
| Creative Planning added | 84,322 | $2M | 0.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 83,507 | $2M | 0.7% | 2026-Q2 |
| MONEYWISE, INC. added | 82,313 | $2M | 0.7% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 79,747 | $2M | 0.7% | 2026-Q2 |
| Rosenberg Matthew Hamilton trimmed | 78,990 | $2M | 0.7% | 2026-Q2 |
| Rossby Financial, LCC added | 78,377 | $2M | 0.7% | 2026-Q2 |
| First Financial Group Corp trimmed | 70,070 | $2M | 0.6% | 2026-Q2 |
| Altiora Financial Group, LLC | 69,420 | $2M | 0.6% | 2026-Q2 |
| Essex LLC trimmed | 69,134 | $2M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 68,658 | $2M | 0.6% | 2026-Q2 |
| Valmark Advisers, Inc. added | 59,930 | $1M | 0.5% | 2026-Q2 |
| Mutual Advisors, LLC added | 56,710 | $1M | 0.5% | 2026-Q2 |
| Monetary Solutions, Ltd added | 51,630 | $1M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 51,397 | $1M | 0.4% | 2026-Q2 |
| Cannon Financial Strategists, Inc. trimmed | 47,552 | $1M | 0.4% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC added | 41,925 | $1M | 0.3% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 41,048 | $1M | 0.3% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 38,140 | $941K | 0.3% | 2026-Q2 |
| Compound Planning, Inc. added | 36,619 | $903K | 0.3% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 35,453 | $874K | 0.3% | 2026-Q2 |
| Napier Financial, LLC added | 34,740 | $857K | 0.3% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 34,477 | $850K | 0.3% | 2026-Q2 |
| Cerity Partners LLC | 34,466 | $850K | 0.3% | 2026-Q2 |
| Seek First Inc. added | 34,109 | $841K | 0.3% | 2026-Q2 |
| VILLERE ST DENIS J & CO LLC new | 33,711 | $831K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 31,769 | $783K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 26,743 | $659K | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 26,246 | $647K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 24,538 | $605K | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24,036 | $592K | 0.2% | 2026-Q2 |
| Roundview Capital LLC | 23,676 | $584K | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 22,675 | $559K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 22,462 | $554K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 21,749 | $536K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 21,663 | $535K | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 21,529 | $531K | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 21,494 | $530K | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 20,993 | $518K | 0.2% | 2026-Q2 |
| RCS Financial Planning, LLC added | 20,083 | $495K | 0.2% | 2026-Q2 |
| Fortis Group Advisors, LLC trimmed | 19,650 | $485K | 0.2% | 2026-Q2 |
| Steele Capital Management, Inc. added | 19,214 | $474K | 0.2% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 18,804 | $464K | 0.2% | 2026-Q2 |
| Christensen, King & Associates Investment Services, Inc. trimmed | 18,203 | $449K | 0.2% | 2026-Q2 |
| WBH ADVISORY INC new | 17,411 | $429K | 0.1% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC | 17,380 | $429K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 16,438 | $405K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 15,669 | $386K | 0.1% | 2026-Q2 |
| BENNETT SELBY INVESTMENTS LP trimmed | 15,618 | $385K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 15,429 | $380K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 15,190 | $375K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 14,481 | $357K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 13,995 | $345K | 0.1% | 2026-Q2 |
| Lodestone Wealth Management LLC | 13,870 | $342K | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC new | 13,695 | $338K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,583 | $335K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 13,075 | $322K | 0.1% | 2026-Q2 |
| Team Financial Group, LLC added | 12,806 | $316K | 0.1% | 2026-Q2 |
| SouthState Bank Corp added | 12,515 | $309K | 0.1% | 2026-Q2 |
| D.B. Root & Company, LLC trimmed | 12,255 | $302K | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC added | 11,981 | $295K | 0.1% | 2026-Q2 |
| World Investment Advisors new | 11,505 | $284K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 11,472 | $283K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 10,776 | $266K | 0.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC new | 9,968 | $246K | 0.1% | 2026-Q2 |
| AMARA FINANCIAL, LLC. added | 9,472 | $234K | 0.1% | 2026-Q2 |
| Northstar Advisory Group, LLC | 9,343 | $230K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 9,321 | $230K | 0.1% | 2026-Q2 |
| BURLING WEALTH PARTNERS, LLC | 9,240 | $228K | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 9,165 | $226K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. | 8,882 | $218K | 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.